NYSE$RSKD

Riskified Inc. · Q2 2026 earnings

Q2 2026 earnings · · Before market open · Investor relations

Briefing

Riskified reported strong Q2 2026 results with accelerating revenue growth of 22% and raised full-year guidance.

Riskified Ltd. announced financial results for the three months ended June 30, 2026, showing revenue of $98.7 million, up 22% year-over-year. The company posted a GAAP net loss of $9.1 million but generated positive Adjusted EBITDA of $3.9 million and free cash flow of $12.9 million. Management raised its 2026 revenue and Adjusted EBITDA outlook based on strong momentum.

  • Revenue grew 22% YoY to $98.7 million, accelerating from 7% growth in Q1, the strongest growth in over four years.
  • GMV reached $41.3 billion, up 13% YoY, with gross profit margin at 46%.
  • Adjusted EBITDA rose 84% to $3.9 million and free cash flow was $12.9 million.
  • Full-year 2026 guidance raised to revenue of $400-410 million and Adjusted EBITDA of $33-39 million.

Headline financials

Total Revenue

$98.7M

Previous: $81.1M+21.8%
EPS (adj)

$0.02

Previous: $0.02+0.0%
GMV

$41.3B

Previous: $36.4B+13.4%
Gross Margin

46.0%

Previous: 49.0%-6.1%
Adjusted EBITDA

$3.92M

Previous: $2.13M+83.6%
Free Cash Flow

$12.9M

No prior period
Net Income

-$9.11M

Previous: -$11.6M+21.7%
Gross Profit

$45M

Previous: $39.8M+13.1%

Revenue & EPS history

Riskified · Revenue · Quarterly

$98.7M

Q2 2026+21.8%vs Q2 2025
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Forward guidance

Raised full-year 2026 outlook reflecting Q2 outperformance and business momentum.

Tailwinds

  • Revenue guidance increased to $400-410 million from prior $376-384 million.
  • Adjusted EBITDA guidance raised to $33-39 million from prior $28-34 million.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 14 quarterly earnings reports

Historical avg

+3.5%

Avg return

Earnings day

+0.7%

Avg return

5 days after

-5.7%

Avg return

30 days after

67%

10 / 15 earnings

Positive

+35.0%

Q3 2022

Best reaction

-31.7%

Q3 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026
Q2 2025-16.0%-12.9%-12.9%
Q1 2025+7.7%+1.2%-4.7%
Q4 2024+3.0%-9.7%-16.8%
Q3 2024+7.9%+1.4%+14.7%
Q1 2024+8.8%+13.2%+12.9%
Q4 2023+15.5%+12.5%+19.3%
Q3 2023-4.5%-5.0%+7.1%
Q1 2023+20.1%+14.6%+8.3%
Q4 2022-8.2%-8.0%-11.0%
Q3 2022+35.0%+34.5%+18.8%
Q2 2022+13.3%+3.8%-10.2%
Q1 2022+14.1%+17.4%+0.2%
Q4 2021+6.5%+13.2%-11.0%
Q3 2021-31.7%-38.9%-57.2%
Q2 2021-19.2%-26.5%-42.8%
Q1 2021
Q4 2020
Q3 2020
Q2 2020
Q1 2020

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