Research Solutions 2025 Q4 Earnings Strong Performance as Net Income Surges 183.7%

Research Solutions (NASDAQ: RSSS) reported its fiscal 2025 Q4 earnings on September 19, 2025. The results beat expectations with a strong turnaround in profitability, driven by a record net income and positive EBITDA outlook. The company raised no formal guidance but signaled expansion potential in AI and B2B verticals.

Revenue
The total revenue of Research Solutions increased by 2.5% to $12.44 million in 2025 Q4, up from $12.13 million in 2024 Q4.

Earnings/Net Income
Research Solutions returned to profitability with EPS of $0.07 in 2025 Q4, reversing from a loss of $0.09 per share in 2024 Q4 (183.2% positive change). The company achieved a remarkable turnaround with net income of $2.36 million, representing a 183.7% positive swing from the net loss of $2.82 million in 2024 Q4. This marked a new record high for fiscal Q4 net income, the highest in seven years. The strong earnings highlight a significant improvement in financial performance.

Price Action
The stock price of Research Solutions has dropped 4.69% during the latest trading day, has jumped 11.25% during the most recent full trading week, and has surged 28.87% month-to-date.

Post-Earnings Price Action Review
Despite an intraday dip, the stock has shown strong momentum over the past week and month, with investors reacting positively to the earnings beat and the company’s AI and B2B strategy. The month-to-date gain of 28.87% suggests optimism among shareholders regarding the company's turnaround and future growth prospects.

CEO Commentary
Roy Olivier, CEO of Research Solutions, highlighted the company's strong performance driven by larger deals and an improved sales process. He emphasized the shift to a headless strategy leveraging APIs for LLMs and the resurgence of the Resolute platform in this context. Olivier noted that AI-related deals are growing at 4x the rate of non-AI deals and expressed optimism about the B2B space's potential for continued growth. On challenges, he acknowledged the decline in the transactions business but outlined plans to improve conversion rates and user experience. Strategic priorities include SaaS expansion, product innovation, and enhancing cross-sell efforts. Olivier’s tone remained cautiously optimistic, underscoring execution and positioning as key for future growth.

Guidance
Research Solutions expects EBITDA margins to remain above 10% in fiscal 2026, with potential for expansion to between 10% and 15%. Gross margins are anticipated to exceed 50%, while operating expenses may grow modestly. The company plans to reinvest in sales, marketing, and tech development while managing SG&A costs. Revenue growth will be driven by AI and B2B initiatives, with tempered expectations for the transactions business in the first half of 2026.

Additional News
On September 11, 2025, Research Solutions announced the launch of AI Rights, an add-on to its platform that ensures copyright-safe use of scientific literature in AI models. This development aligns with the company’s AI-driven growth strategy and reinforces its position in the publisher-independent research market. On August 20, 2025, the company announced its participation in the 16th Annual Midwest IDEAS Investor Conference, where it will host 1x1 investor meetings on August 27. Earlier, on August 19, 2025, Research Solutions provided preliminary results for its Q4 and fiscal 2025, setting the stage for its formal earnings report.