Q3 2025 Rimini Street Inc Earnings Call Transcript

Oct 30, 2025 / 09:00 PM GMT

Release Date Price: €3.52 (-10.66%)

Transcript 8-K10-Q

Key Points

Positve

Rimini Street Inc (RMNI) achieved strong ARR subscription renewals and improved sales bookings and billings in Q3 2025.
The company closed 17 new client sales transactions with a total contract value (TCV) of $63.1 million, up from $48.7 million year-over-year.
Rimini Street Inc (RMNI) added 79 new logos and achieved a record RPO backlog of $611.2 million, a 6.4% increase year-over-year.
The company surpassed a key milestone of signing more than 100 VMware support contracts and closed over two dozen client engagements with its new Agentech AI ERP solution.
Rimini Street Inc (RMNI) was added to the United States GSA multiple award schedule, allowing government agencies to procure its services without competitive procurement.

Negative

Revenue for Q3 2025 decreased by 1.2% year-over-year, with a notable decline in revenue associated with Oracle PeopleSoft products.
Annualized recurring revenue decreased by 2.6% year-over-year, and the revenue retention rate for service subscriptions was 89%.
Gross margin decreased to 59.9% from 60.7% in the prior year, primarily due to a decline in PeopleSoft-related revenue.
Sales and marketing expenses increased as a percentage of revenue, reaching 36.7% compared to 34.2% in the prior year.
The company continues to incur reorganization charges as part of its cost optimization plan, with expectations of additional costs in the remainder of 2025.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

RMNI.OQ - Rimini Street Inc
Q3 2025 Rimini Street Inc Earnings Call
Oct 30, 2025 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon, ladies and gentlemen, and welcome to the Reming Street in Q3 2025 earnings conference call. At this time, all lines are a listen-only mode. Following the presentation, we will conduct a question-and-answer session. If at any time during this call you require immediate assistance, please press 0 for the operator.

This call is being recorded on Thursday, October 30, 2025.

I would now like to turn the conference over to Dean Paul, VP treasurer and investor relations. Please go ahead.

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Unidentified_2 [2]
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Thank you, operator. I'd

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