Research Solutions, Inc. (NASDAQ: RSSS) will hold its Q1 2026 earnings call on Thursday, November 13, 2025, at 5:00 PM Eastern Standard Time. The call will cover the company’s financial performance for the quarter ended September 30, 2025, and provide guidance for the remainder of fiscal 2026.
The company has been accelerating its transition to a high‑margin SaaS and AI platform. Annual recurring revenue (ARR) grew to $21.3 million in the quarter, up 21% year‑over‑year, while gross margin expanded to 50.6% from 49.5% in the same period a year earlier. These gains reflect the growing mix of subscription‑based revenue and the cost efficiencies achieved through the recent acquisitions of Scite and ResoluteAI.
In the third quarter of fiscal 2025, Research Solutions reported revenue of $12.7 million and earnings per share of $0.01, meeting analyst expectations. For Q1 2026, consensus estimates project revenue of $12.28 million and EPS of $0.03. The guidance indicates a slight decline in revenue compared to the prior quarter but an improvement in profitability, driven by higher‑margin platform contracts and disciplined operating costs.
Management reiterated its focus on expanding platform revenue and maintaining margin growth. The company expects Q1 2026 ARR to continue rising, supported by new customer acquisitions in the life‑science and academic sectors. Gross margin is projected to stay above 50% as the SaaS model matures and the cost base stabilizes. The guidance signals confidence in the company’s strategic shift while acknowledging the need to manage short‑term pricing pressures in legacy product lines.
The announcement underscores Research Solutions’ progress toward a scalable, subscription‑based business model. The company’s ability to grow ARR and improve margins suggests that its AI‑powered research workflow platform is gaining traction among institutional customers. Continued investment in platform development and strategic acquisitions is expected to sustain the momentum, while the company remains attentive to headwinds such as competitive pricing in legacy segments and the need for ongoing cost control.
Analysts anticipate that the company will beat earnings expectations for Q1 2026, with EPS projected at $0.03 versus the consensus of $0.02–$0.01. Revenue is expected to be slightly below the prior quarter’s $12.7 million but in line with the $12.28 million estimate, reflecting a modest slowdown in demand for legacy products as the company shifts focus to higher‑margin SaaS offerings.
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