Rezolve Ai forecasts record $17M December and $200M ARR milestone

Summary

Agentic commerce platform Rezolve Ai says it expects December 2025 revenue to top $17 million and year-end annual recurring revenue to exceed $200 million, more than double earlier guidance of $100–150 million. The New York–listed company, which provides AI-powered engagement tools to over 650 enterprise clients, also anticipates hitting positive adjusted EBITDA for the first time despite a GAAP loss driven by non-cash and one-time items. Rezolve highlights a blue-chip customer list including Adidas, Burberry, Target, Standard Chartered and Commerzbank, and claims to have processed 51 billion API calls and reached 340 million unique mobile users this year. Management is now reaffirming a target of at least $500 million ARR by the end of 2026, implying another steep growth curve but also raising questions about sustainability in a crowded AI marketing stack. For public-market investors, the update is framed as evidence that an "agentic" commerce model can scale revenues rapidly once embedded across large retail and financial networks.