Headquartered in Tel Aviv, Israel, and incorporated in 2012, Riskified Ltd. provides a comprehensive e-commerce risk management platform. This platform empowers online ...
예상 EPS $0.03 · 매출 $102.98M · 3 명의 애널리스트
예상 EPS $0.16 · 매출 $116.50M · 3 명의 애널리스트
예상 EPS $0.25 · 매출 $406.45M · 3 명의 애널리스트
예상 EPS $0.06 · 매출 $100.45M · 1 명의 애널리스트
EPS $-0.07 · 매출 $98.69M
EPS $-0.03 · 매출 $88.27M
EPS $-0.18 · 매출 $344.64M
EPS $-0.05 · 매출 $81.86M
EPS $-0.07 · 매출 $81.06M
EPS $-0.09 · 매출 $82.39M
| 지표 | 최신 | 전년 대비YoY는 Year-over-Year(전년 대비)를 의미합니다. 최근 연도 값을 이전 연도 값과 비교하여 장기 추세의 강도를 보여줍니다. | 전분기 대비QoQ는 Quarter-over-Quarter(전분기 대비)를 의미합니다. 최근 분기를 직전 분기와 비교하여 단기 모멘텀 변화를 보여줍니다. |
|---|---|---|---|
| 매출고객에게 물건을 판매하여 청구서가 지급되기 전까지 들어온 총 금액입니다. 고객의 모든 카드 결제의 총합이라고 보시면 됩니다. (YoY는 올해를 작년 성과와 비교하며, QoQ는 최근 3개월을 이전 3개월과 비교합니다). | $344.6M | +5.2% | +11.8% |
| 순이익절대적인 최종 이익입니다. 회사가 모든 공급업체, 직원, 은행, 세무 당국에 비용을 지불하고 남은 실제 금액입니다. | $-27.6M | +21.1% | -105.7% |
| 매출총이익률기본적인 마진입니다. 100달러짜리 운동화를 판매한다면, 이 비율은 원료와 끈 비용을 지불한 직후의 이익이 가격의 얼마인지를 나타내며, 매장 임대료나 TV 광고 같은 비용은 제외됩니다. | +51.1% | -2.2% | -12.4% |
| 영업이익률본업의 효율성 점수입니다. 고객이 지불하는 1달러 중에서 제품을 만들고 모든 일상적인 회사 운영비(급여, 마케팅, 임대료 등)를 지불한 후 회사가 보유하는 금액을 나타냅니다. | -8.4% | +42.3% | -12.4% |
| 순이익률최종 이익 비율입니다. 모든 비용, 세금, 이자를 차감한 후, 매출 1달러 중 회사가 실제로 보유하는 정확한 액수입니다. | -8.0% | +25.0% | -83.9% |
| 잉여현금흐름기업 현금흐름의 핵심입니다. 일상적인 운영비를 지불하고 생존에 필요한 큰 설비(공장, 서버 등)에 투자한 후 남은 사용 가능한 실제 현금입니다. 배당금이나 자사주 매각에 사용될 수 있는 '자유' 현금입니다. | $33.1M | -15.3% | +40.2% |
| FCF 마진궁극의 현금 전환율입니다. 일반 매출을 즉시 사용 가능한 현금으로 얼마나 잘 전환하는지를 나타냅니다. 비율이 높을수록 현금 창출 능력이 우수합니다. | +9.6% | -19.5% | +25.4% |
| 부채/자본재무 리스크 지표입니다. 차입금으로 구축된 자산과 주주의 자기자본 비율을 비교합니다. 높으면 레버리지가 크고 위험이 큽니다. | 8.5% | +17.9% | +28.2% |
| 유동비율12개월 생존 점검입니다. 현재 보유한 현금과 즉시 현금화 가능한 자산으로 1년 내 갚아야 할 즉시 청구서를 갚을 수 있는지를 비교합니다. 1 이상이면 당장 지급에 충분합니다. | 5.03x | -18.2% | -34.8% |
| 총자산회사의 절대적인 규모입니다. 계산대의 현금, 창고의 재고, 소프트웨어 특허, 공장 등 회사가 보유한 모든 가치 있는 자산을 합친 것입니다. | $410.6M | -17.2% | -11.6% |
| 지표 | 연간 (실적 vs 추정치) | 연간 서프라이즈 | 분기 (실적 vs 추정치) | 분기 서프라이즈 |
|---|---|---|---|---|
| EPS 서프라이즈 | -0.18 vs 0.19 | -196.8% | -0.07 vs 0.03 | -301.2% |
| 매출 서프라이즈 | $344.6M vs $342.5M | +0.6% | $98.7M vs $103.0M | -4.2% |
| 날짜 | 임원 | 직책 | 증권 | 구분 | 주식 수 | 가격 |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Shachar Erez | director | Class A Ordinary Shares | D | 3,603 | $6.27 |
| Aug 31, 2026 | Shachar Erez | director | Class A Ordinary Shares | D | 100,000 | $6.29 |
| Aug 28, 2026 | Shachar Erez | director | Class A Ordinary Shares | D | 167,200 | $6.30 |
| Aug 27, 2026 | Shachar Erez | director | Class A Ordinary Shares | D | 289,400 | $6.12 |
| Aug 26, 2026 | Shachar Erez | director | Class A Ordinary Shares | D | 145,500 | $5.96 |
Operator: Good day, and thank you for standing by. Welcome to the Riskified Second Quarter 2026 Earnings Call. Please be advised that today's conference is being recorded. I would now like to hand the conference over to your speaker today, Stefan Schulstein, Head of Investor Relations. Head: Good morning, and thank you for joining us today. We are hosting today's call to discuss Riskified's financial results for the second quarter of 2026. Participating on today's call are Eido Gal, Riskified's Co-Founder and Chief Executive Officer; and Aglika Dotcheva, Riskified's Chief Financial Officer. We released our results for the second quarter of 2026 earlier today. Our earnings materials, including a replay of today's webcast will be available on our Investor Relations website at ir.riskified.com. Certain statements made on the call today will be forward-looking statements related to, without limitation, our operating performance, business and financial goals, outlook as to revenues, gross profit, gross margin, pipeline generation, pipeline conversion, timing of new merchant go-lives, adjusted EBITDA profitability, adjusted EBITDA margins, non-GAAP operating expenses, free cash flow and expectations as to category and regional growth trends, which reflect management's best judgment based on currently available information and are not guarantees of future performances -- future performance. We intend all forward-looking statements to be covered by the safe harbor provisions contained in the Private Securities Litigation Reform Act of 1995. These forward-looking statements reflect our expectations as of the date of this call, and except as required by law, we undertake no obligation to revise this information as a result of new developments that may occur after the time of this call. Please refer to our annual report on Form 20-F for the year ended December 31, 2025, and subsequent reports we file or furnish with the SEC for more information on the specific factors that could cause actual results to differ materially from our expectations. Additionally, we will discuss certain non-GAAP financial measures and key performance indicators on the call. Reconciliations to the most directly comparable GAAP financial measures are available in our earnings release issued earlier today and also furnished with the SEC on Form 6-K and in the appendix of our Investor Relations presentation, all of which are posted on our Investor Relations website. I will now turn the call over to Eido to begin. Eido Gal: Thanks, Stefan, and hello, everyone. Before I begin, let me welcome and introduce Stefan Schulstein as our new Head of Investor Relations. Stefan is an experienced Investor Relations executive, and his primary focus will be on fostering strong relationships across the investment community as we continue to drive shareholder value. I am very pleased with our Q2 results, where we delivered the strongest revenue growth in over 4 years. Revenue grew 22% …
| 이름 | 직함 | 보수 | 성별 | 출생 연도 | 상태 |
|---|---|---|---|---|---|
Eido Gal | Co-Founder, Chief Executive Officer & Chairman | USD 943,000 | Male | 1986 | Active |
Ravi Kumaraswami | President of Worldwide Field Operations | USD 941,000 | Male | 1967 | Active |
Aglika Dotcheva | Chief Financial Officer | USD 831,000 | Female | 1977 | Active |
Nadav Lobel | Chief Customer Officer | USD 636,000 | Male | — | Active |
Assaf Feldman | Co-Founder, Chief Technology Officer & Director | USD 569,000 | Male | 1973 | Active |
Eric Treichel | General Counsel & Corporate Secretary | — | Male | — | Active |
Avi Shauli | Senior Vice President of Engineering | — | Male | — | Active |
Jeff Otto | Chief Marketing Officer | — | Male | — | Active |
Shahar Yaari | Senior Vice President of Product | — | — | — | Active |
Neta Givati Levi | Vice President of HR | — | Female | — | Active |
Chett Mandel | Head of Investor Relations | — | Male | — | Active |
NEW YORK--(BUSINESS WIRE)--Riskified expands its risk intelligence platform with ARIA (AI Risk Intelligence Analyst), giving fraud teams instant answers from their order data.
NEW YORK--(BUSINESS WIRE)--New Riskified Travel report reveals fraud rings are exploiting trusted customer behaviors across flights, hotels, and travel platforms.
Riskified NYSE: RSKD reported second-quarter revenue growth of 22% year over year to $98.7 million, its fastest growth rate in more than four years, as new merchant activity, upsells and demand for fraud-management tools accelerated. The company also raised its full-year revenue and adjusted EBITDA outlook for the second time this year.
Riskified Ltd. (RSKD) Q2 2026 Earnings Call Transcript
Riskified (RSKD) came out with quarterly earnings of $0.02 per share, missing the Zacks Consensus Estimate of $0.03 per share. This compares to earnings of $0.02 per share a year ago.
