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Rimini Street Signals 2026 Reacceleration on Record RPO, AI Push

Record RPO plus quicker sales cycles underpin guidance for a second‑half 2026 pickup.

Overview

  • Q4 revenue reached $109.8 million with 60.4% gross margin and 10.4% adjusted EBITDA, including a $2.1 million one‑time performance‑obligation release.
  • Sales execution improved as close rates topped 30% in Q4, with 19 deals over $1 million totaling $58.1 million and 73 new customer logos.
  • The company introduced Agentic AI ERP and a 20‑solution partnership with ServiceNow, with management expecting meaningful AI project revenue in H2 2026.
  • Full‑year 2026 outlook calls for 4%–6% revenue growth and 12.5%–15.5% adjusted EBITDA margins, supported by record RPO of $653 million, up 11.1% year over year.
  • A 2025 litigation settlement delivered $37.9 million and simplified diligence, and the company repaid $5 million of term debt in February 2026 as PeopleSoft support winds down through July 31, 2028.