Following its acquisition of Smartpay, Rezolve unveils how it believes AI, digital-asset payments, and real-time data will converge to power the $100 trillion global economyNEW YORK, Oct. 08, 2025 (GLOBE NEWSWIRE) -- Rezolve Ai (NASDAQ: RZLV), the category-defining platform at the intersection of AI, commerce, and payments, today unveiled its framework for what it believes will be the next era of intelligent trade, the Age of Agentic Commerce, where autonomous AI systems will search, negotiate, and transact ...

Rezolve AI (RZLV) is a London, UK-based tech firm that deals with AI-driven commerce infrastructure, allowing companies to deploy shopping, pay, and even fulfillment agents that work autonomously using its Brain Suite platform. The company exists within the go-grow enterprise artificial intelligence (AI) commerce market, teaming up with names like Microsoft (MSFT), Alphabet (GOOG) (GOOGL), and even Tether (USDTUSD). Rezolve presently has a market cap of a little over $1.3 billion, which makes it a mid-cap ...

Core Viewpoint - Rezolve Ai has received positive recognition from six independent equity research firms, which have raised their price targets due to the company's strong execution, partnerships with Microsoft and Google, and an accelerating revenue outlook [1][5]. Financial Performance - Rezolve Ai announced its H1 2025 earnings, increasing its 2025 Annual Recurring Revenue (ARR) target to $150 million, which is 50% higher than previous guidance, and set a 2026 ARR exit target of $500 million [2]. - The company is currently serving over 100 enterprise customers globally, benefiting from strategic partnerships and targeted acquisitions [2]. Partnerships and Technology - The partnerships with Microsoft and Google are highlighted as key drivers of growth, with Rezolve's brainpowa models outperforming general-purpose large language models (LLMs) in areas such as empathy, contextual relevance, and accuracy [3][5]. - The Brain Suite, an enterprise AI platform, is designed to enhance customer engagement and operational efficiency, positioning the company as a leader in AI-powered commerce solutions [3]. Analyst Ratings and Price Targets - Various equity research firms have raised their price targets for Rezolve Ai, with Maxim Group setting a target of $15, Roth Capital at $12.50, AGP/Alliance Global at $11, H.C. Wainwright at $10, and Cantor Fitzgerald and Northland both at $7 [5].

Financial Data and Key Metrics Changes - Revenue for the first half of 2025 reached $6.3 million, exceeding the analyst consensus of $5.1 million, marking a 426% year-over-year increase [13][27]. - Gross profit margin hit 95.8%, significantly above the expected range of 70% [13][28]. - Adjusted EBITDA loss was reported at $17.7 million, better than the expected loss of $18.7 million [13][28]. - The company ended the first half of 2025 with approximately $230 million in cash after raising $250 million through financings [22][29]. Business Line Data and Key Metrics Changes - The company has secured over 50 enterprise customers, achieving $70 million in average annual recurring revenue [16]. - A significant multiyear agreement was established with Liverpool, a major department store chain, valued at nearly $10 million per year [15]. Market Data and Key Metrics Changes - The company is positioned to capture a significant share of the $30 trillion ecommerce and retail market with its AI-powered solutions [12]. - The customer base now includes globally recognized brands such as Ferrero, H&M, and Urban Outfitters, indicating a broadening market presence [22]. Company Strategy and Development Direction - The company aims to achieve a minimum of $150 million in annual recurring revenue (ARR) for 2025 and set a target of $500 million ARR for 2026 [8][27]. - The strategy focuses on direct sales, partnerships, and acquisitions to drive growth and expand the customer base [14][66]. - Recent acquisitions, including GroupBy and Vicence, are intended to enhance talent and expand the customer roster [19][84]. Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's growth trajectory, citing strong demand momentum and pipeline visibility [30]. - The company plans to continue leveraging partnerships with Microsoft and Google to enhance customer acquisition and sales [40][66]. - Management highlighted the importance of integrating professional services to support the deployment of the Brain Suite technology [31]. Other Important Information - The company celebrated its one-year anniversary as a public company on NASDAQ, marking significant progress since its listing [18]. - The Brain Suite is now ready for "AgenTic Commerce," allowing enterprises to deploy autonomous AI agents for real-time transactions [27]. Q&A Session Summary Question: Update on Microsoft and Google revenue contribution - Management confirmed strong partnerships with Microsoft and Google, which have been instrumental in driving customer engagement and sales [40]. Question: Customer acquisition and new logo definition - The strategy includes acquiring traditional search companies to quickly upsell new technology to existing customers [42]. Question: Comments on Resolve technology and proprietary large language model - Management clarified that previous applications were tests and not reflective of current business solutions, emphasizing the effectiveness of their proprietary technology [46][54]. Question: Confidence in increasing 2025 ARR guidance - Management expressed confidence in the new guidance based on a clear pipeline of acquisitions and upsell opportunities [57]. Question: Breakdown of revenue contribution from organic vs. inorganic sources - Management indicated that revenue growth will come from a mix of acquisitions and organic sales efforts [66]. Question: Breakeven point based on new guidance - Management reiterated the focus on acquiring old search companies to enhance revenue and improve margins [66].

Core Insights - Rezolve Ai reported first half 2025 results that significantly exceeded analyst expectations, highlighting its growing momentum with global enterprises and its role as an AI commerce engine [1][5] - The company has secured over $90 million in Annual Recurring Revenue (ARR) year-to-date and raised its guidance to a minimum of $150 million ARR exit rate for 2025, with a long-term goal of $500 million ARR exit rate for 2026 [2][5] Financial Performance - Revenue for H1 2025 reached $6.3 million, a 426% increase year-over-year, surpassing the $5.1 million consensus [6] - Gross margin was reported at 95.8%, significantly higher than the expected 60-70% range, indicating strong performance of the SaaS model [6] - Adjusted EBITDA for H1 2025 was $(17.7) million, better than the $(18.7) million consensus [6] Customer Adoption and Partnerships - The Brain Suite, which includes Brain Commerce and Brain Checkout, is now live with over 100 enterprise customers, including notable brands like Ferrero, H&M, and Urban Outfitters [3][8] - Strategic partnerships with Microsoft and Google are enhancing Rezolve's growth by providing global cloud infrastructure and go-to-market resources [9] Technology and Innovation - Rezolve's Brain Suite is designed for Agentic Commerce, enabling enterprises to deploy autonomous AI agents for real-time transactions and personalization [4][5] - The brainpowa model has been validated against leading public models like GPT-4 and Claude, demonstrating competitive performance with effectively zero hallucinations [11] Future Outlook - The company expects to implement digital asset capabilities into its Brain Checkout solutions, further solidifying its leadership in AI and commerce [10] - Following two financings totaling $250 million, Rezolve has approximately $230 million in cash, positioning it for global sales expansion and potential acquisitions [12]

Core Viewpoint - Rezolve Ai categorically rejects the allegations made by Fuzzy Panda Research, labeling them as misleading and inaccurate, and emphasizes the integrity of its audited financials and operations [1][4][7] Revenue & Financial Integrity - Rezolve's revenue and Annual Recurring Revenue (ARR) are fully supported by audited financial statements and SEC disclosures, which have been reviewed by independent auditors [4] - The company asserts that all acquisitions are properly disclosed and part of a strategic plan to enhance its AI-commerce capabilities [5] Technology Leadership - Rezolve's proprietary technology, including its brainpowa LLM and AI-commerce platform, is the result of extensive research and development, with multiple patents granted and pending [6] - The company refutes claims that it is merely a "wrapper" on another service, highlighting the uniqueness of its infrastructure and customer deployments [6] Governance and Compliance - The company maintains strong governance procedures overseen by an independent Board and external advisers, ensuring that all material transactions are appropriately approved and disclosed in accordance with Nasdaq and SEC requirements [7] Transparency and Future Focus - Rezolve is committed to delivering value to customers and shareholders, planning to provide updates as necessary while prioritizing long-term growth and shareholder value [8]

Core Insights - Rezolve Ai clarifies that its recent Form F-3 filing does not indicate dilution for existing shareholders and is an administrative move to ease registration processes [2][3] - The company has successfully raised $200 million to strengthen its balance sheet and support global expansion [3] - Strategic partnerships with Microsoft and Google are emphasized as crucial for driving enterprise adoption of Rezolve's AI solutions [4] Financial Position - Rezolve's recent capital raise of $200 million is aimed at funding its global expansion strategy [3] - The company expects to announce its first half 2025 financial results on October 1, 2025, with updates on revenue growth and enterprise adoption [6] Strategic Partnerships - Partnerships with Microsoft and Google involve joint go-to-market strategies, technical integration, and coordinated customer engagements [4] - Senior executives from both companies have publicly recognized Rezolve as a strategic partner in the retail AI sector [4] Product Differentiation - Rezolve's proprietary brainpowa™ LLM is designed to achieve zero hallucinations, enhancing trust in its AI platform [5] - The company focuses on delivering measurable value to global retailers through its AI-powered solutions [8] Growth Strategy - Rezolve is positioned for sustained growth with a strong balance sheet and expanding enterprise adoption [7] - The company aims to solve real-world challenges for customers and partners through its differentiated AI-commerce platform [7]

Core Viewpoint - Rezolve Ai has successfully completed an oversubscribed private placement, raising approximately $200 million from institutional investors to enhance its operations and growth strategies [1][2]. Group 1: Financial Details - The gross proceeds from the placement amount to approximately $200 million, before deducting placement agent fees and other offering expenses [1]. - The closing of the offering is expected to occur on or about September 25, 2025, pending customary closing conditions [2]. Group 2: Use of Proceeds - The company plans to utilize the proceeds for accelerated investment in its sales organization, potential accretive M&A opportunities, working capital, and general corporate purposes [2]. Group 3: Placement Agents - A.G.P./Alliance Global Partners is acting as the lead placement agent, while H.C. Wainwright & Co. serves as a co-lead agent for the offering [3]. Group 4: Company Overview - Rezolve Ai specializes in AI-powered solutions aimed at enhancing customer engagement, operational efficiency, and revenue growth, with its Brain Suite providing advanced tools for optimizing processes and improving decision-making [6].

Group 1 - Rezolve Ai will participate in a virtual fireside chat at the 3rd Annual Roth AI Summit on September 24, 2025 [1] - The event will feature Daniel M. Wagner, the Founder and CEO of Rezolve Ai [1] - The summit focuses on AI-driven consumer engagement in the retail sector [1] Group 2 - Rezolve Ai is a leader in AI-powered solutions aimed at enhancing customer engagement and operational efficiency [2] - The company's Brain Suite provides advanced tools that utilize artificial intelligence to optimize processes and improve decision-making [2] - Rezolve Ai aims to enable seamless digital experiences for its customers [2]

Core Insights - Rezolve Ai has successfully cleared all private placement warrants issued in December 2024, which were part of a $15 million placement, either through exercise or lapse [1][2] - The early expiry of these warrants, originally valid for five years, has eliminated a warrant overhang that was negatively impacting market perception, thereby enhancing investor confidence in Rezolve's equity story [2][3] - The CEO of Rezolve Ai, Daniel M. Wagner, emphasized that this development simplifies the company's capital structure and allows for a clearer focus on growth and value creation moving forward [3] Company Overview - Rezolve Ai is a leader in AI-powered commerce solutions, focusing on improving customer engagement, operational efficiency, and revenue growth [3] - The company's product, The Brain Suite, utilizes advanced AI tools to optimize processes, enhance decision-making, and facilitate seamless digital experiences [3]