The earnings call highlighted the successful resolution of long-standing litigation with Oracle, improved gross margins, and strategic partnerships, which are positive indicators for future growth. However, the winding down of PeopleSoft-related revenue, flat deferred revenue, and a decrease in annualized recurring revenue and cash flow indicate some challenges that the company needs to address.

Company Guidance

During the Rimini Street Q2 2025 earnings call, the company provided several key metrics and insights into its current performance and future outlook. Revenue for the second quarter was reported at $104.1 million, showing a year-over-year increase of 1%, with U.S. clients contributing 47% and international clients 53% of the total revenue. Excluding PeopleSoft, revenue grew by 3.6% compared to the previous year. The annualized recurring revenue was noted at $394.1 million, reflecting a slight decrease of 1.3% year-over-year. The revenue retention rate for service subscriptions was 90%, with 83% of subscription revenue being non-cancelable for at least 12 months. Billings for the quarter were $110.6 million, down 0.9% year-over-year, but adjusted billings, excluding PeopleSoft, increased by 3.9%. The gross margin for the quarter was reported at 60.4%, with non-GAAP gross margin at 60.8%, both showing improvements from the previous year. The company also highlighted that it received approximately $37.9 million from Oracle as part of a litigation settlement, which contributed to a net income of $30.3 million for the quarter. Adjusted EBITDA was $13 million, or 12.4% of revenue, up from 8.5% in the prior year. The company plans to reinitiate guidance in the fourth quarter at an Analyst Day event, indicating a focus on enhancing shareholder value, top-line growth, and bottom-line improvement.

Settlement with Oracle

Rimini Street entered into a confidential settlement agreement with Oracle, resolving the Rimini II case. Rimini Street received $37.9 million from Oracle as part of the settlement.

Strong Revenue and Renewals

Revenue for Q2 2025 was $104.1 million, a year-over-year increase of 1%. The company also experienced a strong ARR subscription renewals quarter.

Gross Margin Improvement

Non-GAAP gross margin improved to 60.8% from 59.5% in the previous year.

Partnerships and Alliances

Rimini Street announced partnerships with Apsen Farma, Merlin Cyber, and Dayforce, expanding its reach and service offerings.

Positive Impact of ServiceNow Partnership

Rimini Street's collaboration with ServiceNow led to significant process automation and cost savings for clients like Apsen Farma.

Adjusted EBITDA Improvement

Adjusted EBITDA was $13 million for Q2 2025 or 12.4% of revenue, compared to 8.5% in the previous year.

Rimini Street (RMNI) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

RMNI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Mar 04, 2026	2025 (Q4)	- / -	0.116	―	―	―
Jul 31, 2025	2025 (Q2)	0.08 / >-0.01	0.07	-102.86% (-0.07)	―
May 01, 2025	2025 (Q1)	0.08 / 0.10	0.071	33.80% (+0.02)
Feb 27, 2025	2024 (Q4)	0.10 / 0.12	0.187	-37.97% (-0.07)	―
Oct 30, 2024	2024 (Q3)	0.06 / 0.22	0.139	61.15% (+0.08)	―
Jul 31, 2024	2024 (Q2)	0.09 / 0.07	0.101	-30.69% (-0.03)
May 02, 2024	2024 (Q1)	0.10 / 0.07	0.117	-39.32% (-0.05)
Feb 28, 2024	2023 (Q4)	0.10 / 0.19	0.173	8.09% (+0.01)
Nov 01, 2023	2023 (Q3)	0.09 / 0.14	0.099	40.40% (+0.04)
Aug 02, 2023	2023 (Q2)	0.09 / 0.10	0.07	44.29% (+0.03)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

RMNI Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	$4.80	$4.16	-13.33%
May 01, 2025	$3.55	$3.28	-7.61%
Feb 27, 2025	$3.05	$3.55	+16.39%
Oct 30, 2024	$1.69	$1.59	-5.92%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Rimini Street Inc (RMNI) report earnings?

Rimini Street Inc (RMNI) is schdueled to report earning on Mar 04, 2026, After Close (Confirmed).

What is Rimini Street Inc (RMNI) earnings time?

Rimini Street Inc (RMNI) earnings time is at Mar 04, 2026, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is RMNI EPS forecast?

Currently, no data Available

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