Q4 2025 Rimini Street Inc Earnings Call Transcript

Feb 19, 2026 / 10:00 PM GMT

Release Date Price: $2.97 (-2.30%)

Transcript 8-K10-K

Key Points

Positve

Rimini Street Inc (RMNI) reported a record remaining performance obligations (RPO) growth of 11.1% year over year.
The company has strategic partnerships with AI platform companies like ServiceNow, enhancing their AI-powered solutions.
Innovative support services have reduced case resolution time by more than 23%.
Rimini Street Inc (RMNI) ended the year with a strong cash position of $120 million, up from $88.8 million the previous year.
The company has introduced 20 new Rami Agentic UX solutions, which have shown significant operational gains for clients.

Negative

Revenue for the fourth quarter and full year 2025 decreased by 3.9% and 1.7% respectively.
Gross margin decreased to 60.4% from 63.7% in the prior fourth quarter.
Sales and marketing expenses increased as a percentage of revenue, indicating higher costs.
Net income attributable to shareholders decreased significantly compared to the prior year fourth quarter.
The company is winding down its support services for Oracle's PeopleSoft software, which may impact future revenue.

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

RMNI.OQ - Rimini Street Inc
Q4 2025 Rimini Street Inc Earnings Call
Feb 19, 2026 / 10:00PM GMT

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Presentation
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For vendor upgrades allowing them to reinvest in AI-driven high ROI projects.

Layering over existing ERP systems instead of migrating to new software products, releases, or platforms, RainStreet promotes layering AI and automation on top of existing customized and stable enterprise ERP software.

Strategic partnerships and alliances, collaborations with AI platform companies such as ServiceNow allow Ramini Street to offer advanced AI powered agentic solutions that automate business processes without requiring any upgrades, migrations, or re-platforming, such as having to buy and implement a new subscription.

Innovative support services. Ramire uses its own proprietary AI applications, including reductions of more

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