secwatch.observer — SEC 8-K summary
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Issuer:     Sezzle Inc. (SEZL)
CIK:        0001662991
Form:       8-K
Filed at:   2026-02-25T23:59:59+00:00
Accession:  0001662991-26-000014
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 4.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Sezzle reports Q4 2025 GMV $1.2B, net income $1.21/share; restates prior cash flow statements
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- Q4 GMV record $1.2B (+35.3% YoY); revenue $129.9M (+32.2% YoY).
- FY2025 revenue $450.3M (+66.1% YoY); net income $133.1M (+69.5% YoY); adj. net income $128.4M (+96.6% YoY).
- FY2026 guidance: adj. EPS $4.70 (up from $4.35), rev growth 25-30%, adj. net income $170M.
- Monthly On-Demand/Subscribers hit record 918,000; app sessions +51% YoY.
- Non-reliance on prior cash flow stmts due to misclassification of note receivable purchases/repayments; no impact on income or B/S.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1662991/000166299126000014/0001662991-26-000014-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1662991/000166299126000014/sezl-20260219.htm
  HTML page:      https://secwatch.observer/filing/0001662991-26-000014

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer