Core Insights - Research Solutions, Inc. will hold a conference call on November 13, 2025, to discuss its financial results for the first quarter of fiscal 2026, which ended on September 30, 2025 [1][2]. Company Overview - Research Solutions, Inc. is a vertical SaaS and AI company that simplifies research workflows for academic institutions, life science companies, and research organizations globally [4]. - The company operates as a publisher-independent marketplace for scientific, technical, and medical (STM) content, combining AI-powered tools with access to both open access and paywalled research [4]. - The platform aims to enhance the efficiency of discovering, accessing, managing, and analyzing scientific literature, thereby accelerating scientific discovery [4]. Conference Call Details - The conference call is scheduled for 5:00 p.m. ET and will include a question-and-answer session following the management's discussion [1][2]. - Participants are encouraged to dial in 5-10 minutes prior to the start time, and the call will be available for replay after 8:00 p.m. ET on the same day until December 13, 2025 [2][3].

Core Insights - Research Solutions has launched Scite Rankings, an AI-driven global research ranking system that addresses limitations in traditional academic evaluation methods [1][2] - Scite Rankings evaluates the context of citations, categorizing them as supporting, contrasting, or neutral, providing a more nuanced measure of scientific influence [2][3] Methodology and Technology - The Scite system utilizes Smart Citations technology, having processed over 1.4 billion citation statements, creating the largest database of contextualized citation intelligence [3] - The Scite Index combines traditional bibliometrics with citation context, leading to significant differences in rankings compared to conventional systems [4] Implications for Stakeholders - Scite Rankings offers a new perspective on research reliability, aiding universities, investors, and policymakers in making informed decisions regarding resource allocation and partnerships [3][5] - For researchers, the rankings recognize high-quality, reproducible work, while for investors and research managers, it provides actionable intelligence for capital allocation and collaboration [5]

Core Insights - Research Solutions, Inc. (RSSS) reported strong Q4 2025 earnings with an EPS of $0.07, exceeding the estimated $0.04 and significantly up from $0.01 in the same quarter last year [1][6] - The company's revenue for the quarter was approximately $12.44 million, slightly above the estimated $12.41 million, marking a 0.39% increase over the Zacks Consensus Estimate and an increase from $12.13 million in the same period last year [2][6] - RSSS achieved a 36% year-over-year increase in platform revenue, with annual recurring revenue (ARR) reaching $20.9 million, indicating a strategic shift towards SaaS and AI solutions [4][6] Financial Performance - The company has consistently outperformed consensus revenue estimates in three of the last four quarters, demonstrating a strong market position [2] - Platform revenue now constitutes nearly 40% of total revenue for the year, up from 31% in fiscal 2024, contributing to substantial improvements in gross margin, adjusted EBITDA, and operating cash flow [4] - Despite the strong performance, RSSS has a high price-to-earnings (P/E) ratio of approximately 88.50, indicating a high valuation relative to its earnings [5][6] Management Discussion - During the Q4 2025 earnings call, key executives including President and CEO Roy Olivier and CFO William Nurthen discussed the company's financial and operational results, emphasizing the transition to a SaaS software and AI solution set [3]

☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____________ to _____________ Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended: June 30, 2025 Nevada 11-3797644 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) Ad ...

Core Insights - The article discusses the limitations of AI-generated earnings call insights and emphasizes the lack of editorial review, which may affect the accuracy and completeness of the information provided [1] Group 1 - The earnings call insights are compilations of transcripts and content available on the Seeking Alpha website [1] - The insights are generated by an AI tool, which has inherent limitations [1] - There is no guarantee regarding the accuracy, completeness, or timeliness of the earnings call insights [1]

Core Viewpoint - Research Solutions held a conference call to discuss its financial and operating results for the fiscal Fourth Quarter and Full Year ended June 30, 2025 [1][2]. Financial Results - The company announced its results for the fourth quarter and full year after the market closed, with details available on its website [3]. Management Team - The call featured key executives including Roy W. Olivier (President and CEO), Bill Nurthen (CFO), and Josh Nicholson (Chief Strategy Officer) [2]. Forward-Looking Statements - The conference included forward-looking statements made under the Private Securities Litigation Reform Act of 1995, with actual results potentially differing from those expressed [4].

Core Points - The conference call is focused on discussing Research Solutions' financial and operating results for the fiscal Fourth Quarter and Full Year ended June 30, 2025 [1][2] - Key executives present include Roy W. Olivier (President and CEO), Bill Nurthen (CFO), and Josh Nicholson (Chief Strategy Officer) [2] - A press release detailing the results was issued after market close and is available on the company's website [3] Financial Results - The company will provide insights into its performance for the Fourth Quarter and Full Year 2025 during the call [2] - Forward-looking statements will be made, which are subject to various risks that could impact future results [4]

Core Insights - Research Solutions Inc. (RSSS) reported quarterly earnings of $0.07 per share, exceeding the Zacks Consensus Estimate of $0.04 per share, and showing a significant increase from $0.01 per share a year ago, resulting in an earnings surprise of +75.00% [1] - The company achieved revenues of $12.44 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.39% and showing growth from $12.13 million in the same quarter last year [2] - Research Solutions has outperformed consensus EPS estimates two times in the last four quarters and has topped consensus revenue estimates three times during the same period [2] Future Outlook - The immediate price movement of Research Solutions' stock will largely depend on management's commentary during the earnings call and the sustainability of earnings expectations [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.03 on revenues of $12.28 million, while for the current fiscal year, the estimate is $0.14 on revenues of $51.05 million [7] - The Zacks Rank for Research Solutions is currently 3 (Hold), indicating that the shares are expected to perform in line with the market in the near future [6] Industry Context - The Commercial Printing industry, to which Research Solutions belongs, is currently ranked in the top 13% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% of ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors or through tools like the Zacks Rank [5]

Financial Data and Key Metrics Changes - Total revenue for fiscal year 2025 was approximately $49.1 million, a 10% increase from fiscal year 2024 [17] - Platform subscription revenue increased 36% to roughly $19 million [17] - Annual recurring revenue (ARR) reached $20.9 million, up 20% year over year [11] - Net income for the quarter was $2.4 million or $0.07 per diluted share, compared to a net loss of $2.8 million or $0.09 per diluted share in the prior year quarter [16] - Adjusted EBITDA for the year was $5.3 million, a company record compared to $2.2 million in fiscal year 2024 [19] Business Line Data and Key Metrics Changes - Platform subscription revenue accounted for over 40% of total revenue in the quarter, increasing from 35% in the prior year quarter [11] - Transaction revenue for fiscal year 2025 was $30.1 million, a 2% decrease from the prior year [17] - The company added 38 net new platform deployments in the last quarter, with balanced growth between new sales and upsells [12] Market Data and Key Metrics Changes - The company experienced a modest sequential decline in B2C ARR due to seasonal challenges [12] - The total active customer count for the quarter was 1,338, down from 1,398 in the same period a year ago [13] - The company noted competitive pressures in the B2C space that may affect near-term growth [24] Company Strategy and Development Direction - The company aims to reach a $30 million platform ARR target by the end of fiscal year 2027, focusing on product development and unique value delivery [5] - A shift from a transaction-based model to a vertical SaaS model is underway, with an emphasis on AI-driven solutions [8] - The company is pursuing a headless strategy, allowing customers to integrate services into their own systems and workflows [33] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the momentum in B2B ARR growth and expects continued strong performance [23] - There are expectations for transaction revenue growth to remain challenging in fiscal year 2026, but a potential flattening of declines is anticipated [24] - The company plans to continue investing in sales and marketing as well as technology and product development while aiming to reduce overall general and administrative expenses [24] Other Important Information - The company generated over $7 million in cash flow from operations in fiscal year 2025, almost double the previous year's result [23] - The final earn-out for the SITE acquisition was determined to be $15.4 million, with payments structured to be 62% in cash [20] Q&A Session Summary Question: Can you touch on the sequential uptick in ASP? - Management noted that larger deals have been secured due to the onboarding of a new Chief Revenue Officer and improved sales training [42] Question: How is the Resolute software adapting to the new strategy? - Management indicated that Resolute's strong API aligns well with the headless strategy, allowing for better integration into customer workflows [44] Question: What are the trends regarding COGS on the platform side? - Management explained that cost optimization efforts, including prepayments for hosting services, have contributed to lower COGS despite revenue growth [52] Question: Can AI-related deals continue to grow at the current pace? - Management expects continued strong results in the B2B space but anticipates slower growth in the B2C space due to increased competition [55] Question: What is driving the strength in deals above $100,000? - The new sales process and pricing strategy have led to larger deals, with a focus on understanding customer pain points and delivering value [58] Question: Can you elaborate on the partnership with LibKey? - Management described the partnership as an opportunity to expand the academic business by facilitating access to scientific articles through link resolver technology [64] Question: What is the current penetration of Article Galaxy customers also using SITE? - Management indicated that penetration remains low to mid-single digits, with most SITE sales going to new customers [68] Question: How do you expect margins to expand in fiscal year 2026? - Management anticipates crossing the 10% EBITDA margin threshold while continuing to invest in growth [70]

Financial Data and Key Metrics Changes - Total revenue for Q4 FY 2025 was $12.4 million, up from $12.1 million in Q4 FY 2024, marking a strong quarter for the business [9] - Annual recurring revenue (ARR) reached $21 million, growing 20% year-over-year [4] - Gross margin for Q4 was 51%, a 450 basis point improvement over the previous year, marking the first time gross margin exceeded 50% [12] - Net income for Q4 was $2.4 million, compared to a net loss of $2.8 million in the prior year [15] - For the full fiscal year 2025, total revenue was approximately $49.1 million, a 10% increase from fiscal 2024 [16] Business Line Data and Key Metrics Changes - Platform subscription revenue increased 21% year-over-year to approximately $5.2 million in Q4 [10] - B2B ARR grew significantly, with net B2B ARR growth of $724,000 in Q4, compared to $407,000 in the prior year [10] - Transaction revenue for Q4 was approximately $7.3 million, down from $7.9 million in the prior year [11] - Total deployments ended the year at 1,171, up 150 for the year [16] Market Data and Key Metrics Changes - The company experienced a modest sequential decline in B2C ARR, attributed to seasonal challenges [11] - The total active customer count for Q4 was 1,338, down from 1,398 in the same period a year ago [12] - The company noted competitive pressures in the B2C space affecting near-term growth, but remains optimistic about long-term prospects [22] Company Strategy and Development Direction - The company aims to reach a $30 million platform ARR target by the end of FY 2027, focusing on product development and unique value delivery [4] - A shift from a transaction-based model to a vertical SaaS model is underway, with an emphasis on AI's impact on research workflows [7] - The company is pursuing a headless strategy, allowing customers to integrate services into their own systems and workflows [30] - New AI-based products are growing at nearly 4X the pace of legacy products, indicating a strong future focus on AI [8] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the momentum of B2B ARR growth and the potential for a return to low levels of growth in transaction revenue [22] - The company plans to continue investing in sales and marketing while aiming to reduce general and administrative expenses [23] - Management expects to maintain adjusted EBITDA margins above 10% and gross margins above 50% in FY 2026 [66] Other Important Information - The final earnout for the Scite acquisition was determined to be $15.4 million, with a cash mix increased to approximately 62% [18] - Cash flow from operations in FY 2025 was over $7 million, nearly double the previous year's result [20] - The company ended FY 2025 with a cash balance of $12.2 million, with no outstanding borrowings [21] Q&A Session Summary Question: Sequential uptick in ASP drivers - Management noted larger deals and improved sales execution as key drivers for the increase in average selling price [38] Question: Resolute software adaptation to new strategy - The company is focusing on leveraging Resolute's strong API capabilities within the headless strategy, enhancing its value proposition [40] Question: Competitive environment for API strategy - Management highlighted that while some publishers are exploring similar strategies, the company is uniquely positioned due to its extensive partnerships with various publishers [43] Question: Trends in COGS and platform optimization - Management indicated that cost stabilization and prepayment strategies have contributed to lower COGS despite revenue growth [47] Question: AI-related deals growth sustainability - Management expects continued strong growth in B2B AI-related deals, while B2C growth may moderate due to increased competition [50] Question: Strength in deals above $100,000 - The new sales process and pricing strategy have enabled the company to secure larger deals, with a focus on understanding customer pain points [52]