Sezzle reported Q4 FY2025 results with gross merchandise volume (GMV) of USD 1.2 billion (+35.3% YoY) and total revenue of USD 129.9 million (+32.2% YoY). Net income was USD 42.7 million (+68.3% YoY), with net income per diluted share of USD 1.21 (+72.9% YoY). Operating income rose to USD 55.2 million (+79.0% YoY). Monthly On-Demand and Subscribers (MODS) reached 918,000 in Q4. For FY2025, Sezzle posted GMV of USD 3.9 billion (+55.1% YoY) and total revenue of USD 450.3 million (+66.1% YoY). Net income increased to USD 133.1 million (+69.5% YoY), or USD 3.72 per diluted share. Adjusted net income was USD 128.4 million (+96.6% YoY), or USD 3.59 per diluted share, and adjusted EBITDA was USD 187.7 million (more than doubled YoY). Sezzle raised FY2026 adjusted net income per diluted share guidance to USD 4.70 (from USD 4.35) and guided to FY2026 total revenue growth of 25% to 30% and adjusted net income of USD 170.0 million. The company highlighted scaling its subscription offerings and in-app shopping features, including Price Comparison, Browser Extension, Express Checkout, Earn Tab, Wishlist, Products Tab, and Sezzle Balance, and said FY2026 launches are slated to include an AI-powered “Agentic Commerce” shopping assistant and Sezzle Mobile (waitlist live) on the AT&T network starting at USD 29.99 per month. Sezzle also reported USD 102.6 million in cash and cash equivalents as of Dec. 31, 2025, and USD 141.3 million outstanding on its USD 225.0 million credit facility, and said its board authorized a new USD 100.0 million share repurchase program after completing a USD 50.0 million program in December 2025.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Sezzle Inc. published the original content used to generate this news brief via GlobeNewswire (Ref. ID: 202602251601PRIMZONEFULLFEED9661393) on February 25, 2026, and is solely responsible for the information contained therein.