Financial Performance - Riskified Ltd. reported an EPS of $0.12 for Q4 2025, exceeding the expected $0.10, marking its first-ever quarter of GAAP profitability with revenues of approximately $100 million [1] - The company achieved an annual dollar retention rate of 100% and a net dollar retention rate of 105%, indicating strong customer loyalty and growth [1] Business Development - Riskified has secured a record volume of new business wins since its IPO, including partnerships with major brands such as Nintendo, Temu, and Ace Hardware [1] - The company's 'Policy Protect' and 'Account Secure' products generated around $10 million in revenue for 2025, showcasing a successful transition into a multi-product platform [3] Future Outlook - For 2026, Riskified has provided revenue guidance of $372 million to $384 million, reflecting an expected growth of 8% to 11%, along with an anticipated generation of approximately $40 million in free cash flow [3] Industry Context - The report highlights the increasing complexity of the fraud landscape, particularly with the rise of AI-driven 'agentic commerce,' which Riskified addresses using its decade-old AI ecosystem [2] - The company has processed over $750 billion in GMV and 1 billion unique interactions, creating a data moat that enables it to provide real-time risk signals [2] Company Overview - Riskified Ltd. develops and offers an e-commerce risk intelligence platform that helps online merchants build trusted relationships with consumers across various regions, including the US, Europe, and Asia-Pacific [4]