REZOLVE AI PLC Q4 FY2025 earnings call

2025 was a transformative year for Resolve AI. It moved past experimentation to have live production-grade infrastructure at global scale. Entered 2025 as a newly listed company with limited revenue, but exited with $232.8 million ARR, over 950 enterprise customers, and 32 offices globally. Drove growth through strategic acquisitions like Group Buy, Crown Peak, and Reward, and organic growth leveraging enterprise customers, direct sales, and partnerships with Microsoft and Google. Proprietary LLM brainpower is commerce-built with zero hallucination. Secured over $750 million in funding, and in December 2025 achieved positive adjusted EBITDA for the first time.

2025 full-year total revenue was $46.8 million, with 543% growth in the second half. December monthly recurring revenue was $19.4 million, establishing an annual recurring revenue exit of $232,800,000. Core software margin is over 90%, and group gross margin was 66%.

Upgraded 2026 revenue guidance to $360 million, with a targeted ARR exit of $500 million. Do not expect full-year profitability in 2026 as prioritizing investment in global sales organization and market expansion. Fully funded with over $750 million in total funding, and no intention to raise new equity for operational needs.

Q: At the industry level, large AI market participants find retail e-commerce challenging, implications for Resolve AI?

A: Resolve has nearly 10 years of experience perfecting commerce in AI world, understands commerce complexity, and has 10-year lead.

Q: Thoughts on strategic partnership with Tether for stablecoin purchases?

A: ResolvePay is exciting, no fees for merchants, and expect momentum in 2026.

Q: Talk about sales cycle change as success demonstrated?

A: New customer acquisition timeline now 4 to 6 weeks up to 3 to 6 months depending on solution.

Q: $500 million run rate guidance and 2026 revenue guidance, include additional M&A? Mix of services vs software?

A: 2026 EBITDA guidance does not include new acquisitions, mix is third organic, third partnership deals, third M&A.

Q: Biggest cross-sells or product upsells in 2025 and 2026 outlook?

A: In 2025, upsold AI-generated enhancements to GroupBuy, in 2026 expect new customers and existing customer expansion.

Q: 2026 revenue outlook conviction and price vs volume dynamic?

A: High conviction due to audited December monthly recurring revenue, price and volume have linear relationship with search volume driving revenue.