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    Ryan Sundby

    Managing Director and Senior Equity Research Analyst at Keefe, Bruyette & Woods

    Ryan Sundby is a Managing Director and Senior Equity Research Analyst at Keefe, Bruyette & Woods, specializing in the coverage of financial technology and digital payments companies. He has analyzed firms including Riskified Ltd. and formerly covered a broad spectrum of consumer services and discretionary stocks during his tenure at William Blair, where he provided investment ratings for Mister Car Wash, Holley, Traeger, Lindblad Expeditions, Vail Resorts, Live Nation Entertainment, and AMC Entertainment. Sundby's track record reflects rigorous research with an 28.57% success rate and a -15.18% average return across 11 ratings, according to TipRanks and StockAnalysis platforms. He began his equity research career in the late 2010s at William Blair and transitioned to Keefe, Bruyette & Woods in the early 2020s, holding FINRA registration and relevant securities licenses as required for senior research analysts.

    Ryan Sundby's questions to RISKIFIED (RSKD) leadership

    Ryan Sundby's questions to RISKIFIED (RSKD) leadership • Q2 2025

    Question

    Ryan Sundby asked for clarification on the implied second-half revenue guidance, particularly the normalized exit growth rate for Q4, considering lapping customer churn and billing dynamics. He also requested color on the evolving competitive landscape and win rates against next-gen competitors.

    Answer

    CFO Aggie Doceva confirmed that while Q4 revenue growth may not show it due to accounting, the company is on track for a double-digit revenue growth exit rate in 2026 on a billings basis. CEO Idogal addressed competition, stating win rates remain high around 70% as the market narrows. He emphasized that Riskified's global expansion, entry into new verticals, and broadening platform offerings are creating a larger competitive moat.

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