Rezolve Ai Delivers 543% H2 Growth; Raises 2026 Revenue Guidance to $360M as Platform Achieves Global Infrastructure Scale
Rhea-AI Summary
Rezolve Ai (NASDAQ: RZLV) reported 2025 GAAP revenue of $46.8M and exited the year at a $232M+ ARR driven by $19.4M December MRR. Second-half revenue rose 543% versus H1 as deployments scaled. Blended gross margin reached 66% with core software margins above 90%.
The company is fully funded with over $750M in total funding and raised 2026 revenue guidance to $360M while targeting a >$500M ARR exit for 2026.
Positive
- 2025 revenue of $46.8M
- Exit ARR of $232M+ from $19.4M December MRR
- Second-half revenue growth of 543% vs H1
- Blended gross margin at 66%
- Core software margins above 90%
- Over $750M in total funding secured
Negative
- 2026 guidance requires 7.5x YoY revenue growth
- Revenue concentration with $19.4M December MRR driving exit ARR
- Conversion dependency on $232M contracted revenue to realize 2026 bookings
News Market Reaction – RZLV
In the Mar 30 session, RZLV gained 5.44%, reflecting a notable positive market reaction. Argus tracked a peak move of +14.2% during that session. Argus tracked a trough of -11.6% from its starting point during tracking. Our momentum scanner triggered 35 alerts that day, indicating elevated trading interest and price volatility. Trading volume was above average at 1.5x the daily average, suggesting increased trading activity.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Previous AI Reports
| Date | Event | Sentiment | 24h Move | Catalyst |
|---|---|---|---|---|
| 2026-03-20 | Conference appearance | Positive | -1.6% | Roth conference presentation with Microsoft on agentic commerce. |
| 2026-03-19 | Product showcase | Positive | -3.0% | Showcase of production-ready agentic commerce platform at Shoptalk. |
| 2026-01-29 | Strategic positioning | Positive | -8.1% | Positioning as transaction layer for emerging agentic standards. |
| 2026-01-21 | Capital raise | Positive | +1.4% | Closed oversubscribed $250M registered direct financing. |
| 2026-01-13 | Revenue guidance | Positive | -9.2% | Guided to $350M 2026 revenue and $500M ARR exit rate. |
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
AI-themed announcements have often been followed by negative moves (average about -4.09%), suggesting a pattern of selling into AI news even when it is strategically positive.
Recent AI-tagged news for RZLV has focused on positioning its agentic commerce platform, updating 2026 guidance, and strengthening liquidity through a $250 million financing. Despite these constructive updates, four of the last five AI-tag events saw negative next‑day moves, indicating investors frequently sold into AI narratives. Today’s detailed 2025 results and higher $360 million 2026 revenue guidance build directly on the January guidance and balance sheet themes.
Key Terms
ARR financial
MRR financial
GAAP financial
Form 20-F regulatory
API technical
SDK technical
geofence technical
AI-generated analysis. How Rhea-AI works. Not financial advice.
Reports
Exits 2025 at
Contracted Revenue1 Underpins 2026 Growth Trajectory
FY 2026 revenue guidance raised to
NEW YORK, March 30, 2026 (GLOBE NEWSWIRE) -- Rezolve Ai (NASDAQ: RZLV), a global leader in Agentic Commerce and AI-powered retail infrastructure, today announced its full-year 2025 results, delivering performance materially ahead of market expectations and moving the business into live, scaled global deployment.
- Record Revenue: Reported GAAP revenue of
$46.8 million for the year. - Explosive Exit Velocity: Exited 2025 with a record
$19.4M December MRR, representing a$232M + Annualized Run Rate (ARR), exceeding original guidance of$100 million . - Structural Profitability: Achieved a
66% GAAP gross margin, with core software margins exceeding90% 1 as the platform achieves structural scale. - Fully Funded for Mission Success: Over
$750M in total funding secured, including January’s oversubscribed$250M raise, the Company has zero requirement for additional operational equity to execute its 2026 mission. - Unmatched Market Penetration: 950+ enterprise customers across sectors, including retail, hospitality, QSR, and luxury.
- Exceptional Revenue Visibility: Total group contracted revenue base has surged to
$232M , providing a high-conviction floor for our raised$360M 2026 guidance.
Financial Discipline: Fully Funded for the Agentic Era
Rezolve Ai enters 2026 with its strongest-ever capital position. Our current cash reserves provide more than sufficient runway for all day-to-day operations and organic growth. Moving forward, the Company is committed to a disciplined approach to capital:
- Zero Operational Dilution: We do not intend to raise new equity for operational needs.
- Accretive Acquisitions Only: Use of equity (other than under Rezolve’s LTIP) is expected to be restricted to high-value, profitable acquisitions, such as Reward, which bring immediate, self-financing revenue to Rezolve.
- Capital-Light Scalability: As core infrastructure, our platform has and will achieve outsized sequential growth without the heavy capital expenditure required by legacy software firms.
A year that changed the shape of the business
Throughout 2025, the Company successfully executed an accelerated program of strategic acquisitions, enterprise deployments and platform integration, fundamentally enhancing its scale, capabilities and competitive positioning within AI-driven commerce. As a result, Rezolve delivered revenue growth that exceeded both consensus estimates and its previously issued 2025 guidance.
Revenue reached
That acceleration culminated in
The financial results presented herein are derived from the Company’s Annual Report on Form 20-F for the fiscal year ended December 31, 2025, which is being filed with the Securities and Exchange Commission today.
Daniel M. Wagner, CEO
“The shift from search-based to agentic commerce represents an overhaul of how global retail transacts. 2025 was the year Rezolve became the essential logic of global commerce. We have moved beyond the 'experimentation' phase of AI into live, production-grade infrastructure. We are the natural consolidator in this category, with both the technological and capital advantage to extend that lead. By exiting the year at a
The Company’s 2025 Annual Report, Architecting Agentic Commerce, sets out in detail how Rezolve has transitioned into a core infrastructure layer for global commerce and is available here.
Architecting the Transaction Engine for the Agentic Era
Rezolve Ai's platform is structured around three interlocking components — intelligence, discovery and execution — that together form a differentiated, end-to-end agentic commerce architecture, unifying layers at enterprise scale today:
- brainpowa is Rezolve Ai's proprietary retail LLM, purpose-built for near-zero hallucination risk and SKU-level precision in live production environments, serving as the intelligence layer that interprets consumer intent, powers natural-language product discovery and delivers deterministic outputs that enterprise retailers can trust at global scale.
- Brain Commerce is the discovery and merchandising engine that converts natural language into margin-aware, real-time product recommendations across enterprise retail catalogues, integrating search, personalization and visual merchandising into a unified surface embedded directly inside retailers' existing systems and workflows.
- Brain Checkout is the execution layer that ensures every AI-initiated transaction completes securely within merchant-approved parameters from intent to settled payment, closing the loop between agentic discovery and revenue without friction, error or leakage.
In 2025, Rezolve transitioned from a technology pioneer to the essential operating system for global commerce. While general AI is limited to language generation, Rezolve’s infrastructure is engineered for precision and execution.
During the year, the platform demonstrated unprecedented scale and utility:
- 112.7 billion API calls processed across more than 950 enterprise clients.
- 59.8 million consumer devices reached via the Rezolve SDK.
- 306.7 million physical-to-digital geofence triggers detected.
The underlying economics are now becoming clear. Blended gross margins reached
This platform velocity demonstrates Rezolve’s unique position as the leading infrastructure layer capable of turning conversational intent into revenue on a global scale. By bypassing legacy "toll bridges" through RezolvePay, the Company is returning economic autonomy to the merchant and redefining the core logic of digital retail.
Extending into payments and loyalty
Following the year end, the acquisition of Reward further strengthens this position.
The transaction adds significant high-margin revenue, while extending Rezolve’s reach across global banks, retailers and payment networks and accelerating adoption of its transaction ecosystem.
2026 outlook
Rezolve Ai enters 2026 with unprecedented momentum and a clear, high-conviction path to category leadership. The Company has raised its full-year 2026 revenue guidance to
While this target represents an extraordinary 7.5x year-over-year revenue growth from our 2025 base, the Company views this as a conservative baseline. This confidence is driven by:
- Accelerated Deployment Cycles: Our ability to reduce enterprise AI adoption from 18 months to 4-6 weeks via native cloud integrations.
- Superior Unit Economics: A structural model delivering over
90% core software margins. - A Fortified Balance Sheet: With over
$750 million in total funding secured, Rezolve Ai is fully funded to execute its 2026 mission and capture the structural shift toward a projected$144 billion AI-driven eCommerce market2.
Rezolve Ai is aggressively architecting toward a targeted ARR exit rate of more than
Earnings Conference Call
Rezolve Ai will host a live conference call to discuss its Full Year 2025 Financial Results on Monday, March 30, 2026, at 8:30 a.m. ET. The live webcast will be available on Rezolve Ai's Investor Relations website at https://investor.rezolve.com. Participants can also access the call by registering through the webcast link (here) or participant call link (here). Following the live call, a replay of the webcast will be available on the Company's Investor Relations website.
About Rezolve Ai
Rezolve Ai (NASDAQ: RZLV) is building the execution infrastructure powering global AI business. Through its Brain Suite platform, Rezolve enables retailers, brands and financial institutions to engage consumers in real time and execute transactions directly through AI-powered systems.
For more information, visit www.rezolve.com.
Investor Contact
investors@rezolve.com
Media Contact
Rezolve Ai
Urmee Khan - Global Head of Communications
urmeekhan@rezolve.com
+44 7576 094 040
Forward-Looking Statements
This press release includes "forward-looking statements" within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1996. The actual results of Rezolve Ai PLC ("Rezolve") may differ from its expectations, estimates and projections and consequently, you should not rely on these forward-looking statements as predictions of future events. Words such as "expect", "estimate", "project", "budget", "forecast", "anticipate", "intend", "plan", "may", "will", "could", "should", "believes", "predicts", "potential", "continue", "design" and similar expressions are intended to identify such forward-looking statements. These forward-looking statements include, without limitation, Rezolve's guidance and expectations with respect to anticipated annual revenue, ARR and ARR Exit Rate for 2026 and MRR. ARR, ARR Exit Rates and MRR are projections and Rezolve's customers may not renew their outstanding contracts or maintain their usage rates, which would cause Rezolve's recognized revenue in future periods to decrease. These forward-looking statements involve significant risks and uncertainties that could cause the actual results to differ materially from the expected results. You should carefully consider the risks and uncertainties described in the "Risk Factors" section of Rezolve's Annual Report on Form 20-F and its subsequent filings made with the SEC. These filings identify and address other important risks and uncertainties that could cause actual events and results to differ materially from those contained in the forward-looking statements. Most of these factors are outside Rezolve's control and are difficult to predict. Factors that may cause such differences include, but are not limited to: (1) competition, the ability of Rezolve to grow and manage growth profitably, and retain its management and key employees; (2) changes in applicable laws or regulations; and (3) weakness in the economy, market trends, uncertainty and other conditions in the markets in which Rezolve operates, and other factors beyond its control, such as inflation or rising interest rates. Rezolve cautions that the foregoing list of factors is not exclusive and not to place undue reliance upon any forward-looking statements, including projections, which speak only as of the date made. Except as required by applicable law, Rezolve does not plan to publicly update or revise any forward-looking statements contained herein, whether as a result of any new information, future events, changed circumstances, or otherwise.
Use of Non-GAAP Financial Measures
The Company uses certain non-GAAP financial measures, which include Annual Recurring Revenue (ARR) [or “ARR exit rate”] MRR, contracted revenue, blended gross margins and software margins, as we believe these measures can provide meaningful information regarding our operating performance. These non-GAAP measures should be evaluated in addition to and not as a substitute for our financial results presented in accordance with U.S. GAAP.
Annual Recurring Revenue (“ARR”) is a non-GAAP operating metric that represents the annualized value of recurring subscription and contract revenue under customer agreements in effect at the measurement date. A contract is included in ARR or contracted revenue for an applicable period if it is active at the end of that applicable period and is excluded if it is not active at the end of that applicable period. This measure includes revenue from subscription contracts as well as recurring professional services agreements. While ARR represents the annualized revenue the Company would expect to receive from customers assuming no increases or reductions in contractual arrangements, the measure can be affected by contract start and end dates and should be viewed independently of the Company’s GAAP revenue as ARR is an operating metric and is not intended to be combined with or to replace revenue. ARR is not a forecast of future revenue and does not consider other sources of revenue that are not recurring in nature. ARR does not have a standardized meaning and is not necessarily comparable to similarly titled measures presented by other companies. ARR is forward-looking and differs from GAAP revenue, which is recognized over time in accordance with ASC 606 based on delivery of services. As a result, ARR is not directly reconcilable to GAAP revenue because it includes the value of contracted future revenues that have not yet been recognized and excludes non-recurring and usage-based revenue recognized under GAAP.
EBITDA is defined as net income (loss) adjusted for interest expense, income tax, depreciation of property and equipment and amortization of acquired intangibles. EBITDA should not be considered as a substitute for other measures of financial performance reported in accordance with GAAP. Adjusted EBITDA is defined as EBITDA adjusted for unrealized foreign exchange gains (losses); share-based compensation related to employees, consultants and related parties; loss (gain) resulting from the remeasurement of derivative assets and derivative liabilities at fair value at the end of each reporting period; loss (gain) resulting from the extinguishment of debt obligations; loss (gain) resulting from the remeasurement of financial assets carried at fair value; ordinary shares issued in lieu of cash payment for services; ordinary shares issued to Radio Group to settle termination of any acquisition in Germany; legal costs incurred in connection with the Company’s SPAC transaction; costs related to the demerger of Rezolve Limited; legal and professional costs associated with acquisitions; and, costs incurred within business development expenses to close former businesses. Although it is frequently used by investors and securities analysts in their evaluations of companies, Adjusted EBITDA has limitations which we compensate by providing a reconciliation to the most directly comparable GAAP measure, net income (loss). Adjusted EBITDA is used by management to understand and track underlying earnings performance by excluding one-time and non-recurring costs.
REZOLVE AI PLC AND SUBSIDIARIES
Combined Consolidated Balance Sheets
REZOLVE AI PLC AND SUBSIDIARIES
Combined Consolidated Statements of Operations
REZOLVE AI PLC AND SUBSIDIARIES
Combined Consolidated Statements of Cash Flows
REZOLVE AI PLC AND SUBSIDIARIES
Combined Consolidated Statements of Cash Flows (continued)
REZOLVE AI PLC AND SUBSIDIARIES
Reconciliation of Adjusted EBITDA
REZOLVE AI PLC AND SUBSIDIARIES
Reconciliation of Annual Recurring Revenue (ARR)
1 The definition of ARR and ARR exit, MRR, contracted revenue, blended gross margin and core software margins can be found in the Use of Non-GAAP Financial Measures section of this release, and a reconciliation of ARR can be found in the back of this release
2 Source: EMARKETER Forecast, December 2025. Market size projections relate to US ecommerce sales driven through AI platforms
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