Microsoft partnerships and acquisition fuel 2026 revenue ramp
I'm cautiously bullish on Resolve AI (RZLV) because its Microsoft/Google partnerships, ~29M ARR, first profitable month in December, and the Reward Loyalty UK acquisition (expected to add roughly 90M EBITDA-accretive revenue) combined with management's projection of $350M revenue in 2026 imply meaningful upside versus its current ~5–10x ARR trading multiple.
Resolve AI's Microsoft and Google partnerships, approximately $29M ARR, first profitable month in December, and the Reward Loyalty UK acquisition expected to add around $90M in EBITDA-accretive revenue support management's $350M 2026 revenue target. The current 5–10x ARR trading multiple implies meaningful upside if execution holds.