Rimini Street Q4 Revenue Reaches $109.8M, Exceeds Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 19 2026
0mins
Should l Buy RMNI?
Reports Q4 revenue $109.8M, consensus $105.5M. Active Clients as of December 31, 2025 were 3,102, an increase of 0.7% compared to 3,081 Active Clients as of December 31, 2024. Revenue Retention Rate was 88% and 88% for the trailing 12 months ended December 31, 2025 and 2024, respectively. Calculated Billings was $171.3 million for the fourth quarter of 2025, a decrease of 0.4% compared to $172.1 million for the same period last year. "Our fourth quarter results reflect solid execution and continued accelerating sales growth, adjusted for the Oracle PeopleSoft support and services wind down. We grew our core Rimini Support(TM) subscription billings and launched our next generation Agentic AI ERP solutions that can be easily and quickly deployed over the top of existing ERP Software without the cost or risk of unnecessary ERP Software upgrades, migrations or replatforming," said Seth Ravin, president and CEO, Rimini Street. "ERP Software is peaking technically, and we will deliver new ERP capabilities and ERP Process execution faster, better and cheaper with more agility and speed to market leveraging Rimini Street's Agentic AI ERP solutions. Meanwhile, we will keep existing ERP Software and releases delivering value for many years to come at significant savings."
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Analyst Views on RMNI
Wall Street analysts forecast RMNI stock price to rise
4 Analyst Rating
3 Buy
1 Hold
0 Sell
Strong Buy
Current: 3.700
Low
5.00
Averages
5.83
High
6.50
Current: 3.700
Low
5.00
Averages
5.83
High
6.50
About RMNI
Rimini Street, Inc. is a global provider of enterprise software support products and services. The Company's subscription and fee-based software services offer enterprise software licensees a choice of solutions that replace or supplement the support products and services offered by enterprise software vendors. Its products and services seek to enable its clients to keep their systems operating and to remain in tax, legal and regulatory compliance; improve productivity; and allocate limited budgets, labor, and other resources to investments. Its software support products and service offerings cover a range of enterprise software vendors, product families and product lines. Its supported vendor or product category includes SAP Applications, SAP Databases, Oracle Applications, Oracle Technology, Oracle Databases, Microsoft Databases, IBM Databases, Open-Source Databases, Salesforce, and Other Software. The Company also offers a special support service, Rimini Street Extra Secure Support.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Rimini Street Reports Strong Q4 2025 Earnings and Growth Outlook
- 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.
See More
Rimini Street Q4 Earnings Exceed Expectations
- 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.
See More
Rimini Street Reports Fiscal Year 2025 Financial Results
- 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.
See More
Ypê Deepens Partnership with Rimini Street to Accelerate AI Innovation
- 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.
See More
Rimini Street to Report Q4 and FY 2025 Earnings on February 19, 2026
- 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.
See More
Rimini Street to Report Q4 and FY 2025 Earnings on February 19, 2026
- 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.
See More
Rimini Street Reports Strong Q4 2025 Earnings and Growth Outlook
- 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.
See More
Rimini Street Q4 Earnings Exceed Expectations
- 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.
See More
Rimini Street Reports Fiscal Year 2025 Financial Results
- 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.
See More
Ypê Deepens Partnership with Rimini Street to Accelerate AI Innovation
- 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.
See More
Rimini Street to Report Q4 and FY 2025 Earnings on February 19, 2026
- 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.
See More
Rimini Street to Report Q4 and FY 2025 Earnings on February 19, 2026
- 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.
See More
