The financials
Sezzle Inc. by the numbers
Sezzle Inc. (SEZL) reported revenue of $136M in Q1 2026 (quarter ended March 31, 2026), up 29% from the same quarter a year earlier. That came with net income of $51M (38% of revenue). For the full year FY2025, revenue was $450M (+66% year on year) and net income $133M. Its largest product in 2026-Q2 was Subscription at $36M, 67% of the disclosed total, just ahead of Virtual Card Interchanges at 33%.
| Income statement | Q1 2026 | Q1 2025 | Change |
|---|---|---|---|
| Revenue | $136M | $105M | +29% |
| Operating income | $69M | $50M | +38% |
| Net income | $51M | $36M | +42% |
| Diluted EPS | $1.47 | $1.00 | +47% |
| Product | Revenue | Share |
|---|---|---|
| Subscription | $36M | 67% |
| Virtual Card Interchanges | $17M | 33% |
Business Segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Q2 2026Total $53.0M (-67%)
Virtual Card Interchanges grew +65% year on yearSubscription +58% year on year
Segment Latestquarter on quarteryear on year
- Subscription$35.7M$35.7MQoQ +7.5%year on year +58%+7.5%+58%
- Virtual Card Interchanges$17.3M$17.3MQoQ -year on year +65%-+65%
- Income From Other Services Late Payment Fees--QoQ -year on year ---
- Merchant And Partner Income--QoQ -year on year ---
- Service Other--QoQ -year on year ---
- Transaction Income Consumer Fees--QoQ -year on year ---
- Transaction Income--QoQ -year on year ---