Riskified 第三季收入 1.152 亿美元增 41%：自由现金流创纪录达 1520 万美元，公司第三次上调全年收入指引至 4.27 亿至 4.33 亿美元
Riskified 公司 11 月 11 日发布截至 2026 年 9 月 30 日的第三季与前九个月业绩。以下数字取自公司官方业绩发布正文。
第三季收入为 1.152 亿美元，同比增长 41%，增速高于第二季的 22%。公司称，这是其上市以来最强的收入增速，由新商户与存量商户增购活动持续带动。
第三季 GAAP 毛利润为 4928 万美元，上年同期为 4106 万美元，GAAP 毛利率为 43%，上年同期为 50%。
第三季净亏损为 131 万美元，上年同期净亏损为 781 万美元。第三季调整后 EBITDA 为 814 万美元，同比增长 47%。
第三季自由现金流创纪录，达 1520 万美元。季末公司持有约 2.35 亿美元现金、存款与投资，且无债务。
前九个月收入为 3.021 亿美元，上年同期为 2.453 亿美元；前九个月净亏损为 1485 万美元，上年同期为 3333 万美元。
全年指引方面，公司把 2026 年收入预期上调至 4.27 亿至 4.33 亿美元，中点为 4.30 亿美元，此前区间为 4.00 亿至 4.10 亿美元。公司称，这是其年内第三次上调展望。
首席执行官兼联合创始人 Eido Gal 在发布中说，公司录得 41% 的收入增长，并第三次上调全年展望。首席财务官 Aglika Dotcheva 说，公司在录得创纪录季度收入的同时继续提升经营杠杆。
Riskified 是一家电子商务欺诈与风险情报公司。公司定于 11 月 11 日上午 8 时 30 分东部时间举行投资者电话会讨论业绩。
Riskified Third-Quarter Revenue Up 41 Percent to $115.2 Million: Record Free Cash Flow of $15.2 Million, Full-Year Revenue Guidance Raised for a Third Time to $427 Million to $433 Million
Riskified Ltd. announced financial results for the three and nine months ended September 30, 2026, on November 11. The figures below are taken from the body of the company official results release.
Third-quarter revenue grew 41 percent year over year to $115.2 million, an acceleration from 22 percent growth in the second quarter. The company described it as its strongest revenue growth since its initial public offering, driven by continued new merchant and upsell activity.
GAAP gross profit was $49.3 million, compared with $41.1 million a year earlier, for a GAAP gross profit margin of 43 percent, compared with 50 percent in the prior year.
The net loss was $1.3 million, compared with a net loss of $7.8 million a year earlier. Adjusted EBITDA increased 47 percent to $8.1 million.
The company generated record free cash flow of $15.2 million and ended the quarter with approximately $235 million in cash, deposits and investments and no debt.
Revenue for the first nine months was $302.1 million, compared with $245.3 million a year earlier. The net loss for the nine months was $14.8 million, compared with $33.3 million a year earlier.
For the year ending December 31, 2026, the company now anticipates revenue between $427 million and $433 million, or $430 million at the midpoint, up from its prior range of between $400 million and $410 million. The company said it is raising its outlook for the third time this year.
Chief Executive Officer and Co-Founder Eido Gal said in the release that the company delivered 41 percent revenue growth and is raising its outlook for the third time this year. Chief Financial Officer Aglika Dotcheva said the company delivered record third-quarter revenue while continuing to drive operating leverage.
Riskified is a leader in ecommerce fraud and risk intelligence. The company hosted an investor call to discuss the results on November 11 at 8:30 a.m. Eastern Time.
发布：GSM·美国（发布链接）
图片来源：图：一个人手持信用卡，在笔记本电脑前进行在线购物付款。Shixart1985 摄，CC BY 2.0，经 Wikimedia Commons / Photo: Person using a credit card to make an online purchase on a laptop at home. By Shixart1985, CC BY 2.0, via Wikimedia Commons
GSM Global · 本篇英文版 English edition of this story
