NASDAQ$SEZL

Sezzle Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Sezzle's Q1 2024 earnings reflected strong growth and strategic advancements.

Sezzle reported a strong Q1 2024 with significant growth in key performance indicators. The company focused on strategic initiatives and operational efficiency, leading to improved financial results. Revenue increased substantially, driven by growth in both the U.S. and Canada. The company is focused on continued growth and profitability.

  • Sezzle achieved record revenue and Gross Merchandise Volume (GMV) in Q1 2024.
  • The company saw substantial growth in the U.S. and Canada markets.
  • Strategic initiatives focused on operational efficiency and risk management drove improved financial performance.
  • Sezzle is well-positioned for continued growth and profitability in the coming quarters.

Headline financials

Total Revenue

$47M

Previous: $34.7M+35.5%
EPS (adj)

$1.34

Previous: $11.78-88.6%
Capital Expenditures

-$1.85K

Previous: -$51.2K+96.4%
Free Cash Flow

$8.01M

Previous: $1.67M+378.4%
Net Income

$8.01M

Previous: $1.72M+364.3%
Operating Income

$13.8M

Previous: $5.42M+155.3%
Gross Profit

$40.8M

Previous: $32.5M+25.6%
Cash & Equivalents

$77.8M

Previous: $59M+31.8%
Total Assets

$196M

Previous: $153M+27.5%
Stock-Based Comp

$905K

Previous: $2.39M-62.1%

Revenue & EPS history

Sezzle · Revenue · Quarterly

$47M

Q1 2024+35.5%vs Q1 2023
Beat estimate in 12 of 14 quarters(86%)
ActualEstimate

Forward guidance

Sezzle anticipates continued growth and profitability, driven by strategic initiatives and market expansion.

Tailwinds

  • Continued growth in U.S. and Canadian markets.
  • Expansion of strategic partnerships.
  • Focus on operational efficiencies.
  • Improved risk management strategies.
  • Increased adoption of Sezzle's platform by merchants and consumers.

Headwinds

  • Potential impacts from changing economic conditions.
  • Increased competition in the BNPL sector.
  • Regulatory changes affecting the industry.
  • Credit risk and consumer default rates.
  • Fluctuations in interest rates.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 10 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

+3.5%

Avg return

Earnings day

+15.0%

Avg return

5 days after

+24.3%

Avg return

30 days after

43%

10 / 23 earnings

Positive

+42.0%

Q1 2025

Best reaction

-14.1%

Q4 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.0%+18.7%+36.1%
Q4 2025+35.2%+17.3%-1.7%
Q3 2025+2.2%-1.2%+17.9%
Q1 2025+42.0%+71.6%+150.4%
Q4 2024+5.1%+14.0%-23.8%
Q3 2024+0.8%+11.5%-19.1%
Q2 2024-1.9%+2.8%+18.9%
Q1 2024-2.6%+5.1%+15.1%
Q4 2023-14.1%+4.1%+18.8%
Q3 2023+8.6%+6.7%+30.0%
Q2 2023+0.0%
Q1 2023+1.9%
Q4 2022+0.0%
Q3 2022+0.0%
Q2 2022+0.0%
Q1 2021+0.0%
Q1 2022+0.0%
Q4 2021-4.9%
Q3 2020+3.3%
Q3 2021+3.3%
Q4 2020+0.0%
Q2 2021+0.0%
Q2 2020+0.0%
Q1 2020
Q4 2019
Q3 2019
Q2 2019
Q1 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2018

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