Aglika Dotcheva on gross profit guidance
From $RSKD Riskified Q1 2026 Earnings Conference Call · · EARNMOAR
“As a result of our solid first quarter, we now expect our gross profit growth range to be between 8 to 12% for the full year. At the midpoint, this implies quarterly growth generally around 10%. In addition, we estimate that each quarter in 2026 will approximate the same percentage of the total as they did in 2025.”
On , Aglika Dotcheva, CFO at Riskified, spoke about gross profit guidance during $RSKD Riskified Q1 2026 Earnings Conference Call on EARNMOAR.
About Aglika Dotcheva
On Riskified's Q1 2026 earnings call, CFO Aglika Dotcheva reported that first quarter billings grew 11% compared to reported revenue growth of 7%, describing the gap as among the widest seen in several years. She attributed this to the timing of revenue recognition under the company's guarantee accounting framework and stated that the variance is expected to narrow over the year, with billings and revenue growth converging on a full-year basis. Dotcheva also noted that the company repurchased approximately 6.2 million shares at an average price of $4.44 per share during the quarter, contributing to a 3% reduction in total shares outstanding, and that since the buyback program's inception in Q4 2023, 28.2 million shares had been repurchased for a total of $28.7 million, reducing shares outstanding by 19%. Dotcheva provided updated full-year revenue guidance of $376 million to $384 million, reflecting first-quarter performance and incremental momentum in the business. She reported that non-GAAP operating expenses were 40.1 million for the quarter, below the anticipated range of 41 million to 42 million, due to timing of certain expenses shifting into the second quarter, which is now expected to be approximately 43 million. Adjusted EBITDA reached 6.2 million, up 370% year-over-year, while GAAP net loss improved to 4.4 million from 13.9 million in the prior year, driven by lower share-based compensation and ongoing cost discipline.