📄 What This Document Is

This is a 6-K filing, which is a report foreign companies like Rezolve AI (based in the UK) file with the SEC to announce major news. Attached is their big press release, Exhibit 99.1, detailing their financial results and future plans. Think of it as the company's official "year-in-review and look-ahead" announcement to the public and investors.

🏢 What The Company Does

In simple terms, Rezolve AI builds the " brains" for online shopping. Their platform uses specialized Artificial Intelligence (AI) to help stores understand what customers want in plain language and make sales happen seamlessly. They're not just another software company; they aim to be the core engine—the operating system—for the next generation of commerce.

📊 Financial Highlights — A Breakout Year

The numbers show explosive growth, especially in the second half of 2025.

• Full-Year Revenue: $46.8 million for 2025, which beat market expectations.
• The "Hockey Stick" Growth: The second half of 2025 was 543% larger than the first half. This acceleration is huge.
• The Exit Velocity: They ended December 2025 making $19.4 million in revenue just that month. If you annualize that (multiply by 12), it gives a $232 million Annual Run Rate (ARR) heading into 2026.
• Profitability: They achieved a 66% gross margin overall. For their pure software business, margins are over 90%, which is excellent and shows the business can scale efficiently.

🚀 Key Moves — Building the Engine

Rezolve isn't just growing sales; they're assembling a powerful, three-part platform.

• brainpowa: A custom AI model ("LLM") built specifically for retail, designed to be very accurate with product details.
• Brain Commerce: Turns a customer's search into real-time, profit-optimized product recommendations.
• Brain Checkout: Makes sure the AI-led sale completes securely from start to finish.
• Scale Stats: The platform processed 112.7 billion API calls for over 950 enterprise clients and reached 59.8 million consumer devices.

💰 Funding & Financial Discipline

The company is emphasizing it's well-funded and plans to be careful with its cash.

• Fully Funded: Secured over $750 million in total funding, including a recent $250 million raise in January.
• No More Dilution: They state they have no need to raise more equity for operations, which is good for current shareholders.
• Future Use of Cash: Any future equity use will be for profitable acquisitions (like their recent purchase of "Reward") that immediately add revenue.

🔮 What's Next — Aggressive 2026 Guidance

This is the core message of the release. Based on their strong finish to 2025, they are raising their forecast.

• New 2026 Revenue Guidance: $360 million, up from a previous target. This is 7.5 times their 2025 revenue.
• Why They're Confident: They already have $232 million in "contracted revenue" (signed deals) from 2025 to build on. They also say they can roll out their system for new clients in 4-6 weeks.
• The 2026 Goal: They aim to exit 2026 with an Annual Run Rate of $500 million.

⚖️ Big Picture — Strengths & Risks

👍 Strengths:

• Explosive Growth & Visibility: The 543% H2 growth and high contracted revenue provide strong momentum.
• High-Margin Model: Core software margins above 90% are very attractive and suggest profitability can grow quickly with scale.
• Capital Position: The large war chest reduces immediate funding risk and allows for strategic acquisitions.

⚠️ Risks & Considerations:

• Execution Risk: Delivering on the very ambitious $360 million revenue target is a massive challenge. It requires flawless execution.
• Market Belief: The market needs to believe in the "Agentic Commerce" future they describe and their leadership in it.
• Competition: They are competing to become core infrastructure in a huge market, which will attract well-funded competitors.

📈 What This Signals

This filing signals a company at a major inflection point. It's transitioning from a growth story to a hyper-growth story, backed by real revenue numbers and large customer adoption. The message to the market is: "We are no longer an experiment; we are the proven engine, and now we scale."

🧠 The Analogy

Imagine online shopping is a busy highway. Rezolve isn't just building a new lane (a feature); they're building the smart, AI-powered traffic control system for the entire highway. It doesn't just guide cars (products); it understands where drivers (customers) want to go and smoothly routes them there, handles the toll (payment), and gets them off the road—all automatically. The 2025 results prove their system works at scale, and 2026 is about connecting it to every major city (enterprise retailer) on the map.

📇 Key Contacts & People

• Investor Contact: [email protected]
• Media Contact: Urmee Khan, Global Head of Communications - [email protected], +44 7576 094 040

🧩 Final Takeaway

Rezolve AI posted massive revenue acceleration in 2025, ending with a $232 million run rate. This success, backed by strong funding, has allowed them to confidently raise their 2026 revenue goal to $360 million. The story is about proving their AI platform works at global scale and is now ready for explosive expansion.