Sezzle (US:SEZL)2025-08-07 21:00Financial Performance - Sezzle achieved a Gross Merchandise Volume (GMV) growth of 74.2% year-over-year (YoY) in 2Q25[10] - Total revenue grew by 76.4% YoY, reaching $98.7 million in 2Q25[10, 34] - The company reported a net income of $27.6 million with a net income margin of 28.0% in 2Q25[10] - Adjusted EBITDA for 2Q25 was $37.9 million, representing a margin of 38.4%[10] - Total revenue less transaction-related costs accounted for 61.1% of total revenue[10] User Engagement - Monthly On-Demand & Subscribers (MODS) reached 748,000, a 62.0% YoY increase[10] - Average quarterly purchase frequency increased from 4.8x in 2Q24 to 6.1x in 2Q25[10] - Revenue Generating Users increased by 52% YoY[21] - Monthly Sessions increased by 112% YoY[21] Future Outlook - The company projects an adjusted net income of $120.0 million for FY2025, an 85.8% YoY increase[11] - Adjusted EBITDA is projected to be between $170.0 million and $175.0 million, representing a 92-98% YoY increase[11]