RSSS Q4 2026 Earnings Call Transcript

The fourth quarter of Research Solutions' fiscal year 2026 concluded with total revenue of $12.1 million, marking a slight decrease from $12.4 million in the previous year's fourth quarter. This reduction was primarily due to a decline in transaction revenue, despite an increase in platform subscription revenue. Platform subscription revenue reached $5.3 million, up from $5.2 million in the same period last year.

The growth in platform revenue was driven by increased B2B platform ARR through new logo generation and upsells to existing customers, alongside a decline in B2C ARR. By the end of the quarter, Research Solutions had 1,276 total deployments and $22.5 million in annual recurring revenue, representing a 7.8% year-over-year increase.

This growth was attributed to an increase in B2B ARR, comprising approximately $16.2 million, and normalized ARR of around $6.3 million.