Riskified beats estimates as Q4 profits signal turnaround

Riskified (NYSE:RSKD) delivered a strong fourth-quarter performance, posting a net income of $5.8 million, or 4 cents per share.

The results indicate a tightening of operational efficiency for the fraud-prevention specialist, which has been working to leverage its machine-learning models to scale alongside global e-commerce volumes.

When adjusted for stock option expenses and amortization costs, earnings reached 12 cents per share, comfortably ahead of the 10 cents per share average estimate from analysts surveyed by Zacks Investment Research.

Revenue for the quarter reached $99.3 million, a figure that also cleared Wall Street’s bar.

Analysts had forecasted $96.9 million for the period.

For the full year 2025, the company reported a net loss of $27.6 million, or 18 cents per share, on total revenue of $344.6 million.

Meanwhile, Riskified management issued forward-looking guidance that suggests continued momentum in the e-commerce sector.

The company expects full-year 2026 revenue to fall between $372 million and $384 million.

This range indicates a projected growth rate of approximately 8% to 11% year-over-year.