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Dec 31, 2024

Riskified Q4 2024 Earnings Report

Riskified exceeded the high end of its FY 2024 revenue guidance and achieved a full year of positive adjusted EBITDA.

Key Takeaways

Riskified reported strong Q4 2024 results with an 11% increase in revenue to $93.5 million. While the company posted a net loss of $4.1 million, adjusted EBITDA grew to $11.2 million, reflecting improved cost efficiencies. Gross merchandise volume (GMV) rose 12% year-over-year, reinforcing Riskified’s market position. The company also strengthened its fraud prevention platform and expanded its customer base across multiple verticals and geographies.

Revenue increased 11% YoY to $93.5 million in Q4 2024.

Net loss was $4.1 million, compared to $3.3 million in Q4 2023.

Adjusted EBITDA improved to $11.2 million, up from $9.7 million in Q4 2023.

Gross merchandise volume (GMV) rose 12% YoY to $39.5 billion.

Total Revenue
$93.5M
Previous year: $84.1M
+11.3%
EPS
$0.06
Previous year: $0.07
-14.3%
Gross Merchandise Volume
$39.5B
Previous year: $35.2B
+12.1%
Gross Profit Margin
52%
Previous year: 58%
-10.3%
Adjusted EBITDA
$11.2M
Previous year: $9.71M
+15.4%
Gross Profit
$48.9M
Previous year: $48.5M
+0.7%
Cash and Equivalents
$371M
Previous year: $475M
-21.8%
Free Cash Flow
$10.6M
Previous year: $6.9M
+53.2%
Total Assets
$496M
Previous year: $602M
-17.6%

Riskified

Riskified

Forward Guidance

For FY 2025, Riskified expects revenue between $333 million and $346 million and adjusted EBITDA between $18 million and $26 million, reflecting continued growth in transaction volume and efficiency gains.

Positive Outlook

  • Expected revenue growth to $333-$346 million in FY 2025.
  • Adjusted EBITDA projected to increase to $18-$26 million.
  • Ongoing expansion in key verticals, including Fashion & Luxury and Tickets & Travel.
  • Improved cost efficiencies leading to higher operating margins.
  • Continued development of AI-driven fraud prevention solutions.

Challenges Ahead

  • Net loss expected to continue despite improved EBITDA.
  • Macroeconomic uncertainties could impact consumer spending.
  • Potential foreign exchange rate fluctuations affecting international revenue.
  • Increasing competition in the fraud prevention industry.
  • Continued investment required for platform enhancements and geographic expansion.