On Tuesday, shares of Rezolve AI (RZLV.US) advanced in pre-market trading. As of the time of writing, the stock was up nearly 7%, trading at $4.28. The company issued updated performance guidance, significantly raising its medium to long-term revenue expectations, indicating a notable acceleration in its commercial progress. The company stated it expects full-year 2025 revenue to reach at least $40 million, slightly below the analyst consensus estimate of $40.2 million, but overall maintaining a steady growth trend. Of greater market interest is the outlook for 2026. Rezolve anticipates full-year 2026 revenue to be approximately $350 million, nearly double the market consensus expectation, implying a near ten-fold explosive growth year-over-year. Regarding recurring revenue, the company reaffirmed its target, stating it plans to achieve at least $500 million in Annual Recurring Revenue (ARR) by the end of 2026. This suggests that by December 2026, monthly revenue levels are expected to reach approximately $40 million. For comparison, Rezolve's ARR at the end of 2025 was approximately $209 million. Additionally, the company disclosed that December 2025 was its best-ever monthly performance on record, with estimated revenue for the month exceeding $17 million and achieving profitability for the first time in a single month, marking a new phase in its business model's scaling process. Management attributed the rapid revenue growth primarily to the expansion of its core customer base, accelerated deployment of its products in retail and e-commerce scenarios, and the continuous increase in recurring revenue from long-term contracts. Market observers believe that if the company can achieve its 2026 guidance targets as planned, its valuation logic and profit prospects are likely to be reassessed.
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