Research Solutions: AI Platform Accelerates Adoption, Lifts ARR 14% and Subscription Revenue
- Research Solutions' AI research platform lifts ARR 14% to $21.8M, shifting toward larger subscription deals.
- Research Solutions positions its AI-first platform to consolidate enterprise research, driving larger, predictable deals.
- Product and go-to-market shifts enable Research Solutions to reinvest in sales and marketing while protecting margins.
Henderson Update: Platform Adoption Accelerates
AI-Powered Research Platform Drives ARR and Enterprise Deals
Research Solutions is seeing its AI-enabled research workflow platform gain traction, lifting annual recurring revenue (ARR) 14% to $21.8 million as the company shifts toward larger, subscription-based agreements. The increase comprises roughly $15.3 million of B2B ARR and $6.4 million of B2C ARR, and is driven by 47 net new deployments in the quarter and net B2B ARR growth of $560,000 — the company’s strongest organic Q2 performance on record. Management frames the move as customers expanding SaaS and AI adoption, which raises average sales prices by more than 6% year‑over‑year.
The platform-led adoption is changing revenue mix and customer engagement, with platform subscriptions rising 14% to $5.2 million and representing 44% of total revenue versus 39% a year earlier. Research Solutions positions the platform as a scalable, AI-first workflow that helps enterprise customers consolidate research processes, and says broadened usage among existing clients is producing larger deals and more predictable recurring revenue. The company emphasizes deployments and expansion within its B2B base as key growth vectors.
Product and go‑to‑market shifts support operational flexibility, enabling Research Solutions to reinvest in sales and marketing while protecting margins. The company highlights that stronger subscription take‑up and higher average deal sizes underpin durable ARR growth even as transactional revenue softens, signaling a strategic transition toward subscription and AI-driven services as the primary growth engine.
Additional financial and operational details
Total revenue for the quarter is $11.8 million, roughly flat versus $11.9 million a year earlier, as subscription gains offset transaction softness. Gross profit rises 6% to $6.2 million and total gross margin improves by 350 basis points to 52.4%. Net income is $547,000, or $0.02 per diluted share, versus a prior‑year net loss of $2.0 million. Adjusted EBITDA increases 36% to $1.3 million and on a trailing twelve‑month basis totals $5.8 million, or 11.8% of revenue.
Management commentary and next steps
Announced from Henderson, Nevada on Feb. 12, 2026, the company reiterates momentum in B2B customer acquisition and scalability plans. President and CEO Roy W. Olivier says the quarter’s results enable continued investment in sales and marketing while preserving financial flexibility, and the firm says it remains focused on driving long‑term value through expanded SaaS and AI adoption.