Rezolve AI tops 2025 earnings estimates, raises guidance

Rezolve AI (NASDAQ:RZLV) shares roseate astir 8% successful aboriginal trading connected Monday aft the institution reported full-year 2025 results that exceeded marketplace expectations, driven by beardown gross maturation successful the 2nd fractional of the year.

The AI-powered retail infrastructure institution posted GAAP gross of $46.8 million, up of estimates of $41.2 million. Growth accelerated importantly successful the backmost fractional of the year, with second-half gross expanding 543% compared to the archetypal half, which generated $6.3 million.

Rezolve exited December with monthly recurring gross of $19.4 million, implying an annualized tally complaint of much than $232 million. This fig surpassed the company’s anterior guidance of $100 million.

Despite remaining unprofitable, Rezolve reported a narrower nett nonaccomplishment of $0.38 per share, compared with expert expectations for a $0.43 loss.

Gross borderline for the twelvemonth came successful astatine 66% connected a GAAP basis, portion its halfway bundle concern delivered margins exceeding 90%.

The institution said it present serves much than 950 endeavor customers crossed sectors including retail, hospitality, quick-service restaurants, and luxury, and reported a contracted gross basal of $232 cardinal heading into 2026.

Looking ahead, Rezolve raised its full-year 2026 gross guidance to $360 million, supported by its existing contracted gross and ongoing endeavor deployments. The outlook implies astir 7.5 times maturation from its 2025 gross base.

The institution besides highlighted improvements successful deployment timelines, stating it has reduced endeavor AI adoption cycles from astir 18 months to betwixt 4 and six weeks done autochthonal unreality integrations.

Rezolve said it has secured much than $750 cardinal successful full funding, including a $250 cardinal rise completed successful January, and does not expect needing further operational equity to execute its 2026 plans.

The institution is targeting an annualized tally complaint exceeding $500 cardinal by the extremity of 2026, arsenic it seeks to standard its presumption successful the rapidly expanding AI-driven e-commerce market.

“2025 was the twelvemonth Rezolve became the indispensable logic of planetary commerce,” the company’s CEO Daniel Wagner said successful a statement.

“We person moved beyond the ‘experimentation’ signifier of AI into live, production-grade infrastructure. We are the earthy consolidator successful this category, with some the technological and superior vantage to widen that lead.