Riskified reported total revenue of $81.9 million for the third quarter of 2025, a 4 % increase from $78.8 million in the same period last year. The company posted a GAAP net loss per share of $0.05 and a non‑GAAP diluted net profit per share of $0.04, beating the consensus estimate of $0.03 for the quarter.
Revenue growth was driven primarily by new merchant wins and upsell activity. The Money Transfer and Payments segment grew 100 % year‑over‑year, while the Home segment contracted 70 %. The strong performance in the high‑margin payments vertical offset the decline in the lower‑margin Home business, resulting in the modest overall revenue increase.
The GAAP loss reflects a one‑time charge related to restructuring costs, while the non‑GAAP profit indicates that operating performance remained positive. The $0.04 non‑GAAP EPS beat the $0.03 estimate by $0.01, or 33 %, largely because the company maintained pricing power in its core fraud‑prevention services and controlled variable costs despite higher headcount expenses.
Gross profit margin expanded to 51 % from 50 % in the prior year, driven by a higher mix of high‑margin AI‑powered fraud‑prevention contracts. Adjusted EBITDA rose to $2.1 million, up from $1.8 million in Q3 2024, reflecting improved operational leverage as revenue scales and cost discipline in support services.
Management raised its full‑year 2025 revenue outlook to $338 million–$346 million and adjusted EBITDA guidance to $21 million–$27 million, up from the previous range of $330 million–$340 million. The company also reiterated its target for a 51 % gross profit margin through the end of the year, signaling confidence in sustaining margin expansion.
CEO Eido Gal said, “We are pleased with our strong third‑quarter performance. Revenue and gross profit growth accelerated, and we saw momentum across most of our verticals.” CFO Aglika Dotcheva added, “We continue to execute our profitability goals while investing in areas that drive long‑term value. We expect a meaningful uplift in our adjusted EBITDA margin in the fourth quarter.” Investors responded positively to the results, citing the revenue beat and the upgraded guidance as key drivers of the market reaction.
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