Rimini Street, Inc.

Rimini Street, Inc. provides third-party enterprise software support, managed services, and related ERP innovation solutions for organizations running major business applications. The company serves clients globally from the United States through a direct sales organization and supports both traditional on-premises software and selected cloud platforms.

15,1 %

60,4 %

8,8 %

−1,7 %

0.86

0.86

— Rimini Street, Inc.
%
Enterprise software support60% Independent support for enterprise software licenses, including Oracle and other major vendors.
Managed services20% Application and database management services delivered as part of Rimini Manage.
Professional services and consulting10% Implementation, advisory, and related services that support client software environments.
Security and monitoring services5% Extra Secure Support, Rimini Protect, and Rimini Watch offerings for higher-assurance operations.
Other software innovation solutions5% Rimini ONE and newer ERP innovation solutions, including AI-enabled offerings.

Customers are enterprises that run mission-critical software and want an alternative to vendor-provided support, often...

  • Enterprise software support clientsprimary

    Buy independent support for Oracle and other enterprise software to lower support costs and keep systems running.

  • Managed services clientsprimary

    Buy Rimini Manage for application administration, monitoring, and operational support.

  • Cloud platform customerssecondary

    Buy managed services for Salesforce, ServiceNow, Workday, SAP cloud products, and AWS-related environments.

  • Security-sensitive and regulated customerssecondary

    Buy Extra Secure Support when engineers need enhanced background checks or government clearance.

  • Existing client expansion accountssecondary

    Buy additional modules such as Protect, Connect, Watch, and Consult after initial support adoption.

Rimini Street sells globally and organizes its sales force across North America, Latin America, Europe, Africa, the...

  • Sales coverage spans North America, Latin America, EMEA, and APAC
  • United States remains a major revenue base
  • International revenue is a large share of total sales
  • Global delivery supports multinational enterprise clients
  • Cross-border operations create FX and regulatory exposure

The company is focused on expanding its independent support franchise while broadening into managed services and...

01
Broaden the Solutions Portfoliomedium-term

More offerings increase wallet share and reduce dependence on a single support product.

02
Expand international salesmedium-term

Global enterprise clients create a larger addressable market and diversify revenue sources.

03
Develop AI-enabled ERP innovation solutionslong-term

New products can differentiate the company beyond support and managed services.

04
Penetrate existing client accountsshort-term

Add-on services improve account value and leverage the installed base.

The business is exposed to litigation, especially disputes with Oracle, because a meaningful portion of revenue is tied...

high

Oracle litigation and injunction compliance

The company has long-running disputes with Oracle, and adverse rulings can create legal costs or business restrictions.

Scope
A significant portion of current revenue is tied to Oracle-related products and services.
Materiality
high
high

Oracle PeopleSoft wind-down

The company must discontinue support and services for PeopleSoft by a fixed deadline, which can reduce revenue.

Scope
PeopleSoft-related revenue was about 5% of fiscal 2025 revenue.
Materiality
high
high

Cybersecurity and privacy risk

The company accesses client systems and handles sensitive enterprise data, so breaches could impair trust and create liability.

Scope
Managed services and support operations require secure remote access.
Materiality
high
medium

Client retention and renewal risk

Revenue depends on recurring subscriptions and renewals, so non-renewals directly affect sales.

Scope
Large client contract attrition was cited as a driver of revenue decline.
Materiality
high
medium

Foreign exchange and geopolitical exposure

A large share of revenue comes from outside the United States, creating currency and cross-border operating risk.

Scope
International revenue exceeded U.S. revenue in fiscal 2025.
Materiality
medium
Revenue recognition across multiple service types
Affects reported revenue timing and quarterly comparability
Deferred revenue and contract costs
Affects revenue visibility, cash flow, and expense timing
Litigation and contingent liabilities
Can affect earnings and balance sheet reserves
Stock-based compensation
Impacts operating margin and earnings quality
Debt and lease accounting
Influences net income, cash flow, and covenant analysis

: 29.4.2026