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Mar 31

Riskified Q1 2025 Earnings Report

delivered revenue growth and positive adjusted EBITDA despite a GAAP net loss

Key Takeaways

Riskified expanded vertically and geographically in Q1 2025, achieving 8% revenue growth and a 2% adjusted EBITDA margin. The company posted a net loss but maintained a strong cash position and positive free cash flow.

Revenue increased 8% year-over-year to $82.4 million

Achieved $1.3 million in adjusted EBITDA, reflecting operational efficiency

Gross merchandise volume rose to $34.17 billion

Ended quarter with $286.9 million in cash and zero debt

Total Revenue
$82.4M
Previous year: $76.4M
+7.8%
EPS
$0.03
Previous year: $0.04
-25.0%
Gross merchandise volume
$34.2B
Previous year: $32B
+6.7%
Gross margin
49%
Previous year: 55%
-10.9%
Adjusted EBITDA
$1.32M
Previous year: $2.75M
-52.1%
Gross Profit
$40.5M
Previous year: $41.4M
-2.3%
Cash and Equivalents
$287M
Previous year: $455M
-37.0%
Free Cash Flow
$3.64M
Previous year: $10.5M
-65.3%
Total Assets
$460M
Previous year: $567M
-18.9%

Riskified

Riskified

Forward Guidance

Riskified reaffirmed its 2025 guidance, targeting $333–346 million in revenue and $18–26 million in adjusted EBITDA.

Positive Outlook

  • Maintained full-year guidance
  • Strong balance sheet with no debt
  • Diversification across verticals and geographies
  • High revenue growth from non-core products
  • Disciplined expense management supports EBITDA expansion

Challenges Ahead

  • GAAP net losses persist
  • Gross margin declined year-over-year
  • Lower cash balance due to share repurchases
  • Reduced operating cash flow versus prior year
  • Share dilution pressures remain despite repurchases