Rezolve AI (RZLV) Guidance summary

Opening remarks and agenda

• Management update call focused on 2025 results, 2026 guidance, and strategic direction.

• Agenda included review of 2025 performance, guidance for 2025 and 2026, and discussion of Agentic Commerce and platform convergence.

Guidance on key objectives

• 2025 revenue expected to exceed $40 million, surpassing analyst consensus.

• 2026 revenue guidance set at a minimum of $350 million, nearly 10x year-on-year growth and nearly doubling market expectations.

• 2026 exit ARR targeted at $500 million, with December 2026 monthly revenue of $40 million.

• Profitability achieved in December 2025; future profitability is a strategic choice based on growth investment.

• Gross margins at 85%, with expected net margins of 20%-30% as scale is reached.

Market trends and strategic opportunities

• Accelerated enterprise adoption of AI-driven commerce positions the platform as core infrastructure for global brands.

• Shift in enterprise behavior: faster pilot-to-production cycles, multi-capability adoption, and structural revenue compounding.

• Agentic Commerce defined as a new paradigm where AI agents interact autonomously in commerce, requiring governance to prevent brand risk.

• Convergence of AI, data, and payments into a single platform creates a defensible market position.

• Subsquid acquisition provides proprietary, high-performance data infrastructure, enhancing scalability and margins.