Chris Kennedy's questions to RISKIFIED (RSKD) leadership • Q2 2025
Question
Chris Kennedy asked about the revenue growth contribution from newer products like Policy Protect, Dispute Resolve, and Account Secure. He also inquired about the company's capital allocation strategy regarding M&A versus share repurchases.
Answer
CEO Idogal stated that revenue growth from new products was well over 100%, in the range of 150%, and confirmed they are on track to contribute a low-double-digit percentage of total revenue for the year. On capital allocation, he reiterated a consistent strategy: pursuing small, tuck-in technology acquisitions to cross-sell to their enterprise base and consolidating smaller players, while also opportunistically repurchasing shares based on valuation.