secwatch.observer — SEC 8-K summary
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Issuer:     Sezzle Inc. (SEZL)
CIK:        0001662991
Form:       8-K
Filed at:   2026-08-06T20:04:08+00:00
Accession:  0001662991-26-000124
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Sezzle Q2 revenue up 51.7% to $149.7M; raises FY2026 Adjusted Net Income guidance to $185M
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- GMV $1.3B (+37.9% YoY); Active Subscribers 854,000 (+76.4% YoY), largest subscriber gain in history.
- Net Income $40.8M (+47.7% YoY); Adjusted Net Income $39.3M (+58.4% YoY); Diluted EPS $1.17 (+50% YoY).
- FY2026 guidance raised: Adjusted Net Income to $185M from $180M; Adjusted EPS to $5.25 from $5.10; Revenue growth at high end of prior range (35%).
- New $300M credit facility with Mesirow to fund growth and lower cost of capital.
- SezzleCash live and Sezzle Send launching in August; average purchase frequency hit company high of 7.2x.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1662991/000166299126000124/0001662991-26-000124-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1662991/000166299126000124/sezl-20260806.htm
  HTML page:      https://secwatch.observer/filing/0001662991-26-000124

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