Rezolve AI (RZLV) shares rocketed 37% higher Tuesday after the company dropped some impressive preliminary numbers for December. And when we say impressive, we're talking about a month that's shaping up to be the best in the company's history.
The December Blowout
Rezolve said December revenue is expected to come in above $17 million. More importantly, the AI platform provider now expects to close out 2025 with annual recurring revenue topping $200 million, based on contracted customer agreements and projected year-end billings. That's double the company's original $100 million ARR target and even blows past the upgraded $150 million guidance issued earlier this year.
While the company expects to report a GAAP net loss for the period (thanks to non-cash items and one-time costs), it anticipates hitting positive adjusted EBITDA, citing operating leverage across its platform.
Looking Ahead
Rezolve reaffirmed its ambitious target to exit 2026 with annual recurring revenue of $500 million or more. That translates to monthly recurring revenue exceeding $40 million by December next year.
Scale and Customer Base
The numbers backing up this growth are substantial. Rezolve now serves more than 650 enterprise clients globally across retail, hospitality, financial services, fashion, beauty and manufacturing. The customer roster reads like a who's who of global brands: Adidas, Burberry, Gucci, H&M, Target, Standard Chartered and Commerzbank.
Platform activity in 2025 tells the usage story: more than 51 billion API calls processed, digital sessions for over 340 million unique mobile users, and nearly 27 million click-and-collect orders powered for retail partners.
Price Action: Rezolve AI shares were trading 37% higher at $3.18 at the time of writing.
