Riskified Q3 2026: Revenue Surges 41%, Guidance Raised a Third Time
As seen on the 24/7 Wall St. homepage on November 12, 2026.
Revenue growth accelerated to 41% year over year, the fastest since the IPO, as Digital Finance billings jumped more than 300%. Management raised full-year revenue guidance for the third time this year, to $427 million to $433 million.
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Riskified reported Q3 2026 revenue of $115.2 million, exceeding expectations. Adjusted earnings per share came in at $0.07, also ahead of expectations. The quarter marked the company's fastest revenue growth since its IPO.
The headline driver was Digital Finance, where billings rose more than 300% year over year. Management credited the ramp of merchants onboarded in Q2 as well as accelerating upsell activity. That segment's explosive expansion pulled overall revenue growth to 41% year over year, up sharply from 22% growth in Q2 2026.
International momentum reinforced the top-line story. Eight of the ten largest new customer logos signed in the quarter were headquartered outside the United States, up from five in each of the two prior quarters. Free cash flow reached a record $15.2 million, with operating cash flow of $15.8 million.
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Management raised full-year 2026 revenue guidance for the third time this year, lifting the range to $427 million to $433 million. The adjusted EBITDA outlook was also increased. CEO Eido Gal cited merchants facing faster and more sophisticated fraud turning to Riskified's risk intelligence platform and adopting more products.
Not every line was clean. Gross margin compressed to 43% from 50% a year earlier, and the company posted a GAAP operating loss of $2.5 million. The stronger Israeli shekel also pushed non-GAAP operating expenses up 16% year over year in reported terms, though up only 5% in constant currency. Investors will be watching whether Digital Finance growth can sustain at a pace that justifies the margin trade-off as new merchant ramps mature.
Mentioned: RSKD