Deal to Add approximately $70M Revenue and is immediately EBITDA-accretive, Expanding "Brain Commerce" Footprint Across US, UK & EMEA Advances roll-up strategy for upselling traditional search platforms and strengthens Rezolve’s enterprise AI footprint across global marketsA strategic ‘return’ for CEO Daniel Wagner, whose early product discovery technology underpins part of Crownpeak’s platform, Unlocking Unique Upsell Advantages NEW YORK, Dec. 01, 2025 (GLOBE NEWSWIRE) -- Rezolve Ai (NASDAQ: RZLV), a leade ...

Core Insights - The retail space is undergoing significant transformation due to the impact of AI on the shopping experience, with a focus on enhancing consumer interaction with e-commerce [3][5][6] Company Updates - Resolve AI has experienced substantial growth, projecting an annual recurring revenue (ARR) of $150 million by the end of the current year and an estimated $500 million by the end of 2026, indicating strong market momentum [5] - The company started the year with no revenue, highlighting the rapid adoption of its solutions in the e-commerce sector [4][5] Market Dynamics - Approximately 70% of online shoppers do not complete a purchase, contrasting sharply with the 70% conversion rate in physical retail stores, indicating a significant challenge in the e-commerce landscape [6] - The integration of generative AI is seen as a solution to improve customer engagement and facilitate the purchasing process [3][5] Industry Trends - There is a growing concern about potential market bubbles and stretched valuations in the tech sector, particularly regarding AI investments [8][14] - The demand for AI infrastructure, as evidenced by Nvidia's performance, suggests a robust growth trajectory for companies providing AI-related services and solutions [8][9] Competitive Landscape - The current environment presents opportunities for new entrants to displace outdated software solutions, while established players that invest in new technologies can capitalize on their market positions [11][13] - The understanding of technology and market implications has improved since the dot-com bubble, suggesting a more informed investment landscape despite some overenthusiasm for unproven companies [14]

Summary of Rezolve AI Conference Call Company Overview - **Company**: Rezolve AI (NasdaqGM:RZLV) - **Industry**: Artificial Intelligence and E-commerce Key Points and Arguments 1. **Foundational Background**: Rezolve AI is led by CEO Dan Wagner, who has extensive experience in technology and AI, having founded multiple successful companies in the past [3][4][6] 2. **Problem Addressed**: The company aims to solve issues related to checkout attrition and cart abandonment in e-commerce, where 70% of online visitors do not complete a purchase compared to 30% in physical stores [9][10] 3. **Solution Offered**: Rezolve AI provides an interface that mimics the experience of interacting with a knowledgeable salesperson, addressing the lack of product information that often leads to cart abandonment [10][11] 4. **Technology Development**: The company has developed a solution to the problem of AI hallucinations, which is a common issue in generative AI. This includes creating a rich taxonomy for product catalogs and using semantic search to improve accuracy [12][14][15][16] 5. **Agentic Commerce**: The concept of agentic commerce is introduced, where AI agents interact with e-commerce sites on behalf of consumers. This presents both opportunities and risks for retailers [19][20][22] 6. **Partnerships**: Rezolve AI has established partnerships with Microsoft and Google, which help promote its solutions to their customer bases and provide financial incentives for adoption [25][26][27] 7. **Go-to-Market Strategy**: The company plans to utilize three channels for growth: organic sales, partnerships with tech giants, and acquisitions to expand its market presence [30][32] 8. **Financial Projections**: Rezolve AI expects to exit the year with $150 million in Annual Recurring Revenue (ARR) and aims for $500 million in the following year, driven by strong visibility and execution [34][36][38] 9. **Customer Engagement Example**: A use case with Dunkin' demonstrates how Rezolve AI enhances customer experience by facilitating seamless ordering through geolocation technology [57][58] Additional Important Insights - **Market Positioning**: The company believes it has a unique solution that stands out in a crowded market, where many competitors are still struggling with AI hallucinations [49][50][51] - **Future of AI Interaction**: The shift towards natural language engagement with technology is highlighted as a transformative change in how consumers interact with digital platforms [53][54][55] - **Customer Trust**: The company emphasizes building trust with customers by showcasing its product capabilities and the endorsements from major partners like Microsoft and Google [47][48]

Core Insights - Rezolve AI PLC has secured $200 million in financing to expand its commercial operations in the US and Europe [1][2] - The company has appointed Elizabeth Lachhar, a former Microsoft executive, as senior vice president of US sales to lead the commercial expansion [1][3] - Rezolve AI focuses on "Agentic Commerce," utilizing autonomous AI systems for transactions, aiming to dominate the market [3][4] Company Expansion Plans - Rezolve AI plans to increase its sales team to 40 professionals in the US and between 20 to 30 in Europe by the end of Q2 next year [2] - The expanded team will focus on deploying the Brain Commerce platform, which includes features like Conversational Commerce, Visual Search, and Brain Checkout [2] Leadership and Vision - Daniel M. Wagner, the CEO, emphasizes the importance of Lachhar's leadership and experience in driving the company's market dominance [3] - The company aims to leverage its capital, technology, and team to lead the transformation of commerce valued at trillions of dollars [3]

Core Insights - Rezolve Ai is attracting top global executives from leading technology firms, indicating strong confidence in its technology and market potential [1][3][8] - The company aims to redefine digital engagement through its proprietary brainpowa LLM, positioning itself at the forefront of the Agentic Commerce transformation [1][9] Leadership and Expertise - Crispin Lowery, Chief Revenue Officer, has extensive experience in scaling global technology and retail enterprises, with a target of achieving an annual recurring revenue (ARR) exit rate of US$500 million by the end of 2026 [4] - Sauvik Banerjjee, Chief Digital Officer, oversees global engineering and product development, focusing on scalability and innovation in AI-driven consumer platforms [5] - Elizabeth Lachhar, Senior Vice President for the Americas, is responsible for US commercial expansion and building a high-performance sales organization [6] - Howe Gu, Senior Vice President of Partnerships & Ecosystem, is scaling the global partner network, crucial for Rezolve's enterprise deployment strategy [7] Market Position and Strategy - Rezolve Ai is positioned as a leader in AI-driven commerce, with foundational partnerships with major firms like Microsoft and Google, targeting the $30 trillion global retail market [10] - The company is focused on building the foundation for Agentic Commerce, where intelligent systems autonomously engage and transact on behalf of consumers and businesses [9]

Core Insights - Rezolve Ai has announced a significant acceleration in its commercial rollout across the U.S. and Europe, supported by an oversubscribed $200 million funding round [1] Company Developments - Elizabeth Lachhar, a former Microsoft executive with experience managing a multi-billion-dollar sales P&L, has been appointed as Senior Vice President of U.S. Sales to lead the company's expansion [2][8] - By the end of Q2 2026, Rezolve aims to establish a salesforce of approximately 40 professionals in the U.S. and an additional 20-30 in Europe, positioning itself as one of the largest dedicated salesforces for Agentic Commerce globally [3] Strategic Focus - The company is focusing on executing its strategy at scale, with a belief that Agentic Commerce is currently transforming the market [4] - The expanded sales and marketing investment will prioritize the deployment of the Brain Commerce platform, which includes features like Conversational Commerce, Visual Search, and Brain Checkout, aimed at enhancing AI-driven personalization and autonomous buying journeys [4] Technology and Market Position - Rezolve Ai is recognized as a leader in AI-powered solutions, specifically in enhancing customer engagement and operational efficiency [5] - The Brain Suite is highlighted as the world's first enterprise AI platform designed for Agentic Commerce, providing advanced tools for search, transaction, fulfillment, and personalization on a global scale [5]

Core Insights - Amazon's CEO Andy Jassy has highlighted "AI and agentic commerce" as the next major transformation in online shopping, validating Rezolve Ai's long-term efforts in this area [1][2][4] - Rezolve Ai has developed a three-layer Agentic Commerce architecture that supports autonomous transactions and decision-making for consumers, positioning the company as a leader in this emerging market [3][4] Company Overview - Rezolve Ai (NASDAQ: RZLV) specializes in AI-powered solutions aimed at enhancing customer engagement, operational efficiency, and revenue growth, focusing on the Agentic Commerce sector [5] - The company has created the Brain Suite, the first enterprise AI platform designed specifically for Agentic Commerce, which facilitates advanced functionalities such as search, transaction, fulfillment, and personalization on a global scale [5] Market Position - With Amazon's endorsement, Rezolve Ai is seen as having a first-mover advantage in the Agentic Commerce space, which is anticipated to be a trillion-dollar market [4] - The company is already engaged in live deployments with major retailers and payment providers, integrating with tech giants like Microsoft and Google to ensure secure operations across various ecosystems [3][4]

Core Insights - Rezolve Ai (RZLV) and Bitfarms Ltd. (BITF) are speculative equity investments in emerging sectors, with RZLV focusing on AI-commerce and digital retail tech, while BITF is transitioning to high-performance computing (HPC) and AI from bitcoin mining [1] Group 1: Rezolve Ai (RZLV) - RZLV has experienced a significant 426% year-over-year revenue growth in the first half of 2025, achieving over $90 million in annual recurring revenues (ARR) [2][9] - The company aims for a minimum ARR exit rate of $150 million for 2025 and $500 million for 2026, driven by its Brain Suite technology [2][3] - Brain Suite, which includes Brain Commerce and Brain Checkout, serves over 100 customers, including major firms like Rakuten Group and Cognizant, and has processed over 13 billion API calls [3][4] - RZLV's partnership with Microsoft and Google enhances its market reach and operational scalability [4] - Despite the positive growth trajectory, RZLV faces challenges with widening net losses of $57.9 million in the first half of 2025 and competitive pressures from larger players in the AI and e-commerce sectors [5] Group 2: Bitfarms Ltd. (BITF) - BITF reported an 87% year-over-year revenue increase in Q2 2025 and is pivoting towards the HPC/AI market, with over 80% of its pipeline and all Megawatts under development located in the U.S. [6][9] - The company secured a $300 million debt facility from Macquarie Group to support its HPC/AI expansion [7][9] - While diversifying from traditional bitcoin mining, BITF's reliance on bitcoin prices poses risks, and the nascent HPC/AI business is capital-intensive [8] - The Zacks Consensus Estimate for BITF's 2025 sales is $314.5 million, indicating a 63.1% year-over-year increase, with a projected $367 million for 2026 [11] - BITF's stock has surged 250% in the past three months, significantly outperforming the industry [9][14] Group 3: Comparative Analysis - RZLV's forward price-to-sales multiple is 5.38 times, lower than its 12-month median of 9.55 times, while BITF's multiple is 6.37 times, higher than its median of 1.91 times [17] - RZLV is currently experiencing a correction phase with a 19.2% decline, while BITF has increased by 250% over the same period [9][14] - The operational scalability of RZLV's Brain Suite contrasts with BITF's capital-intensive HPC/AI strategy, which raises concerns about recurring cash flows [20]

Core Insights - Rezolve AI PLC (NASDAQ:RZLV) is enhancing its management team to improve operational execution and accelerate revenue growth, positioning itself as a leader in AI and digital commerce [1][2][4] Management Changes - Arthur Yao has been appointed as Chief Operating and Financial Officer, responsible for global operations and finance [2] - Roland Gossage will serve as Chief Growth Officer, focusing on innovation and market opportunities to evolve the product line [2] - Richard Burchill is the new Group Finance Director, tasked with improving financial performance, reporting, and planning [3] - Crispin Lowery will take on the role of Chief Revenue Officer, aiming to build a global sales network and energize regional teams [3] Company Vision - The leadership appointments are intended to align the organization for scale, discipline, and innovation, enhancing the company's ability to meet growth ambitions [4] Market Outlook - Roth MKM has reaffirmed a Buy rating for RZLV, slightly adjusting the price target from $12.50 to $12.40, indicating a potential upside of 187.04% [5] - Rezolve AI is recognized as a global leader in AI-driven commerce, providing technology for search, personalization, and checkout experiences [6]

Core Viewpoint - Rezolve Ai is actively engaging with investors through participation in upcoming conferences and a non-deal roadshow to enhance visibility and connect with institutional investors [1][3]. Group 1: Upcoming Events - Rezolve Ai will participate in the RBC Capital Markets Global Technology, Internet, Media & Telecommunications Conference on November 18, 2025, where CEO Daniel M. Wagner will engage in a fireside chat [2]. - The company will also attend the 14th Annual Roth Technology Conference on November 19, 2025, further increasing its visibility in the investment community [3]. Group 2: Investor Engagement - Rezolve Ai is launching a multi-city non-deal roadshow starting this week, aimed at connecting with leading institutional and growth investors [3]. - Investors interested in meeting with Rezolve Ai during the conferences can contact their representatives at the sponsoring investment firms [3]. Group 3: Company Overview - Rezolve Ai (NASDAQ: RZLV) specializes in AI-powered solutions that enhance customer engagement, operational efficiency, and revenue growth [4]. - The company's Brain Suite offers advanced tools that leverage artificial intelligence to optimize processes and improve decision-making [4].