Riskified beats revenue estimates, lifts 2026 outlook on AI strength

Riskified (NYSE:RSKD) reported first-quarter 2026 financial results that showcased resilient demand for its AI-driven fraud management platform.

The company posted revenue of $88.27 million, a figure that slightly outperformed analyst estimates of $87.9 million.

Building on the momentum of a landmark fourth quarter in 2025—which saw the firm achieve its first-ever GAAP profitability—Riskified continues to scale its identity-based risk engine across global e-commerce verticals.

Despite the revenue beat, the company reported a net loss for the quarter, with earnings per share (EPS) coming in at ($0.03).

This missed the consensus analyst estimate of $0.04 by $0.07, reflecting ongoing investments in product development and market expansion.

However, management remained focused on the broader trajectory of the business, highlighting strong "win rates" in the market and the increasing efficacy of its machine-learning models in reducing merchant chargebacks and policy abuse.

Based on the quarter’s performance, Riskified raised its full-year 2026 revenue guidance.

The company now expects annual turnover to fall between $376 million and $384 million, up from previous projections.