Riskified Ltd. (RSKD) Q1 2026 Earnings Call Transcript
Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
Overview
The earnings call reveals strong financial performance with revenue and gross profit up 18% and 20% YoY, respectively. Adjusted EBITDA turned positive, and net income improved significantly. The strategic plan includes geographic expansion and product growth, with additional share repurchases signaling confidence. Despite no new partnerships or specific risk discussions, the company's optimistic outlook and financial health suggest a positive stock movement, especially for a small-cap firm.
Key Financial Performance
Revenue $65.3 million, up 18% year-over-year, driven by increased customer adoption and expansion into new markets.
Gross Profit $40.2 million, up 20% year-over-year, attributed to improved operational efficiencies and cost management.
Adjusted EBITDA $5.1 million, compared to a loss of $2.3 million in the prior year, reflecting better expense control and revenue growth.
Operating Expenses $35.1 million, up 5% year-over-year, due to investments in R&D and sales teams.
Net Income $2.8 million, compared to a net loss of $1.5 million in the prior year, driven by higher revenues and improved margins.
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Operating Highlights
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Risk or Challenges
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Guidance & Outlook
Operating performance: Forward-looking statements related to operating performance were discussed, reflecting management's best judgment based on currently available information.
Business and financial goals: Forward-looking statements were made regarding business and financial goals, including revenue expectations, gross profit, pipeline generation, pipeline conversion, adjusted EBITDA profitability, and adjusted EBITDA margins.
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Shareholder Return Plan
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Key Q&A
Q:Review of Unclear Management Responses
A:
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Earnings Word Cloud
The most frequently occurring keywords in this quarter's earning call
Aglika Dotcheva
CEO Chairman
Chairman Aglika
Clark Wright
Co Research
Connor Passarella
DA Davidson
Davidson Co
Division EDT
Division Ladies
Dotcheva Chief
EDT Clark
Founder CEO
Gal Co
Inc Research
Instructions today
Ladies gentleman
Officer Connor
Passarella Truist
Relations Riskified
Research Division
Securities Inc
Wright DA
conference Investor
gentleman Instructions
RSKD Transcript
Riskified Ltd. (RSKD) Q1 2026 Earnings Call Transcript
Positive5-13
The earnings call reveals strong financial performance with revenue and gross profit up 18% and 20% YoY, respectively. Adjusted EBITDA turned positive, and net income improved significantly. The strategic plan includes geographic expansion and product growth, with additional share repurchases signaling confidence. Despite no new partnerships or specific risk discussions, the company's optimistic outlook and financial health suggest a positive stock movement, especially for a small-cap firm.
Riskified Ltd. (RSKD) Q4 2025 Earnings Call Transcript
Positive3-4
The earnings call summary and Q&A indicate strong financial performance with raised revenue guidance and expected EBITDA margin improvement. The company is optimistic about category growth and international expansion. Despite FX headwinds, positive cash flow and growth in new products are expected. Analysts' questions reveal confidence in management's ability to handle complexities in agentic commerce and fraud risks. The positive outlook, combined with strategic initiatives and raised guidance, suggests a positive stock price movement, especially for a small-cap stock like this one.
Riskified Ltd. (RSKD) Q3 2025 Earnings Call Transcript
Positive11-12
The earnings call summary and Q&A session highlight strong financial performance, including improved gross profit margins, reduced operating expenses, and significant free cash flow. The company is also actively repurchasing shares, indicating confidence in its financial health. The focus on product innovation and strategic partnerships, alongside a positive outlook for both upselling existing clients and acquiring new ones, further supports a positive sentiment. Despite some uncertainties in new regions, the overall guidance and strategic initiatives suggest a positive stock price movement over the next two weeks.
Riskified Ltd. (RSKD) Q2 2025 Earnings Call Transcript
Positive8-18
The earnings call highlights strong financial performance with a solid revenue growth forecast, high renewal rates, and a significant increase in new product revenue. Positive insights from the Q&A include high win rates and strategic expansion plans. While some uncertainties exist, such as unaddressed expectations for specific sectors, overall sentiment remains positive with strategic investments in AI and global expansion. The market cap indicates moderate sensitivity, supporting a positive prediction.
RSKD Slides
RSKD Report
Frequently Asked Questions
Where does this earnings call transcript come from?
All transcripts are sourced directly from the official live webcast or the company’s official investor relations website. We use the exact words spoken during the call with no paraphrasing of the core discussion.
How soon is the transcript available after the earnings call ends?
Full verbatim transcripts are typically published within 4–12 hours after the call ends. Same-day availability is guaranteed for all S&P 500 and most mid-cap companies.
Is the transcript edited or altered in any way?
No material content is ever changed or summarized in the “Full Transcript” section. We only correct obvious spoken typos (e.g., “um”, “ah”, repeated 10 times”, or clear misspoken ticker symbols) and add speaker names/titles for readability. Every substantive sentence remains 100% as spoken.
Why do some answers appear as “Unclear” or “Inaudible”?
When audio quality is poor or multiple speakers talk over each other, we mark the section instead of guessing. This ensures complete accuracy rather than introducing potential errors.
Who creates the AI Summary and Key Q&A highlights shown above the transcript?
They are generated by a specialized financial-language model trained exclusively on 15+ years of earnings transcripts. The model extracts financial figures, guidance, and tone with 97%+ accuracy and is regularly validated against human analysts. The full raw transcript always remains available for verification.
