Sezzle Inc. (SEZL)

Revenue Breakdown

Financials in millions USD. Fiscal year is January - December.

Fiscal Year	TTM	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020	FY 2019
Period Ending	Sep 30, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021	Dec 31, 2020	Dec 31, 2019
Transaction Income	223.99M	146.78M	109.74M
Transaction Income Growth	52.60%	33.75%	6.96%
Subscription Revenue	95.19M	82.22M	29.71M
Subscription Revenue Growth	15.77%	176.72%	462.75%
Income from Other Sources	99.46M	42.13M	19.91M
Income from Other Sources Growth	136.07%	111.65%	12.52%
Income from Other Sources (Pre-FY2023 Reporting)	194.65M	124.35M	49.62M
Income from Other Sources (Pre-FY2023 Reporting) Growth	56.53%	150.62%	116.00%
Revenue (Other)	-194.65M	-124.35M	-49.62M
Revenue (Total)	418.63M	271.13M	159.36M
Revenue (Total) Growth	54.40%	70.14%	26.91%

Key Performance Indicators

Financials in millions USD. Fiscal year is January - December.

Fiscal Year	TTM	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020	FY 2019
Period Ending	Sep 30, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021	Dec 31, 2020	Dec 31, 2019
Gross Merchandise Volume (GMV)	3.64B	2.54B	1.82B
Gross Merchandise Volume (GMV) Growth	43.23%	39.24%	4.64%
Active Consumers	2.97M	2.73M	2.60M
Active Consumers Growth	9.03%	4.77%	-11.83%
Monthly On-Demand Users and Subscribers	784.00K	707.00K	307.00K
Monthly On-Demand Users and Subscribers Growth	10.89%	130.29%	157.98%
Unique Merchants Shopped at by Customers	474.00K	598.00K	259.00K
Unique Merchants Shopped at by Customers Growth	-20.74%	130.89%	502.33%
Average Quarterly Purchase Frequency	-	14.10	10.20
Average Quarterly Purchase Frequency Growth	-	38.23%	100.00%
Number of Transactions	32.89M	23.92M	17.16M
Number of Transactions Growth	37.50%	39.45%	-

Updated Nov 5, 2025. Data Source: Fiscal.ai.