Research Solutions, Inc · NASDAQ:RSSS

Research Solutions — Q4 2026 Earnings Presentation

31 slides from Research Solutions's earnings presentation, Sep 9, 2026

  1. Slide 1: Investor Presentation

    August 2026 Investor Presentation

  2. Slide 2: Agenda

    01 04 What We Do Outlook 02 05 Market Opportunity Financials 03 Business Model Agenda Overview INVESTOR PRESENTATION

  3. Slide 3: Forward-Looking Statements

    Forward -Looking Statements Certain statements in this press release may contain "forward -looking statements" regarding future events and our future results . All statements other than statements of historical facts are statements that could be deemed to be forward -looking statements . These state

  4. Slide 4: What We Do

    What We Do End -To -End AI Platform For Research INVESTOR INVESTOR PRESENTATION PRESENTATION 4

  5. Slide 5: Our Mission

    Our Mission To Advance the World’s Knowledge by Simplifying Research INVESTOR PRESENTATION 5 INVESTOR PRESENTATION

  6. Slide 6: Strong Execution Has Transformed the Business

    Strong Execution Has Transformed the Business (FY17 – FY21) (FY22 – Q3FY26) Accelerated Technology Innovation Literature access platform with Vertical SaaS and AI platform supporting transactional research workflows research intensive organizations Stronger Top -Line Growth ~5% CAGR +9% ~14% CAGR Re

  7. Slide 7: Our Solutions

    What We Do Our Solutions Scite Article Galaxy References Future Discovery Access Manage Create Transactions Subscription Subscription Subscription Subscription Scite Analysis Subscription INVESTOR PRESENTATION 7

  8. Slide 8: AI's Impact

    AI’s Impact AI will likely not destroy content, it will change the interface to content • The top 5 STM Publishers today average about $2B in Revenue, have EBITDA margins between 28% - 38%, very strong cash flow, and grow 3% -7% per year. • STM content is sold via subscription, volume discounts, or

  9. Slide 9: Our Unique Value

    What We Do Our Unique Value Scite Article Galaxy • AI Rights for 40 Publishers Covering about 60% of the Worlds • Access to 2,000 STM Publisher’s Content including Print Sourced STM Content • Manage Customer’s Entitlements (Subscriptions, Tokens, Reuse, • 1.6 Billion Objects Extracted to Enhance Sea

  10. Slide 10: Where we fit

    Where we fit Access & Rights Content Silos Intelligence Layer Normalization Layer Corporate or Academic Corporate or Academic Customers Library Customers AI Tools INVESTOR PRESENTATION 10

  11. Slide 11: Workflow

    Workflow User Prompt AI Agent Internal ✓ Scite datasets ✓ Repository Internal Doc and Data Scite Assistant API/MCP Patents, clinical trial drug, Search Searches, filters, synthesizes evidence device search AI Agent Collects and combines results Full Cited Answer w/ customizable output Automatically

  12. Slide 12: Our SaaS platform enables researchers to be more productive while unlocking significant cost-savings

    What We Do Our SAAS platform enables researchers to be more productive while unlocking significant cost -savings for academic & corporate institutions Benefits for Researchers Benefits for Academic & Corporate Institutions • Spend less time on literature search and review, more • Ensure 100% full -t

  13. Slide 13: Research Solutions is trusted by 1,500+ premier research organizations across 70 countries

    What We Do Research Solutions is trusted by 1,500+ premier research organizations across 70 countries. Pharmaceutical Companies Universities Multinationals INVESTOR PRESENTATION 13

  14. Slide 14: Market Opportunity

    Market Opportunity INVESTOR INVESTOR PRESENTATION PRESENTATION 14

  15. Slide 15: Untapped market opportunity offering significant runway for growth

    Market Opportunity Untapped market opportunity offering significant runway for growth $15B Total addressable market B2B Customers 1 Fast growing, under -penetrated market with Universities attractive characteristics Corporates Research Institutes Research -focused SaaS is projected to grow at a 18.7

  16. Slide 16: Nearly every industry can benefit from our research platform

    Market Opportunity Nearly every industry can benefit from our research platform, implying a wide range of potential end -users Today w e serve multiple research -focused industries. Research is the backbone of progress in every industry Every research -intensive industry can benefit from using our p

  17. Slide 17: Business Model

    > Business Model esearcl Solutions

  18. Slide 18: Platform and transactions business lines

    Business Model Platform and transactions business lines Transaction Business: Platform Business: 57% of revenue 43 % of revenue Business Description: Cloud -based software -as -a- Business Description: Sale of individual STM articles Transactions service (SaaS) platform providing research and on req

  19. Slide 19: Platform Business: Fast-growing asset delivering highly stable and recurring revenue

    Business Model Platform Business: Fast -growing asset delivering highly stable and recurring revenue with 8 5%+ gross margins. Saa S/AI Platforms Fastest -growing and recurring High renewal rates ( 98 %) 1 TTM gross margin 88.0 % RSSS Platform business key highlights Fast -growing Annual Recurring R

  20. Slide 20: Transaction: Non-cyclical business offering steady, predictable cash flows

    Business Model Transaction: Non -cyclical business offering steady, predictable cash flows to fuel platform growth. RSSS Transaction business Document Delivery key highlights Sticky, scalable, repeat revenue . TTM gross margin 24.5% Generates revenue from the sale of individual scientific, technical

  21. Slide 21: RSSS's industry-leading position is protected by multiple competitive advantages

    Business Model RSSS's industry -leading position is protected by multiple competitive advantages built over two decades of R&D investments and customer relationships. Net renewal rates of >100%, Long -standing partnerships top clients have been using with >2,884 publishers our platform for years, of

  22. Slide 22: Financials

    Financials INVESTOR INVESTOR PRESENTATION PRESENTATION 22

  23. Slide 23: Key Takeaways

    Financials Platform Transition Underway Key Takeaways $25 Annual Recurring Revenue Cumulative B2B Deployments 1185 1232 1247 1171 1200 $23 1133 $22.1 $21.8 1090 $20.9 $21.3 $21 $20.4 1021 1029 $19.1 $19 983 1000 942 $17.4 $17.6 $17 $16.6 880 $15.6 835 Strategic SaaS Transformation Underway: $15 815

  24. Slide 24: Platform Transition Resulting in Increased Adjusted EBITDA/Cash Flow

    Financials Platform Transition Resulting in Increased Adjusted EBITDA/Cash Flow $(000) Adjusted EBITDA and Cash Flow Operations by Fiscal Year $8,000 $7,023 $6,010 $6,000 $5,758 $5,268 $4,000 $3,551 $3,384 $2,418 $2,244 $2,019 $2,000 $1,868 $576 $700 $143 $0 ($437) ($364) ($374) ($417) ($605) ($1,01

  25. Slide 25: Balance sheet supports growth

    Financials Select balance sheet items Balance sheet supports growth March 31, June 30 , $ Millions 2026 2025 Cash and equivalents 12.1 12.2 Clean Balance Sheet • $12.1million in cash Accounts receivable 7.6 7.2 • $0 debt • Untapped $0.5 million line of Prepaid expenses/royalties 0.9 0.6 credit Other

  26. Slide 26: Other Key Stats

    Financials Other Key S tats Stock Price Total Revenue Percentage of Outstanding Shares $2.23 $ 48.7M (8/18/26) (ttm as of 3/31/26) (As of March 31, 2026) 52 Week Low -High $2.15 - $4.12 Net Income ( ttm) $4.5M Mgmt , Directors, Employees* 16.0% Needham Investment Management Avg. Daily Vol. (3 month)

  27. Slide 27: Final Thoughts

    Final Thoughts INVESTOR INVESTOR PRESENTATION PRESENTATION 27

  28. Slide 28: Why Invest in RSSS

    Investment Thesis Summary Why Invest in RSSS Fast -growing, best -in-class research productivity AI & SaaS business evolving in a niche, underpenetrated $15B market. Double -digit annual revenue growth driven by increasing worldwide R&D spend, exponential growth of scientific content, and researcher

  29. Slide 29: Scite Nebula AG API to Your AI Agent

    User Prompt Your AI Agent Scite Scite ✓ ✓ Nebula datasets Internal Doc and Data Scite Assistant API Patents, clinical trial drug, Search Searches, filters, synthesizes evidence device search Your AI Agent Collects and combines results Full Cited Answer w/ customizable output AG API to Automatically

  30. Slide 30: Contact Us

    Contact Us Research Solutions, Inc. / Email: ir@researchsolutions.com 10624 S. Eastern Ave., Ste. A -614 - Henderson, Nevada 89052 Roy W. Olivier CEO and President Dave Kutil CFO Investor Relations Contact Three Part Advisors, LLC / Phone: 214 -872 -2710 Steven Hooser shooser@threepa.com John Beisle

  31. Slide 31: Verifiable AI Built for Research

    What We Do Verifiable AI Built for Research Scite.ai provides cited responses built on the largest database of scholarly content Other AI Open Access Abstracts Full -Text - Citation Metrics - Search - Purchase Articles - * Scite is an AI -powered tool that integrates with the Article Galaxy platform

Research Solutions — Q4 2026 Earnings Presentation on 6ix