Research Solutions, Inc. (RSSS) Earnings Call Transcripts

Research Solutions, Inc.'s Latest Earnings Call - Q3 FY2026

In the third quarter of fiscal 2026, Research Solutions, Inc. reported total revenue of $12.1 million, a decline from $12.7 million in the same quarter last year. Despite this, the company achieved a significant increase in net income to $860,000, or $0.03 per diluted share, compared to $216,000, or $0.01 per diluted share, in the prior year, marking a 297% increase. Management highlighted strong new bookings, with 61 new or upsell logos generating $961,000 in annual recurring revenue (ARR), although this was offset by a churn of 46 logos representing $398,000 in ARR. The company maintained its focus on improving churn and expects to exit fiscal 2026 with stronger earnings power and cash generation.

Reported metrics

Guidance from management

Management expects to exit fiscal 2026 with stronger earning power and cash generation, driven by continued platform subscription growth and improved retention strategies.

What management said

Yes, we are spending significantly less on digital ad spend, even though we are seeing our conversion rate out of the funnel. In other words, that creates a trial user. The conversion rates actually improved, which leads to flattish MRR on much less digital spend. And then some of the things we've released like the MCPs we've talked about have really had a big impact on retention. So we're seeing those customers stay...

I was just going to say on the advertising spend side, we are able to -- I think I mentioned in the last call as well -- we are able to really manage that on a week-to-week basis. So we can turn it on as we get into the fall season, the return of academic cohort. And then as we approach summer, we can be a lot more deliberate on that advertising spend. So we'll continue to do that. And really having visibility into t...

What analysts pressed on

Analysts expressed concerns regarding the high churn rate, particularly in the B2B segment, and sought clarity on customer pain points. There were also inquiries about the effectiveness of marketing spend and the potential for growth in new segments such as financial institutions.

Main topics on the call

• Churn and Customer Engagement — Management indicated that churn remains a significant challenge, with 46 logos lost during the quarter. CEO Roy Olivier stated, "B2B churn is the primary drag on top line growth," and emphasized efforts to improve custom...
• Strong New Bookings — The company reported 61 new or upsell logos, contributing $961,000 in ARR. Olivier noted, "New bookings are executing well, and I feel good about our new bookings growth," signaling confidence in future revenue generatio...
• AI Product Integration — Research Solutions launched two new AI-based products, the Model Context Protocols (MCPs), which integrate AI capabilities into existing platforms. This initiative is part of their strategy to enhance product offerings a...
• Revenue Mix Shift — The company reported a shift towards higher-margin platform subscription revenue, which increased approximately 7% to $5.2 million, now accounting for 43% of total revenue. This shift is expected to enhance overall profi...

Read the full Research Solutions, Inc. transcript (Q3 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 25 Research Solutions, Inc. earnings call transcripts on record, spanning February 13, 2020 to May 14, 2026. Based on this history, Research Solutions, Inc. reports quarterly. The most recent call on file is dated May 14, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

RSSS

Exchange

NasdaqCM

Country

US

Sector

Information Technology

Industry

IT Services

Calls on record

25

First call

February 13, 2020

Most recent

May 14, 2026

Reporting cadence

quarterly