Sezzle Inc. Reports Strong Second Quarter 2025 Results

In a recent announcement, Sezzle Inc. (NASDAQ: SEZL), a leading fintech company known for its innovative payment solutions, reported robust financial results for the second quarter of 2025. The company’s performance highlights significant growth across several key metrics, underscoring its strong position in the financial sector.

Sezzle’s Gross Merchandise Volume (GMV) surged to $927.0 million, marking a remarkable 74.2% increase year-over-year. This growth reflects the company’s expanding influence and the increasing adoption of its payment solutions by consumers and merchants alike. Total Revenue also saw a substantial rise, climbing 76.4% to $98.7 million. These figures illustrate Sezzle’s ability to scale its operations and capture a larger share of the market.

Despite these impressive gains, Sezzle reported a Net Income of $27.6 million, which represents a 7.1% decline year-over-year. This decrease is primarily attributed to tax impacts, which have affected the bottom line. However, the company’s Operating Income tells a more positive story, growing 116.1% year-over-year to $36.1 million. The Operating Margin expanded to 36.6% of Total Revenue, indicating improved operational efficiency and profitability.

A key driver of Sezzle’s success is its growing user base. The company’s Monthly On-Demand & Subscribers (MODS) reached a record 748,000 users, up from 658,000 in the previous quarter. This increase highlights the growing demand for Sezzle’s flexible payment options, which allow consumers to manage their spending more effectively.

Looking ahead, Sezzle provided strong guidance for fiscal year 2025, projecting Total Revenue Growth of 60-65% and Adjusted EBITDA of $170.0-$175.0 million. These projections reflect the company’s confidence in its strategic initiatives and its ability to continue delivering value to shareholders.

In addition to its financial performance, Sezzle made strategic moves during the quarter. The company repurchased 678,529 shares for $23.5 million under its $50 million buyback program, demonstrating its commitment to returning value to shareholders. Furthermore, Sezzle announced its decision to forgo B Corp recertification while maintaining its Public Benefit Corporation status, a move that aligns with its long-term strategic goals.

As Sezzle continues to innovate and expand its offerings, the company remains a key player in the fintech space. Its ability to adapt to changing market conditions and meet consumer needs positions it well for sustained growth in the future.

Investors and market watchers will be keenly observing Sezzle’s progress as it navigates the evolving financial landscape. With strong financial results and a clear strategic vision, Sezzle is well-equipped to capitalize on opportunities and drive further success in the coming quarters.