SEZL · Sezzle Inc.
$128.96
-0.91 (-0.70%)
At close · Aug 14
Market Cap
$4.34B
Shares
33.68M
Sezzle Inc. Earnings Call Transcripts
Every quarterly earnings call for Sezzle Inc. (SEZL) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲117.1%
$27.39M
−$19.06M
'21 Q2
21-07-30
▲78.8%
$28.47M
−$18.83M
'21 Q3
21-10-28
▲6.8%
$29.25M
−$15.08M
'22 Q2
22-07-29
▲6.8%
$30.41M
$4.34M
'22 Q3
22-10-31
▲16.2%
$38.28M
$634,310
'22 Q4
23-02-27
▲27.8%
$48.90M
$2.94M
'23 Q4
24-02-26
▲35.5%
$46.98M
$8.01M
'24 Q1
24-05-08
▲60.2%
$55.97M
$29.70M
'24 Q2
24-08-07
▲71.3%
$69.96M
$15.45M
'24 Q3
24-11-19
▲100.9%
$98.22M
$25.37M
'24 Q4
25-02-25
▲123.3%
$104.91M
$36.16M
'25 Q1
25-05-07
▲76.4%
$98.70M
$27.60M
'25 Q2
25-07-22
▲67%
$116.80M
$26.67M
'25 Q3
25-11-05
▲32.2%
$129.87M
$42.69M
'25 Q4
26-02-25
▲29.2%
$135.54M
$51.30M
'26 Q1
26-05-06
LATEST
▲51.7%
$149.68M
$40.77M
'26 Q2
26-07-14
Conference
Investor event
2026-09-17
BTIG Consumer Finance Conference
Scheduled
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2026-09-15
FT Partners FinTech Conference
Scheduled
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2026-09-15
Oppenheimer FinTech Leaders Conference
Scheduled
No reported result — non-financial event
Audio
Transcript
Slides
Conference
Investor event
2026-08-13
8th Annual Needham Virtual FinTech & Digital Transformation Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q2
2026-07-14
Sezzle Inc. Q2 FY2026 Earnings Call
Revenue
$149.68M
▲ 51.7% YoY Diluted EPS
$1.17
▲ 50% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-05-06
Sezzle Inc. Q1 FY2026 Earnings Call
Confident tone
Subscriber Growth and Consumer Engagement
Product Expansion Beyond Pay-in-4
Seasonality and Forward Caution
Revenue
$135.54M
▲ 29.2% YoY Diluted EPS
$1.47
▲ 47% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-25
Sezzle Inc. Q4 FY2025 Earnings Call
Confident tone
Financial performance and growth
2026 guidance and outlook
Subscriber and MODS growth
Revenue
$129.87M*
▲ 32.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-11-05
Sezzle Inc. Q3 FY2025 Earnings Call
Confident tone
Subscription refocus and subscriber recovery
On-demand product pivot and cannibalization
Underwriting, PLR, and take rate guidance
Revenue
$116.80M
▲ 67% YoY Diluted EPS
$0.75
▲ 70.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-22
Sezzle Inc. Q2 FY2025 Earnings Call
Confident tone
Subscription products (Anywhere, Premium, On-Demand)
Growth and outperformance vs industry
Product innovation and engagement
Revenue
$98.70M
▲ 76.4% YoY Diluted EPS
$0.78
▼ 4.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-07
Sezzle Inc. Q1 FY2025 Earnings Call
Confident tone
Financial performance and profitability
MODS (monthly on-demand users and subscribers)
Credit quality and PLR
Revenue
$104.91M
▲ 123.3% YoY Diluted EPS
$1.00
▲ 354.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-25
Sezzle Inc. Q4 FY2024 Earnings Call
Confident tone
On-Demand product launch and WebBank partnership
Profitability and net income growth
Enterprise merchant signings
Revenue
$98.22M*
▲ 100.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-19
Sezzle Inc. Q3 FY2024 Earnings Call
Confident tone
Revenue and earnings outperformance
Subscriber growth
On-Demand product launch
Revenue
$69.96M
▲ 71.3% YoY Diluted EPS
$0.44
▲ 1047.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-07
Sezzle Inc. Q2 FY2024 Earnings Call
Confident tone
Profitability and net income growth
Subscription product (Premium/Anywhere)
Consumer engagement and lifetime value
Revenue
$55.97M
▲ 60.2% YoY Diluted EPS
$0.82
▲ 2360% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-08
Sezzle Inc. Q1 FY2024 Earnings Call
Confident tone
Profitability and net income momentum
Subscription products (Premium and Anywhere)
Marketing and user acquisition strategy
Revenue
$46.98M
▲ 35.5% YoY Diluted EPS
$0.22
▲ 325.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-26
Sezzle Inc. Q4 FY2023 Earnings Call
Confident tone
Consumer base and merchant value proposition
Profitable growth and profitability turnaround
2024 financial guidance and long-term targets
Revenue
$48.90M*
▲ 27.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q4
2023-02-27
Sezzle Inc. Q4 FY2022 Earnings Call
Revenue
$38.28M*
▲ 16.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-10-31
Sezzle Inc. Q3 FY2022 Earnings Call
Revenue
$30.41M
▲ 6.8% YoY Diluted EPS
$0.12
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-07-29
Sezzle Inc. Q2 FY2022 Earnings Call
Revenue
$29.25M
▲ 6.8% YoY Diluted EPS
$-0.46
Rev · 7q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q3
2021-10-28
Sezzle Inc. Q3 FY2021 Earnings Call
Revenue
$28.47M
▲ 78.8% YoY Diluted EPS
$-0.02
Rev · 5q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-07-30
Sezzle Inc. Q2 FY2021 Earnings Call
Revenue
$27.39M
▲ 117.1% YoY Diluted EPS
$-0.02
Rev · 4q
Audio
Transcript
Slides
8-K10-Q
Showing 1–20 of 20 earnings calls
Key facts
CIK
1662991
CUSIP
78435P105
13F (30d)
298 filings
297 filers
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