Sezzle SEZL Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Topic 310 by Product | ||||||
| Income from other sources | $27.71M+49.0% | $25.74M+98.2% | $25.02M+236% | $17.82M+302% | $18.6M+455% | |
| Subscription revenue | $0— | $0— | $0— | $0— | $0— | |
| Transaction income | $34.54M-9.4% | $34.74M-5.7% | $34.3M+27.3% | $28.87M+35.3% | $38.14M+108% | |
| Topic 606 by Product | ||||||
| Income from other sources | $36.62M+57.0% | $36M+92.5% | $32.91M+207% | $24.53M+248% | $23.32M+310% | |
| Subscription revenue | $33.2M+41.7% | $29.06M+16.9% | $24.34M+6.5% | $22.58M+13.8% | $23.43M+59.7% | |
| Transaction income | $65.72M+13.0% | $64.81M+18.5% | $59.54M+63.6% | $51.6M+77.4% | $58.17M+119% | |
| Revenue by Product | ||||||
| Consumer Fees | $38.1M+9.8% | $35.9M+27.3% | $33.5M+131% | $27.8M+170% | $34.7M+369% | |
| Late Payment Fees | $23.1M+37.5% | $20.6M+76.1% | $21M+209% | $15.7M+293% | $16.8M+522% | |
| Merchant And Partner Income | $27.6M+17.4% | $28.9M+8.6% | $26M+18.7% | $23.8M+26.6% | $23.5M+22.4% |
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.