---
schema_version: "secwatch.filing_event.v1"
accession: "0001662991-25-000084"
form_type: "8-K"
ticker: "SEZL"
cik: "0001662991"
company_name: "Sezzle Inc."
filed_at: "2025-05-07T23:59:59+00:00"
generated_at: "2026-05-22T08:22:18.425632+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Sezzle Q1 revenue $104.9M (+123% YoY); raises FY 2025 net income guidance to $120M

## Summary
- 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.

## SEC filing metadata
- accession: 0001662991-25-000084
- form_type: 8-K
- ticker: SEZL
- cik: 0001662991
- company_name: Sezzle Inc.
- filed_at: 2025-05-07T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1662991/000166299125000084/0001662991-25-000084-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1662991/000166299125000084/szl-20250507.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001662991-25-000084
- JSON: https://secwatch.observer/filing/0001662991-25-000084.json
- Plain text: https://secwatch.observer/filing/0001662991-25-000084.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.