Business UpdateAug 6, 2026, 10:52 AM
Rezolve Ai H1 Revenue Up 20x to $127M; Criticizes Commerce.com Results
AI Summary
Rezolve Ai PLC reported preliminary H1 2026 revenue of approximately $127 million, representing nearly 20x year-on-year growth, and reaffirmed its FY2026 revenue guidance of $360 million. The company commented on Commerce.com's Q2 results, highlighting its concerns regarding Commerce.com's declining subscription revenue, contracting gross margins, and reduced full-year guidance. Rezolve Ai believes these results validate its earlier assessment and strengthen the strategic logic for a combination, though it is not announcing a new proposal.
Key Highlights
- Rezolve Ai H1 2026 revenue approximately $127 million, nearly 20x year-on-year growth.
- Rezolve Ai reaffirms FY2026 revenue guidance of approximately $360 million, 7.5x FY2025.
- Commerce.com Q2 revenue $84.5 million, 0.1% growth (or -3.4% adjusted for inflation).
- Commerce.com Q2 GAAP gross margin fell to 75% from 79%; free cash flow to $0.1M from $11.9M.
- Commerce.com reduced full-year revenue guidance to $336.5M-$344.5M.
- Commerce.com reduced full-year non-GAAP operating income guidance to $28M-$34M.
- Commerce.com shares dropped approximately 34% in pre-market trading to $2.24.
Price Impact
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