Riskified Lifts 2026 Outlook on 22% Q2 Revenue Jump

summarizeSummary

Riskified reported Q2 revenue of $98.7M (+22% YoY), raised full-year revenue and Adjusted EBITDA guidance, and disclosed a CTO transition. The company also repurchased $63.9M in shares during the quarter.

check_boxKey Events · Earnings and Guidance · RSKD

• Revenue Accelerates to 22% Growth

  Q2 2026 revenue reached $98.7 million, up 22% year-over-year, accelerating from 7% growth in Q1 2026. GMV grew 13% to $41.3 billion.

• Full-Year Guidance Raised

  Revenue guidance raised to $400M–$410M (midpoint $405M) from prior $376M–$384M. Adjusted EBITDA guidance raised to $33M–$39M (midpoint $36M) from prior $28M–$34M.

• Aggressive Share Repurchases Continue

  Repurchased 13.7 million shares for $63.9 million in Q2, bringing cumulative reduction in shares outstanding to 26% since the program's inception.

• CTO Transition Announced

  Co-founder Assaf Feldman moved from CTO to Chief Strategy Officer – Technology; Avi Shauli, formerly SVP Engineering, appointed CTO effective August 10, 2026.

auto_awesomeAnalysis · RSKD · Trade & Services

Riskified posted its strongest revenue growth in over four years — 22% year-over-year to $98.7 million — and raised full-year guidance for the second time this year. The new revenue midpoint of $405 million implies roughly 14% growth over 2025, up from a prior midpoint that suggested about 6% growth. Adjusted EBITDA guidance also moved higher, to a $36 million midpoint from $31 million. The company repurchased $63.9 million of stock in the quarter, shrinking the share count by 26% cumulatively since the buyback began. A CTO transition was also disclosed, with co-founder Assaf Feldman moving to a strategy role and Avi Shauli stepping up from SVP of Engineering. The combination of accelerating top-line momentum, expanding profitability, aggressive buybacks, and a leadership shift makes this a high-signal update.