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Stock impact report

Sezzle Q4 Earnings Call Highlights [Yahoo! Finance]

Sezzle Inc. (SEZL) 
Company Research Source: Yahoo! Finance
net income of $133.1 million for the year, robust GMV growth, and issued 2026 guidance of 25–30% revenue growth and $170 million adjusted net income (adjusted EPS Margins and credit performance improved materially: management cited a non-GAAP gross-margin proxy of in Q4 (transaction-related costs down to 35.7% of revenue), provision for credit losses at ~ 2% of GMV , and an expanded $225 million credit facility. Strategy is shifting from Pay-in-Four toward an “all-in-one” consumer app and subscriptions (subscribers +30% YoY), with an imminent Sezzle Mobile launch (partnered through AT&T), broader product experiments, and growing use of proprietary AI tools to scale personalization and support. Interested in Sezzle Inc.? Here are five stocks we like better. 3 Overbought Stocks Ripe for a Pullback Sezzle (NASDAQ:SEZL) used its fourth-quarter 2025 earnings call to highlight a year of rapid revenue growth, record profitability, and expanding engagement across its consumer app as Show less Read more
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