Q4 2025 Riskified Ltd Earnings Call Transcript
Key Points
- Riskified Ltd (RSKD) achieved a record fourth quarter revenue of $99.3 million, marking a 6% year-over-year increase.
- The company reported its first-ever quarter of GAAP profitability, with a net profit of $5.8 million.
- Riskified Ltd (RSKD) saw a significant improvement in annual dollar retention (ADR) and net dollar retention (NDR), reaching 100% and 105% respectively.
- The company experienced strong growth in non-US regions, with APAC and LATAM regions growing by 53% and 13% year-over-year, respectively.
- Riskified Ltd (RSKD) announced a $75 million share repurchase program, reflecting confidence in its long-term trajectory and financial strength.
- The company faced softness in its ticket and live event subvertical, which declined year-over-year due to tougher comparable periods.
- Riskified Ltd (RSKD) experienced a 6% decline in revenue from the United States, primarily due to contraction in the home category.
- The company anticipates a 400 basis point FX headwind to its adjusted EBITDA margin due to the strengthening of the Israeli shekel.
- There is an increased complexity in fraud schemes, which now target every touchpoint across the customer journey, posing challenges for Riskified Ltd (RSKD).
- The company expects its expenses to increase in 2026 due to FX headwinds, despite efforts to manage costs and improve operational efficiency.
Good day, and thank you for standing by. Welcome to the Riskified fourth quarter 2025 earnings call. (Operator Instructions) Please be advised today's conference is being recorded.
I would now like to turn the call over to your speaker today, Chett Mandel, Head of Investor Relations. Please go ahead.
Good morning, and thank you for joining us today. My name is Chett Mandel, Riskified's Head of Investor Relations. We released our results and are hosting today's call to discuss Riskified's financial results for the fourth quarter and full year 2025.
Our earnings materials, including a replay of today's webcast will be available on our Investor Relations website at ir.riskified.com. Participating on today's call are Eido Gal, Riskified's Co-Founder and Chief Executive Officer; and Agi Dotcheva, Riskified's Chief Financial Officer.
Certain statements made on the call today will be forward-looking statements related to without limitation, our operating performance, business and
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