Sezzle Reports Fourth Quarter and Fiscal Year 2025 Results

* *GMV reached a new quarterly high of $1.2 billion in 4Q25, representing a 35.3% YoY increase* * *Total Revenue jumped 32.2% YoY to $129.9 million for 4Q25* * *Net Income Per Diluted Share**^(1)* *and Adjusted Net Income per Diluted Share**^(1, 2)* *reached $1.21 in the fourth quarter, representing 72.9% and 68.1% YoY increases, respectively* * *For full-year 2025, Total Revenue grew 66.1% YoY to $450.3 million* * *Net Income for FY2025 jumped 69.5% YoY to $133.1 million, or $3.72 per diluted share**^(1)* * *Full-year Adjusted Net Income**^(2)* *increased 96.6% YoY to $128.4 million, or $3.59 per diluted share**^(1)* * *The Company increased FY2026 Adjusted Net Income per Diluted Share guidance to $4.70 from $4.35, and introduced FY2026 Total Revenue growth guidance of 25% to 30% and Adjusted Net Income**^(1)* *guidance of $170.0 million* *"Our tenth year as a company was our most transformative yet, as we achieved new highs in our top and bottom-line results while advancing our shopping ecosystem,"* stated Charlie Youakim, Sezzle Executive Chairman and CEO. *"By prioritizing higher LTV subscribers and scaling our proprietary shopping features, we have created a platform that delivers daily utility to our consumers. This momentum is clear in our performance: Monthly On-Demand and Subscribers reached a record 918,000 and app sessions surged 51% year-over-year by December. As we enter 2026, we are positioned to sustain this quality of earnings, guiding to Adjusted Net Income of $170 million, representing a 31% year-over-year increase in Adjusted Net Income per Diluted Share."* Congrats to my fellow Sezzle holders. Stock up 22% afterhours. 🎉