Sezzle posts transcript of Q2 2026 earnings call

• Sezzle’s Q2 2026 earnings call drew CEO and Executive Chairman Charlie Youakim, CFO Lee Brading, President Paul Paradis, 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 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 about $165; management assumed little SezzleCash upside in guidance, zero contribution from Sezzle Send.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Sezzle Inc. published the original content used to generate this news brief on August 07, 2026, and is solely responsible for the information contained therein.