Sezzle publishes transcript of Q1 2026 earnings call

Sezzle Inc.

Sezzle Inc.

SEZL

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  • Sezzle Q1 2026 earnings call drew Executive Chairman and CEO Charlie Youakim, CFO Lee Brading, President Paul Paradis.
  • Q1 results showed GMV USD 1.1 billion, revenue up 29.2%, gross margin 74%, net income USD 51.3 million, adjusted EBITDA USD 71.1 million; quarterly purchase frequency rose to 7.1 from 6.1 a year earlier.
  • Full-year guidance raised to revenue growth 30%-35% from 30%, adjusted net income USD 180 million, adjusted EPS USD 5.10; Q1 included USD 24.8 million of share repurchases.
  • Management highlighted Pay in 5 as most important new initiative near term, citing strong early demand; Sezzle Mobile Plan positioned as retention tool rather than material revenue driver.
  • Marketing spend expected to rise sequentially as long as returns hold, with payback under six months; banking charter application targeted for mid-2026, with deposit account product expected by end of Q3.


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