RELEX Posts 30% Subscription Growth, Expands AI Capabilities in 2025 — RELEX Solutions

Event summary

RELEX reported 30% YoY subscription revenue growth and 28% ARR growth in 2025, marking its 74th consecutive quarter of ARR growth.
The company added nearly 100 net-new customers, a 45% YoY increase, with 35% of existing customers expanding their usage.
RELEX acquired Ida in December 2025 to enhance store-level capabilities for fresh replenishment across grocery categories.
Rebot, RELEX's gen AI assistant, now supports over 60,000 monthly natural language queries, enabling faster decision-making.
RELEX introduced AI-assisted Diagnostics and a centralized deal management environment for promotional planning.

The big picture

RELEX's strong 2025 performance underscores the growing demand for AI-driven planning solutions in retail, wholesale, and manufacturing. The company's sustained ARR growth and strategic acquisitions highlight its commitment to innovation, positioning it as a key player in the automation of supply chain and retail operations. The expansion of its AI capabilities, particularly through Rebot and agentic AI, reflects broader industry trends toward more adaptive and automated decision-making processes.

What we're watching

AI Integration: How RELEX's agentic AI capabilities will affect operational efficiency and customer adoption.
Customer Expansion: Whether RELEX can sustain its 35% customer expansion rate amid increasing competition.
Market Penetration: The pace at which RELEX can expand its manufacturing business, given its current retail focus.