Investors might want to bet on Rimini Street (RMNI) , as it has been recently upgraded to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.Individual ...

Rimini Street, Inc. (NASDAQ:RMNI) is a leading provider of enterprise software support services, offering third-party support for major software brands like Oracle and SAP. This approach enables clients to significantly reduce their maintenance costs. In the competitive landscape of software support services, Rimini Street distinguishes itself through its remarkable financial performance and efficient capital utilization.Key Insights:Rimini Street's Return on Invested Capital (ROIC) is 49.18%, substantially ...

I focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in ...

Core Insights - The company is focusing on its "Rimini Smart Path" strategy and the introduction of "Agentic AI ERP" solutions, claiming that traditional ERP software has reached its technical peak and that its approach offers new capabilities more efficiently [1][3] Financial Performance - Fourth-quarter revenue was reported at $109.8 million, reflecting a year-over-year decline of 3.9%, while full-year revenue for 2025 was $421.5 million, down 1.7% [9] - Adjusted EBITDA for the fourth quarter was $11.5 million, representing 10.4% of revenue, a decrease from 17.5% in the prior year [12] - The company ended 2025 with a cash position of $120 million, an increase from $88.8 million the previous year, indicating a stronger balance sheet [13] Sales and Growth Indicators - The company reported 73 new logos and 19 new client transactions exceeding $1 million in total contract value, totaling $58.1 million, which supports expectations for growth in 2026 [2][5] - Remaining performance obligations (RPO) reached a record $653 million, up approximately 11% from the previous year, which management views as a positive indicator for future growth [14] Strategic Initiatives - The launch of "Agentic AI ERP" solutions aims to reduce operating costs for existing ERP systems by up to 90%, allowing clients to invest savings into modernization efforts [6] - The company has formed a partnership with ServiceNow to enhance its offerings, claiming early deployments have led to significant operational improvements, including faster approvals and reduced order cycle times [5][6] Guidance and Future Outlook - For the first quarter of 2026, the company guided revenue in the range of $101.5 million to $103.5 million, with full-year growth expectations of 4% to 6% and adjusted EBITDA margins of 12.5% to 15.5% [16] - Management anticipates that broader momentum for its solutions will build later in 2026 as customer installations expand and reference customers increase [7]

Core Insights - Rimini Street (RMNI) reported quarterly earnings of $0.07 per share, missing the Zacks Consensus Estimate of $0.09 per share, and down from $0.12 per share a year ago, representing an earnings surprise of -17.65% [1] - The company posted revenues of $109.79 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 3.88%, but down from $114.21 million year-over-year [2] - Rimini Street shares have declined approximately 21.7% since the beginning of the year, contrasting with the S&P 500's gain of 0.5% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.10 on revenues of $107.33 million, and for the current fiscal year, it is $0.45 on revenues of $445.57 million [7] - The estimate revisions trend for Rimini Street was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Internet - Software industry, to which Rimini Street belongs, is currently in the top 36% of over 250 Zacks industries, suggesting that companies in the top 50% outperform those in the bottom 50% by more than 2 to 1 [8] - VERRA MOBILITY CORP (VRRM), another company in the same industry, is expected to report quarterly earnings of $0.32 per share, reflecting a year-over-year change of -3%, with revenues anticipated to be $240.99 million, up 8.8% from the previous year [9][10]

Rimini Street (NasdaqGM:RMNI) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Company ParticipantsDean Pohl - VP, Treasurer, and Investor RelationsMichael Perica - EVP & CFOSeth Ravin - CEO and PresidentConference Call ParticipantsAlex Fuhrman - Managing Director and Senior Equity Research AnalystBrian Kinstlinger - Senior Equity Research AnalystDaniel Hibshman - Senior Equity Research AnalystRichard Baldry - Managing Director and Senior Research AnalystNone - AnalystOperatorGood afternoon, ladies and g ...

Rimini Street (NasdaqGM:RMNI) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Company ParticipantsDean Pohl - VP, Treasurer, and Investor RelationsMichael Perica - EVP & CFOSeth Ravin - CEO and PresidentConference Call ParticipantsAlex Fuhrman - Managing Director and Senior Equity Research AnalystBrian Kinstlinger - Senior Equity Research AnalystDaniel Hibshman - Senior Equity Research AnalystRichard Baldry - Managing Director and Senior Research AnalystNone - AnalystOperatorGood afternoon, ladies and g ...

Financial Data and Key Metrics Changes - Revenue for Q4 2025 was $109.8 million, a year-over-year decrease of 3.9%, while full-year revenue was $421.5 million, down 1.7% year-over-year [12] - Annualized recurring revenue (ARR) was $411.4 million for Q4, reflecting a decrease of 0.8% year-over-year [12] - Gross margin was 60.4% for both Q4 and full year 2025, compared to 63.7% for Q4 2024 [15] - Net income attributable to shareholders for Q4 was $724,000, or $0.01 per diluted share, compared to $0.07 per diluted share in the prior year [19] Business Line Data and Key Metrics Changes - The company closed 19 new client transactions over $1 million in total contract value (TCV), totaling $58.1 million, compared to 22 transactions totaling $51.9 million last year [4] - Revenue from PeopleSoft support services was 4% of total revenue for Q4 and 5% for full year 2025, down from 8% when the wind down began [24] Market Data and Key Metrics Changes - Remaining performance obligations (RPO) grew 11.1% year-over-year, reaching $653 million as of December 31, 2025 [22] - Deferred revenue as of December 31, 2025, was $288 million, compared to $281 million for the prior year [22] Company Strategy and Development Direction - The company is positioning itself as a bridge between traditional ERP software and modern AI innovations, focusing on reducing operating costs by up to 90% for existing ERP landscapes [5] - The introduction of Agentic AI ERP solutions aims to modernize existing ERP systems without the need for costly upgrades or migrations [5][9] - Strategic partnerships with AI platform companies like ServiceNow are expected to enhance the company's offerings and market reach [7] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in delivering growth in 2026, citing accelerating momentum in bookings and pipeline [4] - The company anticipates a revenue growth range of 4%-6% for full year 2026, with adjusted EBITDA margins expected between 12.5%-15.5% [25] - Management noted improved visibility and confidence in achieving top-line guidance due to a growing sales pipeline and increased close rates [29][35] Other Important Information - The company ended Q4 2025 with a cash balance of $120 million, up from $88.8 million in the prior year [21] - Operating cash flow increased significantly in 2025, reflecting a strong cash position [21] Q&A Session Summary Question: Visibility on revenue growth for 2026 - Management expects Q1 numbers to be solid based on contracts signed in Q4, with improved visibility due to a growing sales pipeline [28][29] Question: Drivers of RPO growth - Management indicated that RPO growth is encouraging and reflects increased confidence in achieving revenue expectations [56] Question: Sales productivity and North American growth - Management noted that sales productivity is improving, with a focus on stabilizing North American operations and increasing sales capacity [58] Question: Adoption of Rimini Agentic UX solutions - Management highlighted that customer interest is growing, but adoption will take time as clients digest the new technology [75]

Rimini Street Announces Fiscal Fourth Quarter and Annual 2025 Financial and Operating Results page 1 Exhibit 99.1 FOR IMMEDIATE RELEASE Rimini Street Announces Fiscal Fourth Quarter and Annual 2025 Financial and Operating Results Fourth Quarter and Full Year 2025 Financial Highlights Include: Remaining Performance Obligations (RPO) of $652.9 million, up 11.1% from the prior year Adjusted Calculated Billings, full year 2025, up 4.2% from the prior year Adjusted Annualized Recurring Revenue (ARR) up 3.1% from ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☑ Annual report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the Fiscal Year Ended December 31, 2025 ☐ Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the Transition Period from to Commission File Number 001-37397 Rimini Street, Inc. (Exact name of registrant as specified in its charter) Delaware 36-4880301 (State or other jurisdiction of inc ...