Sezzle Inc Registered Shs WKN: A3EGAB ISIN: US78435P1057 Forum: Aktien Thema: Hauptdiskussion

Earnings Results & Recap • Reported GAAP EPS of $1.21 up 47.56% YoY • Reported revenue of $149.68M up 51.65% YoY • Sezzle is raising its FY2026 guidance, now projecting Total Revenue growth to 35%, Adjusted Net Income to $185.0 million, and Adjusted Net Income per Diluted Share to $5.25 for the year. Bullish Takeaway Sezzle delivered record revenue and subscriber growth driven by product expansion into cash advances and peer-to-peer transfers, while simultaneously optimizing its capital structure through a new, lower-cost credit facility. Bearish Takeaway Sezzle faced margin compression in Net Income, rising Transaction Related Costs as a percentage of GMV due to higher credit loss provisions, and ongoing legal risks that may impact financial volatility.