RT #Consensus2026 → Miami (@consensus2026)We added a side quest. 🤖The CoinDesk PitchFest Agentic Commerce Side Mission is open for builders experimenting with AI agents, x402, OpenClaw, or similar approaches in the agent economy.5 projects selected. $5,000 prize.🗓️ Deadline: April 10. https://t.co/sm3Ef6wNyP ...

CONSENSUS 2026: Agentic Commerce is reshaping how money moves.We asked builders and investors shaping this technology what to expect:May Z. (@PayPal)Erik Reppel (@programmer | @coinbase)Jake Brukhman (@jbrukh | @coinfund)Jessica Scrimale (@Oracle)We are holding conversations with all of them at @consensus2026 in Miami next month 🌴 ...

zora minted 6.52m creator tokens on base. 17,800 survived. 0.3% retention. sounds like death. except youtube monetizes 0.06% of its 500m channels. spotify pays meaningful income to 0.5% of artists. zora's retention is 5x better than youtube's creator success rate at a $62m market cap down 90% from highs. the march 31 CLI launch for AI agents to create and trade tokens is the pivot. humans failed the bootstrapping problem. agents don't have emotional cost, don't need pre-built audiences, and can manage hundr ...

RT MetaMask Developer (@MetaMaskDev)This marks a major leap forward for the agentic commerce era and @MetaMask is proud to be a contributor to the x402. 🎉ERC-7710 opens up new use cases, and we can't wait to see what you build with Smart Accounts Kit. ...

Group 1 - Baird reiterated its Outperform rating and $145 price target on Airbnb Inc., indicating the stock remains appealing despite near-term volatility [1] - The firm noted that shares may continue to experience fluctuations due to geopolitical developments in the Middle East and broader travel-related headwinds, but demand trends remained largely in line with expectations through the first quarter [1] - Demand appears to be holding up for the summer travel season, with potential catalysts including the upcoming World Cup and ongoing platform enhancements specific to Airbnb [2] Group 2 - Baird highlighted that shares are currently trading below historical valuation multiples and comparable marketplace peers, despite a structurally advantaged position in emerging agentic commerce [2] - As a result, Baird maintained a positive stance on the stock and suggested investors consider accumulating shares during periods of weakness [3]

Financial Data and Key Metrics Changes - Rezolve reported total revenue of $46.8 million for 2025, significantly outperforming market consensus, with a 543% growth in the second half of the year [11][12] - The company exited 2025 with a monthly recurring revenue of $19.4 million, establishing an annual recurring revenue (ARR) of $232.8 million, more than double the original guidance of $100 million [5][11] - The overall gross margin was 66%, while core software margins exceeded 90%, indicating strong profitability potential as software-related revenue increases [11][12] Business Line Data and Key Metrics Changes - The explosive growth was driven by both organic growth and strategic acquisitions, including GroupBy, Crownpeak, and Reward, which contributed nearly $90 million to the ARR [6][7] - The company operates with over 950 enterprise customers, leveraging direct sales efforts and partnerships with major players like Microsoft and Google [7][9] Market Data and Key Metrics Changes - Rezolve noted a 20% uplift in traffic to customer sites attributed to agentic activity, indicating a positive market response to its offerings [9] - The company has secured over $750 million in total funding, providing a strong financial position to support its growth initiatives [9][14] Company Strategy and Development Direction - Rezolve aims to capture the agentic commerce revolution, positioning itself as a critical player in the future of global commerce [16] - The company is prioritizing aggressive investment in its global sales organization and market expansion, with a revenue guidance of $360 million for 2026, representing a 7.5x growth over 2025 [10][15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving the 2026 revenue targets based on a solid foundation of contracted revenues and organic growth [38] - The company believes it has a 10-year lead over competitors in navigating the complexities of commerce in an AI-driven world [19] Other Important Information - Rezolve achieved positive Adjusted EBITDA for the first time in December 2025, demonstrating the profitability potential of its business model [12] - The company does not plan to raise additional operational equity, focusing instead on high-value acquisitions that can generate immediate revenue [14] Q&A Session Summary Question: Thoughts on the challenges in retail e-commerce for large AI market participants - Management acknowledged the complexities of commerce and emphasized Rezolve's decade-long experience in addressing these challenges [18][19] Question: Current thoughts on the strategic partnership with Tether for cryptocurrency payments - Management highlighted Rezolve Pay as a significant future driver, emphasizing the benefits of stablecoins for instant settlement and merchant adoption without fees [20][22] Question: Changes in the sales cycle and customer acquisition timeline - Management confirmed that the sales cycle has shortened to 4-6 weeks for new customer acquisition, reflecting increased success [25][26] Question: Revenue guidance and the mix of services versus software - Management clarified that the 2026 revenue guidance does not include new acquisitions and is based on current operations and organic growth [26] Question: Organic growth drivers and upselling opportunities - Management noted that upselling AI-generated enhancements to existing customers has been a key growth driver, with significant potential for 2026 [30][32] Question: Conviction in the 2026 revenue outlook and contracted revenues - Management expressed high conviction in achieving the revenue targets based on a solid foundation of contracted revenues and organic growth [38]

Financial Data and Key Metrics Changes - Rezolve reported total revenue of $46.8 million for 2025, with a significant 543% growth in the second half of the year [6][12] - The company achieved a record monthly recurring revenue of $19.4 million in December, leading to an annual recurring revenue (ARR) of $232.8 million, more than double the original guidance of $100 million [5][12] - The overall gross margin was 66%, while core software margins exceeded 90% [12][14] Business Line Data and Key Metrics Changes - The growth was driven by a combination of strategic acquisitions and organic growth, with nearly $90 million of the ARR attributed to acquisitions [6][8] - The company operates with over 950 enterprise customers, leveraging direct sales and partnerships with major players like Microsoft and Google [6][8] Market Data and Key Metrics Changes - Rezolve noted a 20% increase in traffic to customer sites attributed to agentic activity, indicating a positive market response [9][10] - The company has secured over $750 million in total funding, providing a strong financial foundation for future growth [10][14] Company Strategy and Development Direction - The company aims to capture the emerging agentic commerce market, positioning itself as a critical player in the transition from manual search to AI-driven commerce [9][17] - Rezolve plans to upgrade its 2026 revenue guidance to $360 million, representing a 7.5x growth over 2025, with a targeted ARR exit rate of $500 million [11][15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving the 2026 revenue targets based on a solid foundation of contracted revenues and organic growth [37][38] - The company emphasized its strategic choice to prioritize investment in global sales and market expansion over immediate profitability [13][14] Other Important Information - The company achieved positive adjusted EBITDA for the first time in December 2025, indicating a path to profitability as it scales [13][14] - Rezolve's proprietary technology, BrainPower, is designed for commerce and has shown superior performance compared to general-purpose models [8][9] Q&A Session Summary Question: Implications of challenges in retail e-commerce for Rezolve AI - Management acknowledged the complexities of commerce and highlighted Rezolve's decade-long experience in addressing these challenges, asserting a competitive advantage [19][20] Question: Thoughts on the strategic partnership with Tether for cryptocurrency payments - Management views Rezolve Pay as a significant future driver, emphasizing the benefits of stablecoins for instant settlement and zero fees for merchants [21][22] Question: Changes in the sales cycle and customer acquisition timeline - The average customer acquisition timeline has improved to 4-6 weeks, reflecting increased success and efficiency in sales processes [26][26] Question: Revenue guidance and mix of services versus software - The 2026 revenue guidance of $360 million does not include new acquisitions and is based on existing operations and organic growth [27][27] Question: Organic growth drivers and upselling opportunities - Management identified upselling AI enhancements to existing customers as a key growth strategy, with significant potential for both new customer acquisition and expansion with existing clients [30][32] Question: Conviction in revenue outlook and contracted revenues - Management expressed high conviction in achieving the 2026 revenue targets based on a solid foundation of contracted revenues and existing customer relationships [36][38] Question: Pricing and volume dynamics in agentic commerce - Management discussed the expected exponential increase in transaction volume driven by agentic interactions, which will significantly impact revenue growth [39][42] Question: Evolution of gross margins and EBITDA outlook - Management anticipates improvements in gross margins as the core agent commerce platform becomes a larger share of revenue, with adjusted EBITDA expected to improve as well [43][44]

Core Insights - Rezolve Ai reported a revenue of $46.8 million for the fiscal year 2025, significantly exceeding market expectations and previous guidance [1][3] - The company exited 2025 with an annualized run rate (ARR) of over $232 million, driven by a strong December monthly recurring revenue (MRR) of $19.4 million [1][3] - For fiscal year 2026, Rezolve Ai raised its revenue guidance to $360 million, supported by contracted revenue of over $232 million [1][10] Financial Performance - The revenue for 2025 was $46.8 million, with a notable acceleration in the second half, where revenue increased by 543% compared to the first half [3][7] - The company achieved a gross margin of 66%, with core software margins exceeding 90% as the platform scales [5][7] - Total contracted revenue surged to $232 million, providing a solid foundation for the raised revenue guidance for 2026 [5][10] Strategic Positioning - Rezolve Ai has established itself as a leader in Agentic Commerce, transitioning from a technology pioneer to a critical operating system for global commerce [5][7] - The company has over 950 enterprise customers across various sectors, including retail and hospitality, enhancing its market penetration [5][10] - The acquisition of Reward post-year-end is expected to strengthen Rezolve's position in payments and loyalty, adding high-margin revenue [9][10] Growth Trajectory - The company is targeting an exit ARR of over $500 million for 2026, indicating a projected year-over-year revenue growth of 7.5 times from 2025 [10][12] - Rezolve Ai's proprietary retail LLM, brainpowa, is designed for high precision in interpreting consumer intent, which is expected to drive further growth [11][12] - The platform's architecture integrates intelligence, discovery, and execution, positioning it uniquely in the AI-driven commerce landscape [6][8]

Core Insights - F5, Inc. (NASDAQ:FFIV) is recognized as one of the 15 Set-It-and-Forget-It Stocks to Buy in 2026 [1] Group 1: Strategic Partnerships - On March 18, 2026, F5, Inc. announced a strategic partnership with Skyfire to secure and monetize the agentic commerce market by integrating Skyfire's Know Your Agent (KYA) protocol into F5's Application Delivery and Security Platform (ADSP) [2] - This integration allows enterprises to differentiate between malicious bots and verified AI agents, enabling merchants to authenticate AI-driven traffic and accept tokenized payments securely [2] - On March 24, 2026, F5, Inc. partnered with Forcepoint to enhance enterprise security for AI throughout its lifecycle, integrating Forcepoint's Data Security Posture Management (DSPM) with F5's ADSP [3] Group 2: Company Overview - Founded in 1996, F5, Inc. specializes in multi-cloud application services and security, providing solutions like BIG-IP and NGINX to ensure application performance and security across various environments [4]

Industry Overview - Mobile payments are increasingly replacing physical wallets, reducing reliance on cash and traditional ATM networks, and enabling real-time transactions at lower costs [2][3] - The global mobile payments market reached $4.97 trillion in 2025 and is projected to grow to $46.62 trillion by 2034, reflecting a 28% compound annual growth rate [5] - The rise of super apps like WeChat Pay and Alipay is transforming consumer behavior by integrating messaging, shopping, banking, and payments into a single platform [4] Consumer Trends - Younger consumers, particularly Gen Z and Millennials, are driving the adoption of mobile payments due to their preference for faster and more seamless experiences [3] - The trend of agentic commerce is emerging, where AI may automate purchases and payments in the background, enhancing user convenience [3] Key Players - JPMorgan Chase is a significant player in mobile payments, allowing customers to use popular mobile wallets and facilitating person-to-person transfers through Zelle, which saw a 20% increase in total volume to $1.2 trillion last year [8][9] - Block, Inc. has established itself with its Cash App, which has 59 million active users and generated a gross profit of $6.3 billion in 2025, a 21% year-over-year increase [11] - Jack Henry & Associates provides the technology that enables banks and credit unions to offer mobile payment services, supporting real-time transfers and digital bill payments [14][16] - Remitly Global focuses on digital remittances, facilitating international money transfers through its app, with active customers growing to 9.3 million and total send volume reaching $20.8 billion, a 35% year-over-year increase [17][18] Competitive Landscape - As mobile payment adoption rises, competition intensifies among companies like JPMorgan Chase, Block, Jack Henry, and Remitly, which are expanding their services and partnerships [6] - Regulatory frameworks are evolving to enhance security, data privacy, and financial inclusion, with initiatives like FedNow in the U.S. and Europe's PSD2 supporting digital payment trust [6]