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Sezzle Inc. (SEZL)
NASDAQ:SEZL
Earnings Data
Report Date
May 20, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.32Last Year’s EPS
0.22Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 25, 2025
|% Change Since: -25.18%
|Next Earnings Date:May 20, 2025
Earnings Call Sentiment|Positive
The earnings call reflects a strong performance by Sezzle in 2024, with significant revenue growth, improved profitability, and successful product launches. The company is expanding its customer base and signing enterprise merchants. However, there are concerns about increased credit losses and the potential impact of On-Demand on subscription numbers.Company Guidance
During the Sezzle Inc. Fourth Quarter Financial Results Conference Call, CEO Charlie Youakim provided an optimistic outlook for 2025, emphasizing anticipated double-digit revenue growth and an increase in pre-tax net income of at least 55% compared to 2024. The call highlighted significant achievements in 2024, including a more than tenfold increase in net income compared to the previous year and a 100% year-over-year revenue growth in Q4. The company's innovative On-Demand product, launched through a partnership with WebBank, contributed to a 130% year-over-year increase in Monthly On-Demand & Subscriber (MODS) users, totaling 707,000 by year-end. The guidance also projected a principal loss rate between 2.5% and 3% for 2025, as Sezzle continues to focus on maintaining robust growth and enhancing the shopper experience.Record Revenue Growth
Sezzle reported a 100% year-over-year increase in revenue for Q4 2024 and a 70% increase for the full year, reaching $271 million.
Significant Profitability Improvement
Adjusted net income for the year was $66.2 million, more than tenfold compared to the previous year. The company maintained an adjusted net income margin above 20% for three consecutive quarters.
Strong Customer Engagement
The number of Monthly On-Demand & Subscriber users (MODS) increased by 130% year-over-year, reaching 707,000 by the end of Q4 2024.
Successful Product Launches
The launch of On-Demand and the banking partnership with WebBank were successful, contributing to increased revenue and customer activation rates.
Enterprise Merchant Signings
Sezzle signed three enterprise-level merchants, including Backcountry, Bealls, and Rural King, with GMVs ranging from $700 million to over $1.5 billion.
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SEZL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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SEZL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 25, 2025 | $48.57 | $51.04 | +5.09% |
| Nov 07, 2024 | $41.74 | $71.91 | +72.28% |
| Aug 07, 2024 | $13.05 | $13.14 | +0.69% |
| May 08, 2024 | $7.46 | $13.10 | +75.60% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Sezzle Inc. (SEZL) report earnings?
Sezzle Inc. (SEZL) is schdueled to report earning on May 20, 2025, TBA Not Confirmed.
What is Sezzle Inc. (SEZL) earnings time?
Sezzle Inc. (SEZL) earnings time is at May 20, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SEZL EPS forecast?
SEZL EPS forecast for the fiscal quarter 2025 (Q1) is 0.32.
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