A significant portion of the call focused on the company’s “Rimini Smart Path” strategy and the introduction of “Agentic AI ERP” solutions. Ravin argued that traditional ERP software has “peaked” technically, and positioned Rimini Street’s approach as delivering new capabilities “faster, better, and cheaper” by deploying an AI layer over existing ERP systems.Ravin said bookings, pipeline, and RPO strengthened throughout the second half of 2025, which he said supported the company’s confidence in returning t ...

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]

Core Points - Rimini Street, Inc. announced additional stock repurchase transactions, having repurchased a total of 975,000 shares for approximately $3.8 million at an average price of $3.92 per share, reducing outstanding shares by about 1.1% [2][3] - The company has completed $13.3 million in stock repurchases under its $50 million repurchase plan, which was approved in February 2022 and extended through June 2029 [3] - An Investor Day event is scheduled for December 3, 2025, where the company will present its vision, strategy, sales and execution model, financial model, and guidance [4][5] Stock Repurchase Details - In the fourth fiscal quarter of 2025, Rimini Street repurchased 975,000 shares for approximately $3.8 million, averaging $3.92 per share [2] - The total amount spent on stock repurchases under the plan has reached $13.3 million, with $7.6 million executed in fiscal Q3 and Q4 of 2025 [3] Upcoming Events - The Investor Day event will take place on December 3, 2025, from 8:30 AM to 12:00 PM Eastern [7] - CEO Seth Ravin and the executive team will share insights on the company's future direction during this event [4]