Short answer
Sezzle Inc. (SEZL) filed its Q2 2026 10-Q quarterly report on Aug 7, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $86M (up 42.0% year over year) with net income of $41M.
Q2 2026 key financials · XBRL
- Revenue
- $86M
- +42.0% YoY · +17.9% QoQ
- Net income
- $41M
- +47.7% YoY · −20.5% QoQ
- Operating margin
- 63.6%
- EPS (diluted)
- $1.17
- +46.2% YoY · −20.4% QoQ
Source: XBRL data from the Sezzle Inc. (SEZL) Q2 2026 10-Q on SEC EDGAR. USD.
Sezzle Inc. Q2 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Quarterly revenue $149.683M, up 51.7% YoY from $98.702M
- Revenue from contracts with customers $84.721M, up 62.9% YoY, best-performing revenue category
- Provision for credit losses $30.608M, up 48.3% YoY; 20.4% of revenue vs 20.9%
- GMV $1.279B, up 37.9% YoY, driven by Sezzle Anywhere and Sezzle Premium
- Marketing investment $19.396M, up 121.1% YoY, with benefits expected in future periods
Risk Factors
- No risk-factor text provided; excerpt begins with Annual Report cross-reference
- No newly added risk or stated material change identifiable from supplied text
- Financing update: amended revolving credit and security agreement dated May 7, 2026
- Capital-allocation risk: $72,037,469 remaining under $100 million stock-repurchase authorization
- Governance risk: officers and directors may adopt 10b5-1 or non-Rule 10b5-1 trading arrangements in future
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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