Fourth Quarter Highlights Include Revenue Growth and New AI-Driven Innovations
Is the traditional ERP software model reaching its peak, and what does this mean for businesses? Rimini Street, Inc. (Nasdaq: RMNI), a global provider of end-to-end enterprise software support, managed services, and Agentic AI ERP innovation solutions, today announced its financial results for the fourth quarter and full year 2025. The company reported solid execution and continued sales growth, despite the Oracle PeopleSoft support and services wind down. “We grew our core Rimini Support™ subscription billings and launched our next generation Agentic AI ERP solutions that can be easily and quickly deployed over the top of existing ERP Software without the cost or risk of unnecessary ERP Software upgrades, migrations, or replatforming,” said Seth Ravin, president and CEO of Rimini Street.
Key Insights at a Glance
- Revenue: Revenue was $109.8 million for the fourth quarter of 2025, a decrease of 3.9% compared to $114.2 million for the same period last year.
- Adjusted Annualized Recurring Revenue (ARR): Adjusted ARR was $395.8 million for the fourth quarter of 2025, an increase of 3.1% compared to $384.0 million for the same period last year.
- Remaining Performance Obligations (RPO): RPO was a record $652.9 million as of December 31, 2025, an increase of 11.1% compared to $587.9 million as of December 31, 2024.
- Active Clients: Active Clients as of December 31, 2025, were 3,102, an increase of 0.7% compared to 3,081 Active Clients as of December 31, 2024.
The Peak of Traditional ERP Software
Just as a well-worn path eventually needs a new route, traditional ERP software is reaching its technical peak. Rimini Street’s launch of Agentic AI ERP solutions addresses the growing need for more agile, cost-effective, and innovative ERP capabilities. The company’s new solutions can be deployed over existing ERP systems without the need for costly upgrades or migrations. This approach not only extends the life of current ERP systems but also delivers new capabilities faster and more efficiently. The pressure on businesses to deliver AI-driven innovation, stronger ROI, and greater resilience is intensifying, and Rimini Street’s solutions are designed to meet these challenges head-on.
Why the Window for Action Is Closing Fast
Like a ship navigating through a narrowing channel, businesses must act quickly to stay ahead of the curve in the rapidly evolving ERP landscape. Rimini Street’s fourth quarter results, which exceeded guidance, demonstrate the company’s ability to deliver value and innovation in a challenging market. The launch of 20 new Rimini Agentic UX™ Solutions, powered by ServiceNow®, further underscores the company’s commitment to providing rapid, AI-driven ERP process automation. These solutions improve productivity, reduce costs, and deploy in days or weeks, offering a significant advantage over traditional ERP upgrades. The company’s strong balance sheet and cash position, along with its strategic investments in AI-based solutions, position it to capitalize on emerging opportunities in 2026.
Rimini Street Mobilizes for AI-Driven Innovation
Rimini Street is mobilizing to drive AI-driven innovation and optimize ERP systems for its clients. The company’s fourth quarter results reflect solid execution and continued sales growth, with a focus on launching next-generation Agentic AI ERP solutions. These solutions are designed to be easily and quickly deployed over existing ERP systems, eliminating the need for costly and risky upgrades. Rimini Street has also expanded its partnerships with key clients, including Ypê, Tidewater, Silicon Labs, and SP Electricity North West, to address critical interoperability challenges and modernization initiatives. The company’s commitment to delivering faster, better, and cheaper ERP capabilities is evident in its new white paper, which declares traditional ERP software obsolete and introduces a next-generation, AI-driven architecture. Moving forward, Rimini Street will continue to invest in the development and launch of new AI-based solutions, streamline global operations, and achieve new RPO records.
Future Outlook
Rimini Street’s strategic focus on AI-driven innovation is like planting seeds in fertile ground, with the potential to yield significant long-term benefits. The company’s strong financial performance, coupled with its innovative solutions and expanded client base, positions it to navigate the evolving ERP landscape effectively. The launch of 20 new Rimini Agentic UX™ Solutions and the unveiling of the “Agentic AI ERP” vision are key milestones in this journey. Rimini Street is committed to delivering rapid, AI-driven ERP process automation and supporting its clients in achieving their business goals. The company is providing first quarter 2026 revenue guidance in the range of $101.5 million to $103.5 million and reiterating full year 2026 guidance for revenue growth in the 4% to 6% range with Adjusted EBITDA margins in the 12.5% to 15.5% range.
Conclusion
Rimini Street’s strong financial results and innovative AI-driven solutions underscore its position as a leader in the enterprise software support and managed services market. By addressing the limitations of traditional ERP software and delivering faster, more agile, and cost-effective solutions, the company is well-equipped to meet the evolving needs of its clients. Join the conversation in the comments below.
About Rimini Street, Inc.
Rimini Street, Inc. (Nasdaq: RMNI), a Russell 2000® Company, is a proven, trusted global provider of end-to-end, mission-critical enterprise software support, managed services and innovative Agentic AI ERP solutions, and is the leading third-party support provider for Oracle, SAP and VMware software. The Company has signed thousands of IT service contracts with Fortune Global 100, Fortune 500, midmarket, public sector and government organizations who have leveraged the Rimini Smart Path™ methodology to achieve better operational outcomes, billions of US dollars in savings and fund AI and other innovation.
