Overview
- Rezolve raised guidance to at least $40 million in 2025 revenue and about $350 million in 2026, reaffirming a minimum $500 million ARR run rate by year-end 2026.
- The company said it exited 2025 with approximately $209 million in ARR, with December revenue expected to exceed $17 million and marking its first profitable month.
- Shares fell 9.2% on Tuesday after the announcement, reversing early gains during a volatile session.
- Management highlighted 2025 scale metrics including more than 1,000 employees, 24 global offices, over 650 enterprise customers, 51 billion API calls, and 340 million unique users.
- Recent commercial activity includes live deployments with VogaCloset and Snapdeal and an expanded AJIO partnership, while H.C. Wainwright reiterated a Buy rating with a $10 price target.