Research Solutions Reports Mixed Q2 Results, Highlights Platform Growth and API Integrations

Company sees pressure in transaction revenue and softer B2C subscription trends, but touts strength in B2B platform growth, improving profitability, and increasing emphasis on AI-powered workflows.

Published on Feb. 14, 2026

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Research Solutions (NASDAQ:RSSS) executives described fiscal second-quarter 2026 results as 'a bit of a mixed bag,' pointing to year-over-year pressure in transaction revenue and softer trends in the company's B2C subscription business, while highlighting continued strength in B2B platform growth, improving profitability, and increasing emphasis on API-based integrations tied to AI workflows.

Why it matters

Research Solutions is a key provider of software and managed services that help institutions streamline access to scientific, technical, and medical research content. The company's performance and strategic shifts provide insights into the evolving landscape of research content delivery and the growing role of AI-powered workflows in this space.

The details

Total revenue for the second quarter of fiscal 2026 was $11.8 million, compared with $11.9 million in the year-ago period. Platform subscription revenue rose about 14% year-over-year to $5.2 million, driven by a net increase of 47 platform deployments versus the prior year and expansion within the existing customer base. However, the company pointed to 'softness' in B2C ARR, primarily due to a deliberate pullback in certain marketing channels where trial-to-subscriber conversion was lagging. Gross profit was $6.2 million, up 6% year-over-year, with gross margin improving 350 basis points to 52.4%. Operating expenses were $5.4 million, down from $5.7 million, as lower general and administrative expense and lower stock-based compensation more than offset higher sales and marketing investment. Net income was $547,000, or $0.02 per diluted share, compared with a net loss of $2.0 million, or $0.07 per share, in the prior-year quarter.

  • Research Solutions reported fiscal second-quarter 2026 results on February 14, 2026.

The players

Research Solutions

A provider of software and managed services that streamline access to and management of scientific, technical and medical research.

Dave Kutil

Chief Financial Officer of Research Solutions.

Josh Nicholson

Chief Strategy Officer of Research Solutions.

Peter Olivier

Chief Executive Officer of Research Solutions.

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What they’re saying

“We must not let individuals continue to damage private property in San Francisco.”

— Robert Jenkins, San Francisco resident (San Francisco Chronicle)

The takeaway

Research Solutions is navigating a mixed environment, with strength in its B2B platform business and increasing emphasis on AI-powered workflows offset by softer trends in its B2C subscription model. The company's focus on improving profitability, managing costs, and evolving its pricing models suggest it is adapting to changing industry dynamics and customer needs.