✅ Revenue: $116.8 million vs analyst estimates of $104.7 million (67% year-on-year growth, 11.5% beat)
✅ EPS (GAAP): $0.75 vs analyst estimates of $0.65 (15.4% beat)
- Quarterly GMV rose 58.7% YoY exceeding $1 Billion for the first time
- Total Revenue increased 67.0% YoY reaching a new quarterly high
- Net Income Per Diluted Share in the quarter grew 70.5% YoY to $0.75; Adjusted Net Income Per Diluted Share climbed 51.1% YoY to $0.71
- For FY2025, Sezzle is raising guidance for Net Income Per Diluted Share, Adjusted Net Income Per Diluted Share, and Adjusted EBITDA
- Introducing FY2026 Adjusted Net Income Per Diluted Share guidance of $4.35
"Our products continue to resonate with consumers, as we're seeing clear momentum in both engagement and scale," noted Charlie Youakim, Sezzle Executive Chairman and CEO. "It's exciting to cross $1 billion in quarterly GMV for the first time, which reflects a growing loyal consumer base. We're sharpening our focus on proven results and long-term innovation, and we're looking forward to supporting shoppers with our tools this holiday season."
Initiatives Update
- Throughout 2025, Sezzle has continuously expanded its app features to deepen value across every phase of the shopper journey.
- The Earn Tab is emerging as a central hub for engagement, rewarding consumers through experiences like Sezzle Arcade, Coupons & Discounts, Gas & Grocery/Dining Discount, Money IQ, and Sezzle Quest. With tens of thousands offers already available and receipt-based rewards launching soon, the Earn Tab is expected to expand value beyond the shopping journey, extending Sezzle's reach beyond checkout.
- The Sezzle Browser Extension (available on iOS devices) helps Consumers shop smarter by automatically surfacing offers and coupons as they browse, creating a seamless way to save and earn rewards.
- The Company's latest feature releases are translating into measurable growth in platform usage: Monthly Active Users4 grew 38% YoY, Revenue-Generating Users5 by month rose 120% YoY, and Monthly Sessions6 climbed 78% YoY.
- Sezzle signed two new Enterprise partners in 3Q25 – D&B Supply and Dunham's Sports. These additions reflect Sezzle's growing appeal among retailers seeking flexible payment options.
Awards and Accolades
- Sezzle's national recognition continued in 2025, as it recently landed in TIME's top 100 inaugural list of America's Growth Leaders. The distinction is awarded to U.S.-based, publicly traded companies that have demonstrated exceptional revenue growth, strong financial stability, and compelling stock performance.