Rimini Street Inc (RMNI)
NASDAQ:RMNI
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Earnings Data
Report Date
Aug 05, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.07Last Year’s EPS
>-0.01Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call showed clear commercial momentum — strong billings growth (+19.9% YoY), RPO expansion (+16.4% YoY), larger deals (11 >$1M totaling $33M) and a stronger cash/debt position — and outlined a strategic move into Agentic AI ERP with incremental R&D investment. Offsetting this are meaningful margin and profitability pressures (gross margin down ~2 ppt, adjusted EBITDA roughly halved versus prior-year quarter), higher sales & marketing spend, and a still-suboptimal 88% retention rate. Management characterized the negative near-term profitability impact as intentional, pulled-forward investments to capture longer-term opportunities and reiterated full-year guidance (4–6% revenue growth, adjusted EBITDA margin 12.5–15.5%). Overall the narrative is cautiously optimistic but balanced by material near-term margin deterioration.Company Guidance
Revenue Return to Growth
Q1 revenue of $105.5M, up 1.2% year-over-year; excluding Oracle PeopleSoft support, revenue increased 5.2% year-over-year. FX movements reduced revenue by ~0.5%.
Strong Billings and ARR Momentum
Billings of $95.3M, up 19.9% year-over-year (22.9% ex-PeopleSoft). Annualized recurring revenue (ARR) of $400.8M, up 1.2% year-over-year.
RPO and Deferred Revenue Growth
Remaining performance obligations (RPO) of $643.6M, up 16.4% year-over-year (18.2% ex-PeopleSoft). Deferred revenue of $277.3M vs $256.4M prior-year period.
Larger New Deals and New Logos
Closed 11 new client transactions > $1M TCV totaling $33M in Q1 vs 5 transactions totaling $5.6M in the prior-year period; added 50 new logos including global and regional brands.
Stronger Cash Position and Debt Reduction
Cash balance of $132.2M vs $122.6M prior year; made $10M voluntary principal prepayment reducing debt to $58.4M and increasing net cash position to $73.8M.
Operating Cash Flow Improvement
Operating cash flow improved year-over-year by $24.5M in Q1, supporting investments and debt reduction.
Progress on Agentic AI ERP and Strategic Positioning
Company is investing in Rimini Agentic AI ERP and Agentic UX, created a separate R&D line item, and reports early traction (customer pilots and a growing pipeline) with a strategic aim to drive longer-duration contracts and higher-value wins.
RMNI Earnings History
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 |
|---|---|---|---|
Apr 30, 2026 | $3.41 | $4.05 | +18.77% |
Feb 19, 2026 | $2.97 | $3.59 | +20.88% |
Oct 30, 2025 | $4.64 | $3.98 | -14.22% |
Jul 31, 2025 | $4.80 | $4.16 | -13.44% |
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 Aug 05, 2026, After Close (Confirmed).
What is Rimini Street Inc (RMNI) earnings time?
Rimini Street Inc (RMNI) earnings time is at Aug 05, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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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?
RMNI EPS forecast for the fiscal quarter 2026 (Q2) is 0.07.