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- **ARR Guidance Surges**: 2025 target raised to $150M ARR (from $100M), 2026 outlook $500M ARR, fueled by Microsoft/Google partnerships and acquisitions.
- **AI & Commerce Innovation**: Launches Brain Suite 2.0 with visual search, professional services, and crypto-integrated Brain Checkout with Tether.
- **Financial Strength**: $6.3M Q1-Q2 revenue (426% YoY), 95.8% gross margin, $230M cash for growth.
- **Customer Momentum**: 100+ enterprise customers including global brands, 100%+ YoY ARR growth.

**【CEO Summary Section】**
- Addressed short seller attacks, emphasizingResolve's factual achievements and market leadership in AI-powered commerce.
- Highlighted 2025 milestones: ARR guidance raised to $150M (from $100M), targeting $500M ARR by 2026, driven by partnerships with Microsoft and Google, acquisitions (GroupBuy, Vicence), and AI advancements.
- Launched Brain Suite 2.0 with visual search and professional services, achieving 100+ enterprise customers including H&M, Urban Outfitters, and Liverpool.
- Announced crypto-integrated Brain Checkout with Tether, positioning for next-gen payments.

**【CFO Financial Commentary】**
- Q1-Q2 2025 revenue: $6.3M (426% YoY growth), gross margin 95.8%, adjusted EBITDA loss of $17.7M (vs. $18.7M consensus).
- Cash position: $230M post-Q3 financings, enabling M&A and sales expansion.
- 2025 guidance: $150M ARR exit; 2026 target: $500M ARR, with professional services contributing 15-30% of ARR.

**【Q&A Key Highlights】**
- **Partnerships & Sales Cycles**: Microsoft/Google partnerships drive 100+ hot leads/month, with 3-4 month sales cycles for partner-introduced deals. Direct sales take 3-6 months, while acquisitions enable 1-2 week upsells (e.g., Liverpool $10M/year deal post-GroupBuy acquisition).
- **ARR to Revenue Conversion**: December 2025 ARR of $12M/month implies ~$144M annualized revenue. ARR lags revenue by 7-9 months due to contract ramp-up.
- **Technology & IP**: Brainpower LLM achieves zero hallucinations via patented probabilistic taxonomy, outperforming GPT-4 in empathy and retention. White paper validates enterprise-grade AI capabilities.
- **Breakeven Outlook**: CFO expects EBITDA breakeven by H1 2026, with cautious expense management despite $230M cash runway.

Rezolve AI Ltd (RZLV) Q2 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

RZLV

RZLV fundamentals

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