Sezzle SEZL Business Segments
| TTM Q1 '26 | TTM Q4 '25 | TTM Q3 '25 | TTM Q2 '25 | TTM Q1 '25 | ||
|---|---|---|---|---|---|---|
| Topic 310 by Product | ||||||
| Income from other sources | $96.29M+10.5% | $87.18M+17.1% | $74.42M+30.9% | $56.86M+30.8% | $43.48M+54.0% | |
| Subscription revenue | $0— | $0— | $0— | $0— | $0— | |
| Transaction income | $132.45M-2.6% | $136.05M-1.5% | $138.14M+5.6% | $130.79M+6.1% | $123.27M+19.1% | |
| Topic 606 by Product | ||||||
| Income from other sources | $130.06M+11.4% | $116.76M+17.4% | $99.46M+28.8% | $77.25M+29.3% | $59.76M+41.8% | |
| Subscription revenue | $109.17M+9.8% | $99.4M+4.4% | $95.19M+1.6% | $93.71M+3.0% | $90.98M+10.6% | |
| Transaction income | $241.68M+3.2% | $234.12M+4.5% | $223.99M+11.5% | $200.84M+12.6% | $178.32M+21.5% | |
| Revenue by Product | ||||||
| Consumer Fees | $135.3M+2.6% | $131.9M+6.2% | $124.2M+18.1% | $105.2M+20.0% | $87.7M+45.2% | |
| Late Payment Fees | $80.4M+8.5% | $74.1M+13.7% | $65.2M+27.8% | $51M+29.8% | $39.3M+56.0% | |
| Merchant And Partner Income | $106.3M+4.0% | $102.2M+2.3% | $99.9M+4.3% | $95.8M+5.5% | $90.8M+5.0% |
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.