Rimini Street (RMNI) Investor Day 2025 summary

Strategic vision and market opportunity

• Entering a new growth phase post-litigation, aiming to broaden the investor base and accelerate sales velocity.

• Positioned as a global leader in enterprise software support, focusing on Agentic AI ERP to drive innovation and operational efficiency for clients worldwide.

• Eight converging market dynamics, including deglobalization, AI, and digital transformation, are creating durable, long-term growth opportunities.

• Agentic AI ERP enables real-time insights, hyper-automation, and composability, replacing traditional ERP software.

• Strategic partnership with ServiceNow allows clients to add AI and automation to on-premises ERP systems without costly upgrades.

Product and service innovation

• Launched Rimini Agentic UX, an AI-powered user experience layer that modernizes ERP front-ends without replacing core systems.

• SmartPath methodology enables clients to support, optimize, and innovate within existing budgets, avoiding costly upgrades.

• AI-driven pilots and use cases focus on automating high-friction workflows, data management, and cross-ERP processes.

• Expansion into custom support for additional software broadens addressable market and cross-sell opportunities.

• Early client success stories and pilot projects in Agentic AI ERP demonstrate rapid time-to-value and measurable business impact.

Business model, solutions, and client engagement

• Three-pillar approach: Support (cost savings, no forced upgrades), Optimize (managed services, efficiency), and Innovate (AI-driven transformation over existing systems).

• Delivers 24/7/365 global support, with high client satisfaction (4.9/5.0), ISO-certified processes, and support for custom code.

• Focus on cross-sell, client success, and customer-led growth, with CSMs evolving into strategic advisors powered by AI-driven insights.

• Large, diverse client base with over 6,300 signed contracts, including 200+ Fortune 500/Global 100 clients.

• Customer panel validated strategy: clients leverage savings for innovation, avoid disruptive upgrades, and accelerate digital transformation.