earnings
confidence high
sentiment positive
materiality 0.80
Sezzle Q1 revenue $104.9M (+123% YoY); raises FY 2025 net income guidance to $120M
Sezzle Inc.
2025-Q1 EPS reported
$1.00
revenue$104,912,000
- GMV $808.7M (+64.1% YoY); total revenue $104.9M (+123.3% YoY) to new quarterly high.
- Operating expenses $55.0M, but as % of revenue improved 18.2 pts to 52.4%.
- Transaction-related costs as % of GMV fell to 3.8% from 4.3% YoY on better credit performance.
- Monthly On-Demand & Subscribers 658,000, down seasonally from 707,000 in Q4.
- FY 2025 net income guidance raised ~50% to $120M; CEO cites stronger consumer activity and repayment trends.