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 -

Q3 2025

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.

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

Daily Earnings Calendar >

SEZL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	0.69 / -	0.487	―	―	―
Aug 07, 2025	2025 (Q2)	0.58 / 0.69	0.362	90.61% (+0.33)
May 07, 2025	2025 (Q1)	0.20 / 1.00	0.223	348.43% (+0.78)
Feb 25, 2025	2024 (Q4)	0.52 / 0.73	0.086	751.16% (+0.65)
Nov 07, 2024	2024 (Q3)	0.15 / 0.49	0.038	1181.58% (+0.45)
Aug 07, 2024	2024 (Q2)	0.14 / 0.36	0.034	964.71% (+0.33)
May 08, 2024	2024 (Q1)	- / 0.22	0.052	328.85% (+0.17)
Feb 26, 2024	2023 (Q4)	- / 0.09	0.002	4200.00% (+0.08)
Nov 08, 2023	2023 (Q3)	- / 0.04	0.003	1166.67% (+0.03)
Aug 08, 2023	2023 (Q2)	- / 0.03	-0.012	383.33% (+0.05)

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
Aug 07, 2025	$139.33	―	―
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%

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 Nov 06, 2025, Before Open (Not Confirmed).

What is Sezzle Inc. (SEZL) earnings time?

Sezzle Inc. (SEZL) earnings time is at Nov 06, 2025, 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 (Q3) is 0.69.

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