Sezzle SEZL Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Topic 310 by Product | ||||||
| Income from other sources | $27.71M+7.6% | $25.74M+2.9% | $25.02M+40.4% | $17.82M-4.2% | $18.6M+43.2% | |
| Subscription revenue | $0— | $0— | $0— | $0— | $0— | |
| Transaction income | $34.54M-0.6% | $34.74M+1.3% | $34.3M+18.8% | $28.87M-24.3% | $38.14M+3.6% | |
| Topic 606 by Product | ||||||
| Income from other sources | $36.62M+1.7% | $36M+9.4% | $32.91M+34.2% | $24.53M+5.2% | $23.32M+24.7% | |
| Subscription revenue | $33.2M+14.3% | $29.06M+19.4% | $24.34M+7.8% | $22.58M-3.6% | $23.43M-5.7% | |
| Transaction income | $65.72M+1.4% | $64.81M+8.8% | $59.54M+15.4% | $51.6M-11.3% | $58.17M+6.4% | |
| Revenue by Product | ||||||
| Consumer Fees | $38.1M+6.1% | $35.9M+7.2% | $33.5M+20.5% | $27.8M-19.9% | $34.7M+23.0% | |
| Late Payment Fees | $23.1M+12.1% | $20.6M-1.9% | $21M+33.8% | $15.7M-6.5% | $16.8M+43.6% | |
| Merchant And Partner Income | $27.6M-4.5% | $28.9M+11.2% | $26M+9.2% | $23.8M+1.3% | $23.5M-11.7% |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does Sezzle break its business down?
- Sezzle (SEZL) reports topic 310 by product across 3 parts — Income from other sources, Subscription revenue and Transaction income. Each is extracted from the segment footnotes and tracked over time.
- Where does Sezzle's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Sezzle's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.