Riskified Ltd. Class A (RSKD)
NYSE:RSKD
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Earnings Data
Report Date
Aug 19, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.02Last Year’s EPS
0.02Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed solid operational momentum: revenue, gross profit and GMV growth; a large improvement in adjusted EBITDA; healthy cash flow and a stronger balance sheet; raised guidance; product expansion (ACH, identity, ARIA) and expanding distribution channels. Offsetting factors include a billing-to-revenue recognition gap, remaining GAAP loss, category concentration (75% of billings in three categories), fashion & luxury softness in APAC, and near-term expense timing that lifts Q2 spend. On balance the positives—especially the large EBITDA leverage, product traction, ACH/alternative payment wins, and guidance raise—outweigh the lowlight risks, though execution and timing remain important for achieving full-year targets.Company Guidance
Revenue and Gross Profit Growth
Q1 revenue of $88.3M, up 7% year-over-year; non-GAAP gross profit of $46.3M, up 13% year-over-year; GMV of $37.2B, up 9% year-over-year.
Significant Adjusted EBITDA Improvement
Adjusted EBITDA of $6.2M in Q1, a 370% increase from $1.7M in Q1 2025, reflecting operating leverage as the business scales.
Stronger GAAP and Cash Flow Position
GAAP net loss narrowed to $4.4M from $13.9M in Q1 2025 (68% improvement); Q1 free cash flow of $9M and expected ~ $40M positive free cash flow for full-year 2026; cash, deposits and investments of ~$276M and zero debt.
Raised Full-Year Guidance
Raised low end of full-year guidance: revenue now $376M–$384M (midpoint $380M) and adjusted EBITDA $28M–$34M (midpoint $31M), up from prior revenue/EBITDA posture.
Strong Category and Regional Momentum
Billings grew 11% in Q1 (vs revenue +7%); Tickets & Travel billings ~ +18% YoY and Money Transfer & Payments +30% YoY; regionally U.S. +10%, APAC +15%, Other Americas ~11%, EMEA ~11%.
Multiproduct Adoption and Margin Upside
Merchants using more than one product grew ~50% YoY and now account for over 30% of revenue; multiproduct accounts typically deliver stronger margin profiles.
Product Innovation and New Revenue Streams
Launched stand-alone identity data product and Riskified ARIA (AI Risk Intelligence Analyst); identity use cases reported up to 30% reduction in complaint rates and multi-million dollar reductions in refund/return costs for some merchants.
ACH and Alternative Payment Traction
Three of top 10 new-logo deals in Q1 were ACH-related, including the largest new logo; non-card payment capabilities are contributing meaningfully to incremental gross profit.
Distribution and Channel Expansion
Expanded reach via Shopify Dispute Resolve, partnership with Radial, and Outpayce/Amadeus travel distribution — broadening go-to-market channels to acquire and scale merchants.
Disciplined Capital Allocation
Repurchased ~6.2M shares in Q1 for $27.5M; total repurchases since program inception ~58.2M shares for $287M, reducing shares outstanding ~19% over the period.
RSKD Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
RSKD Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 13, 2026 | $4.58 | $4.79 | +4.59% |
Mar 04, 2026 | $4.71 | $4.42 | -6.16% |
Nov 12, 2025 | $5.01 | $5.08 | +1.40% |
Aug 18, 2025 | $5.26 | $4.43 | -15.78% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Riskified Ltd. Class A (RSKD) report earnings?
Riskified Ltd. Class A (RSKD) is schdueled to report earning on Aug 19, 2026, Before Open (Confirmed).
What is Riskified Ltd. Class A (RSKD) earnings time?
Riskified Ltd. Class A (RSKD) earnings time is at Aug 19, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is RSKD EPS forecast?
RSKD EPS forecast for the fiscal quarter 2026 (Q2) is 0.02.
