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Rimini Street
Rimini Street (RMNI) investor relations material
Rimini Street Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary19 Feb, 2026
Executive summary
Q4 and full-year 2025 results showed solid execution, with accelerating sales growth and strong ARR subscription renewals, despite the wind down of Oracle PeopleSoft support services.
Fourth quarter results exceeded guidance, with strong sales growth after adjusting for the Oracle PeopleSoft wind down.
19 new client transactions over $1 million in TCV were closed in Q4, totaling $58.1 million, and 73 new logos were added, including major brands.
The company launched next-generation Agentic AI ERP solutions, enabling rapid deployment over existing ERP systems and positioning itself as a bridge between traditional ERP and modern AI innovation.
Expanded agreements with major clients and introduced 20 new AI-driven ERP process automation solutions, supported by strategic partnerships.
Financial highlights
Q4 2025 revenue was $109.8 million, down 3.9% year-over-year; full-year 2025 revenue was $421.5 million, down 1.7% year-over-year.
Excluding PeopleSoft support, Q4 revenue decreased 0.4% and full-year revenue increased 1%.
Q4 included a one-time $2.1 million revenue recognition; Q4 2024 had a $5.4 million one-time item.
Q4 gross margin was 60.4% (vs. 63.7% prior year); full-year gross margin was 60.4% (vs. 60.9%).
Q4 net income was $724,000 ($0.01 per diluted share); full-year net income was $0.39 per diluted share, compared to a net loss of $0.40 in 2024.
Q4 Adjusted EBITDA was $11.5 million (10.4% margin); full-year Adjusted EBITDA was $49.8 million (11.8% margin).
Cash balance at year-end was $120 million, up from $88.8 million a year ago.
Outlook and guidance
Q1 2026 revenue guidance: $101.5 million–$103.5 million.
Full-year 2026 revenue growth expected in the 4%-6% range, with adjusted EBITDA margins of 12.5%-15.5%.
Management expressed high confidence in achieving guidance, citing strong pipeline, improved close rates, and increased sales capacity.
Agentic AI adoption scale and timeline
Drivers for 2026 revenue growth acceleration
Share buyback strategy given cash surplus?
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Next Rimini Street earnings date
Q1 202630 Apr, 2026
Rimini Street
Next Rimini Street earnings date
Q1 202630 Apr, 2026
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