Rezolve Ai Guides to $350 Million 2026 Revenue and $500 Million ARR Exit Run Rate
Rhea-AI Summary
Rezolve Ai (NASDAQ: RZLV) issued updated guidance on Jan 13, 2026, forecasting ~$350 million revenue for full-year 2026 and an exit-2026 run rate of at least $500 million ARR. The company expects at least $40 million revenue in 2025 and reported exiting 2025 with approximately $209 million ARR. Rezolve said December 2025 revenue exceeded $17 million, marking its first profitable month. The release cites >650 enterprise customers, >51 billion API calls, >340 million unique users, and $250 million in repeat institutional commitments.
Positive
- 2026 revenue guidance of $350M
- Exit-2026 ARR target of at least $500M
- Exited 2025 with approximately $209M ARR
- December 2025 revenue > $17M (first profitable month)
- Secured $250M institutional commitments in 2025
Negative
- 2026 guidance implies ~10× revenue growth from 2025
- Exit-2026 ARR must grow from $209M to $500M
- Company recorded first profitable month only in Dec 2025
News Market Reaction – RZLV
On the day this news was published, RZLV declined 9.23%, reflecting a notable negative market reaction. Argus tracked a peak move of +5.7% during that session. Argus tracked a trough of -18.4% from its starting point during tracking. Our momentum scanner triggered 38 alerts that day, indicating elevated trading interest and price volatility. This price movement removed approximately $134M from the company's valuation, bringing the market cap to $1.31B at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
RZLV gained 8.97%, while key software infrastructure peers showed modest, mixed moves (e.g., PRGS +3.54%, NYAX +1.22%, RAMP -0.68%). The magnitude of RZLV’s move suggests a stock-specific reaction to its revenue and ARR guidance rather than a broad sector rotation.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Jan 07 | Conference showcase | Positive | +7.3% | Highlighted NRF 2026 presence and AI commerce demos with major partners. |
| Dec 29 | Business model update | Neutral | -6.3% | Announced SQD Network revenue pools and enterprise-backed infrastructure model. |
| Dec 23 | Commercial momentum | Positive | -3.1% | Reported live deployments, renewals and multi-region pipeline expansion. |
| Dec 19 | Guidance call preview | Positive | +15.9% | Pre-announced <b>$209M</b> contracted 2026 revenue above analyst expectations. |
| Dec 18 | LLM risk commentary | Neutral | -8.3% | Warned brands about generic LLM chatbot risks after a public incident. |
Recent AI-tagged headlines show mixed reactions: strong upside on major guidance and milestone updates, but occasional selloffs or muted responses even to seemingly positive commercial news.
Over the past month, Rezolve Ai has issued a series of AI-focused updates. On Dec 16, it flagged December revenue above $17 million and ARR above $200 million, followed by global deployment wins and pipeline expansion on Dec 23. A new SQD revenue model was unveiled on Dec 29, and NRF 2026 participation was announced on Jan 7. An investor call on Jan 13 previewed higher 2026 contracted revenue. Today’s guidance update builds directly on that trajectory of scaling ARR, enterprise adoption and visibility into 2026.
Regulatory & Risk Context
An active Form F-3/A shelf filed on 2025-10-17 registers up to 37,000,000 Ordinary Shares for resale by existing holders from a prior PIPE at $5.40 per share. The company will not receive proceeds from these sales, but the filing notes that actual or expected resale activity could increase volatility or pressure the trading price.
Market Pulse Summary
The stock moved -9.2% in the session following this news. A negative reaction despite stronger guidance would have fit Rezolve Ai’s pattern of occasional divergence between positive AI-themed news and share performance. The company projected $350 million in 2026 revenue and exit ARR of $500 million, but prior filings registered sizeable resale blocks that could pressure trading. Past AI-tagged headlines saw both rallies and selloffs, so a sharp decline would not have been unprecedented in this name.
Key Terms
annual recurring revenue (arr) financial
api technical
AI-generated analysis. Not financial advice.
Company Signals Nearly 10× Growth for 2026 as Agentic Commerce Becomes Core Enterprise Infrastructure
NEW YORK, Jan. 13, 2026 (GLOBE NEWSWIRE) -- Rezolve Ai (NASDAQ: RZLV), a leader in Agentic Commerce and AI-powered customer engagement, today issued updated revenue guidance for 2025 and 2026, which are anticipated to materially exceed market expectations as enterprise adoption accelerates across its platform.
For full-year 2025, Rezolve now expects to deliver at least
For full year 2026, the Company is guiding to approximately
Rezolve also reaffirmed its previously announced expectation to exit 2026 with a minimum
Record Momentum and Operating Scale
Rezolve exited 2025 with approximately
During 2025, Rezolve scaled rapidly to:
- More than 1,000 employees
- 24 global offices
- Over 650 enterprise customers
The Company’s platform processed more than 51 billion API calls, reached over 340 million unique users globally, and supported hundreds of millions of live consumer sessions and transactions, underscoring Rezolve’s position as live, enterprise-grade infrastructure operating at global scale.
Enterprise Adoption and Institutional Confidence
Rezolve’s customer base includes leading global brands and institutions across retail, fashion, financial services and payments.
The client roster now includes major global brands such as Adidas, Burberry, Gucci, H&M/COS, Harvey Nichols, Dr. Martens, Converse, Tommy Hilfiger, PUMA, Target, Standard Chartered and Commerzbank.
In 2025, the Company also secured significant repeat institutional investment, including a
Strategic Platform Partnerships
Throughout 2025, Rezolve deepened strategic partnerships with Microsoft and Google, and advanced its initiative to integrate AI-driven commerce with next-generation payment infrastructure.
Daniel M. Wagner, Founder, Chairman and CEO of Rezolve Ai, commented:
“2025 was the year Rezolve proved that enterprise AI-driven commerce is no longer experimental, it is live, scaled and delivering ROI. The guidance we are providing today reflects contracted demand, accelerating deployments and a platform already operating at global scale. As we enter 2026, our focus is execution, operating leverage and cementing Rezolve’s position as the control layer for the next era of commerce.”
About Rezolve Ai
Rezolve Ai (NASDAQ: RZLV) is an industry leader in AI-powered solutions, specializing in enhancing customer engagement, operational efficiency, and revenue growth. The Brain Suite is the world’s first enterprise AI platform built for Agentic Commerce, delivering advanced tools that harness artificial intelligence to power search, transact, fulfill, and personalize at global scale. For more information, visit www.rezolve.com.
Media Contact
Rezolve Ai
Urmee Khan - Global Head of Communications
urmeekhan@rezolve.com
+44 7576 094 040
investors@rezolve.com
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 Rezolve’s statements regarding its guidance regarding its unaudited revenue and ARR for 2025 and 2026 and 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. Additionally, an audit of Rezolve’s 2025 financial information is underway by Rezolve’s external independent certified public accounting firm under Public Company Accounting Oversight Board (“PCAOB”) standards. As such, the annual historical financial information and are potentially subject to adjustment and may change. As a result of the foregoing considerations and the other limitations described herein, you are cautioned not to place undue reliance on the annual historical financial information contained in this press release.
Use of Non-GAAP Financial Measures
The Company uses certain non-GAAP financial measures, which include Annual Recurring Revenue (ARR) [or “ARR exit rate”], as we believe these measures can provide meaningful information regarding our operating performance. This 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 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.
FAQ
What revenue did Rezolve Ai (RZLV) guide for full-year 2026?
What ARR target did Rezolve Ai (RZLV) set for exit-2026?
What revenue and ARR did Rezolve Ai (RZLV) report for 2025?
When did Rezolve Ai (RZLV) first report profitability?
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