Riskified Posts First GAAP Profit, $99.3M Q4 Revenue and $0.12 EPS
Riskified achieved its first GAAP profitable quarter in Q4 with record $99.3 million revenue and EPS of $0.12. Annual dollar retention reached 100%, net dollar retention hit 105%, and 2026 revenue guidance of $372 million–$384 million implies 8%–11% growth with ~$40 million free cash flow.
1. Q4 Financial Milestone
Riskified delivered Q4 revenue of $99.3 million and reported EPS of $0.12, marking its first-ever GAAP profitable quarter and a pivotal shift toward sustained profitability.
2. Customer Retention Metrics
Annual dollar retention reached 100% and net dollar retention climbed to 105%, underpinned by an AI-driven data ecosystem that has processed over $750 billion in GMV and recorded 1 billion unique interactions.
3. Product Portfolio Expansion
Beyond core fraud protection, Riskified’s Policy Protect and Account Secure products generated approximately $10 million in 2025 revenue, highlighting its successful transition into a multi-product e-commerce risk platform.
4. 2026 Outlook
For fiscal 2026, the company projects revenue of $372 million to $384 million, representing 8%–11% growth, and expects to generate roughly $40 million in free cash flow.