Core Insights - Rimini Street (RMNI) reported quarterly earnings of $0.08 per share, missing the Zacks Consensus Estimate of $0.10 per share, and down from $0.22 per share a year ago, representing a -20.00% earnings surprise [1] - The company posted revenues of $103.43 million for the quarter ended September 2025, which was 1.22% below the Zacks Consensus Estimate and a decrease from $104.67 million year-over-year [2] - Rimini Street shares have increased approximately 71.9% year-to-date, significantly outperforming the S&P 500's gain of 17.2% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.10 on revenues of $105.69 million, and for the current fiscal year, it is $0.29 on revenues of $418.72 million [7] - The estimate revisions trend for Rimini Street was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Internet - Software industry, to which Rimini Street belongs, is currently ranked in the top 30% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Group 1: Earnings Performance - Q2 Holdings reported quarterly earnings of $0.5 per share, missing the Zacks Consensus Estimate of $0.51 per share, but showing an increase from $0.26 per share a year ago, representing an earnings surprise of -1.96% [1] - The company posted revenues of $195.15 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.68% and increasing from $172.89 million year-over-year [2] - Over the last four quarters, Q2 Holdings has surpassed consensus revenue estimates four times, but has only exceeded EPS estimates once [2] Group 2: Stock Performance and Outlook - Q2 Holdings shares have declined approximately 10.2% since the beginning of the year, contrasting with the S&P 500's gain of 8.3% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the upcoming quarter is $0.53 on revenues of $195.37 million, and for the current fiscal year, it is $2.14 on revenues of $782.13 million [7] Group 3: Industry Context - The Internet - Software industry, to which Q2 Holdings belongs, is currently ranked in the top 30% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Q2 Holdings' stock performance [5] - Another company in the same industry, CI&T Inc., is expected to report quarterly earnings of $0.06 per share, reflecting a year-over-year change of +100% [9]