Riskified (NYSE:RSKD) Raises Full-Year Guidance After Quarterly Revenue Growth Accelerates

Aditi Sarkar

12 November 2026 04:53 PM AEDT

Riskified (NYSE:RSKD) Raises Full-Year Guidance After Quarterly Revenue Growth Accelerates

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Highlights

Riskified generated USD 115.2 mn in third-quarter revenue, a 41% year-over-year increase.
Quarterly gross merchandise Volume increased 18% to approximately USD 44.6 bn.
The company launched agent identity risk tools and announced an integration Partnership with Zendesk.
Riskified increased its annual Revenue guidance to USD 427 mn–433 mn and adjusted EBITDA guidance to USD 39 mn–43 mn.

Faster revenue growth and a higher annual outlook marked Riskified Ltd. (NYSE:RSKD)’s latest quarterly update. The ecommerce Fraud and risk-intelligence Business reported USD 115.2 mn of revenue for the September quarter, alongside new tools addressing the emergence of AI agents in commerce and customer service.

Revenue Growth Accelerates

Riskified reported third-quarter 2026 revenue of USD 115.2 mn, up 41% from USD 81.9 mn a year earlier. Revenue growth had been 22% in the preceding quarter. Gross merchandise volume processed through its platform reached approximately USD 44.6 bn, increasing 18% year over year. The Digital Finance category recorded billings growth exceeding 300%, while the company also cited activity across electronics, general merchandise and home categories.

Identity Tools Address Agent-Based Commerce

The company introduced Agent Identity Risk Intelligence capabilities designed to identify AI agents associated with orders or Customer Service requests and connect those agents to real consumer identities. It also announced a Zendesk partnership that brings identity intelligence into refund, return and exchange interactions. The products are intended to support risk assessment as merchants introduce more automated customer-facing processes.

Cash Generation Accompanies Growth

Riskified recorded quarterly GAAP Gross Profit of USD 49.3 mn, compared with USD 41.1 mn a year earlier. Adjusted EBITDA reached USD 8.1 mn, while free Cash Flow was USD 15.2 mn. The company ended September with approximately USD 235 mn in cash, deposits and investments and no debt. These figures capture Liquidity and selected profit measures, with adjusted EBITDA and free cash flow presented as non-GAAP measures.

Annual Forecast Rises

Riskified lifted its expected 2026 revenue range to USD 427 mn–433 mn from a previous USD 400 mn–410 mn. It raised its adjusted EBITDA outlook to USD 39 mn–43 mn from USD 33 mn–39 mn. Management identified the timing of new merchant launches, existing customer expansion and the broader economy among the factors that could influence actual results. The latest quarter supports the guidance update but does not guarantee year-end delivery.

Stock Price Information: Riskified shares traded at USD 10.37, up 22.29%, in the November 11, 2026 market figures.

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