RSSS Research Solutions Inc

$RSSS Bull Thesis 🐂 • FY26 operating cash flow: ~$5.3M • Net income: ~$2.8M — actually profitable • ~$12.6M cash on the balance sheet • Gross margin: ~52% • ARR: ~$22.5M • B2B recurring revenue grew ~14% • AI ARR reached ~$800K and grew ~125% sequentially in Q4 • Management has discussed a sizable AI opportunity pipeline • Only modest ~2–3% share-count growth — relatively controlled dilution • No toxic discounted-convertible financing identified in recent filings • No current reverse-split issue identified The interesting part of $RSSS isn't just revenue growth. It's the potential shift toward higher-margin recurring software/AI revenue while the underlying business is already profitable and generating positive operating cash flow. Big metric to watch going forward: AI ARR. If AI revenue continues scaling rapidly while cash flow stays positive and dilution remains controlled, the company's revenue mix could look considerably different over the next several quarters. -Not financial advice-