Rezolve AI (NASDAQ:RZLV) shares rose nearly 8% in early trading on Monday after the company reported full-year 2025 results that exceeded market expectations, driven by strong revenue growth in the second half of the year.
The AI-powered retail infrastructure company posted GAAP revenue of $46.8 million, ahead of estimates of $41.2 million. Growth accelerated significantly in the back half of the year, with second-half revenue increasing 543% compared to the first half, which generated $6.3 million.
Rezolve exited December with monthly recurring revenue of $19.4 million, implying an annualized run rate of more than $232 million. This figure surpassed the company’s prior guidance of $100 million.
Despite remaining unprofitable, Rezolve reported a narrower net loss of $0.38 per share, compared with analyst expectations for a $0.43 loss.
Gross margin for the year came in at 66% on a GAAP basis, while its core software business delivered margins exceeding 90%.
The company said it now serves more than 950 enterprise customers across sectors including retail, hospitality, quick-service restaurants, and luxury, and reported a contracted revenue base of $232 million heading into 2026.
Looking ahead, Rezolve raised its full-year 2026 revenue guidance to $360 million, supported by its existing contracted revenue and ongoing enterprise deployments. The outlook implies roughly 7.5 times growth from its 2025 revenue base.
The company also highlighted improvements in deployment timelines, stating it has reduced enterprise AI adoption cycles from around 18 months to between four and six weeks through native cloud integrations.
Rezolve said it has secured more than $750 million in total funding, including a $250 million raise completed in January, and does not anticipate needing additional operational equity to execute its 2026 plans.
The company is targeting an annualized run rate exceeding $500 million by the end of 2026, as it seeks to scale its position in the rapidly expanding AI-driven e-commerce market.
“2025 was the year Rezolve became the essential logic of global commerce,” the company’s CEO Daniel Wagner said in a statement.
“We have moved beyond the ‘experimentation’ phase of AI into live, production-grade infrastructure. We are the natural consolidator in this category, with both the technological and capital advantage to extend that lead.