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Sezzle Mobile Launches with Unlimited 5G Plans Starting at $29.99

Rhea-AI Impact
(Neutral)
Rhea-AI Sentiment
(Positive)
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Sezzle (NASDAQ:SEZL) launched Sezzle Mobile, an unlimited 5G phone plan powered by Gigs and running on the AT&T network, available starting at $29.99 per month (excluding taxes and fees) for Sezzle Anywhere subscribers. The plan includes prioritized 5G, unlimited talk/text, HD streaming, Canada/Mexico roaming, and instant eSIM activation in-app.

Sezzle Mobile integrates mobile service into the Sezzle app, allowing in-app management and cancellation with no fees, positioning the company as a broader financial and services hub.

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Positive

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Negative

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Key Figures

Sezzle Mobile price: $29.99 per month Typical U.S. mobile cost: $70–$100 per month
2 metrics
Sezzle Mobile price $29.99 per month Unlimited 5G plan for Sezzle Anywhere subscribers
Typical U.S. mobile cost $70–$100 per month Average single-line mobile plan in the U.S.

Market Reality Check

Price: $63.40 Vol: Volume 559,269 is below 2...
normal vol
$63.40 Last Close
Volume Volume 559,269 is below 20-day average of 769,281, suggesting no unusual trading ahead of this launch. normal
Technical Shares at $63.40 are trading below the $92.28 200-day MA and sit well under the $186.74 52-week high.

Peers on Argus

Peer moves are mixed: BFH and QFIN are up, ENVA and WU are down, and LU is notab...

Peer moves are mixed: BFH and QFIN are up, ENVA and WU are down, and LU is notably higher, indicating this news appears more company-specific than sector-driven.

Historical Context

5 past events · Latest: Feb 17 (Positive)
Pattern 5 events
Date Event Sentiment Move Catalyst
Feb 17 Brand partnership event Positive -1.0% Times Square wedding event highlighting accessible payment options and financial wellness.
Feb 02 Earnings date notice Neutral +0.8% Announcement of Q4 2025 results date and participation in investor events.
Jan 29 CFO leadership change Neutral +1.7% Appointment of new CFO with prior corporate development and finance experience.
Dec 18 Product engagement milestone Positive +2.9% MoneyIQ surpassing 1,000,000 completed lessons and strong user confidence gains.
Dec 15 Share repurchase program Positive -5.9% Authorization of new $100M buyback after completing a prior $50M program.
Pattern Detected

Recent news often saw modest positive moves, but two clearly shareholder-friendly items (a partnership event and a $100M buyback authorization) coincided with next-day declines, showing occasional negative reactions to seemingly positive headlines.

Recent Company History

Over the past few months, Sezzle has steadily expanded its platform and capital return profile. A $100 million buyback authorization on Dec 15, 2025 followed completion of a prior $50.0 million program. Financial literacy engagement grew, with MoneyIQ surpassing 1,000,000 lessons across 200,000 users by Dec 18, 2025. Leadership evolved with a CFO transition effective Feb 1, 2026. Today’s Sezzle Mobile launch continues this theme of broadening the all-in-one financial hub beyond payments into everyday services.

Market Pulse Summary

This announcement extends Sezzle’s ecosystem by adding Sezzle Mobile, an unlimited 5G plan on AT&T’s...
Analysis

This announcement extends Sezzle’s ecosystem by adding Sezzle Mobile, an unlimited 5G plan on AT&T’s network starting at $29.99 per month, positioned well below typical U.S. single-line costs of $70–$100. It reinforces the company’s strategy of evolving into an all-in-one financial hub alongside past initiatives like MoneyIQ and stock repurchases. Investors may watch adoption, churn, and cross-sell metrics to gauge whether mobile connectivity strengthens user engagement and unit economics.

Key Terms

embedded connectivity, roaming, esim
3 terms
embedded connectivity technical
"Sezzle Mobile is powered by Gigs, the leader in embedded connectivity"
Embedded connectivity is the built-in ability of a device to connect to networks (cellular, Wi‑Fi, Bluetooth or similar) so it can send and receive data without extra accessories. Think of it as installing a permanent phone line inside a gadget that lets the maker offer ongoing services, remote updates, and data-driven features—factors that can create recurring revenue, boost product value, and affect future sales and partnerships for investors.
roaming technical
"Canada and Mexico roaming included"
Roaming is the ability of a mobile phone or device to connect to and use another carrier’s network when it is outside its home network area, similar to borrowing a local road when you drive in a different town. For investors, roaming affects a carrier’s revenue and costs because it can generate extra fees or require payments to partner networks, and it is sensitive to regulation, travel patterns, and changes in contract terms.
esim technical
"Instant eSIM activation in the app"
An esim is a small, built-in electronic SIM card inside a phone, tablet or connected device that stores mobile network credentials digitally instead of using a removable plastic card. For investors it matters because it changes how carriers sell and manage subscriptions, lowers logistics costs for device makers, enables easier switching between networks or plans (including global roaming), and expands opportunities in Internet-of-Things connectivity and recurring revenue services.

AI-generated analysis. Not financial advice.

Sezzle expands its all-in-one app with a new mobile plan offering unlimited 5G data on AT&T’s network starting at $29.99 per month, powered by Gigs

Minneapolis, MN, Feb. 18, 2026 (GLOBE NEWSWIRE) -- Sezzle Inc. (NASDAQ:SEZL) (Sezzle or Company) // - Sezzle, the digital financial platform designed to empower the next generation of consumers, today announced the launch of Sezzle Mobile, a truly unlimited mobile phone plan starting at $29.99 per month, designed for users who increasingly rely on Sezzle as a single destination for managing their everyday spending. Sezzle Mobile is powered by Gigs, the leader in embedded connectivity, and runs on the AT&T network.

As the newest addition to Sezzle’s expanding ecosystem, Sezzle Mobile allows users to add an affordable phone plan with reliable coverage on AT&T’s network directly within the Sezzle app. By bringing mobile connectivity into the platform, Sezzle is extending beyond checkout and into the everyday moments that power how users shop, connect, and manage their finances.

As expectations shift toward greater flexibility and simplicity across essential services, Sezzle Mobile offers a straightforward way to manage connectivity alongside the financial tools users already know and trust. 

More for less.

At a time when the average single-line mobile plan in the U.S. costs $70-100 per month, Sezzle Mobile offers a radically simpler alternative with transparent pricing and no surprises. Starting at just $29.99 per month (excluding taxes and fees) for Sezzle Anywhere subscribers, Sezzle Mobile offers all the features of a premium phone plan, but at a significantly more affordable price point:

  • Unlimited, prioritized 5G data that stays fast
  • Unlimited talk and text
  • Unlimited HD streaming 
  • Canada and Mexico roaming included
  • Instant eSIM activation in the app

“With Sezzle Mobile, we’re extending our platform into another essential category by offering a straightforward mobile plan with transparent pricing and dependable coverage,” said Charlie Youakim, CEO and Co-Founder of Sezzle. “It’s the next evolution of how we help users manage their financial journeys while providing savings on essential services, all in one place.”

One Plan. No Fine Print.

Unlike other carriers that rely on multi-tiered plans, lengthy contracts, and hidden add-on fees, Sezzle Mobile keeps things simple. The plan is fully integrated into the Sezzle app, allowing users to manage their mobile service alongside shopping, spending, and financial tools. Users can cancel the plan at any time in the app, and there are no cancellation fees. 

"Sezzle's move into mobile connectivity is a natural evolution of their mission to expand financial access," said Rishi Sachdeva, Head of Fintech at Gigs. "By embedding wireless directly into their platform, Sezzle can now offer their millions of users seamless connectivity alongside the payment flexibility they already trust – all in one place."

Expanding Sezzle’s All-in-One Financial Hub

Sezzle Mobile marks the latest step in the Company’s evolution into a comprehensive financial hub that helps users shop smarter, earn more, and learn better financial habits. With offerings that now span payments, subscriptions, discounts on everyday essentials like gas and dining, and mobile connectivity, Sezzle continues working to reduce financial stress and simplify the cost of living.

Join the waitlist here. 

About Sezzle Inc.

Sezzle is a forward-thinking fintech company committed to financially empowering the next generation. Designed to support users throughout every stage of their financial journey, Sezzle’s all-in-one app enables users to shop, earn, and learn in a seamless experience. By offering point-of-sale financing and digital payment services, Sezzle enhances purchasing power while connecting millions of consumers with its global network of merchants. Centered on transparency, inclusivity, and ease of use, Sezzle empowers consumers to manage spending responsibly and build lasting financial independence.

For additional assets and news on Sezzle please visit https://my.sezzle.com/news/  

Follow Sezzle on social media: LinkedIn | Instagram | Facebook| Twitter 

Sezzle Media Contact:

Erin Foran
Tel: (651) 403-2184
Email: erin.foran@sezzle.com

About Gigs

Gigs is the leader in embedded connectivity, powering global mobile infrastructure for the world’s largest enterprises, including Revolut, Nubank, LATAM Airlines, and NETGEAR. By bridging the technology gap between leading telecom carriers and modern consumer and enterprise apps, Gigs enables connectivity for hundreds of millions of people worldwide. Gigs’ mission is backed by investors including Ribbit Capital, Google’s Gradient Ventures, and Y Combinator. Learn more at www.gigs.com.

Gigs media contact:

James Bessenbach
Email: press@gigs.com



Attachment



Erin Foran
Sezzle
6514032184
erin.foran@sezzle.com

FAQ

What is Sezzle Mobile and how much does Sezzle (SEZL) charge for unlimited 5G?

Sezzle Mobile is a fully unlimited 5G phone plan offered inside the Sezzle app, starting at $29.99 per month. According to the company, the plan uses Gigs on the AT&T network and includes prioritized 5G, unlimited talk/text, and HD streaming.

Which network does Sezzle Mobile use and does it support eSIM activation for SEZL customers?

Sezzle Mobile runs on the AT&T network and supports instant eSIM activation directly in the app. According to the company, users can activate service immediately in-app without physical SIMs for quicker setup and management.

What features are included with Sezzle Mobile unlimited plan for Sezzle (SEZL) subscribers?

The plan includes prioritized unlimited 5G data, unlimited talk and text, unlimited HD streaming, and Canada/Mexico roaming. According to the company, these features come with transparent pricing and no cancellation fees for Sezzle Anywhere subscribers.

How can current Sezzle (SEZL) users manage or cancel Sezzle Mobile service?

Users can add, manage, or cancel Sezzle Mobile directly inside the Sezzle app with no cancellation fees. According to the company, the mobile plan is fully integrated into the app so subscribers can handle service alongside payments and other financial tools.

How does Sezzle Mobile’s $29.99 plan compare to typical U.S. single-line mobile costs for SEZL investors?

Sezzle positions the $29.99 plan as significantly lower than typical U.S. single-line costs of roughly $70–$100 per month. According to the company, the offering aims to provide a simpler, more affordable alternative with prioritized 5G and transparent fees.
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