Rimini Street, Inc. · NASDAQ:RMNI
Rimini Street — Investor Day (2025)
105 slides from Rimini Street's investor day presentation, 2025
Slide 1: e
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Slide 2: Welcome & Agenda
Welcome & Agenda Dean Pohl VP, Treasurer and Investor Relations
Slide 3: Forward-Looking Statements
FORWARD-LOOKING STATEMENTS Certain statements included in this communication are not historical facts but are forward-looking statements for purposes of the safe harbor provisions under The Private Securities Litigation Reform Act of 1995. Forward-looking statements generally are accompanied by word
Slide 4: Senior Executive Team
Senior Executive Team Seth Ravin Craig Mackereth Vijay Kumar Steve Hershkowitz David Rowe Kevin Maddock Co-Founder, CEO, EVP, Global Service EVP and EVP and EVP and EVP and Chief Recurring President, and Delivery Chief Innovation Officer Chief Revenue Officer Chief Marketing Officer Revenue Officer
Slide 5: Participating Global Clients
Participating Global Clients Michael Butler Ziv Cohen Gauri Kapur Erik Looi CIO Leader, IP Partnerships VP Data Analytics & Corporate Applications CDO Nobuo Norisue Geraldo Pereira Jaap van Riel Todd Treonze CIO CIO CTO VP Integration & Corporate Systems
Slide 6: Investor Day Agenda
Investor Day Agenda Start Time End Time Duration Name Title Presentation Title 7:30 AM 8:30 AM 60 min Breakfast / Registration / Networking 8:30 AM 8:35 AM 5 mins Dean Pohl VP, Treasurer Investor Welcome & Opening Relations 8:35 AM 9:00 AM 25 mins Seth Ravin Chief Executive Officer Rimini's Vision,
Slide 7: Vision, Market Opportunity, Unique Solutions and Why Rimini is Best Positioned for Profitable Success
Vision, Market Opportunity, Unique Solutions and Why Rimini is Best Positioned for Profitable Success Seth Ravin Co-Founder, CEO, President, and Chairman of the Board
Slide 8: Rimini Street: Act I (2005 – 2025)
Rimini Street: Act I (2005 – 2025) A global provider of end-to-end enterprise software support, products and As of services September 30, 2025 Founded: 2005 REVENUE PROFILE 23% Services TMT Public: Nasdaq: RMNI 19% Global Headquarters: Las Vegas, NV USA 12% Employees: 2,000+ Revenue Public Signed Cl
Slide 9: Act II (2026 - 2030)
Act II (2026 - 2030) Eight (8) major market dynamics, technology breakthroughs, business challenges and facts have converged to create Rimini Street’s continued market opportunity for durable, long-term, profitable business and growth…
Slide 10: The world is changing rapidly…
— 01 The world is changing rapidly… "deglobalization, trade, tariffs, labor costs and labor shortages and AI is changing everything"...
Slide 11: ...And boards also want everything...
— 02 ...And boards also want everything... "Cloud, AI, Digital Transformation…" while cutting IT Budgets to improve profits...
Slide 12: ...But complex, siloed systems increase cost and hinder innovation
— 03 ...But complex, siloed systems increase cost and hinder the ability to innovate...and get a full enterprise view… WAREHOUSE PROCUREMENT Onboard Order ERP Receive Pay ? ESG & Risk Requisition Contract LEGAL & CONTRACT Invoice PARTNER SYSTEMS
Slide 13: Yet Gartner finds enterprises have little to spend on innovation
— 04 ...Yet Gartner finds enterprises have little to spend on innovation... 91% RUN THE ENTERPRISE THE BUDGET CHALLENGE 9% TRANSFORM & INNOVATE THE ENTERPRISE Source: Gartner - IT Key Metrics Data 2025: Industry Measures — Executive Summary, 5 December 2024 - ID G00822054 GARTNER is a registered tra
Slide 14: ERP Software is reaching its limits
— 05 …And ERP Software is reaching its limits in technical and functional capability and agility to meet fast-changing requirements…
Slide 15: Agentic AI can solve the limitations of ERP Software
— 06 …Agentic AI can solve the limitations of ERP Software...leading to the Rise of Agentic AI ERP…
Slide 16: Enterprises have challenges deploying and using AI
…but enterprises are having significant challenges in the — 07 effective deployment and use of AI technology… While ERP software differs technically by manufacturer, the processes are often similar “70–95% of GenAI deployment efforts are failing to meet their desired ROI. MIT reports that 95% of Gen
Slide 17: As the best provider of ERP and enterprise software support in the world
— 08 …As the best provider of ERP and enterprise software support in the world, Rimini Street is uniquely qualified and capable of delivering Agentic AI ERP. Trusted by thousands of Enterprises around the world
Slide 18: Market Opportunity
Market Opportunity Act II Rimini Street can help enterprises run their ERP Processes faster, better, cheaper and with more reliability, agility and speed Rimini Street can potentially cut labor costs to operate an enterprise as much as 40% by reducing unnecessary spend and risks around ERP and other
Slide 19: Enterprises use ten primary ERP Processes to operate
…Enterprises use ten (10) primary ERP Processes to operate…. Lead-to-Opportunity (L2O) Forecast-to-Stock (F2S) Tracks marketing leads through the sales Involves demand forecasting and inventory funnel. planning. Opportunity-to-Order (O2O) Procure-to-Pay (P2P) Converts sales opportunities into confir
Slide 20: TODAY, enterprises execute ERP Processes using ERP Software
…TODAY, enterprises execute ERP Processes using ERP Software… While ERP software differs technically by manufacturer, the processes are often similar Purchase Supply Chain Management Management Sales Manufacturing Management Functions of ERP System Inventory Marketing Management Finance, Accounting
Slide 21: TOMORROW, enterprises will use Agentic AI ERP Processes
TOMORROW, enterprises will use “Agentic AI ERP Processes” Agentic AI ERP Processes will eventually replace ERP Software Real-time Predictive Insights Intelligent Enterprise Operations Predictive analytics for predictive Self-optimizing operations through business management machine-learning Hyper-Au
Slide 22: Customers Will Rejoice with Rimini Street + ServiceNow!
Customers Will Rejoice with Rimini Street + ServiceNow! Forrester Research, Inc. Legacy or on-premises customers using Rimini Street can now add a complex layer of AI and automation innovation over these existing systems without having the need to undergo costly and complex upgrades and painstakingl
Slide 23: What do you want to be best known for?
What do you want to be best known for? Upgrading an existing ERP or bringing in technology that delivers immediate value, net new innovations and a user experience that is unmatched? Bill McDermott CEO & Chairman, ServiceNow, Inc. (and former SAP SE CEO)
Slide 24: Rimini Street Solution: Self-Funded Innovation
Rimini Street Solution: Self-Funded Innovation Rimini Street Smart Path Methodology: Save on Support, Self-Fund Innovation Within Existing Budget Today Tomorrow 91% 60% RUN THE RUN THE ENTERPRISE ENTERPRISE THE THE BUDGET BUDGET CHALLENGE OPPORTUNITY TRANSFORM & 9% 40% TRANSFORM & INNOVATE THE INNOV
Slide 25: The Software Support and Agentic AI ERP Company.
The Software Support and Agentic AI ERP Company.
Slide 26: Delivering the World's Best ERP and Enterprise Software Support and Management
Delivering the World’s Best ERP and Enterprise Software Support and Management Craig Mackereth EVP, Global Service Delivery
Slide 27: The Rimini Smart Path
The Rimini Smart Path Innovation within Your Existing Budget “Easy as 1-2-3” 1 2 3 SUPPORT OPTIMIZE INNOVATE Save People, Time and Money Simplify, Streamline and Save More Fund Transformation without Disruption Replace your ERP and other software vendor support Run, secure, continuously improve and
Slide 28: Engineered for Support
Engineered for Support Rimini Street delivers mission-critical support to its clients worldwide, 24/7/365 Experience Matters First call, every call 10+ years real world experience Service Matters Trained in First Class Support & dedicated to client facing service Location Matters 18 countries in fiv
Slide 29: Processes proven at global scale
Processes proven at global scale ‣ USA ‣ CANADA ‣ BRAZIL ‣ MEXICO ‣ UK ‣ SWEDEN ‣ NETHERLANDS ‣ FRANCE ‣ GERMANY ‣ ISRAEL ‣ INDIA ‣ SOUTH KOREA ‣ SINGAPORE ‣ MALAYSIA ‣ TAIWAN ‣ JAPAN ‣ AUSTRALIA ‣ NEW ZEALAND Availability Suitability Industry leading rapid Custom code, abandoned by the responses t
Slide 30: People
People Award-Winning Global Team of Service Delivery specialists 30 PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL
Slide 31: Systems
Systems Rimini Street clients benefit from our years of innovation 6 years of production AI success Harness deep experience Now patented, in use since 2019 Right engineer, to provide the solution quickly Monitor the sentiment Leverage commercial cloud scale Every comment and other Via our partners S
Slide 32: Rimini Custom
Rimini Custom Rimini Street can design and deliver a world-leading, mission-critical support program for just about any software product Custom Solutions VMWare MS Nuance Infrastructure Virtualization Industry Leading SLA’s Communications Global 24x7 Services Blue Yonder Public and Private Patented
Slide 33: Rimini Manage
Rimini Manage Premium Managed Services for enterprises that need assured service-excellence for complex technology at global scale, operating cost savings and management of mission-critical risks THE FIRST AND ONLY INTEGRATED ITSM “ONE STOP” SHOP ServiceNow is our global Monitor | Run | Change IT Se
Slide 34: Leading the World in Delivering Agentic AI ERP
Leading the World in Delivering Agentic AI ERP Vijay Kumar Chief Innovation Officer
Slide 35: Faster IT innovation is proven to drive better operational performance
Faster IT innovation is proven to drive better operational performance… Enterprises with high-performing IT organizations have up to 35% higher revenue growth and 10% higher profit margins. Time-to-market is the metric that matters most in evaluating IT productivity. Source: McKinsey & Company: How
Slide 36: The Rimini Smart Path
The Rimini Smart Path Innovation within Your Existing Budget “Easy as 1-2-3” 1 2 3 SUPPORT OPTIMIZE INNOVATE Save People, Time and Money Simplify, Streamline and Save More Fund Transformation without Disruption Replace your ERP and other software vendor support Run, secure, continuously improve and
Slide 37: Rimini Agentic UX: ERP Modernization without Disruption
Rimini Agentic UX: ERP Modernization without Disruption Operate Existing ERP Software Releases, Invest in Agentic AI ERP Innovation Instead of ERP Software Upgrades & Migrations Leverage your proven ERP software for years to come, accelerate adoption of all the latest innovation and capabilities acr
Slide 38: Market Opportunity for Agentic AI ERP Modernization
Market Opportunity for Agentic AI ERP Modernization Customized and Complex Rimini Sweetest Spot: AI Street Start Ups 100,000+ on- System Rimini premise ERP systems are AI Integrators Street expected to Start Ups remain in LCAP production for OaAS SaaS / Cloud based Business On-premise & decades Apps
Slide 39: Rimini Street Owns Agentic AI ERP
Rimini Street Owns Agentic AI ERP Key differentiators and market conditions uniquely position Rimini Street as leader in Agentic AI ERP Rimini Street knows ERP processes Domain experience in SAP, Oracle and other ERP Software Vendor agnostic Time to value Rimini’s domain experience and Agentic UX so
Slide 40: Rimini Accelerates Time to Market / Value for Agentic AI ERP
Rimini Accelerates Time to Market / Value for Agentic AI ERP Enterprises can accelerate innovation and leapfrog over ERP upgrades and SaaS with Agentic AI ERP capabilities A Support Savings B Agentic AI ERP Pilot C Agentic ERP Enterprise Rollout Rimini Agentic AI ERP ERP Migration Value D Deferred I
Slide 41: Easy for Enterprises to Get Started
Easy for Enterprises to Get Started Rimini Smart Path to ERP innovation within existing budgets and no need for special Board budget approvals Low-cost entry for POC and POV test and incremental project investment model: ✓ Start with a single ERP task or workflow ✓ Achieve immediate ROI in weeks, no
Slide 42: Roadmap to Client Revenue Growth with Agentic AI ERP
Roadmap to Client Revenue Growth with Agentic AI ERP Agentic AI ERP across the enterprise Build trust with Senior stakeholders building multi-year, multi-solution partnerships Packaged Apps $$$$ Use Cases & TIME Expansion Pack $$$ Explorer Pack $$ $ PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND
Slide 43: Rimini Street Agentic AI ERP – Early Momentum
Rimini Street Agentic AI ERP – Early Momentum Sample Rimini UX Projects • Vendor Onboarding • Sales Contract Creation • S2P SLP Vendor Risk Management • Staff Claim System Modernization • Project Job Card Capture • Tender Order • Business Partner Onboarding • Sales Commission Approval • Reimbursemen
Slide 44: Global Client Discussion: ERP Modernization with Agentic AI ERP
Global Client Discussion: ERP Modernization with Agentic AI ERP Geraldo Pereira CIO PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL
Slide 45: Rimini's Solution Portfolio, TAM and Competitive Differentiators
Marketing Rimini's Solution Portfolio, TAM and Competitive Differentiators David Rowe Chief Marketing Officer
Slide 46: Marketing GTM Summary
Marketing GTM Summary Agentic AI ERP Era VISION Smart Path METHODOLOGY Support Optimize Innovate Oracle SAP VMware Other Software SOFTWARE SUPPORTED Land Expand GO-TO-MARKET Direct Clients Partners PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL
Slide 47: The Agentic AI ERP Future is Here
The Agentic AI ERP Future is Here Agentic AI ERP Era VISION Market Awareness Thought Leadership Public Relations “Rimini Street can help enterprises run their ERP Processes faster, better, cheaper and with more reliability, agility and speed” PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDE
Slide 48: Growth Expansion Levers
Growth Expansion Levers More Software Clients Partners Solutions Supported Rimini Custom Increased focus on Joint Solutions and GTM Combining Rimini Support for All Supportable growth at existing clients for faster progression of products and services Software higher quality deals into more valuable
Slide 49: Expanded TAM
Expanded TAM • Access to $65B Support market beyond Oracle and SAP via +$65B +$272B +++ expanded software product coverage and Rimini Custom o VMware, for example SUPPORT OPTIMIZE INNOVATE • Significant incremental Support Support Opportunity Optimize Solutions Agentic AI ERP opportunity expansion B
Slide 50: Marketing Leverage for Growth
Marketing Leverage for Growth Gaining marketing efficiency and scale leveraging AI, martech innovation and buyer journey enablement AI IN MARKETING • Increase speed, efficiency and return on marketing investment • Lower marketing content production and creation costs • Add scale for growth at same o
Slide 51: Building Lead and Pipeline Momentum
Building Lead and Pipeline Momentum +52% +25% NAMER Marketing +83% Marketing Pipeline Created (yoy) Pipeline Created (yoy) +256% Website Chats Initiated (yoy) +82% Website Engaged Sessions (yoy) Active Website Users (yoy) PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL
Slide 52: Global Sales Strategy, GTM and Growth Drivers
Global Sales Strategy, GTM and Growth Drivers Steve Hershkowitz Chief Revenue Officer
Slide 53: Rimini Street has Transformed its Global Revenue Team
Rimini Street has Transformed its Global Revenue Team Building momentum to land, expand and retain revenue with growing scale Go to Market Leadership Sales Commit Partnerships Culture • Tightly aligned with our • Refreshed our leadership bringing • Embedded a strong sales commit • Investing in Chann
Slide 54: The Rimini Smart Path
The Rimini Smart Path Innovation within Your Existing Budget “Easy as 1-2-3” 1 2 3 SUPPORT OPTIMIZE INNOVATE Save People, Time and Money Simplify, Streamline and Save More Fund Transformation without Disruption Replace your ERP and other software vendor support Run, secure, continuously improve and
Slide 55: Sales Motion Changes
Lead with “Innovation and Agentic AI ERP” vision, but land with Support for all scenarios - whether priority is savings or innovation Drives disciplined pipeline creation and qualification to focus reps on the most winnable Support opportunities with downstream ERP Modernization strategy - Agentic A
Slide 56: New Sales Growth Leverage in 2026
New Sales Growth Leverage in 2026 Targeted investments to maximize reach, accelerate expansion, and secure long-term value • Expand and mature global partner ecosystem Channel Alliances • Launch joint go-to-market campaigns, co-branded events, and enablement driving sales • Invest in partner enablem
Slide 57: Enablement: Powering Rimini's Leadership in Agentic AI ERP
Enablement: Powering Rimini’s Leadership in Agentic AI ERP Three Pillars of Strategic Investment • All employees required to be certified in Agentic AI ERP Agentic AI ERP • Assures every seller is equipped to articulate our differentiated value and position Certification Global Rollout of • Standard
Slide 58: North America Sales – Improving Execution and Results
North America Sales – Improving Execution and Results Coverage Model – Hunter / Farmer Notable 2025 Wins • Implemented two sales teams focused on New Logo new logo and clients Jan 2025 • Prospects segmented by company size and propensity to buy • Clients segmented by vertical industry Chemical Manuf
Slide 59: Methodical Focus on Execution
Methodical Focus on Execution High-Performing Global Sales Team Rimini Street has built a strategically aligned, high-performing sales organization, enabling effective coverage and expansion in priority markets Disciplined Execution & Predictable Growth Embedded commit culture and rigorous pipeline
Slide 60: Driving Cross-Sell and Consumption with Client Success and Satisfaction
Driving Cross-Sell and Consumption with Client Success and Satisfaction Nancy Lyskawa Chief Client Officer
Slide 61: Exceptional Client Experience Drives Customer Led Growth
Exceptional Client Experience Drives Customer Led Growth RIMNI STREET RESULTS Client Centric Companies Outperform Peers 80% Increase Cross-Sell Rates 11% … of the value creation achieved by the world’s most by 15-25%1 CAGR2 successful growth companies Cross-Sell comes from their core Increase share
Slide 62: Rimini Street Supports Many Large, Complex Global Brands
Rimini Street Supports Many Large, Complex Global Brands Over Over 6,300 1,590 200 Clients Under Management Fortune 500 and Global 100 Client Contracts Signed clients served PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL
Slide 63: Three Pillars of Customer Led Growth
Three Pillars of Customer Led Growth Customer Centric Operating Model – Client Expansion is Earned Not Sold Client Engagement Expand with Cross Sell Protect and Retain ▪ CSM owns the post-sale client ▪ Client Value Alignment with ▪ Billions of dollars in market relationship including cross-sell, cur
Slide 64: Client Engagement Strategy
Client Engagement Strategy Segmentation Deliberate Customer Experience Clients – 4% ENGAGE RENEW STRATEGIC Revenue 31% Clients ~24% ENTERPRISE Revenue ~45% Value Quantifiable ATTRACT Measures Business EXPAND Clients ~13% PREMIER Revenue ~10% Defined Outcomes Clients ~58% COMMERCIAL Revenue ~14% ADVO
Slide 65: Strategic Client Engagement Program
Broaden executive relationships at our most strategic accounts to create outstanding lifetime value Bring strategic insight and drive the renewal Strategic Client process and cross-sell strategy Engagement Program Program Objectives Win a seat at the table for transparent technology strategy discuss
Slide 66: Transforming Customer Success to Customer Led Growth With AI
Transforming Customer Success to Customer Led Growth With AI CSMs transition from task implementors to strategic advisors Evolution of AI-Supercharged CSM Focuses on strategic advisor role and removes administrative tasks. Automation of Client Intelligence Enables Client Intelligence to drive predi
Slide 67: Client Engagement - AI-Powered Account Strategies
Client Engagement - AI-Powered Account Strategies DEEP ACCOUNT INTELLIGENCE LEADERSHIP PROFILES WHITESPACE ANALYSIS • Corporate overview, M&A • Executive profiles • Technology footprint • Business strategy insights • Likely behaviors and decisions • Technology by corporate • Technology landscape • P
Slide 68: Client Engagement - AI-Powered Account Strategies
Client Engagement - AI-Powered Account Strategies INTENT SIGNALS 360O VIEW OF WHITESPACE INTELLIGENT FORECASTING ENGINE • Ability to prioritize account • CRM populated with probable • Guided next steps engagement by intent signals products • AI Close Rate Prediction • Identification of new buying •
Slide 69: Supporting Hyundai's Strategic Roadmap
Supporting Hyundai’s Strategic Roadmap Long-term land, expand and LTV expansion case study Hyundai Autoever brings their Product expansion for Global expansion Product expansion Product expansion for Oracle Technology and Database Oracle EBS, MariaDB, continues with for SAP Siebel and global support
Slide 70: Protecting and Extending ARR & Growing LTV Through Value Realization
Protecting and Extending ARR & Growing LTV Through Value Realization Kevin Maddock Chief Recurring Revenue Officer, GM North America
Slide 71: The Rimini Smart Path
The Rimini Smart Path Innovation within Your Existing Budget “Easy as 1-2-3” 1 2 3 SUPPORT OPTIMIZE INNOVATE Save People, Time and Money Simplify, Streamline and Save More Fund Transformation without Disruption Replace your ERP and other software vendor support Run, secure, continuously improve and
Slide 72: Revenue Retention Management
Revenue Retention Management Protect and Retain Client Renewal Client Value Engagement Process • Value Alignment • Strategic Advisor • Renewal Team: • Value Realization • Technology Strategy o CSM, GM, • Renewal Value • License Advisory Renewal Rep Summary • Board Guidance • Perpetual Process • AI P
Slide 73: Why Rimini Street Renews and Expands Subscription Revenue
Why Rimini Street Renews and Expands Subscription Revenue Proven savings, value, and advantages of scale 1 Excellent customer experience “Our first year working together demonstrated the quality of Rimini Street support. 2 Enablement of client’s innovation strategy Any database-related issues we rai
Slide 74: Protect and Retain ARR Revenue - At Scale
Protect and Retain ARR Revenue - At Scale Account Prioritization View Customer 360 AI Predictive Retention Model • Prioritize next best action • Early risk identification • Data consistency across • Identifies retention risk • Cross Sell opportunities at • LLM Scans CRM for data a glance teams • Ins
Slide 75: Sales Support as a Differentiator: Global Solution Engineering & Roadmapping
Sales Support as a Differentiator: Global Solution Engineering & Roadmapping Eric Helmer Chief Technology Officer
Slide 76: Solution Engineering Group
Solution Engineering Group >1,000 years of combined leadership and expertise – transforming insight into tomorrow’s solutions. Executive Pre-Sales Proposals and Engagement Engineers References Global CTOs Technical Objection Handling World-Class Customized Proposals Ex-CIOs, Industry Specialists Pro
Slide 77: Solution Engineering: Unified Sales Motion
Solution Engineering: Unified Sales Motion Empowering Sales from Opportunity Identification through Proposal Executive Pre-Sales Proposals and Engagement Engineers References Global CTOs Technical Objection Handling World-Class Customized Proposals Ex-CIOs, Industry Specialists Product Experts One-t
Slide 78: Solution Engineering – Agentic AI ERP
Solution Engineering – Agentic AI ERP Transforming business needs into strategic solutions Strategic Technical Adoption and Alignment Enablement Value Realization • Building AI-enabled • Deliver POCs, demos, and • Deliver real-word use cases Roadmaps that align with integration plans for Agentic tha
Slide 79: Thought Leadership – Internal and External
Thought Leadership – Internal and External Inspiring Innovation Through Thought Leadership, Advocacy and Education PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL
Slide 80: Industry Team: Solving Business Challenges in Manufacturing
Industry Team: Solving Business Challenges in Manufacturing Support > Optimize > Innovate Challenge Results with Rimini Street To strengthen innovation and ▪ Long-term system stability without major investments in quality and upgrades Accelerate innovation and services to increase customers ▪ Faster
Slide 81: Advancing Manufacturing Strategic Priorities
Advancing Manufacturing Strategic Priorities Driving operational efficiency Driving supply chain through automation and AI to digitalization for improving ensure long-term competitiveness performance and resilience and profitable growth Investing in workforce Accelerating digital training and develo
Slide 82: Industry Team: Solving Business Challenges in Financial Services
Industry Team: Solving Business Challenges in Financial Services Support > Optimize > Innovate “We wanted to reduce our SAP TCO, especially given that we had no short-to-medium-term plans to upgrade to the latest version or indeed to an S/4HANA upgrade. Accelerate The significant savings we’ve achie
Slide 83: Guiding IT Trends in Financial Services
Guiding IT Trends in Financial Services GenAI and hyper- CX digitization and CDPs personalized banking Integrated customer data platforms GenAI enables banks to offer (CDPs) enhance digital interfaces, highly tailored financial products providing seamless and engaging based on individual customer cu
Slide 84: 10-min Break
— 10-min Break COMING UP NEXT ▪ Client Panel Discussion ▪ Financials ▪ Q&A
Slide 85: Client Panel Discussion
Client Panel Discussion Joe Locandro Chief Information Officer
Slide 86: Participating Client Metrics
Participating Client Metrics By HQ Geography By Product Line Serviced • NAMER (3) • ORACLE (8) • EMEA (1) • SAP (5) • LATAM (1) • ORACLE + SAP (4) • SEAGC (1) • ServiceNow (1) • JAPAN (1) • PostgreSQL (1) • ANZ (1) • MongoDB (1) By Industry Organization Annual Revenues/Budget (USD) • Manufacturing •
Slide 87: Global Client Panelists
Global Client Panelists Michael Butler Ziv Cohen Gauri Kapur Erik Looi CIO Leader, IP Partnerships VP Data Analytics & Corporate Applications CDO Nobuo Norisue Jaap van Riel Todd Treonze CIO CTO VP Integration & Corporate Systems
Slide 88: Financial Model, Guidance, Outlook and Capital Allocation
Financial Model, Guidance, Outlook and Capital Allocation Michael Perica Chief Financial Officer
Slide 89: Rimini Street: Act I (2005 – 2025)
Rimini Street: Act I (2005 – 2025) A global provider of end-to-end enterprise software support, products and As of services September 30, 2025 Founded: 2005 REVENUE PROFILE 23% Services TMT Public: Nasdaq: RMNI 19% Global Headquarters: Las Vegas, NV USA 12% Employees: 2,000+ Revenue Public Signed Cl
Slide 90: Recent Growth Profile
Recent Growth Profile Recent growth challenges will require a more compelling and solution-based sale going forward 5-year Revenue CAGR of 9% 5-year Billings CAGR of 5% 450 450 400 400 350 350 300 300 250 250 410 431 429 427 426 418 409 419 423 412 429 200 374 200 327 348 150 150 100 100 50 50 0 0 2
Slide 91: Growth Will Require a Compelling, Solutions-Based Sale
Growth Will Require a Compelling, Solutions-Based Sale Numbers exclude the PeopleSoft service wind-down in progress since 2024 that will complete by 31 July 2028 Q3 YoY Revenue growth of 2.5% (1) Q3 YoY Billings growth of 6.7% 120 180 160 100 140 80 120 100 60 80 166 96 101 97 98 99 (1) Q4’24 exclud
Slide 92: The Rimini Smart Path
The Rimini Smart Path Innovation within Your Existing Budget “Easy as 1-2-3” 1 2 3 SUPPORT OPTIMIZE INNOVATE Save People, Time and Money Simplify, Streamline and Save More Fund Transformation without Disruption REVENUE SHARE* REVENUE SHARE* REVENUE SHARE* ~87% ~13% Accretive for 2026+ *Trailing 12 m
Slide 93: Key Finance Priorities
Key Finance Priorities What will it take to grow in a measured, consistent and profitable manner Operational priorities Financial priorities ✓ Product / Service mix optimization to maintain ✓ Resource cost allocation to deliver and grow overall ASPs and gross margin bottom-line leverage ✓ Growth in
Slide 94: Outlook and Financial Commitments – Near/Mid-Term
Outlook and Financial Commitments – Near/Mid-Term Q4’25 and full-year guidance ▪ Revs in 104M-106M range ▪ A-EBITDA $10.0M-$13.0M A-EBITDA in mid-teens % of Halfway to Rule of revs; confirmed with ~90% 40 with bottom-line 2026 outlook and operating cash flow conversion weighting objectives ▪ Rev gro
Slide 95: Target Financial Model at Scale (Non-GAAP)
Target Financial Model at Scale (Non-GAAP) Future model indicates scale at which we can achieve full leverage Future Model $ in millions TTM Q3'25 FY'26 Guide @ Scale • Path to achieving Rule of 40, with a bias towards Revenue $426 4% - 6% YoY 10% - 15% CAGR the bottom line • Margin improvements Gro
Slide 96: Commitment to Operational Excellence
Commitment to Operational Excellence Gross margin for the trailing 12-month as of Q3’25 at 61.7% is largely unchanged vs. 61.4% in 2020, despite a meaningful shift in mix of our service offerings ▪ During this 5-year span, our Optimize Pillar service offerings of AMS and Professional Services have g
Slide 97: Optimize Product Mix/Overall Gross Margins
Optimize Product Mix/Overall Gross Margins Further growth in Support margins and improvements in managed and professional services FY’20 Current Future Revenue Mix Revenue Mix* Revenue Mix* Core Support 97% 87% 65% - 75% Other Value-add Services 3% 13% 25% - 35% Total 100% 100% 100% AI for Further C
Slide 98: The Rimini Smart Path: Direct and Indirect Sales Models
The Rimini Smart Path Rimini Direct Sales Model Tie Innovation to Rimini Support Optimize Existing ERP System • Recurring revenue stream • Recurring revenue stream • Underway and initial success • High margin vendor- • Manage App, Security, and encouraging RETENTION replacement support Interoperabil
Slide 99: Capital Allocation
Capital Allocation FY'21 FY'22 FY'23 FY'24 Q3'25 TTM Uses of Capital: Repay Borrowings 1 $150.1 $9.5 $5.6 $3.6 $18.8 Capital Expenditures $2.1 $4.3 $7.2 $3.4 $4.5 Share Repurchases 2 $1.1 $4.7 $1.0 $0.0 $3.8 Operating Cash Flow 3 $66.9 $34.9 $12.5 $19.8 $23.8 % OCF used for Share repurchases 1.6% 13
Slide 100: Tax Shield & F/X
Tax Shield & F/X Net Operating Loss (NOL) Carryforward: ▪ NOL balance of ~$150M, as of most recent tax return, only applies to domestic tax return (US) ▪ With majority of revenue derived from outside of US, at this time, we are generating taxable income in ROW operations ▪ Also, we are unable to use
Slide 101: Methodical Focus on Execution
Methodical Focus on Execution Undistracted Focus on The Business Disciplined Capital Allocation Operational Excellence Enterprise Wide Expanding Margins with Increasing Growth PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL
Slide 102: Q&A
— Q&A
Slide 103: Closing Remarks
Closing Remarks Seth Ravin Co-Founder, CEO, President, and Chairman of the Board
Slide 104: Rimini Street (Nasdaq: RMNI) - Investment Thesis Summary
Rimini Street (Nasdaq: RMNI) - Investment Thesis Summary 1. Differentiated Business Model with Durable Moat: Pioneer in third-party enterprise software support with proven cost/value advantage, proprietary IP and awarded patents 2. First Mover in Agentic AI ERP: Positioned at the frontier of agentic
Slide 105: Thank you!
— Thank you!