Rezolve AI (RZLV) Q2 2025 earnings summary

Executive summary

• Achieved transformative growth in 2025, surpassing expectations and raising guidance to $150 million ARR for 2025 and $500 million for 2026, with most revenue contracted and recurring.

• Secured over 100 enterprise customers, including major global brands, and expanded globally through acquisitions and strategic partnerships with Microsoft, Google, and Tether.

• Launched new AI-powered e-commerce solutions, including the Brain Suite and Visual Search, and established a Professional Services division to meet growing enterprise demand.

• Strengthened balance sheet with $230 million in cash after two oversubscribed financings and eliminated most legacy debt.

• Brain Suite is now Agentic Commerce ready, and brainpowa LLM validated as competitive with GPT-4 and Claude.

Financial highlights

• First half 2025 revenue reached $6.3 million, up 426% year-over-year and above the $5.1 million consensus.

• Gross profit margin was 95.8%, significantly exceeding analyst expectations of 60-70%.

• Adjusted EBITDA loss was $17.7 million, better than the expected $18.7 million loss.

• Net loss was $57.8 million in H1 2025, mainly due to non-cash or one-time charges; net loss per share was $0.25.

• Cash and equivalents at June 30, 2025: $9.86 million; post-Q3 financings, cash balance is $230 million.

Outlook and guidance

• Raised 2025 ARR guidance to at least $150 million, with 2026 guidance set at $500 million ARR.

• Majority of growth is contracted recurring ARR, providing strong visibility and predictability.

• Professional Services expected to contribute 15%-30% of 2025 ARR, declining as a share in 2026.

• Profitability targeted by end of H1 2026, with potential delay if sales expansion accelerates.

• Plans to embed digital asset capabilities into Brain Checkout in the coming quarter.