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Sezzle SEZL Income from other sources — Topic 606

Other product segments

Transaction income
$64.81M+18.5%
Subscription revenue
$29.06M+16.9%

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STTTotal other income — Topic 606 revenue
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AXTechnology and service fees — Non-interest income (in-scope ASC 606)
$866.25K-41.2%
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STTOther fee revenue — Topic 606 revenue
$107M+8.1%
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EBCOther noninterest income — Total noninterest income in-scope of ASC 606
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VIRTOther sources of revenue — Other sources of revenue
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SUNBOther — Topic 606
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Other financials

Income statement

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Revenue$135.5M+29.2%
Operating income$69.0M+38.4%
Net income$51.3M+41.9%
EPS (diluted)$1.47+47.0%

Balance sheet

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Cash & equivalents$120.4M+35.5%
Total debt$792.0K-12.2%
Total equity$196.7M+56.4%
Total assets$454.3M+52.4%

Cash flow

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Operating cash flow$89.0M+69.5%
CapEx$351.0K+1,200%
Free cash flow$88.6M+69.0%

Valuation

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Market cap$5.49B+81.1%

Profitability

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Operating margin40.7%+4.8pp
Net margin30.8%-1.6pp
FCF margin51%+0.3pp

Returns & leverage

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Return on equity92%-45.4pp
Debt / equity0.0×
Current ratio3.7×+1.0×

Where this comes from

Reported directly by Sezzle in its filing.

Tagged under the XBRL concept us-gaap:Revenues.

The official record: Sezzle’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Sezzle's income from other sources — topic 606?
Sezzle (SEZL) reported income from other sources — topic 606 of $36.62M in Q1 2026.
How has Sezzle's income from other sources — topic 606 changed year-over-year?
Sezzle's income from other sources — topic 606 increased by 57.0% year-over-year, from $23.32M to $36.62M.
What is the long-term trend for Sezzle's income from other sources — topic 606?
Over 3 years (2022 to 2025), Sezzle's income from other sources — topic 606 has grown at a 87.6% compound annual growth rate (CAGR), from $17.69M to $116.76M.
What does income from other sources — topic 606 mean?
This metric represents revenue recognized under ASC 606 accounting standards, typically derived from service fees, platform usage charges, or other non-interest income streams. It captures the income generated from the company's role as a payment platform provider rather than a direct lender. Monitoring this helps investors evaluate the scalability and diversification of the company's fee-based service revenue.