Q2 2026 Riskified Ltd Earnings Call Transcript
Key Points
- Revenue growth accelerated to 22% year-over-year, the strongest in over four years, reaching $98.7 million.
- Adjusted EBITDA increased 84% year-over-year to $3.9 million, demonstrating improved profitability.
- New business momentum was strong, with new logos added across all four regions and competitive win rates above 75%.
- The multi-product merchant base grew approximately 50% year-over-year, indicating successful platform adoption and upsell opportunities.
- The company raised its full-year revenue and adjusted EBITDA guidance for the second time this year, reflecting increased confidence.
- Gross margin declined to 46% in Q2, impacted by a mix shift toward new merchants and ticketing, which typically start at lower margins.
- GAAP net loss remained at $9.1 million, though improved 22% year-over-year, with impacts from foreign currency fluctuations.
- EMEA region growth was only 3% year-over-year, facing tough comparisons from the prior year's travel vertical performance.
- Net dollar retention is expected to remain around 105%, indicating limited expansion from existing merchants.
- The company faces ongoing pressure from the appreciation of the Israeli shekel, which negatively impacts operating expenses.
Good day and thank you for standing by. Welcome to the Riskified second-quarter 2026 earnings call. (Operator Instructions)
I would now like to hand the conference over to your speaker today, Stephen Shulstein, Head of Investor Relations.
Good morning, and thank you for joining us today. We are hosting today's call to discuss Riskified's financial results for the second quarter of 2026. Participating on today's call are Eido Gal, Riskified's Co-Founder and Chief Executive Officer; and Agi Dotcheva, Riskified's Chief Financial Officer.
We released our results for the second quarter of 2026 earlier today. Our earnings materials, including a replay of today's webcast, will be available on our Investor Relations website at ir.riskified.com.
Certain statements made on the call today will be forward-looking statements related to, without limitation, our operating performance, business and financial goals, outlook as to revenues, gross profit, gross margin, pipeline generation,
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