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Sezzle Inc. (SEZL)
NASDAQ:SEZL
Earnings Data
Report Date
Aug 19, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.56Last Year’s EPS
0.36Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 07, 2025
|% Change Since: 77.78%
|Next Earnings Date:Aug 19, 2025
Earnings Call Sentiment|Positive
Sezzle's earnings call highlighted robust revenue growth, improved profitability, and an increase in net income guidance, significantly outweighing the seasonal decline in MODS and the projected increase in credit losses. The sentiment is generally positive due to the strong financial performance and optimistic future outlook.Company Guidance
During the Sezzle Inc. First Quarter 2025 Earnings Conference Call, the company announced a significant increase in its guidance for 2025, raising its net income forecast by nearly 50% to $120 million from $80.4 million and increasing its EPS guidance from $2.21 to $3.25 per share. This decision was driven by strong financial performance, with GMV rising 64% year-over-year and revenue increasing by 123% year-over-year. The company also highlighted a 77% growth in its monthly on-demand users and subscribers, achieving a net income of $36.2 million for the quarter. Sezzle reported a gross margin of 70% and a net income margin of 34.5%, leading to an impressive Rule of 100 score of over 200. The company emphasized its focus on enhancing consumer experience and product offerings, such as Pay-in-5 and Auto-Couponing, while also completing a $50 million share repurchase program and a six-for-one stock split to bolster shareholder value. The continued growth in consumer engagement and merchant partnerships was highlighted, alongside a commitment to responsible repayment and strategic expansion in new retail categories.Robust Revenue Growth
Sezzle reported a 123% year-over-year increase in revenue, driven by a 77% increase in monthly on-demand users and subscribers (MODS).
Strong GMV Performance
Gross Merchandise Volume (GMV) rose 64% year-over-year, significantly outperforming the overall Buy Now Pay Later (BNPL) industry.
Improved Profitability
Net income for the quarter reached $36.2 million, with a net income margin of 34.5% and an adjusted EBITDA margin of 49%.
Increased Guidance for 2025
Sezzle increased its 2025 net income guidance by almost 50% to $120 million from $80.4 million, and EPS guidance from $2.21 per share to $3.25 per share.
Successful Product Launches
New product enhancements, including Pay-in-5 and Auto-Couponing, are in beta and show promising results.
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SEZL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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SEZL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2025 | $52.75 | $74.98 | +42.14% |
Feb 25, 2025 | $48.57 | $51.04 | +5.09% |
Nov 07, 2024 | $41.74 | $71.91 | +72.28% |
Aug 07, 2024 | $13.05 | $13.14 | +0.69% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Sezzle Inc. (SEZL) report earnings?
Sezzle Inc. (SEZL) is schdueled to report earning on Aug 19, 2025, TBA Not Confirmed.
What is Sezzle Inc. (SEZL) earnings time?
Sezzle Inc. (SEZL) earnings time is at Aug 19, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SEZL EPS forecast?
SEZL EPS forecast for the fiscal quarter 2025 (Q2) is 0.56.
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