Sign in

You're signed outSign in or to get full access.

Chris Kennedy

Research Analyst at William Blair Investment Management, LLC

Cristopher Kennedy, CFA, is an Equity Research Analyst at William Blair & Company specializing in the financial services and technology sectors. He covers leading companies such as Riskified, Visa, Fiserv, EVERTEC, and MeridianLink, and his performance metrics include a published success rate of 32.73% and an average return of -4.1%. Kennedy began his career at William Blair in 2011, where he has established a focus on banktech, payments, and embedded finance, and previously earned his B.S. in finance from Indiana University and an MBA in analytical finance, management, and strategy from Northwestern University's Kellogg School of Management. He holds the Chartered Financial Analyst (CFA) designation and is known for deep sector expertise, industry thought leadership, and advanced analytical credentials.

Chris Kennedy's questions to RISKIFIED (RSKD) leadership

Question · Q3 2025

Chris Kennedy asked for an update on the revenue contribution from Riskified's non-Chargeback Guarantee products for 2025. He also questioned the long-term margin profile of Riskified, considering investments in machine learning and the growth of non-Chargeback Guarantee products.

Answer

Eido Gal, Co-founder and CEO, reported that non-Chargeback Guarantee products have shown very strong growth, over 100%, instrumental in securing longer-term contracts and winning new business. Regarding long-term margins, he noted that it varies significantly based on product mix, with the primary focus being on increasing gross profit dollars.

Ask follow-up questions

Fintool

Fintool can predict RISKIFIED logo RSKD's earnings beat/miss a week before the call

Question · Q3 2025

Chris Kennedy asked for an update on the revenue contribution from Riskified's non-Chargeback Guarantee products for 2025 and how the company views its long-term margin profile given investments in machine learning and non-Chargeback Guarantee products.

Answer

CEO Eido Gal reported that revenue from non-Chargeback Guarantee products has been very strong, growing over 100%, and has been instrumental in securing longer-term contracts and winning new business. Regarding the long-term margin profile, he noted it varies significantly based on the mix of different products, with the primary focus being on increasing gross profit dollars.

Ask follow-up questions

Fintool

Fintool can write a report on RISKIFIED logo RSKD's next earnings in your company's style and formatting

Question · Q2 2025

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.

Ask follow-up questions

Fintool

Fintool can auto-update your Excel models when RISKIFIED logo RSKD reports