Skip to content
OpenCapital
Get started

Sezzle SEZL Subscription revenue — Topic 606

Other product segments

Transaction income
$64.81M+18.5%
Income from other sources
$36M+92.5%

Similar metrics at other companies

Schneider National logo
SNDRSubscription Revenue
$58.2M+3.9%
Dave, Inc. logo
DAVESubscriptions — Revenue
$13.95M+105%
Caterpillar logo
CATSubscription Revenue
$118.25M+7.5%
Baxter International logo
BAXSubscription Revenue
$3M-62.5%
AppFolio logo
APPFSubscription Services — Revenue
$58.22M+17.6%
Pegasystems logo
PEGASubscription — Revenue from Contract with Customer, Excluding Assessed Tax
$375.2M-9.6%

Other financials

Income statement

See full
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

See full
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

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

Valuation

See full
Market cap$5.49B+81.1%

Profitability

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

Returns & leverage

See full
Return on equity92%-45.4pp
Debt / equity0×0.0×
Current ratio3.7×+1.0×

Where this comes from

Reported directly by Sezzle in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

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

Ask your AI about Sezzle's subscription revenue — topic 606.

Connect your AI assistant and compare segments, right in your chat.

Connect your AI
Harbor at dusk
Claude

Questions, answered.

What is Sezzle's subscription revenue — topic 606?
Sezzle (SEZL) reported subscription revenue — topic 606 of $33.2M in Q1 2026.
How has Sezzle's subscription revenue — topic 606 changed year-over-year?
Sezzle's subscription revenue — topic 606 increased by 41.7% year-over-year, from $23.43M to $33.2M.
What is the long-term trend for Sezzle's subscription revenue — topic 606?
Over 3 years (2022 to 2025), Sezzle's subscription revenue — topic 606 has grown at a 166.0% compound annual growth rate (CAGR), from $5.28M to $99.4M.
What does subscription revenue — topic 606 mean?
This metric tracks revenue recognized from subscription services under the ASC 606 accounting standard, which governs revenue from contracts with customers. It reflects the income generated from recurring membership or platform access fees that are distinct from interest or financing charges. Monitoring this metric helps investors evaluate the scalability and adoption of the company's subscription-based business model.