Rezolve Ai Plc · NASDAQ:RZLV
Rezolve Ai — Investor Day (October 2026)
57 slides from Rezolve Ai's investor day presentation, Oct 7, 2026
Slide 1: Investor Day
I N V E S T O R D A Y Exhibit 99.2
Slide 2: Forward-looking statements
Rezolve Ai Investor Day 2 This presentation, together with the accompanying oral remarks, scripts, slides and any related question-and-answer session made at the Investor Day held on October 6, 2026 (together, the “Investor Day Materials”), includes “forward-looking statements” within the meaning of
Slide 3: Opening Remarks & Strategic Overview
Opening Remarks & Strategic Overview Dan Wagner Founder, Chairman & CEO, Rezolve Ai Rezolve Ai Investor Day 3
Slide 4: eCommerce has reinvented itself twice, and the third era has already started
eCommerce has reinvented itself twice, and the third era has already started 1995–2010 2010–2024 ERA 1 Search A catalog and a keyword box. Shoppers search one site at a time. ERA 2 Mobile A phone in every pocket. Social media targets the ad and checkout moves onto the screen. ERA 3 · NOW Agentic AI
Slide 5: Rezolve Ai at a glance
Rezolve Ai at a glance H1 2026 revenue, up ~1,970% from $6.3M in H1 2025 Targeted ARR exit rate for 2026, from $232M at December 2025 Well over 1,000 exiting H1 2026 Global distribution partners: Microsoft, Google, TCS and Tech Mahindra Targeted annualized cost savings $3-5T Agent-orchestrated comme
Slide 6: Mission: infrastructure backbone powering AI-driven commerce
To become the infrastructure backbone powering AI-driven commerce for merchants, financial institutions, hyperscalers and technology companies. Rezolve Ai Investor Day
Slide 7: Scaling distribution through go-to-market engine and platforms
Rezolve Ai is scaling distribution through its own go-to-market engine, the marketplaces of the world’s largest technology platforms, targeted acquisitions whose customer bases it can cross-sell into, and its proprietary IP, developed in house, to put AI commerce in the hands of every retailer. Rezo
Slide 8: Five strategic priorities
Priorities Deepen and expand the core commerce platform inside the world's largest retailers, brands and financial institutions. Move Rezolve Ai from influencing the purchase to executing and settling it, capturing economics at the point of payment. Commercialise the data, trust and provenance layer
Slide 9: Investor Day Agenda
Investor Day Agenda Nasdaq MarketSite, New York 09:30 Dan Wagner 09:50 Market Opportunity Michele Fisher 10:00 Platform Deep Dives Rezolve Commerce SEO, AEO & Discovery Laurence O’Toole Rezolve Commerce Conversational Commerce David Ingram Rezolve Reward James House Rezolve Pay Naga Samineni Commerc
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Slide 11: Market Opportunity
Rezolve Ai Investor Day Michele Fisher Chief Marketing Officer, Rezolve Ai Market Opportunity 11
Slide 12: Agentic commerce is a multi-trillion-dollar shift inside a $30 trillion industry
Agentic commerce is a multi-trillion-dollar shift inside a $30 trillion industry RETAIL Global retail sales a year, online and in store EMARKETER, December 2025 AGENTIC COMMERCE Agent-orchestrated commerce value by 2030 McKinsey & Company US AGENTIC COMMERCE To be spent via agents by 2030 in the US
Slide 13: The customer experience
The customer experience Start Opens a tab for each of the three or four brands she knows Search Types “winter coat”; half the results are rain jackets and blazers Filter Adds three filters, but each site names sizes and fabrics differently Browse Scrolls for half an hour through hundreds of near-ide
Slide 14: Connected products improve the customer journey
Connected products improve the customer journey A single loop connects discovery, payment, loyalty and learning. Discovery Transact Re-engage Learn Shared commerce intelligence More merchants. More transactions. More data. Shared product and transaction context can improve discovery, relevance and r
Slide 15: Trusted by well over 1,000 customers
Trusted by well over 1,000 customers Trusted by Global Brands Moving up the GMV curve GMV of the enterprise and hospitality merchants we serve today Current GMV of the merchants we are aiming for next Target Rezolve Ai Investor Day 15
Slide 16: SEO, AEO & Discovery
Rezolve Ai Investor Day Laurence O’Toole VP SEO, AEO & Discovery, Rezolve Ai SEO, AEO & Discovery 16
Slide 17: 80% of my spending started with an AI shortlist
80% of my spending started with an AI shortlist Rezolve Ai Investor Day 17 AI-assisted purchases Manually purchased Ripe for AI agents Still manual for now
Slide 18: More bots than humans read product pages and feeds
More bots than humans read product pages and feeds Google UCP Conversational attributes Question and answer Additional variants Popularity rank Related products Document link Item group 62% 38% Bots Humans Bot traffic now exceeds human traffic 62% to 38%, and the gap is widening* 1 2 3 AI answer eng
Slide 19: From keywords to conversations to shortlists
“This is a backpack for a businessman who travels constantly and needs it to fit a 17" laptop, with robust zips, waterproof materials, and comfortable straps." From keywords to conversations to shortlists longer Google AI Mode queries than search* of Grok conversations exceed 10 words^ of ChatGPT qu
Slide 20: Legacy product feeds vs AI-ready product intelligence
Live commerce facts Conversational attributes Purchase criteria and occasions Corroborated claims Structured for a human, bot and agent. Specs Price and stock Standard bullets Short description Legacy product feed Built for Merchant Center a decade ago Formatted for a listing—not an intent. The oppo
Slide 21: The optimization layer for agentic commerce
The optimization layer for agentic commerce One platform. Three layers. Agentic Commerce Contextual product intelligence for humans, bots, agents SEO Platform Traditional search visibility and performance tools AEO Platform AI answer engine presence across conversational models Rezolve Ai Investor D
Slide 22: Rezolve Ai Investor Day 22
Rezolve Ai Investor Day 22
Slide 23: 23 Rezolve Ai Investor Day
23 Rezolve Ai Investor Day
Slide 24: Inside the AI: four ways the sale arrives
Inside the AI She checks out without leaving the AI assistant Agent to merchant Her AI agent buys direct, machine to machine Get it right and the sale arrives four ways W H E R E TH E S A L E H A P P EN S 02 01 She orders for collection; we know the moment she arrives 03 She clicks through to your s
Slide 25: Conversational Commerce
David Ingram Chief Experience Officer Conversational Commerce Rezolve Ai Investor Day 25
Slide 26: Agentic Commerce
Agentic Commerce Rezolve Ai Investor Day
Slide 27: Agentic Commerce in three modes
Agentic Commerce in three modes 01 AI helps consumers discover of consumers turn to AI for inspiration and ideas, most often before they begin shopping 02 AI helps consumers decide 03 growth in AI-referred traffic to US retail sites, Q3 2026, year on year Rezolve Ai Investor Day The next stage Sourc
Slide 28: A significant share of commerce websites is invisible to AI
Oct 2024 May 2025 Dec 2025 Jul 2026 AI-referred shoppers All other traffic 41% 37% 36% 33% 32% 30% 24% Grocery Gen. merchandise Furniture & home Sporting goods Cosmetics Electronics Apparel Monthly conversion rate, retail, October 2024 to July 2026 Source: Adobe Digital Insights, AI Traffic Trends R
Slide 29: Connected products improve the customer journey
Connected products improve the customer journey A single loop connects discovery, payment, loyalty and learning. Discovery Transact Re-engage Learn Shared commerce intelligence More merchants. More transactions. More data. Shared product and transaction context can improve discovery, relevance and r
Slide 30: Rezolve Ai Investor Day
Rezolve Ai Investor Day
Slide 31: What we saw: e-commerce UX is changing
What we saw E-commerce UX is changing Domain-specific, commerce-trained Naturally- flowing conversations Trained to sell, not only converse Multi-model UX - voice + text +image Deployable on any brand surface Rezolve Ai Investor Day Next… Rezolve Pay
Slide 32: RezolvePay
Rezolve Ai Investor Day Naga Samineni CEO, RezolvePay RezolvePay 32
Slide 33: What payments costs a merchant today
What payments costs a merchant today Of every card sale, taken in processing fees. Charged on the sale and never on the profit The settlement standard. A Friday sale reaches the merchant’s bank on Tuesday Source: Derived from the Nilson Report, Merchant Processing Fees in the United States 2025. The
Slide 34: Why shoppers abandon
Why shoppers abandon of carts are abandoned Source. Baymard Institute 2025 average documented online shopping cart abandonment rate; Baymard Insitute 2026 survey. 40% 19% 18% 17% Extra costs at checkout Rezolve Ai Investor Day No trust with card details Forced account creation Checkout takes too lon
Slide 35: What RezolvePay will be
What RezolvePay will be 01 Every way to pay Rezolve Ai Investor Day 02 Every new merchant grows the network 03 Less friction at checkout
Slide 36: What Rezolve Pay is addressing
What Rezolve Pay is addressing Source. Baymard Insitute 2026 survey. 19% 18% 17% No trust with card details Forced account creation Checkout takes too long 0 1 L E S S F R I C T I O N A T C H E C K O U T 0 2 B E T T E R E C O N O M I C S 1 Rezolve Ai Investor Day Merchant sets a cashback rate for th
Slide 37: Rezolve Reward
Rezolve Ai Investor Day Rezolve Reward 37 James House CEO, Reward
Slide 38: Reward sits at the intersection of banking and commerce
Presentation Name 38 Reward sit at the intersection of banking and commerce Commerce Media Customer Engagement Loyalty Consumer Intelligence $140bn Spend Annually 100bn+ Transactions Analysed 15+ Markets Globally 14+ Million Customers Partnerships Worlds Largest FIS Worlds Largest Retail Partners
Slide 39: A powerful, profitable engine that benefits every participant
A Powerful, Profitable engine that benefits every participant INTELLIGENCE Enable retailers and brands to make better marketing and business decisions. AVTIVATION Activate engaged consumers/’eyeballs’ for advertisers. DATA Source first party data from banks with unique data and usage rights. DATA AC
Slide 40: Three growing markets, one $40BN opportunity
Rezolve Ai Investor Day 40 Three growing markets, one $40BN opportunity CUSTOMER ENGAGEMENT Loyalty and engagement solution for banks CONSUMER INTELLIGENCE Consumer and market insights to support advertising strategies COMMERCE MEDIA Intelligent activation solutions for retailers via card-linked com
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Slide 42: rezolvereward
rezolvereward 4, ‘ov Your Bank Rezolve Ai Investor Day
Slide 43: Customer testimonials
“At Mashreq, our ambition for Everyday Cashback is to make everyday spending more rewarding for customers, and for us to strengthen our relationship with customers beyond traditional banking services. To deliver that ambition, we needed a partner with the technology, merchant relationships, and inte
Slide 44: Commerce Infrastructure Technology
Sauvik Banerjee Group Chief Technology Officer, Rezolve Ai Rezolve Ai Investor Day 44 Commerce Infrastructure Technology
Slide 45: Portfolio overview
Portfolio overview Checkout Loyalty Insights Enterprise Services & Live Ops Discovery: AEO, Geo Location, Multi-modal Search, Browse & Recs Engage: Conversational Commerce, Virtual Try-On Merchandising Click & Collect Rezolve Pay: Payment Orchestration Inventory & Returns Management Rezolve Pay: Bal
Slide 46: Product Matching & Search
Product Matching & Search A hybrid search that understands context, delivering relevant product results & recommendations Product Ranking Ranks products using enriched data and taxonomy to refine search results Sequential Recommendations Provides recommendations based on ranking, ensuring high relev
Slide 47: TraceWare and Rezolve Provenance
TraceWare A platform to benchmark eCommerce queries on categories and products Compares brainpowa model's performance vs public LLMs — OpenAI, Anthropic, Mistral, Hugging Face, Moonshot Also supports other open-source models such as Kimi K2, Qwen, and many more Rezolve Provenance Embeds invisible wa
Slide 48: Infrastructure Runtime
Infrastructure Runtime Data Node foundations on the blockchain network Database with brainpowa Compatible with brainpowa agentic framework Conversational commerce and Ai Database value Blockchain powered product catalogue eCommerce transactions for search and orders Payment and transaction records A
Slide 49: Capitalizing on the Opportunity
Elizabeth Lachhar EVP Americas, Rezolve Ai Dr. Steve Perry Non-Executive Director, Rezolve Ai Rezolve Ai Investor Day Capitalizing on the Opportunity
Slide 50: Partnership Panel
Partnership Panel Saurabh Atri Head of Retail Growth & Transformation, East Region, Tata Consultancy Services Kimberly McKinley Senior Director, Microsoft Frontier Company Howe Gu Group SVP, Customer & Partners, Rezolve Ai Rezolve Ai Investor Day
Slide 51: Financial Overview
Yekaterina Gusin Deputy Chief Financial Officer, Rezolve Ai Arthur Yao Chief Financial Officer, Rezolve Ai Rezolve Ai Investor Day Financial Overview
Slide 52: Revenue scaled 21x year on year as deployments went live
Revenue scaled 21x year on year as deployments went live $6.3M $40.5M $130.8M H1 2025 H2 2025 H1 2026 H2 2025 growth over H1 2025 as first deployments went live H1 2026 revenue versus all of FY2025 ($46.8M) H1 2026 revenue growth year on year, from $6.3M in H1 2025 Rezolve Ai Investor Day
Slide 53: The underlying loss narrowed sharply against revenue
The underlying loss narrowed sharply against revenue Reported operating loss (128.1) Share-based compensation 41.5 Depreciation and amortization 20.4 Exceptional items (including legal M&A costs, restructuring et al.) 33.6 Adjusted EBITDA loss (32.6) F R O M R E P O R T E D T O U N D E R L Y I N G O
Slide 54: Growth from here comes from assets we already own
Growth from here comes from assets we already own Go-to-market organization Hired, trained and in the field. Partner channels Live and producing, with the direct sales team fully occupied by partner-sourced opportunities. Priority 4 Services transition Underway with Tata Consultancy Services and Tec
Slide 55: Path to profitability
Path to profitability 1. Gross margin H1 2026 blended 48.9% Core software 90%+ H O W Revenue mix shifts toward software, recurring platform and infrastructure licensing Integrators deliver the services layer while Rezolve Ai supplies the technology H O W Efficiency program implemented across five ar
Slide 56: Closing Remarks
Dan Wagner Founder, Chairman & CEO, Rezolve Ai Rezolve Ai Investor Day 56 Closing Remarks
Slide 57: Rezolve Ai Investor Day
Rezolve Ai Investor Day