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Research Solutions(RSSS) - 2024 Q4 - Earnings Call Transcript
2024-09-20 06:45
财务数据和关键指标变化 - 公司全年收入达到创纪录的44.6百万美元,同比增长18% [15] - 平台订阅收入增长61%至14百万美元,创新高 [15] - 交易收入增长5.7%至30.7百万美元 [15] - 毛利率提升500个基点至44% [16] - 经调整EBITDA增长11%至2.2百万美元 [16] - 现金流量从经营活动产生4百万美元 [17] 各条业务线数据和关键指标变化 - 平台业务毛利率为85.3%,略有下降但仍在目标范围内 [12] - 交易业务毛利率提升60个基点至25.4%,处于较高水平 [12] - 平台业务收入占总收入的35%,两年前仅为22% [11] - 平台业务贡献了65%的总毛利 [11] 各个市场数据和关键指标变化 - 学术市场是公司增长最快的细分市场 [41][42] - 学术市场增长得益于Scite和Article Galaxy Scholar产品的良好表现 [42] - 公司将销售团队分为学术和企业两支,以更好地服务不同客户群 [42] - 企业客户群的市场份额仍然较低,单位数字 [47] 公司战略和发展方向及行业竞争 - 公司通过收购Resolute.ai和scite.ai扩大了总可寻址市场 [19][20] - 公司将继续创新,推出新产品和新功能 [21] - 公司正在评估并积极寻找符合战略的并购机会 [23] - 公司定位于成为研究密集型组织的领先垂直SaaS和AI公司 [24] 管理层对经营环境和未来前景的评论 - 宏观经济环境持续限制客户预算 [22] - 联储降息可能会重新点燃生物技术行业的风险投资资金 [22] - 公司正努力帮助现有客户认识到核心平台产品的效率和成本节约 [22] - 公司对未来前景保持乐观,相信业绩表现和盈利能力将得到市场认可 [24] 其他重要信息 - 公司完成了Resolute.ai和scite.ai的收购整合 [5][6][33] - 公司实现了最高水平的自动化交付,76.8%的文章在平台上即时交付 [7] - 公司重组了软件工程和产品管理团队,以提高执行力和市场响应速度 [7] - 公司在过去一年中经历了一些外部干扰,但仍保持了强劲的财务表现 [24] 问答环节重要的提问和回答 问题1 **Jacob Stephan 提问** 询问Scite和Article Galaxy的交叉销售进展情况 [26][27] **Roy Olivier 回答** Scite目前仅占Article Galaxy客户群的单位数字百分比,仍有很大的交叉销售空间 [27] 问题2 **Richard Baldry 提问** 询问收购整合进度以及交叉销售管线的整合情况 [32][35] **Roy Olivier 和 Bill Nurthen 回答** - Scite与Article Galaxy的整合基本完成,正在优化用户体验 [33][34] - Resolute的整合推迟,将在Scite和Article Galaxy整合后进行 [33] - 销售团队已全面培训Scite产品,有助于提升交叉销售 [34] - 公司有能力每年完成1-2笔并购,正在积极评估符合战略的目标 [36] 问题3 **Allen Klee 提问** 询问第四季度营业费用下降的原因 [39][40] **Bill Nurthen 回答** 第四季度有季节性因素导致营业费用下降200-300万美元,下一季度将恢复正常水平 [40]
Research Solutions Inc. (RSSS) Q4 Earnings Match Estimates
ZACKS· 2024-09-20 06:16
Research Solutions Inc. (RSSS) came out with quarterly earnings of $0.01 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.01 per share a year ago. These figures are adjusted for non-recurring items.A quarter ago, it was expected that this company would post earnings of $0.02 per share when it actually produced break-even earnings, delivering a surprise of -100%.Over the last four quarters, the company has surpassed consensus EPS estimates just once.Research Solutions, wh ...
Research Solutions(RSSS) - 2024 Q4 - Annual Results
2024-09-20 04:21
财务业绩 - 2024财年全年收入预计为1.39亿美元,同比增长10%[11] - 2024财年第四季度收入预计为3,800万美元,同比增长12%[11] 用户增长 - 公司用户数达到120万,同比增长15%[11] 未来发展计划 - 公司计划在未来一年内推出新的产品和技术[11] - 公司正在积极探索市场扩张和并购机会[11] 业绩公布 - 公司公布了2024财年第四季度和全年的初步业绩结果[11]
Research Solutions Reports Fourth Quarter and Fiscal Year 2024 Results
Prnewswire· 2024-09-20 04:05
Reports 18% Revenue Increase, ARR of $17.4 Million and Record Cash FlowHENDERSON, Nev., Sept. 19, 2024 /PRNewswire/ -- Research Solutions, Inc. (NASDAQ: RSSS), a trusted partner providing cloud-based workflow solutions to accelerate research for R&D-driven organizations, reported record financial results for its fourth quarter and full fiscal year ended June 30, 2024.Fiscal Fourth Quarter 2024 Summary (compared to prior-year quarter)Research Solutions, Inc. Logo (PRNewsfoto/Research Solutions, Inc.)Total re ...
Research Solutions to Participate in Upcoming Investor Conferences
Prnewswire· 2024-08-23 03:17
HENDERSON, Nev., Aug. 22, 2024 /PRNewswire/ -- Research Solutions, Inc. (NASDAQ: RSSS), a pioneer in providing cloud-based workflow solutions for R&D driven organizations, today announced that management will participate in a pair of upcoming investor conferences.Three Part Advisors Midwest IDEAS ConferenceResearch Solutions, Inc. Logo (PRNewsfoto/Research Solutions, Inc.)August 28, 2024; Chicago, ILGroup presentation at 3:00pm ET and 1-on-1 meeting formatWebcast available at https://www.threepartadvisors.c ...
Research Solutions Reports Preliminary Fourth Quarter and Fiscal Year 2024 Results
Prnewswire· 2024-08-19 21:00
Expects Record Revenue and Income from Operations, Continued Strong Cash FlowHENDERSON, Nev., Aug. 19, 2024 /PRNewswire/ -- Research Solutions, Inc. (NASDAQ: RSSS), a trusted partner providing cloud-based workflow solutions to accelerate research for R&D-driven organizations, announced selected preliminary financial results for its fiscal fourth quarter and fiscal year ended June 30, 2024.Based on preliminary unaudited information, Research Solutions expects the following results for its fiscal fourth quart ...
Research Solutions Announces Partnership with Jisc to Enhance UK Higher & Further Education Research
Prnewswire· 2024-07-31 02:27
This highlights Research Solutions' commitment to improving the quality and accessibility of scientific research for academic institutions.HENDERSON, Nev., July 30, 2024 /PRNewswire/ -- Research Solutions (NASDAQ: RSSS), a trusted partner providing cloud-based workflow solutions to accelerate research for R&D-driven organizations, is proud to announce a significant partnership with Jisc, the UK digital, data, and technology agency focused on tertiary education, research, and innovation.This collaboration wi ...
Research Solutions(RSSS) - 2024 Q3 - Quarterly Report
2024-05-14 04:00
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended: March 31, 2024 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____________ to _____________ Commission File No. 001-39256 RESEARCH SOLUTIONS, INC. (Exact name of registrant as specified in its charter) N ...
Research Solutions(RSSS) - 2024 Q3 - Earnings Call Transcript
2024-05-12 04:42
财务数据和关键指标变化 - 总收入为1.21亿美元,同比增长17% [15] - 平台订阅收入增长76%,达到约400万美元 [15] - 年度经常性收入(ARR)达到1.66亿美元,同比增长82%,环比增长6% [15] - 交易收入为820万美元,同比增长1% [19][20] - 毛利率为45.2%,同比提升630个基点 [21][22][23] - 运营利润为76,000美元,同比下降67% [25][26] - 调整后EBITDA达到961,000美元,创历史新高 [26] - 经营活动产生的现金流超过200万美元,创历史新高 [27] 各条业务线数据和关键指标变化 平台业务 - 平台订阅收入增长76%,达到约400万美元 [15] - 平台业务毛利率为85.5%,同比下降2.6个百分点 [21] - 平台业务占总收入的1/3,但贡献超过60%的毛利 [23] 交易业务 - 交易收入为820万美元,同比增长1% [19][20] - 交易业务毛利率为25.7%,同比提升40个基点 [22] Scite业务 - Scite B2B ARR从上季度的40万美元增长到60万美元 [38] - Scite B2C ARR从上季度的400万美元增长到490万美元 [41] ResoluteAI业务 - ResoluteAI业务出现前所未有的客户流失,但预计未来将恢复到历史水平 [40] 公司战略和发展方向 - 公司正在推进Scite和Article Galaxy的整合,提升用户体验 [32][33] - 公司将加强垂直行业和产品的销售重点,以加快新客户的获取 [37] - 公司正在开发基于Resolute技术的新产品,如技术格局和临床试验报告 [40] - 公司正在提升员工敬业度,为未来发展奠定基础 [43] 行业竞争 - 公司的主要竞争策略是提供更优质的产品和服务,提升客户粘性 [48][49] - 公司正在整合各产品线,提供更加无缝的研究工作流程 [48][49] - 公司正在不断增强产品功能,如Scite评分系统的集成 [33] 管理层对经营环境和未来前景的评论 - 管理层对公司的长期发展前景持乐观态度,认为Scite的收购是一个转折点 [44] - 管理层表示,公司正在进行FY2025的规划,未来将更加注重投资增长 [37] - 管理层认为,公司已经度过了大部分ResoluteAI客户流失的高峰期 [16][17] 问答环节重要的提问和回答 问题1 **Jacob Stephan 提问** 公司如何看待从竞争对手那里获取市场份额的机会 [47] **Roy Olivier 回答** 公司的策略是提供更优质的产品,并通过产品整合提升客户体验,从而提高竞争力和获取市场份额 [48][49] 问题2 **Allen Klee 提问** 公司如何看待未来2-3年内ARR目标的实现路径 [60] **Roy Olivier 回答** 公司将通过产品整合和新产品开发来推动ARR的加速增长,预计从FY2025下半年开始将超过之前的增长目标 [61][62] 问题3 **Allen Klee 提问** 公司最近推出的两个新产品或功能的机会如何 [65] **Roy Olivier 回答** 这些新产品主要针对研究型组织的特定需求,如技术格局和临床试验报告,但规模相对较小,不会像Scite或Article Galaxy那样大 [66][67]
Research Solutions(RSSS) - 2024 Q3 - Quarterly Results
2024-05-10 04:11
Exhibit 99.1 FOR IMMEDIATE RELEASE Research Solutions Reports Fiscal Third Quarter 2024 Results Reports 17% Revenue Increase, ARR of $16.6 Million Positive Net Income and Record Adjusted EBITDA HENDERSON, Nev., May 9, 2024 — Research Solutions, Inc. (NASDAQ: RSSS), a trusted partner providing cloud-based workflow solutions to accelerate research for R&D-driven organizations, reported financial results for its fiscal third quarter ended March 31, 2024. Fiscal Third Quarter 2024 Summary (compared to prior-yea ...