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+121% | $87.18M+209% | $74.42M+299% | $56.86M+298% | $43.48M+257% | |
| Subscription revenue | $0— | $0— | $0— | $0— | $0— | |
| Transaction income | $132.45M+7.4% | $136.05M+31.4% | $138.14M+54.1% | $130.79M+55.2% | $123.27M+46.7% | |
| Topic 606 by Product | ||||||
| Income from other sources | $130.06M+118% | $116.76M+177% | $99.46M+237% | $77.25M+221% | $59.76M+186% | |
| Subscription revenue | $109.17M+20.0% | $99.4M+20.9% | $95.19M+37.3% | $93.71M+70.3% | $90.98M+126% | |
| Transaction income | $241.68M+35.5% | $234.12M+59.5% | $223.99M+82.2% | $200.84M+76.8% | $178.32M+61.4% | |
| Revenue by Product | ||||||
| Consumer Fees | $135.3M+54.3% | $131.9M+118% | $124.2M+218% | $105.2M+258% | $87.7M+283% | |
| Late Payment Fees | $80.4M+105% | $74.1M+194% | $65.2M+302% | $51M+326% | $39.3M+292% | |
| Merchant And Partner Income | $106.3M+17.1% | $102.2M+18.2% | $99.9M+21.0% | $95.8M+15.0% | $90.8M+4.2% |
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.