Riskified (RSKD) Earnings Dates, Call Summary & Reports

Q: When does Riskified Ltd. Class A (RSKD) report earnings?

Riskified Ltd. Class A (RSKD) is schdueled to report earning on May 20, 2026, Before Open (Confirmed).

Q: What is Riskified Ltd. Class A (RSKD) earnings time?

Riskified Ltd. Class A (RSKD) earnings time is at May 20, 2026, Before Open (Confirmed).

Q: Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

Q: What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

Q: What is RSKD EPS forecast?

RSKD EPS forecast for the fiscal quarter 2026 (Q1) is 0.03.

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Earnings Data

Report Date

May 20, 2026

Before Open (Confirmed)

Period Ending

2026 (Q1)

Consensus EPS Forecast

0.03

Last Year’s EPS

-0.09

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 2 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:Mar 04, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call conveyed strong operational momentum: record quarterly revenue and GMV, improved retention metrics (ADR ~100%, NDR 105%), meaningful progress to profitability (GAAP and adjusted EBITDA), robust international and payments vertical growth, product expansion with multi-product adoption, healthy cash balance and continued buybacks. Key headwinds include a significant FX (shekel) impact (~400bps to adjusted EBITDA margin), some category and cohort softness (US/home, tickets/live events, 2022 cohort), and early-stage risks tied to agentic commerce which introduce higher fraud complexity. Management provided constructive 2026 guidance (revenue growth, gross profit growth, adjusted EBITDA) while emphasizing gross-profit centric go-to-market priorities. Overall, positives materially outweigh the disclosed negatives, though execution risks and FX will require monitoring.

Company Guidance

Riskified guided 2026 revenue of $372–$384M (midpoint $378M, +8–11% YoY, 10% at midpoint), targeting full‑year non‑GAAP gross profit growth of 7–12% (quarters ~10% growth at the midpoint), adjusted EBITDA of $26–$34M (midpoint $30M, ≈8% margin) which reflects an approximate 400 bps FX headwind (~$14M), and free cash flow of ~ $40M (≥20% increase vs. $33.1M in 2025; ~10% FCF yield on current EV); they expect similar net dollar retention to 2025 (~105%) at the midpoint, quarterly seasonality to mirror 2025 with sequential acceleration through the year, quarterly operating expenses of ~$41–42M (H1) and ~$42–43M (H2), share‑based compensation ~ $40M, and the board authorized an additional $75M buyback (≈$84M total remaining authorization).

Record Quarterly Revenue and GAAP Profitability

Fourth quarter revenue of $99.3M (record quarter) and first-ever quarter of GAAP profitability; full-year revenue of $344.6M, up 65% year-over-year.

Strong Gross Profit and Adjusted EBITDA Margins

Q4 non-GAAP gross profit of $57.3M, up 16% year-over-year; Q4 adjusted EBITDA margin ~18% (Q4 adjusted EBITDA reported at roughly $17.7M); full-year non-GAAP gross profit $180.3M, up 4% year-over-year; full-year adjusted EBITDA $26.7M, up >55% year-over-year.

Robust GMV and Network Scale

Q4 GMV of $46.7B, up 18% year-over-year; full-year GMV $155.1B, up 10% year-over-year; ~ $750B processed GMV since inception and >1B unique customer interactions powering the data moat.

Improved Customer Retention Metrics

Annual dollar retention (ADR) improved to ~100% (from 96%) and net dollar retention (NDR) improved to 105% (from 96%), indicating stronger post-sale monetization and upsell performance.

New Business Momentum and High Win Rates

Q4 produced the highest quarterly new-business wins since IPO (≈55% of 2025 new business won in Q4) driven by competitive win rates >75%, supporting pipeline strength for 2026.

International and Vertical Outperformance

Non-U.S. regions collectively grew ~22% year-over-year; APAC grew ~53% and EMEA ~18%; money transfer & payments and travel were major growth contributors (money transfer/payments grew strongly — Q4 cited +75% YoY contribution).

Product Expansion and Multi-Product Adoption

Aggregate revenues from Policy Protect, AccountSecure, Dispute Resolve approached ~$10M in 2025 with management targeting $15M–$20M in 2026; ~50% increase in merchants using more than one product, driving stickiness and higher contribution profit per merchant.

Balance Sheet, Cash Generation and Capital Return

Year-end cash, deposits and investments approx. $298M, zero debt; full-year free cash flow $33.1M and Q4 free cash flow $10.7M; expect ~ $40M free cash flow in 2026 (≥20% growth) and board authorized an additional $75M share repurchase (total available ≈$84M).

Operating Discipline and Efficiency Gains

Operating expenses declined 2% vs. 2024 to $153.6M; opex as a percent of revenue improved from 48% to 45%; headcount down 3% to 617 while development capacity increased via AI and automation; share-based compensation declined to $51.6M (from $57.8M) and expected to fall to ≈$40M in 2026.

2026 Financial Outlook

Guidance for 2026 revenue $372M–$384M (growth 8%–11%, midpoint +10%); non-GAAP gross profit growth target 7%–12% (midpoint double-digits); adjusted EBITDA guidance $26M–$34M (midpoint $30M), with management expecting margin expansion over time.

Riskified (RSKD) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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RSKD Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 20, 2026	2026 (Q1)	0.03 / -	-0.09	―	―	―
Mar 04, 2026	2025 (Q4)	0.10 / 0.12	-0.02	700.00% (+0.14)
Nov 12, 2025	2025 (Q3)	0.03 / 0.04	-0.06	166.67% (+0.10)
Aug 18, 2025	2025 (Q2)	-0.06 / 0.02	-0.05	140.00% (+0.07)
May 14, 2025	2025 (Q1)	-0.06 / -0.09	-0.07	-28.57% (-0.02)
Mar 05, 2025	2024 (Q4)	<0.01 / -0.02	-0.02	0.00% (0.00)
Nov 13, 2024	2024 (Q3)	-0.06 / -0.06	-0.12	50.00% (+0.06)
Aug 14, 2024	2024 (Q2)	-0.04 / -0.05	-0.1	50.00% (+0.05)
May 15, 2024	2024 (Q1)	-0.06 / -0.07	-0.1	30.00% (+0.03)
Mar 05, 2024	2023 (Q4)	-0.03 / -0.02	-0.07	71.43% (+0.05)

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
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%
May 14, 2025	$4.94	$5.33	+7.89%

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.