Sezzle posts transcript of Q2 2026 earnings call
SEZL•Q2 2026 earnings call highlights
Sezzle’s Q2 2026 earnings call drew CEO and Executive Chairman Charlie Youakim, CFO Lee Brading, President Paul Paradis, and IR head Jack Fagan.
- Q2 GMV rose 37.9% to $1.3 billion; revenue increased 51.7% to $149.7 million; net income reached $40.8 million; adjusted EBITDA was $58 million.
- Full-year guidance was lifted again: revenue growth 35%; adjusted net income $185 million; adjusted net income per diluted share $5.25.
- Active subscribers climbed 76.4% to 854,000; net adds were 140,000; marketing spend totaled $19.4 million with payback still under six months.
- SezzleCash rolled out to eligible subscribers; average advance was about $165; management assumed little SezzleCash upside in guidance, with zero contribution from Sezzle Send.
