Rezolve AI Targets $500M ARR as Agentic Commerce Platform Scales

Key Points

• Rezolve AI reported rapid growth, with first-half 2026 revenue of $130.8 million versus $6.3 million a year earlier, while expanding its enterprise customer base from just over 100 to more than 1,000. The company is targeting at least $500 million in annual recurring revenue by the end of 2026.
• The company is building an end-to-end “agentic commerce” platform spanning AI-driven product discovery, personalized shopping, checkout, payments, loyalty and data insights. Its brainpowa AI stack and partnerships with Microsoft, Google, TCS, Tech Mahindra and Mastercard are intended to help merchants become more compatible with AI shopping agents.
• Despite first-half gross profit of $63.9 million, Rezolve posted a $128.1 million operating loss and negative adjusted EBITDA of $32.6 million. Management expects cost initiatives to generate about $60 million in annualized savings and projects adjusted EBITDA break-even by the end of the first half of 2027.

Rezolve AI NASDAQ: RZLV outlined its strategy to build an end-to-end infrastructure platform for “agentic commerce,” reporting sharp first-half revenue growth and setting a target of at least $500 million in annual recurring revenue as it exits 2026.

During an investor presentation, the company said it generated $130.8 million in revenue in the first half of 2026, compared with $6.3 million in the first half of 2025. Chief Operating and Financial Officer Arthur Yao said first-half revenue was nearly three times the company’s full-year 2025 revenue of $46.8 million. Rezolve said it had grown its customer base from slightly more than 100 to more than 1,000 enterprise customers over the past 18 months.

Rezolve’s strategy centers on helping merchants adapt to consumers using artificial-intelligence assistants to research products, compare options and potentially complete purchases. Chief Marketing Officer Michele Fisher described the change as a shift from a traditional sales funnel to a commerce “flywheel” spanning discovery, personalized shopping experiences, payment, loyalty and data insights.

Fisher cited Adobe traffic-report data stating that 42% of shoppers consult large language models and that shoppers referred to retail sites through AI convert 61% more often than customers arriving through other channels. She also cited Bain projections that agents could facilitate $3 trillion to $5 trillion in commerce by 2030.

Commerce platform and AI infrastructure

The company said its Rezolve Commerce platform is designed to support merchants from product discovery through checkout. Laurence O’Toole, Rezolve’s vice president of SEO, AEO and discovery, said retailers need machine-readable product information and contextual attributes to improve their chances of appearing in AI-generated recommendations.

O’Toole cited research indicating that 97 of the top 100 U.S. retailers provide no way for an AI agent to check out on their websites. He said Rezolve’s platform is intended to help merchants evaluate their visibility across AI platforms, enrich product catalogs with conversational context and build technical foundations for agent-ready commerce.

Chief Experience Officer David Ingram demonstrated a conversational shopping experience that guided a user from a broad search for leisurewear to selecting a suit and accessories for a wedding, adding products to a cart and proceeding to checkout. Ingram said Rezolve’s proprietary brainpowa AI stack is trained for commerce and grounded in merchant data to reduce the risk of inaccurate product information.

Group Chief Technology Officer Sauvik Banerjjee said brainpowa is supported by monitoring, tracing and audit tools designed to improve AI accountability. He highlighted the company’s TraceWare technology, Auditable AI platform and Rezolve Provenance, which he said can embed invisible watermarks in images, video, audio and text. Banerjjee also said Rezolve is developing a database-as-a-service offering for large catalogs and transaction volumes.

Payments, loyalty and partners

Rezolve Pay Chief Executive Naga Samineni said the company aims to reduce checkout friction and merchant payment costs. He said Rezolve Pay will support card payments, Apple Pay, Google Pay and pay-by-bank options while centrally tokenizing payment details, allowing customers enrolled with one merchant in the network to arrive at another merchant with details already available.

Samineni said the product is designed to work with merchants’ existing order-management systems, back-end systems and payment processor contracts rather than requiring a replacement of those systems. He said merchants could offer cash-back incentives for customers who select a lower-cost payment method.

James House, CEO of Rezolve Reward, said the loyalty business operates in 15 markets, reaches more than 40 million consumers and works with more than 30 financial institutions and payment partners. He said the business analyzes more than 100 billion transactions in the U.K., representing approximately £140 billion in annual spending, and has returned more than £2 billion in value to consumers.

The company also emphasized distribution relationships with Microsoft, Google, Tata Consultancy Services, Tech Mahindra and Mastercard. Kimberly McKinley, a senior director at Microsoft, said Rezolve complements Microsoft’s cloud and AI infrastructure with commerce specialization. Saurabh Acharya, head of TCS’ retail and consumer goods East region, said TCS selected Rezolve for its retail focus, traceability capabilities and ability to work with existing technology stacks.

Path to profitability

Deputy CFO Kate Goossen said Rezolve reported first-half gross profit of $63.9 million, compared with $6 million in the comparable 2025 period. The company reported an operating loss of $128.1 million for the first half, while adjusted EBITDA was negative $32.6 million, compared with negative $17.7 million a year earlier.

Goossen said the reported operating loss included $41.5 million in share-based compensation and $20.4 million in depreciation and amortization. Rezolve ended June with $100.5 million in cash, including restricted cash, she said.

The company said it expects approximately $60 million in annualized benefits from cost initiatives involving cloud and technology capacity, acquisition-related duplication, office space, marketing efficiency and more selective acquisitions. Rezolve expects to reach adjusted EBITDA break-even as it exits the first half of 2027, while continuing investments in Rezolve Pay, Reward, Insights, Commerce and brainpowa.

About Rezolve AI (NASDAQ:RZLV)

Rezolve AI Ltd. is an artificial intelligence technology company that provides software designed to help retailers and brands improve digital commerce. Its platform uses AI to support product discovery, personalized shopping experiences, customer engagement and transaction processing across online and mobile channels.

The company's offerings include AI-powered shopping and commerce tools marketed under the Brain platform. These tools are intended to allow consumers to search for products using natural language, receive personalized recommendations, interact with digital shopping assistants and complete purchases through streamlined checkout experiences.

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