Global Survey Shows Oracle Database Users are Adapting Their Strategies Due to High Costs, Support Issues, and Demand for Enhanced AI/ML Features
Cost Savings and Support Challenges: Oracle Database customers are facing high support costs and quality issues, with 63% expressing dissatisfaction with Oracle's support services, prompting many to consider third-party support options.
Adoption of Third-Party Support: The survey indicates a growing trend towards third-party support, with 25% of organizations currently using it and 30% considering it, particularly for cloud database management and performance tuning.
Exploration of Alternative Database Solutions: Many Oracle Database users are diversifying their database strategies, with 77% deploying new applications on non-Oracle databases due to high costs and support gaps, including SQL Server and PostgreSQL.
Integration of AI/ML Capabilities: While there is a demand for native support for large language models (LLMs), many users are unaware that Oracle has already integrated such support in recent versions, which could enhance their AI initiatives without additional costs.
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- Significant Sales Growth: Rimini Street reported fourth-quarter revenue of $109.8 million, reflecting a 4.1% increase from the previous quarter, with annualized recurring revenue reaching $411.4 million, indicating strong market demand following new product launches and expected to drive future revenue growth.
- Increased Client Transactions: The company closed 19 new client transactions over $1 million in TCV totaling $58.1 million this quarter, compared to 22 transactions totaling $51.9 million last year, demonstrating ongoing progress in customer acquisition, particularly with the rollout of AI solutions.
- Operational Efficiency Gains: The launch of Rimini Agentic UX solutions has led to a 50% to 60% faster approval process and a 70% to 80% reduction in order cycle times, which not only enhances customer satisfaction but also strengthens the company's competitive position by optimizing operational processes.
- Optimistic Future Outlook: Management projects first-quarter 2026 revenue guidance between $101.5 million and $103.5 million, with a full-year growth target of 4% to 6%, reflecting confidence in new service offerings and ongoing customer support aimed at achieving sustainable financial growth.
- Earnings Beat: Rimini Street reported a Q4 GAAP EPS of $0.39, surpassing expectations by $0.35, indicating strong profitability and boosting investor confidence in the company's financial health.
- Revenue Performance: Although revenue declined 3.9% year-over-year to $109.8 million, it exceeded expectations by $4.33 million, demonstrating the company's ability to maintain revenue stability in a competitive market.
- Share Repurchase: The company repurchased 975,000 shares in Q4, reflecting management's confidence in future prospects while also enhancing EPS and shareholder value through reduced share count.
- Market Positioning: Rimini Street is recognized as a strong contender in a market full of opportunities, with potential for increased market share and profitability through ongoing innovation and market expansion efforts.
- Financial Overview: Rimini Street reported $421.5 million in revenue for fiscal year 2025, a 1.7% decrease from 2024, yet a 1.0% increase when excluding Oracle PeopleSoft support services, indicating resilience and growth potential in core operations.
- Client Growth and Retention: As of December 31, 2025, active clients reached 3,102, a 0.7% increase year-over-year, while the revenue retention rate remained steady at 88%, reflecting the company's stability in client retention and competitive positioning.
- New Product Launch: The company introduced its next-generation Agentic AI ERP solutions designed for rapid deployment at lower costs and risks, expected to enhance customer satisfaction and drive future revenue growth in a rapidly evolving market.
- Capital Allocation and Financial Health: Rimini Street repurchased approximately 1.9 million shares for $7.6 million in 2025, ending the year with $120 million in cash and equivalents, demonstrating proactive capital management and financial robustness.
- Partnership Expansion: Ypê deepens its collaboration with Rimini Street to leverage Rimini Support™ and Agentic AI ERP solutions, aiming to drive enterprise-wide AI innovation that enhances employee and customer experiences while strengthening market competitiveness.
- Cost Savings: By utilizing Rimini Street's support, Ypê anticipates saving up to 90% on annual software support fees, which will free up IT resources and accelerate the implementation of its AI strategy without the high costs and disruptions associated with ERP upgrades.
- Process Automation: With Rimini Agentic UX™, Ypê has streamlined manual processes in customer service and sales from eight steps to just two, resulting in significant improvements in execution speed and OTIF (on-time, in-full) performance while reducing operational risks.
- Strategic Advantage: Ypê's AI projects have achieved a 60% reduction in approval cycles within just one month of implementation, showcasing Rimini Street's effectiveness in facilitating enterprise-wide intelligent transformation and laying a solid foundation for Ypê's long-term AI strategy.
- Earnings Announcement: Rimini Street will report its fourth quarter and fiscal year 2025 earnings after market close on February 19, 2026, and will host a conference call to discuss the results and outlook in detail.
- Investor Engagement: The company will hold a live webcast at 5:00 PM Eastern / 2:00 PM Pacific, allowing investors to dial in at 1-800-836-8184, enhancing interaction with stakeholders.
- Global Service Capability: As a leading third-party support provider, Rimini Street has signed thousands of IT service contracts with Fortune Global 100 companies, showcasing its strong competitive position in the market.
- Innovative Solutions: The company aims to leverage its Agentic AI ERP solutions and Rimini Smart Path™ methodology to help clients achieve better operational outcomes and billions in savings, further driving business growth.
- Earnings Report Schedule: Rimini Street will report its Q4 and FY 2025 earnings after market close on February 19, 2026, which is expected to provide insights into future fiscal outlook, potentially influencing investor confidence.
- Conference Call Details: The company will host a conference call at 5:00 PM Eastern following the earnings release, allowing investors to engage directly by dialing 1-800-836-8184, enhancing investor relations.
- Webcast Availability: The earnings report will be available via a live webcast on the company's Investor Relations site, reaffirming its commitment to transparency and information sharing, which may increase market interest in its business.
- Market Positioning: As a leading third-party support provider, Rimini Street showcases its strength in enterprise software support through partnerships with Fortune Global 100 companies, which is expected to attract more potential clients.




