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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Rimini Street
Rimini Street (RMNI) investor relations material
Rimini Street Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary29 Oct, 2026
Executive summary
Five consecutive quarters of improving financial and growth performance; FY2026 Rule of 20 guidance reaffirmed, with record Q3 SAP services sales and strong subscription renewals.
17 transactions with TCV above $1M totaled $43.7M; growth priorities include managed and security services and Agentic AI ERP offerings.
Financial highlights
Q3 revenue rose 8.3% YoY to $112.1M; Adjusted Revenue excluding PeopleSoft increased 10.7% to $109.3M.
Q3 net income was $6.5M vs. $2.8M; adjusted EBITDA increased 52.0% to $15.1M, and gross profit rose 11.1% to $68.8M.
YTD revenue rose 5.4% to $328.6M; net income fell to $10.3M from $36.4M and operating income to $21.0M from $54.9M, reflecting nonrecurring prior-year litigation proceeds.
Q3 Calculated Billings grew 21.0% to $80.5M; Adjusted Calculated Billings excluding PeopleSoft increased 21.9% to $78.0M.
YTD adjusted EBITDA, revised for unrealized FX, was $34.6M vs. $39.6M; adjusted EBITDA margin was 10.5% vs. 12.7%.
Outlook and guidance
Q4 2026 revenue guidance is $117M–$119M; FY2026 Rule of 20 guidance was reiterated.
Long-term growth focus is double-digit top-line expansion; leadership expects growth to step up over time through larger strategic deals and improved sales execution.
At-scale target model: 10%–15% YoY revenue growth, mid-60s gross margin, ~30% S&M, ~10% G&A and ~20% adjusted EBITDA margin; not FY2026 guidance.
Higher sales and marketing expense and possible Q4 reorganization costs are expected; planned 2027 IT infrastructure investment is expected to increase capex and investing cash use.
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Latest events from Rimini Street
- AI modernization on legacy ERP supports a higher-retention, land-and-expand strategy.RMNI
LD Micro 20th Annual Main Event Conference - Repositioned as an Agentic AI ERP leader, driving growth with AI innovation and strong financials.RMNILytham Partners 2026 Consumer & Technology Investor Summit
- Q2 revenue rose 6.7%-7% to $111.1M, cash hit $123.4M, and full-year outlook reaffirmed.RMNIQ2 2026
- Momentum accelerates as AI innovation, legal clarity, and sales execution drive growth.RMNITD Cowen's 54th Annual Technology, Media & Telecom Conference
- Agentic AI ERP focus drives growth, large deals, and C-suite engagement for modernization.RMNI21st Annual Needham Technology, Media, & Consumer Conference
- 2025 revenue reached $421.5M with strong AI ERP growth and 2026 guidance for 4–6% revenue increase.RMNIQ4 2025
- Agentic AI ERP and Smart Path drive innovation, growth, and operational efficiency.RMNIInvestor Day 2025
- Q3 revenue dropped, net loss hit $43.1M, and Oracle litigation and service wind-down drove uncertainty.RMNIQ3 2024
- Q4 billings and international growth offset U.S. declines, but litigation clouds outlook.RMNIQ4 2024
Next Rimini Street earnings date
Q4 202618 Feb, 2027
Rimini Street
Next Rimini Street earnings date
Q4 202618 Feb, 2027
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Rimini Street, Inc. provides software products, services, and support. The company offers enterprise software products, including application hosting and maintenance services; enterprise software consulting services; enterprise IT staffing and related services; product license and subscription fees; consulting services to enterprise customers; software licensing and maintenance fees; and system integration fees. It provides its products through third party distribution partners in North America, Latin America, Europe, Africa, the Middle East, Asia, and the Asia-Pacific.