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Stock impact report

Sezzle (SEZL) Reports 2025 Revenue Growth of 66.1%, Record $133.1M Net Income [Yahoo! Finance]

Sezzle Inc. (SEZL) 
Company Research Source: Yahoo! Finance
revenue growth of 66.1% and a record net income of $133.1 million. For Q4, revenue grew 32.2% year-over-year, supported by an expansion in the company's Monthly On-Demand and Subscribers/MODS group, which increased by 211,000 members. The company exceeded both the ‘Rule of 40' and Sezzle's internal ‘Rule of 100,' finishing the year with a return on equity exceeding 100%. The company is evolving from a pure Buy Now, Pay Later provider into an all-in-one financial app. Key drivers include the Earn tab, currently generating over $1 million in monthly revenue, and upcoming features like Sezzle Mobile, which is a cellular plan designed to save consumers money. Sezzle is also integrating proprietary AI to handle high-friction tasks like chargebacks and personalized shopping assistance. This efficiency has allowed Sezzle to scale its purchase frequency to 6.6x per quarter, with repeat usage sitting at nearly 97%. The CFO noted that Sezzle's short product duration (averaging 42 days) prov Show less Read more
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