Rezolve AI plc amended its Form 6-K to replace the investor-day transcript with a corrected version after an inadvertent inaccurate statement. In the transcript, management reported $130.8 million of revenue in the first half of 2026, more than 20-fold first-half 2025 revenue and nearly three times revenue for all of 2025. CEO Dan Wagner said the company is targeting at least $500 million in annual recurring revenue as it exits 2026 and enters 2027, and described profitability as its next objective. Rezolve ended June with well over 1,000 merchants.
Management outlined three growth channels: direct enterprise sales, partner distribution and licensing its commerce infrastructure. Its product suite spans discovery and AI-enabled shopping, checkout and payments, loyalty, and customer insights. Rezolve Pay was described as in development and intended to integrate with merchants' existing systems. Rezolve Reward reported operations in 15 major markets, programs reaching over 40 million consumers, and more than GBP 2 billion returned to consumers. Management also cited a $40 billion addressable opportunity for Rezolve Reward. These figures and targets were presented by company management.
Rezolve AI plc held an investor day on October 6, 2026, presenting its commerce technology strategy and business plans. Management reported $130.8 million of first-half 2026 revenue, more than twentyfold first-half 2025 revenue and nearly three times all of 2025. It gave approximately $360 million in full-year 2026 revenue guidance and targeted at least $500 million in annual recurring revenue at the 2026 exit rate; both are forward-looking goals.
The strategy combines AI-based product discovery and commerce, checkout and payments, loyalty, and customer insights, with growth through direct sales, partners, and infrastructure licensing. Rezolve had well over 1,000 merchants at June end. Rezolve Pay was presented as an early-stage development, with planned checkout supporting cards, Apple Pay, Google Pay, and pay by bank, while payment details are tokenized and stored centrally. The company also described consolidating acquired businesses and shifting revenue mix toward software and recurring licensing.
Management cited expected operating cash outflows in the second half of 2026 and the second half of 2027, and an expected approximately $60 million annualized benefit from its operating efficiency program. Rezolve Reward was described as operating in 15 major markets and delivering programs that engage over 40 million consumers.
REZOLVE AI PLC (RZLV) reported unaudited results for the six months ended June 30, 2026 showing rapid scale-up but with significant losses and liquidity pressure. Revenue rose to $130.8 million from $6.3 million a year earlier, largely reflecting acquisitions and growth in SaaS, professional services, and loyalty-platform activities across North America, Europe and Asia-Pacific.
The company recorded a net loss of $139.5 million versus $57.9 million, and operating cash outflow of $92.0 million. As of June 30, 2026, it had $100.5 million in cash and restricted cash, an accumulated deficit of $499.1 million and a working capital deficit of $205.2 million. Management concludes that these conditions raise substantial doubt about its ability to continue as a going concern. To date in 2026 it raised $250.0 million via a registered share offering and $39.9 million through an at-the-market program, and completed the $228.6 million acquisition of Reward Loyalty UK Limited, adding significant goodwill and customer-related intangibles. The company also recognized a $5.6 million impairment on SQD tokens and has ceased qualifying as an emerging growth company, meaning it must now adopt new accounting standards on the same timeline as other large public companies.
REZOLVE AI PLC (RZLV) insider Daniel Maurice Wagner, Chief Executive Officer, director and more than 10% owner, reported several equity-related changes. A pre-existing call option allowed Bradley Wickens to acquire 1,566,697 Ordinary Shares held by DBLP Sea Cow Limited at $1.48 per share; the filing specifies this was the exercise of Mr. Wickens’ contractual right and not an open-market sale by Mr. Wagner or DBLP. A separate call option over 2,025,496 Ordinary Shares at $3.00 per share expired unexercised, and those shares remained held by DBLP and are included in its beneficial ownership. On July 10, 2026, the estate of John Wagner distributed 543,993 Ordinary Shares to DBLP for no consideration, and the filing notes this also corrects a prior clerical error. Following that distribution, 50,331,287 Ordinary Shares were reported as indirectly held through DBLP, and a separate line shows 4,698,505 Ordinary Shares held directly by Mr. Wagner.
REZOLVE AI PLC (RZLV) received an Amendment No. 4 to a Schedule 13D from a group led by CEO Daniel Maurice Wagner, the Estate of John Wagner, DBLP Sea Cow Limited and Adam Wagner, updating their beneficial ownership of the company’s Ordinary Shares.
The group reports Daniel Wagner beneficially owning 55,029,792 shares (13.8%), largely through wholly owned DBLP, which holds 50,331,287 shares (12.62%). Adam Wagner reports 51,075,037 shares (12.81%), and the Estate of John Wagner holds 275,965 shares (0.07%). Percentages are based on 398,827,587 Ordinary Shares outstanding as of January 21, 2026.
The amendment reflects resolution of pre-existing call options over shares held by DBLP and a 543,993‑share non-cash distribution from the Estate of John Wagner to DBLP. A call option over 2,025,496 shares at $3.00 expired unexercised, and the filing states that none of these events involved any open-market purchases or sales.
Rezolve Ai plc furnished an update commenting on Commerce.com’s Q2 2026 performance and reiterating Rezolve Ai’s own growth trajectory and strategic rationale for a potential combination. Commerce.com reported revenue of $84.5 million (0.1% year-on-year growth), a 1% decline in subscription revenue, GAAP gross margin falling to 75% from 79%, free cash flow of $0.1 million versus $11.9 million a year earlier, and reduced full-year 2026 guidance for revenue to $336.5 million–$344.5 million and non-GAAP operating income to $28 million–$34 million.
By contrast, Rezolve Ai expects preliminary H1 2026 revenue of approximately $127 million versus $6.32 million in H1 2025, nearly 20x growth and more than 2.7 times its audited FY2025 revenue of $46.8 million. The company reaffirmed approximately $360 million of FY2026 revenue guidance, about 7.5 times FY2025 revenue, and continues to target an exit 2026 annual recurring revenue run rate of at least $500 million, supported by more than 1,000 enterprise customers. Rezolve Ai states that these trends strengthen the strategic logic of a combination with Commerce.com but clarifies it is not announcing a new or amended proposal and remains focused on executing its standalone growth strategy, with detailed H1 2026 results due September 1, 2026.
Rezolve Ai plc reports that Rezolve India has become its global accelerator for building and deploying enterprise infrastructure for agentic AI. The unit brings together 550 specialists across Hyderabad, Pune and Kolkata, supports more than 1,000 customers worldwide and drives India-led engagements representing approximately $50 million in total contract value, a management metric that is not equivalent to revenue and not additional to 2026 guidance.
The company states preliminary, unaudited H1 2026 revenue is expected to reach approximately $127 million, compared with $6.32 million in H1 2025 and $46.8 million for full-year 2025, and it reaffirms full-year 2026 revenue guidance of approximately $360 million. Rezolve India is positioned as a core engine linking proprietary AI research, platform architecture, Brain Commerce delivery and enterprise services, including work with partners such as Microsoft, Google and TCS.
Rezolve Ai reports a breakout first-half performance, expecting preliminary, unaudited H1 2026 revenue of approximately $127 million. This compares with $6.32 million in H1 2025 and already exceeds audited full-year 2025 revenue of $46.8 million by more than 2.7x. Final first-half 2026 results are expected in September 2026.
The company reaffirmed full-year 2026 revenue guidance of approximately $360 million, about 7.5x its 2025 revenue, and targets exiting 2026 with at least $500 million of annual recurring revenue. Management cites more than 1,000 enterprise customers, expanding partnerships with Tata Consultancy Services, Microsoft Foundry and Zilch, and its brainpowa™, TraceWare™ and Auditable AI technologies as key growth and trust drivers, while noting these expectations are forward-looking and subject to risks.
Rezolve Ai plc announced a new partnership with UK payments platform Zilch to integrate Rezolve Ai’s agentic commerce infrastructure, via its Reward platform, into Zilch’s payments experience. Zilch serves nearly 6 million customers and drives more than $3.3 billion annually to partner merchants.
The partnership expands Reward’s existing network of banks, payment platforms and retailers, which has returned more than $2 billion in cashback to customers. Rezolve Ai stated that this agreement, alongside recent deals with partners including Mashreq, Visa and Tata Consultancy Services, reinforces its previously announced FY26 revenue guidance of approximately $360 million.
Rezolve AI plc received an amended Schedule 13G/A from shareholder Alejandro Gonzalez, disclosing beneficial ownership of 30,061,917 Ordinary Shares. This represents 7.5% of the class, based on 398,827,587 Ordinary Shares outstanding as of January 21, 2026. Gonzalez reports sole voting and dispositive power over all 30,061,917 shares and no shared voting or dispositive power. The holdings information is stated as of the market close on July 14, 2026.