New: Evolving the Heatmap: Dow Jones, Nasdaq 100, Russell 2000, and More

Learn More

Rezolve Ai Raises 2025 Guidance to $150M ARR and Initiates 2026 Guidance to $500M ARR Exit Rate as Strong Growth Shatters Analyst Forecasts

By Rezolve AI Ltd | October 01, 2025, 7:30 AM
  • $6.3M H1 Revenue (+426% YoY) vs. $5.1M Consensus
  • Gross Margin at 95.8% vs. 60–70% Consensus
  • Adjusted EBITDA1 $(17.7)M vs. $(18.7)M Consensus
  • 100+ Enterprise Customers2 Including Ferrero, H&M, and Urban Outfitters
  • Brain Suite Now Agentic Commerce Ready
  • brainpowa Whitepaper Confirms Competitive Performance vs GPT-4 and Claude, With Effectively Zero Hallucinations

NEW YORK, Oct. 01, 2025 (GLOBE NEWSWIRE) -- Rezolve Ai (NASDAQ: RZLV), a leader in proprietary AI-powered commerce solutions and a partner of Microsoft, Google and Tether, today announced first half 2025 results that materially outperformed analyst expectations, underscoring the Company’s accelerating momentum with global enterprises and its expanding role as the AI engine of commerce.

  • Revenue surged to $6.3 million in H1 2025, surpassing the $5.1 million analyst consensus and marking a more than 426% increase versus the prior year period.
  • Gross Profit Margin hit 95.8%, dramatically ahead of the 60–70% range expected by analysts, highlighting the power of Rezolve’s SaaS-driven model.
  • Rezolve also beat analyst consensus on Adjusted EBITDA, reporting $(17.7) million versus the $(18.7) million expected.

Rezolve has now secured over $90 million ARR year-to-date and is raising guidance to a minimum of $150 million ARR exit rate for 2025. Looking further ahead, Rezolve today set 2026 guidance at $500 million ARR exit rate, reflecting strong demand momentum and visibility into its customer pipeline. The majority of this growth is contracted recurring ARR, providing strong visibility, durability and predictability to Rezolve’s financial model.

Enterprise Adoption Accelerates
Rezolve’s Brain Suite spanning Brain Commerce and Brain Checkout is live with over 100 enterprise customers worldwide. Customers include Ferrero, Bright Bean Toys, Cineplex, H&M, ASOS, Myntra, Office Depot, Rakuten Group, Rebag, The Container Store, Urban Outfitters, Mango, Warehouse Group, New Era, Philz Coffee, Men’s Warehouse, and WB Mason. On the professional services side, Rezolve is now working with Cognizant, Wipro, Tata Consulting Services, PwC and others.

Consistent with Rezolve’s Professional Services strategy, this division is also providing significant implementation resources to Brain Suite clients as they deploy Rezolve technologies at scale.

The Brain Suite is designed to enable Agentic Commerce, giving enterprises the ability to deploy autonomous AI agents that can search, transact, fulfill, and personalize in real time, defining the next era of enterprise commerce.

“Rezolve Ai is building the indispensable infrastructure for the age of Agentic Commerce,” said Daniel M. Wagner, Founder & CEO of Rezolve Ai. “Since the first half of 2025, we have doubled enterprise adoption, delivered SaaS margins among the very best in the industry, and secured a clear path to exit the year at or above $150 million ARR. With our Brain Suite being Agentic Commerce ready and with the backing of partners like Microsoft and Google, we are at the forefront of the AI revolution. With durable ARR growth, an expanding roster of blue-chip customers and our roadmap now extending to a $500 million ARR exit in 2026, combined with new digital asset capabilities coming to Brain Checkout, Rezolve is positioned to lead the next decade of commerce innovation. With brainpowa now validated through rigorous benchmark testing as competitive with leading public models like GPT-4 and Claude, and demonstrating effectively zero hallucinations, we are proving the strength, safety, and reliability of Rezolve’s technology for enterprises worldwide.”

Explosive Scale Across Retail AI
In the first eight months of 2025 alone, Rezolve’s Ai infrastructure has:

  • Powered more than 1.6 billion search and browse sessions globally.
  • Processed over 13 billion API calls across its Brain Commerce search and discovery platform.
  • Reached 53.9 million consumer devices with its SDK, generating 27.8 million monthly geofence events and powering nearly 200,000 ETA predictions per month.

With enterprise adoption doubling to more than 100 enterprise customers since June, Rezolve has rapidly expanded its footprint as the indispensable AI infrastructure behind global commerce.

Strategic Partnerships Driving Scale
Rezolve’s growth is further reinforced by its partnerships with Microsoft and Google, which provide both global cloud infrastructure and extensive go-to-market resources. Microsoft Azure and Google Cloud enable Rezolve’s brainpowa LLM and commerce applications at enterprise scale, while their co-sell programs accelerate distribution to enterprises worldwide. Together, these partnerships accelerate Rezolve’s mission to democratize AI for commerce globally.

Looking ahead, Rezolve expects to make significant progress in implementing its strategy to embed digital asset capabilities into its Brain Checkout solutions in this quarter, further cementing Rezolve’s leadership at the intersection of AI, commerce, and next-generation payments.

brainpowa Whitepaper Validates Competitive, Safe, and Reliable Performance
Rezolve has also published a new whitepaper and technical evaluation report, produced by Dr. Salman Ahmad, Rezolve’s Chief Technology Officer, and his team, demonstrating that the brainpowa models perform competitively against leading public LLMs while delivering superior latency, safety, and domain accuracy in commerce-specific tasks. In arena comparisons, brainpowa models achieved win rates of up to 100% against GPT-4, Claude, and Mistral in empathy, contextual relevance, and coherence, while operating more efficiently on smaller GPU footprints. In particular, the brainpowa empathetic-128K and single-GPU 27B models outperformed GPT-4 and Claude in retention-focused and multi-turn eCommerce scenarios delivering unmatched empathy, contextual accuracy, and conversational coherence for enterprise commerce applications. The report further highlights brainpowa’s effectively zero hallucination rates in benchmark testing, underscoring its reliability for enterprise deployment. The full whitepaper is available for download https://rezolve.com/reports/brainpowa-redefining-ecommerce-ai-with-compact-empathetic-and-hallucination-free-models/.

Strengthened Balance Sheet
Following two financings in Q3 totaling $250 million, Rezolve ends September with approximately $230 million in cash on its balance sheet, positioning the company to accelerate global sales expansion and pursue accretive acquisitions. These acquisitions not only expand Rezolve’s global footprint but also provide significant upsell opportunities into the Brain Suite. With the right products in place, Rezolve is executing aggressively to consolidate enterprise AI-commerce infrastructure and cement its leadership in a market that is rapidly scaling worldwide.

Earnings Conference Call Information
Rezolve Ai (NASDAQ: RZLV), a global leader in AI-powered commerce technology, will host a live conference call and webcast to discuss its first half 2025 financial results and provide a year-to-date 2025 business update on Wednesday, October 1, 2025, at 8:30 a.m. ET.

The live webcast of the conference call can be found 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 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.

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 their 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”, and similar expressions are intended to identify such forward-looking statements. These forward-looking statements include, without limitation, Rezolve’s expectations with respect to anticipated annual recurring revenue. 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.

Non-GAAP Financial Measures
The Company uses certain non-GAAP financial measures, which include Annual Recurring Revenue (ARR), EBITDA, and Adjusted EBITDA, to supplement our consolidated financial statements as we believe these measures can provide meaningful information regarding our performance. These non-GAAP measures should be evaluated in addition to and not as a substitute for our financial results, which are presented in accordance with U.S. GAAP.

Annual Recurring Revenue (ARR), aka “ARR Exit Rate” as considered by the Company, is defined as the annualized value of contractual monthly recurring revenue from customers on the last date of an applicable period. 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.

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
Condensed Interim Combined Consolidated Balance Sheets
(Unaudited)

    
 June 30, 2025 December 31, 2024
Assets     
Current assets     
Cash$9,857,390  $9,729,546 
Accounts receivable, net 1,591,806   703,706 
Prepaid expenses and other current assets (including related party transactions of $298,520 and $0) 5,424,280   1,002,117 
Other receivable 5,710,714    
Derivative asset    2,587,581 
Total current assets 22,584,190   14,022,950 
Non-current assets     
Property and equipment, net 117,975   22,319 
Intangible assets 47,104,816   6,750,178 
Goodwill 6,189,901    
Right of use assets 2,294,862    
Deferred tax asset 412,569    
Other non-current assets 1,397,679   373,445 
Total non-current assets 57,517,802   7,145,942 
Total assets$80,101,992  $21,168,892 
Liabilities and Shareholders’ deficit     
Current liabilities     
Accounts payable$23,035,142  $8,061,598 
Due to related party    1,639,418 
Accrued expenses and other payables 15,680,098   9,513,932 
Short term debt 28,745,993    
Short term debt to related party    5,102,211 
Short term convertible debt 111,837   10,288,123 
Short term convertible debt to related party 108,047   95,309 
Convertible promissory notes 538,524   6,428,825 
Ordinary Shares Payable    1,206,609 
Share-based payment liability 1,400,000   1,400,000 
Advisors loans 3,865,447   12,812,366 
Derivative liabilities 1,513,430   2,579,875 
Deferred revenue 16,016,292   1,172,056 
Lease liabilities, current portion 1,452,755    
Income taxes payable 482,882    
Other current liabilities 695,517   2,138,314 
Total current liabilities 93,645,964   62,438,636 
Non-current liabilities     
Long term debt 121,140    
Lease liabilities, non-current portion 610,146    
Other non-current liabilities 14,561    
Total non current liabilities 745,847    
Total liabilities$94,391,811  $62,438,636 
Commitments and contingencies      
Shareholders’ deficit     
Ordinary shares, £0.0001 nominal value 259,066,638 shares issued and outstanding as of June 30, 2025; 209,080,491 shares issued and outstanding as of December 31, 2024; 341,476,136 and 256,365,817 shares authorized as of June 30, 2025 and December 31, 2024 33,394   26,919 
Additional paid-in capital 302,123,036   216,879,496 
Share subscription receivable (2,108)  (80)
Accumulated deficit (316,062,263)  (258,209,745)
Accumulated other comprehensive loss (381,878)  33,666 
Total stockholders’ deficit (14,289,819)  (41,269,744)
Total liabilities and stockholders’ deficit$80,101,992  $21,168,892 
      


REZOLVE AI PLC AND SUBSIDIARIES
Condensed Interim Combined Consolidated Statements of Operations
(Unaudited)
  
 Six months ended
June 30, 2025
 Six months ended
June 30, 2024
Revenue$6,316,950  $1,202,014 
Operating expenses   
Cost of revenue 276,049   78,413 
Sales and marketing expenses (including related party transactions of $770,032 and $734,824) 3,619,675   1,662,048 
General and administrative expenses (including related party transactions of $6,612,778 and $3,147,074) 33,263,730   8,972,450 
Other operating expenses 31,236   84,500 
Depreciation and amortization expenses 1,550,777   121,895 
Total operating expenses$38,741,467  $10,919,306 
Operating loss$(32,424,517) $(9,717,292)
Other (expense)/income   
Interest expense (2,109,570)  (3,008,131)
Loss on derivatives (1,521,136)   
Loss on extinguishment (27,183,375)   
Gain on revaluation of financial asset 5,710,714    
Other non-operating income (expense), net 169,613   (98,818)
Total other expenses, net$(24,933,754) $(3,106,949)
Loss before taxes (57,358,271)  (12,824,241)
Income tax expense (494,247)  (142,856)
Net loss and comprehensive loss$(57,852,518) $(12,967,097)
Net loss per share, basic and diluted$(0.25) $(0.09)
Weighted average shares, basic and diluted 233,521,905   151,369,192 
        


 

REZOLVE AI PLC AND SUBSIDIARIES
Condensed Interim Combined Consolidated Statements of Cash Flows
(Unaudited)
 
  Six months ended
June 30, 2025
  Six months ended
June 30, 2024
Cash flows from operating activities:     
Net loss$(57,852,518) $(12,967,097)
Adjustments to reconcile net loss to net cash (used in) operating activities:     
Depreciation and amortization 1,550,777   121,895 
Share based compensation for employees 2,341,249   1,852,702 
Share based compensation issued to related parties 6,043,937   2,190,482 
Ordinary shares issued in lieu of cash payment for services 222,486    
Ordinary shares issued to Radio Group to settle termination of ANY acquisition in Germany 876,000    
Income tax expense 482,882    
Interest expense 2,255,967   3,008,131 
Loss on derivatives 1,521,136    
Loss on extinguishment 27,247,099    
Gain on revaluation of financial asset (5,710,714)   
Unrealized foreign exchange (gain)/loss (145,259)  108,224 
Non-cash component of lease expense 561,127    
Net loss attributable to Bluedot Industries prior to common control transaction 291,161   122,726 
Changes in operating assets and liabilities:     
Decrease in accounts receivable 4,536,378   1,100 
Increase in prepaid expense and other current assets (4,483,334)  (131,679)
Increase in accounts payable, accrued expenses and other payables 2,053,099   477,428 
(Decrease)/Increase in payables due to related parties (1,297,489)  315,895 
Increase in accrued expenses and other payables 229,070    
Decrease in lease liabilities (805,828)   
Increase in non-current liabilities 272,835    
Net cash used in operating activities$(19,809,939) $(4,900,193)
Cash flows from investing activities:     
Purchase of property and equipment (90,217)  (3,850)
Development of intangible assets (1,677,356)  (1,360,525)
Acquisition of Prediqt, net of cash acquired (80,888)   
Cash acquired in business combinations 1,800,234    
Cash acquired in common control transaction 139,697    
Net cash provided by /(used in) investing activities$91,470  $(1,364,375)
Cash flows from financing activities:     
Proceeds from rights issuance    1,350,000 
Call up capital received from related parties    222,306 
Repayment of short-term debt obligation from related parties (5,163,477)   
Proceeds from promissory notes 67,705    
Proceeds from issuance of ordinary shares 1,613,207    
Proceeds from short-term debt    400,000 
Repayment of advisor loans (3,500,000)   
Proceeds from convertible debt 27,000,000   4,301,855 
Net cash provided by financing activities$20,017,435  $6,274,161 
Effect of exchange rate changes on cash (171,122)  38,522 
Net change in cash 127,844   48,115 
Cash and cash equivalents, beginning of period 9,729,546   156,586 
Cash and cash equivalents, end of period$9,857,390  $204,701 
Supplemental disclosures     
Cash paid for taxes$4,804  $ 
      

 

REZOLVE AI PLC AND SUBSIDIARIES
Reconciliation of Adjusted EBITDA
(Unaudited)
 
 Six months ended June 30,
  2025   2024 
Net income (loss)$(57,852,518) $(12,967,097)
Add (subtract)     
Interest expense 2,109,570   3,008,131 
Provision for income tax expense 494,247   142,856 
Depreciation and amortization 1,550,777   121,895 
EBITDA (non-GAAP)$(53,697,924) $(9,694,215)
Add (subtract)     
Unrealized foreign exchange (gain) loss$415,544  $(133,245)
Share based compensation issued to related parties 6,043,937   2,190,482 
Share-based compensation for employees 2,341,249   1,852,702 
Gain on derivatives 1,521,136    
Loss on extinguishment 27,183,375    
Gain/(loss) on revaluation of financial asset (5,710,714)   
Ordinary shares issued in lieu of cash payment for services 222,486    
Ordinary shares issued to Radio Group to settle termination of ANY acquisition in Germany 876,000    
Legal costs incurred in connection with the Company’s SPAC transaction 1,398,866    
Costs related to the demerger of Rezolve Limited 517,798    
Legal and professional cost associated with acquisitions 1,000,000    
Costs incurred within business development expenses to close former businesses 151,353    
Adjusted EBITDA (non-GAAP)$(17,736,894) $(5,784,276)
      

_______________
1 The definition of Adjusted EBITDA can be found in the Non-GAAP Financial Measures section of this release, and a reconciliation of Adjusted EBITDA can be found on page 9
2 The roster of enterprise customers as of the period ended September 30, 2025

CONTACT: Media Contact
Rezolve Ai
Urmee Khan - Global Head of Communications
[email protected]
+44 7576 094 040

[email protected] 

Mentioned In This Article

Latest News

6 hours
9 hours
9 hours
Sep-30
Sep-29
Sep-29
Sep-29
Sep-29
Sep-25
Sep-24
Sep-23
Sep-23
Sep-18
Sep-17
Sep-17