SEZL 最新10-Q变化

相对上期新增的文字 · 来源:10-Q · 2026-08-07

• In 2026, we launched Sezzle Mobile and SezzleCash. Sezzle Mobile is a mobile phone plan embedded directly within the Sezzle app that offers unlimited talk, text, and 5G data on AT&T’s network, to our consumers. SezzleCash allows consumers to borrow funds and pay back the amount over time, plus a ser…

• For the three months ended June 30, ChangeFor the six months ended June 30, Change

• The increase in GMV was driven by increased usage of our Sezzle Anywhere and Sezzle Premium subscription products.

• Our total revenue is classified into two categories, based on ASC recognition criteria: lending-based income and revenue from contracts with customers.

• Lending-based income relates to net origination fees on financing receivables we originate, premiums and discounts on financing receivables we purchase, and delinquency fees on financing receivables we hold. This is primarily comprised of merchant processing fees on orders that result in a financing…

相对上期删除的文字 · 来源:10-Q · 2026-05-07

• In 2026, we launched Sezzle Mobile, a mobile phone plan embedded directly within the Sezzle app that offers unlimited talk, text, and 5G data on AT&T’s network, to our consumers.

• The increase in GMV was driven by increased usage of our subscription products and On-Demand as well as our focus on consumer acquisition, engagement, and retention through increased marketing and advertising initiatives.

• Our total revenue is classified into three categories: transaction income, subscription revenue, and income from other sources.

• Transaction income is comprised of all income earned from merchants, consumers, and other third parties that relate to placing and processing orders on the Sezzle Platform. This includes merchant processing fees, partner income, and consumer fees.

• We earn income from fees paid by merchants in exchange for our payment processing services. These merchant processing fees are applied to the underlying sales of consumers passing through our platform and are predominantly based on a percentage of the GMV plus a fixed fee per transaction. For orders…