Riskified Ltd (NYSE:RSKD) Q3 2023 Earnings Conference Call November 15, 2023 8:30 AM ET Company Participants Chett Mandel - Head of Investor Relations Eido Gal - Co-Founder and Chief Executive Officer Aglika Dotcheva - Chief Financial Officer Conference Call Participants Owen Callahan - Barclays Robert Napoli - William Blair Terry Tillman - Truist Securities Reginald Smith - JPMorgan Hannah Rudoff - Piper Sandler Operator Good day and thank you for standing by. Welcome to Riskified's Third Quarter 2023 Fina ...

Exhibit 99.1 Riskified Continues to Execute on Land and Expand Strategy to Achieve Third Quarter Revenue Growth of 14% Raises Adjusted EBITDA Guidance for FY 2023 NEW YORK, November 15, 2023 - Riskified Ltd. (NYSE: RSKD) (the "Company"), a leader in eCommerce fraud and risk intelligence, today announced financial results for the three and nine months ended September 30, 2023. The Company will host an investor call to discuss these results today at 8:30 a.m. Eastern Time. "I am extremely proud of the team fo ...

Riskified Ltd (NYSE:RSKD) Q2 2023 Earnings Conference Call August 15, 2023 8:30 AM ET Company Participants Chett Mandel – Head-Investor Relations Eido Gal – Co-Founder and Chief Executive Officer Agi Dotcheva – Chief Financial Officer Conference Call Participants Brent Bracelin – Piper Sandler Will Nance – Goldman Sachs Owen Callahan – Barclays Robert Napoli – William Blair Terry Tillman – Truist Securities Operator Good day, and thank you for standing by. Welcome to the Riskified’s Second Quarter 2023 Earn ...

1 Analysis performed using the ten largest merchants that provided pre-Riskified performance data to us. These merchants were ranked by Billings over the period from November 1, 2020 to January 31, 2021 and collectively represent approximately 35% of total Billings for the year ended December 31, 2020. 2 The change in sales approval rate represents the difference in total dollar-based orders cleared and accepted by the merchant's fraud review process, expressed as a percentage of dollar-based order volume. ...

Exhibit 99.1 Riskified Reports Strong Second Quarter Revenue Growth of 21%; Board Authorizes $75 Million Share Repurchase Program Intends to File Motion Seeking Court Approval in Israel for its Repurchase Program NEW YORK, August 15, 2023 - Riskified Ltd. (NYSE: RSKD) (the "Company"), a leader in eCommerce fraud and risk intelligence, today announced financial results for the three and six months ended June 30, 2023. The Company will host an investor call to discuss these results today at 8:30 a.m. Eastern ...

Financial Data and Key Metrics Changes - The company reported a GMV of $27.3 billion for Q1 2023, reflecting a 20% year-over-year increase [13] - Revenue for Q1 2023 was $68.9 million, up 17% year-over-year, accelerating from 14% growth in Q4 2022 [13] - Adjusted EBITDA for Q1 was negative $5.2 million, a 62% year-over-year improvement [30] - The company ended Q1 with approximately $484 million in cash deposits and zero debt, representing a sequential increase of $2 million [31] Business Line Data and Key Metrics Changes - The tickets and travel vertical saw nearly double the billings year-over-year, indicating strong growth [49] - The electronics, food, and money transfer categories also grew during the quarter, driven by new merchants and upsell activity [26] - The fashion and luxury goods category was flat year-over-year, contrasting with growth seen in 2022 [50] Market Data and Key Metrics Changes - The U.S. market, the largest region, improved by high-single-digits, while EMEA and APAC each grew approximately 40% during the quarter [27] - The company noted a slowdown in some same-focus merchants, particularly in luxury brands and the sneaker sub-segment [14] Company Strategy and Development Direction - The company continues to execute a "land and expand" strategy, focusing on upselling existing customers and acquiring new ones [20] - There is an emphasis on optimizing costs and streamlining operations to improve efficiency, with non-GAAP operating expenses remaining flat over the past three quarters [10][52] - The company is exploring opportunities for mergers and acquisitions to enhance its technology and expand its market presence [70] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving profitability on an adjusted EBITDA basis by Q4 2023, despite macroeconomic challenges [46] - The company is monitoring the performance and health of its merchants and consumer spending trends closely [33] - Management highlighted the importance of their machine-learning platform as a competitive advantage in the e-commerce fraud prevention space [47] Other Important Information - The company introduced nearly 20 new features and deployed over a dozen models into production during the quarter [23] - Non-GAAP gross profit margin for Q1 2023 was 53%, consistent with Q4 2022 and an improvement from 52% in Q1 2022 [51] Q&A Session Summary Question: What is the confidence in getting to positive EBITDA? - Management indicated they are nearing profitability and expect to achieve it in Q4 2023, driven by operational efficiency and revenue growth [36] Question: What is the outlook for revenue growth? - Management noted that growth from new and upsell activities was above 20%, but some large merchants in declining categories are impacting overall growth [42] Question: How does the company view opportunities for expansion through acquisitions? - Management is open to exploring M&A opportunities but maintains a high bar for any potential deals [70] Question: What is the current state of the onboarding pipeline? - Management feels better about visibility in the onboarding pipeline for the back half of the year, with a strong number of closed deals [119] Question: Can you provide insights on the vertical mix and performance? - Fashion and luxury goods accounted for about 30% of the business, with recent performance being flat due to declines in high fashion and sneakers [71]

| --- | --- | --- | |-------|-------|----------| | | | | | | | | | | | May 2023 | This presentation contains forward-looking statements within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. We intend such forward-looking statements to be covered by the safe harbor provisions for forward-looking statements contained in Section 27A of the U.S. Securities Act of 1933, as amended (the "Securities Act") and Section 21E of the U.S. Securities Exchange Act o ...

Exhibit 99.1 Riskified Starts Year Strong By Improving Adjusted EBITDA Guidance by 41% Raises Adjusted EBITDA Guidance for FY 2023 NEW YORK, May 17, 2023 - Riskified Ltd. (NYSE: RSKD) (the "Company"), a leader in eCommerce fraud and risk intelligence, today announced financial results for the three months ended March 31, 2023. The Company will host an investor call to discuss these results today at 8:30 a.m. Eastern Time. "We remain confident in our ability to continue to drive growth and deliver value to o ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _____________________ FORM 20-F _____________________ (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to OR ☐ SHELL COMPA ...

"Gross Merchandise Volume" or "GMV" is defined as the gross total dollar value of orders reviewed through our eCommerce risk intelligence platform during the period indicated, including orders that we did not approve. Adjusted EBITDA, which is a non-GAAP measure of financial performance, is defined as net profit (loss) adjusted for items that we believe do not directly reflect our core operations such as depreciation and amortization (including amortization of capitalized internal-use software as presented ...