)
Edge28 Nov 2025
Keeping the Streak Alive: The Story of Duolingo
How Duolingo made language learning addictive, scaled to millions of users, and built a powerful subscription business around everyday practice.
Rimini Street (RMNI) investor relations material
Rimini Street Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day 2025 summary3 Dec, 2025
Strategic vision and market opportunity
Entering a new growth phase post-litigation, aiming to broaden the investor base and accelerate sales velocity.
Focused on leveraging Agentic AI ERP, powered by ServiceNow, to transform ERP processes and drive operational efficiency.
Positioning as a leader in supporting and modernizing legacy ERP systems with AI, targeting a large, underserved on-premise market.
SmartPath methodology enables clients to support, optimize, and innovate within existing budgets, avoiding costly upgrades.
Partnerships, especially with ServiceNow, are central to scaling innovation and expanding market reach.
Product and service innovation
Launched Rimini Agentic UX, an AI-powered user experience layer that modernizes ERP front-ends without replacing core systems.
SmartPath framework delivers support, optimization, and innovation, with 24/7 global support and managed services.
AI-driven pilots and use cases focus on automating high-friction workflows, data management, and cross-ERP processes.
Real-world deployments, such as Ypê, demonstrate rapid time-to-value and measurable business impact in weeks.
Expansion into custom support for additional software broadens addressable market and cross-sell opportunities.
Financial outlook and growth drivers
Achieved $400M+ recurring revenue with over 60% gross margins; 95% of revenue is subscription-based.
Optimize pillar (managed/professional services) now 13% of business, growing at a 45% CAGR over five years.
2026 guidance: mid-single-digit revenue growth, mid-60% gross margin target, and mid-teens adjusted EBITDA.
Innovation pillar expected to be accretive in 2026, with Agentic AI ERP pilots moving rapidly from POC to production.
Capital allocation focused on share repurchases, cost discipline, and leveraging operational excellence for margin expansion.
What's the path to monetize Agentic AI ERP?
How will Rimini achieve Rule of 40 at scale?
How does Rimini leverage partnerships for growth?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Rimini Street earnings date
Q4 202525 Feb, 2026
Next Rimini Street earnings date
Q4 202525 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
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.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage