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Sezzle Inc. (SEZL)
:SEZL
US Market
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Sezzle Inc. (SEZL) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Mar 02, 2026
Before Open (Not Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.98
Last Year’s EPS
0.73
Same Quarter Last Year
Based on 4 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 05, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call highlighted impressive revenue and profitability growth, strong consumer engagement, and successful new product launches. However, the company faces challenges with the on-demand product and increased transaction-related costs, alongside an ongoing antitrust suit and exploratory expenses. Overall, the achievements outweigh the concerns.
Company Guidance
During the Sezzle Inc. Third Quarter 2025 Earnings Conference Call, CEO Charlie Youakim highlighted the company's impressive performance metrics, including a 67% year-on-year revenue growth for Q3, a net income margin exceeding 22%, and a return on equity surpassing 100%. The company also reported that its consumer metric, measured by Monthly On-demand & Subscribers (MODS), rose nearly 50% year-on-year. Furthermore, Sezzle raised its EPS and EBITDA guidance for 2025, showcasing its strategic focus on profitability and consumer satisfaction. The company continues to innovate with new features like the Earn tab, which attracted over 13 million visits last quarter, and is leveraging AI to enhance customer service efficiency. Despite a strategic pivot back to emphasizing subscription products over on-demand offerings, Sezzle maintains a strong engagement with consumers, supported by disciplined marketing and operational cost management. The company's adjusted EBITDA grew nearly 74.6% year-over-year, with a 33.9% adjusted EBITDA margin, reflecting its successful scaling and growth strategy.
Significant Revenue Growth
Revenue growth of 67% year-over-year in Q3, reaching $116.8 million.
Strong Profitability Metrics
Net income margin for the quarter was over 22%, and return on equity for the last 12 months exceeded 100%.
Enhanced Consumer Engagement
MODS rose almost 50% year-on-year, indicating strong consumer activity within Sezzle.
New Product Features
Launch of the Earn tab with over 13 million visits since the end of Q2, along with Sezzle Arcade and the educational tool MoneyIQ.
AI Integration
AI initiatives such as a support chatbot and an AI shopping assistant are improving customer service efficiency.
Positive Cash Flow and Balance Sheet
Cash flow from operations for the quarter was $33.1 million, bringing year-to-date cash flow to $55.6 million.
Adjusted EBITDA Guidance Raised
Adjusted EBITDA guidance raised from $170 million-$175 million to $175 million-$180 million.

Sezzle Inc. (SEZL) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

SEZL Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Mar 02, 2026
2025 (Q4)
0.98 / -
0.732
Nov 05, 2025
2025 (Q3)
0.65 / 0.71
0.48745.79% (+0.22)
Aug 07, 2025
2025 (Q2)
0.58 / 0.69
0.36290.61% (+0.33)
May 07, 2025
2025 (Q1)
0.20 / 1.00
0.223348.43% (+0.78)
Feb 25, 2025
2024 (Q4)
0.52 / 0.73
0.086751.16% (+0.65)
Nov 07, 2024
2024 (Q3)
0.15 / 0.49
0.0381181.58% (+0.45)
Aug 07, 2024
2024 (Q2)
0.14 / 0.36
0.034964.71% (+0.33)
May 08, 2024
2024 (Q1)
- / 0.22
0.052328.85% (+0.17)
Feb 26, 2024
2023 (Q4)
- / 0.09
0.0024200.00% (+0.08)
Nov 08, 2023
2023 (Q3)
- / 0.04
0.0031166.67% (+0.03)
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

SEZL Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 05, 2025
$66.25$57.99-12.47%
Aug 07, 2025
$139.33$91.51-34.32%
May 07, 2025
$52.75$74.98+42.14%
Feb 25, 2025
$48.57$51.04+5.09%
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.

FAQ

When does Sezzle Inc. (SEZL) report earnings?
Sezzle Inc. (SEZL) is schdueled to report earning on Mar 02, 2026, Before Open (Not Confirmed).
    What is Sezzle Inc. (SEZL) earnings time?
    Sezzle Inc. (SEZL) earnings time is at Mar 02, 2026, Before Open (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 (Q4) is 0.98.
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