Financial Performance - Q2 2025 revenue reached $811 million, a 3% year-over-year increase[50, 55] - H1 2025 revenue totaled $163447 million, a 5% year-over-year increase[55, 89] - Q2 2025 Adjusted EBITDA was $21 million[50, 57] - The company repurchased 49 million shares for $233 million in Q2 2025[58, 65] - The company has approximately $85 million remaining for share repurchases as of August 15, 2025[58, 65] Market Position and Growth - Riskified reviewed approximately $145 billion in GMV in the twelve months ended June 30, 2025[16, 18] - The company estimates the global ecommerce GMV to be approximately $65 trillion in 2025 and $83 trillion in 2029[19] - Non-GAAP operating expenses as a percentage of revenue decreased from 50% to 47% year-over-year[56] Future Outlook - The company's 2025 revenue guidance is between $336 million and $346 million[59] - The company's 2025 Adjusted EBITDA guidance is between $18 million and $26 million[59] - The company expects approximately $30 million in Free Cash Flow in 2025[74]

Financial Performance - Riskified's Q1 2025 revenue reached $82.4 million, an 8% year-over-year increase[51, 56] - The company achieved positive Adjusted EBITDA of $1.3 million in Q1 2025, marking the sixth consecutive quarter of positive Adjusted EBITDA[51, 58] - Riskified repurchased 4.1 million shares in Q1 2025 at a total cost of $20.7 million[59, 65] - The company maintains its 2025 revenue guidance between $333 million and $346 million, with an Adjusted EBITDA guidance between $18 million and $26 million[61] Business Growth & Diversification - Riskified's GMV for FY2024 was over $140 billion[16, 20] - Revenue from products outside of the core Chargeback Guarantee product increased by approximately 190% year-over-year[64] - The company is expanding into new verticals, including Money Transfer & Payments, which experienced over 90% year-over-year revenue growth in Q1 2025[63] - Riskified is diversifying geographically, with eight of the top ten new Chargeback Guarantee logos representing wins outside of the United States in Q1 2025[62] Platform & Technology - Riskified's platform has reviewed over 4 billion historical eCommerce transactions and includes over 950 million unique consumers in its network[40] - The company's non-GAAP operating expenses as a percentage of revenue decreased from 53% to 48% year-over-year, indicating improved expense management[57]