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Rimini Street (RMNI)
NASDAQ:RMNI
Earnings Data
Report Date
May 06, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.06Last Year’s EPS
0.1Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a mixed picture: clear strategic and operational positives (strong RPO growth, successful Agentic AI product launch with measurable client benefits, improved cash and RPO, and return to GAAP profitability for the year) balanced against near-term operational pressures (declines in reported revenue and ARR on a GAAP basis, margin compression, lower adjusted EBITDA, higher sales and marketing spend to scale the new product line, and retention headwinds). Management expressed confidence in returning to growth in 2026 and provided constructive guidance, but the company faces execution and margin challenges in the near term.Company Guidance
RPO and Billings Momentum
Remaining performance obligations (RPO) reached $653.0M as of Dec 31, 2025, up 11% year-over-year (and +12% excluding PeopleSoft-related RPO). Q4 billings were $171.3M (flat YoY) and full-year billings were $427.9M, up 1.2% YoY (and +4.2% YoY excluding PeopleSoft). Management reported stronger pipeline and improved close rates (over 30% in Q4).
Agentic AI Product Launch and Early Operational Gains
Launched Rimini Agentic UX (20 solutions in partnership with ServiceNow); solutions already in production and delivering measurable improvements such as 50%–60% faster approvals, 70%–80% reduction in order cycle times and >95% data accuracy. Management positioned these solutions as accretive, deployable over existing ERP systems without upgrades or migrations.
Large Deal Momentum and New Logos
Closed 19 new client transactions > $1.0M in TCV totaling $58.1M versus 22 transactions totaling $51.9M a year ago (TCV on those large deals increased ~11.9%). Added 73 new logos, including global and regional brand wins.
Stronger Cash Position and Improved Operating Cash Flow
Ended Q4 with $120.0M in cash versus $88.8M a year ago. Operating cash flow improved materially: full-year 2025 operating cash flow increased by $60.2M compared to a prior-year decrease of $38.8M (results include $37.9M litigation settlement proceeds).
GAAP Profitability Improvement and 2026 Guidance
Full-year 2025 GAAP net income was $0.39 per diluted share versus a prior-year GAAP net loss of $0.40 per diluted share. Company provided Q1 2026 revenue guidance of $101.5M–$103.5M and reiterated full-year 2026 guidance of revenue growth in the 4%–6% range with adjusted EBITDA margins of 12.5%–15.5%.
Underlying Revenue and ARR Strength Excluding PeopleSoft
When excluding Oracle PeopleSoft support, full-year revenue increased 1.0% and Q4 revenue decreased only 0.4%; management stated Q4 revenue would have grown 2.6% excluding one-time items. ARR metrics excluding PeopleSoft improved (management cited ARR increasing ~3.1% YoY excluding PeopleSoft).
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 |
|---|---|---|---|
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% |
May 01, 2025 | $3.55 | $3.28 | -7.61% |
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 (RMNI) report earnings?
Rimini Street (RMNI) is schdueled to report earning on May 06, 2026, After Close (Confirmed).
What is Rimini Street (RMNI) earnings time?
Rimini Street (RMNI) earnings time is at May 06, 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?
RMNI EPS forecast for the fiscal quarter 2026 (Q1) is 0.06.