Sezzle SEZL Subscription Revenue — Topic 606
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Where this comes from
Reported directly by Sezzle in its filing.
Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
The source filing: Sezzle’s 10-Q, filed August 7, 2026.
- Filed
- Aug 6, 2026, 8:00 PM EDT
- Fiscal quarter
- Q2 FY2026
- Calendar quarter
- Q2 2026
- Accession
- 0001662991-26-000126
We earn revenue from two paid subscription services, Sezzle Premium and Sezzle Anywhere, for a fixed fee paid at the beginning of the subscription period. Sezzle Premium allows consumers to shop at select large, non-integrated premium merchants, along with other benefits. Sezzle Anywhere allows consumers to use their Sezzle Virtual Card at any merchant online or in-store, subject to certain merchant, product, goods, and service restrictions. These performance obligations comprise a series of distinct services that are substantially the same; therefore, such revenue is recognized straight-line over the subscription period. Subscription revenue totaled $35.7 million and $22.6 million for the three months ended June 30, 2026 and 2025, respectively, and $68.9 million and $46.0 million for the six months ended June 30, 2026 and 2025, respectively.
Item 1F. Financial Statements (unaudited)
FAQ
- What is Sezzle's subscription revenue — topic 606?
- Sezzle (SEZL) reported subscription revenue — topic 606 of $35.7M in Q2 2026.
- How has Sezzle's subscription revenue — topic 606 changed year-over-year?
- Sezzle's subscription revenue — topic 606 increased by 58.0% year-over-year, from $22.6M to $35.7M.
- 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 $99.42M.
- 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.
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