Research Solutions Inc (FRA:61I)

Q1 2026 Research Solutions Inc Earnings Call Transcript

Nov 13, 2025 / 10:00 PM GMT

Release Date Price: €2.6 (-2.26%)

Transcript 10-Q8-K

Key Points

Positve

Research Solutions Inc (RSSS) reported a 21% increase in total annual recurring revenue (ARR) year over year, driven by strong B2B performance.
The company achieved its strongest organic first quarter B2B results on record, including closing some of the largest deals in its history.
Platform subscription revenue increased by 18%, primarily due to a net increase in platform deployments and upsells.
Gross margin improved to 50.6%, a 270 basis point increase from the prior year, driven by a revenue mix shift towards higher-margin platform business.
Adjusted EBITDA for the quarter was $1.5 million, marking a 16% increase and the second-best performance in company history.

Negative

Transaction revenue declined to $7.2 million from $7.7 million in the prior year quarter, continuing a trend of challenging growth in this area.
The total active customer count decreased to 1,326 from 1,390 in the same period a year ago.
Gross margin in the transaction business decreased to 23.8% from 25.7% in the prior year quarter, due to lower copyright margins and reduced revenue base.
The company experienced a decline in B2C ARR, attributed to a challenging seasonal period for B2C growth.
Higher sales and marketing expenses contributed to an increase in total operating expenses, which rose to $5.3 million from $5.1 million in the prior year quarter.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

RSSS.OQ - Research Solutions Inc
Q1 2026 Research Solutions Inc Earnings Call
Nov 13, 2025 / 10:00PM GMT

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Presentation
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Unidentified_1 [1]
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Please stand by. Your program is about to begin. If you need assistance during your conference today, please press 0.

Good afternoon, everyone, and thank you for participating in today's conference call to discuss research solutions, financial and operating results for its fiscal 2026 1st quarter ended September 30th, 2025.

As a reminder, this conference is being recorded.

I would now like to turn the conference over to your host, John Beisler, Investor relations.

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Unidentified_2 [2]
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Thank you, operator, and good

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