Rimini Street, Inc. · NASDAQ:RMNI
Rimini Street — Investor Day (December 2025)
106 slides from Rimini Street's investor day presentation, Dec 3, 2025
Slide 1: Slide 1
Slide 2: Welcome & Agenda
Welcome & Agenda VP, Treasurer and Investor Relations Dean Pohl
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
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Senior Executive Team Seth Ravin Co-Founder, CEO, President, and Chairman of the Board Steve Hershkowitz EVP and Chief Revenue Officer David Rowe EVP and Chief Marketing Officer Vijay Kumar EVP and Chief Innovation Officer Kevin Maddock
Slide 5: Participating Global Clients
Participating Global Clients Todd Treonze VP Integration & Corporate Systems Ziv Cohen Leader, IP Partnerships Jaap van Riel CTO Gauri Kapur VP Data Analytics & Corporate Applications Michael Butler CIO Geraldo Pereira CIO Nobuo Norisue CIO Erik Looi CDO
Slide 6: Event Agenda Schedule
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 and Investor Relations Welcome & Opening 8:35 AM 9:00 AM 25 mins Seth Ravin Chief Executive Officer Rimini's Vision, Market Opportuni
Slide 7: Vision, Market Opportunity, Unique Solutions and Why Rimini is Best Positioned
Vision, Market Opportunity, Unique Solutions and Why Rimini is Best Positioned for Profitable Success Co-Founder, CEO, President, and Chairman of the Board Seth Ravin
Slide 8: A global provider of end-to-end enterprise software support, products and services
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL A global provider of end-to-end enterprise software support, products and services Rimini Street: Act I (2005 – 2025) 28% 19% 23% 12% 12% 6%Manufacturing TMT Services Public Sector & Education Healthcare & Retail Distribution & Transport
Slide 9: Eight major market dynamics creating Rimini Street's market opportunity
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… Act II (2026 - 2030)
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: Boards also want everything while cutting IT budgets
? LEGAL & CONTRACT Contract Onboard Requisition Order Receive Invoice Pay ESG & Risk PARTNER SYSTEMS PROCUREMENT ERP WAREHOUSE — 02 ...And boards also want everything... "Cloud, AI, Digital Transformation…" while cutting IT Budgets to improve profits...
Slide 12: Complex, siloed systems increase cost and hinder innovation
? LEGAL & CONTRACT Contract Onboard Requisition Order Receive Invoice Pay ESG & Risk PARTNER SYSTEMS PROCUREMENT ERP WAREHOUSE ...But complex, siloed systems increase cost and hinder the ability to innovate...and get a full enterprise view… — 03
Slide 13: Enterprises have little to spend on innovation
Source: Gartner - IT Key Metrics Data 2025: Industry Measures — Executive Summary, 5 December 2024 - ID G00822054 GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally and is used herein with permission. All rights reserved ...Yet G
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 limitations of ERP software
…Agentic AI can solve the limitations of ERP Software...leading to the Rise of Agentic AI ERP… — 06
Slide 16: Enterprises struggle with effective AI deployment
…but enterprises are having significant challenges in the effective deployment and use of AI technology… While ERP software differs technically by manufacturer, the processes are often similar — 07 “70–95% of GenAI deployment efforts are failing to meet their desired ROI. MIT reports that 95% of Gen
Slide 17: Rimini Street is uniquely qualified to deliver Agentic AI ERP
…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. — 08 Trusted by thousands of Enterprises around the world
Slide 18: Act II Market Opportunity
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Act II Market Opportunity 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 4
Slide 19: Enterprises use ten primary ERP processes
…Enterprises use ten (10) primary ERP Processes to operate…. Lead-to-Opportunity (L2O) Tracks marketing leads through the sales funnel. Opportunity-to-Order (O2O) Converts sales opportunities into confirmed orders. Quote-to-Cash (Q2C) Starts with configure, price and quote and ends with revenue reco
Slide 20: Today, enterprises execute ERP processes using ERP software
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL …TODAY, enterprises execute ERP Processes using ERP Software… Functions of ERP System Purchase Management Sales Management Inventory Management Finance, Accounting and Tax HR Supply Chain Management Manufacturing Marketing CRM While ERP
Slide 21: Agentic AI ERP Processes will eventually replace ERP software
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Agentic AI ERP Processes will eventually replace ERP Software TOMORROW, enterprises will use “Agentic AI ERP Processes” Great User Experiences AI-Driven interfaces for personalized user interactions Hyper-Automation Automating complex ta
Slide 22: Forrester: Customers Will Rejoice with Rimini Street + ServiceNow
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Forrester Research, Inc. Customers Will Rejoice with Rimini Street + ServiceNow! 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 t
Slide 23: ServiceNow CEO quote
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 Smart Path Methodology
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Rimini Street Smart Path Methodology: Save on Support, Self-Fund Innovation Within Existing Budget Rimini Street Solution: Self-Funded Innovation Tomorrow THE BUDGET OPPORTUNITY 60% RUN THE ENTERPRISE 40% TRANSFORM & INNOVATE THE ENTERPR
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 EVP, Global Service Delivery Craig Mackereth
Slide 27: Innovation within Your Existing Budget: The Rimini Smart Path
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Innovation within Your Existing Budget “Easy as 1-2-3” The Rimini Smart Path Replace your ERP and other software vendor support with award winning, proven Rimini Support with no required upgrades and migrations and extend the useful life
Slide 28: Mission-critical support to clients worldwide, 24/7/365
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Rimini Street delivers mission-critical support to its clients worldwide, 24/7/365 Engineered for Support Experience Matters First call, every call 10+ years real world experience Service Matters Trained in First Class Support & dedicate
Slide 29: Processes proven at global scale
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL ‣ USA ‣ CANADA ‣ BRAZIL ‣ MEXICO ‣ UK ‣ SWEDEN ‣ NETHERLANDS ‣ FRANCE ‣ GERMANY ‣ ISRAEL ‣ INDIA ‣ SOUTH KOREA ‣ SINGAPORE ‣ MALAYSIA ‣ TAIWAN ‣ JAPAN ‣ AUSTRALIA ‣ NEW ZEALAND Processes proven at global scale Availability Industry lead
Slide 30: Award-Winning Global Team of Service Delivery Specialists
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Award-Winning Global Team of Service Delivery specialists People 30
Slide 31: Clients benefit from our years of innovation
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Rimini Street clients benefit from our years of innovation Systems 6 years of production AI success Now patented, in use since 2019 Harness deep experience Right engineer, to provide the solution quickly Monitor the sentiment Every comme
Slide 32: World-leading support for just about any software product
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Rimini Street can design and deliver a world-leading, mission-critical support program for just about any software product Rimini Custom Blue Yonder Global Supply Chain Global Aerospace & Defense Leader MS Nuance Communications Global Un
Slide 33: Global Capability Centers and Integrated ITSM
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL GLOBAL CAPABILITY CENTERS Hyderabad, India Sao Paulo, Brazil Kuala Lumpur, Malaysia INTEGRATED ITSM ServiceNow is our global IT Service Management solution for all Manage clients Monitor | Run | Change Enhance | Support | Protect THE FIR
Slide 34: Leading the World in Delivering Agentic AI ERP
Leading the World in Delivering Agentic AI ERP Chief Innovation Officer Vijay Kumar
Slide 35: Faster IT innovation drives better operational performance
35 35 Source: McKinsey & Company: How High Performers Optimize IT Productivity for Revenue Growth: A Leader’s Guide, November, 2024 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% h
Slide 36: Innovation within Your Existing Budget: The Rimini Smart Path
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Innovation within Your Existing Budget “Easy as 1-2-3” The Rimini Smart Path Replace your ERP and other software vendor support with award winning, proven Rimini Support with no required upgrades and migrations and extend the useful life
Slide 37: Rimini Agentic UX: ERP Modernization without Disruption
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Operate Existing ERP Software Releases, Invest in Agentic AI ERP Innovation Instead of ERP Software Upgrades & Migrations Rimini Agentic UX: ERP Modernization without Disruption OPTIMIZE CURRENT ERP RELEASES EXTEND LIFESPAN AND VALUE MOD
Slide 38: Market Opportunity for Agentic AI ERP Modernization
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Market Opportunity for Agentic AI ERP Modernization Sweetest Spot: 100,000+ on- premise ERP systems are expected to remain in production for decades Sweet Spots: Rimini Street is competitive in all other segments as well Customized and C
Slide 39: Key differentiators uniquely position Rimini Street in Agentic AI ERP
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Key differentiators and market conditions uniquely position Rimini Street as leader in Agentic AI ERP Rimini Street Owns Agentic AI ERP AI is a leapfrog strategy AI gives customers the ability to leapfrog over traditional disruptive SaaS
Slide 40: Rimini accelerates time to market for Agentic AI ERP
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL 0 1 2 3 4 5 Year Value Enterprises can accelerate innovation and leapfrog over ERP upgrades and SaaS with Agentic AI ERP capabilities Rimini Accelerates Time to Market / Value for Agentic AI ERP Rimini Agentic AI ERP ERP Migration C B A
Slide 41: Smart Path: easy for enterprises to get started
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Rimini Smart Path to ERP innovation within existing budgets and no need for special Board budget approvals Easy for Enterprises to Get Started Year ✓ Start with a single ERP task or workflow ✓ Achieve immediate ROI in weeks, not months o
Slide 42: Roadmap to Client Revenue Growth with Agentic AI ERP
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Roadmap to Client Revenue Growth with Agentic AI ERP Explorer Pack Use Cases & Expansion Pack $$ Packaged Apps $$$ Agentic AI ERP across the enterprise Build trust with Senior stakeholders building multi-year, multi-solution partnerships
Slide 43: Agentic AI ERP Early Momentum
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL 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 • Busines
Slide 44: Video: ERP Modernization with Agentic AI ERP
VIDEO: ERP Modernization with Agentic AI ERP
Slide 45: Global Client Discussion: ERP Modernization with Agentic AI ERP
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Global Client Discussion: ERP Modernization with Agentic AI ERP Geraldo Pereira CIO
Slide 46: Marketing Rimini's Solution Portfolio, TAM and Competitive Differentiators
Marketing Rimini's Solution Portfolio, TAM and Competitive Differentiators Chief Marketing Officer David Rowe
Slide 47: Marketing GTM Summary
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Marketing GTM Summary Oracle Agentic AI ERP Era Smart Path OptimizeSupport Innovate SAP VMware Other Software Land Expand ClientsDirect Partners VISION METHODOLOGY SOFTWARE SUPPORTED GO-TO-MARKET
Slide 48: The Agentic AI ERP Future is Here
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL The Agentic AI ERP Future is Here “Rimini Street can help enterprises run their ERP Processes faster, better, cheaper and with more reliability, agility and speed” Agentic AI ERP Era Thought LeadershipMarket Awareness Public Relations VI
Slide 49: Growth Expansion Levers
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Growth Expansion Levers More Software Supported Rimini Custom Support for All Supportable Software VMware 100+ Signed Clients Supported Software Search New Software Multiple $1M Deals Clients Increased focus on growth at existing clients
Slide 50: Expanded TAM
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Expanded TAM Support Opportunity Beyond $15B TAM for SAP and Oracle Optimize Solutions Expansion Agentic AI ERP Solutions $352B Support and Optimize TAM Accretive Innovate TAM • Access to $65B Support market beyond Oracle and SAP via exp
Slide 51: Gaining marketing efficiency and scale leveraging AI
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Gaining marketing efficiency and scale leveraging AI, martech innovation and buyer journey enablement Marketing Leverage for Growth AI IN MARKETING • Increase speed, efficiency and return on marketing investment • Lower marketing content
Slide 52: Building Lead and Pipeline Momentum
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Building Lead and Pipeline Momentum +82% Active Website Users (yoy) +52% NAMER Marketing Pipeline Created (yoy) +256% Website Engaged Sessions (yoy) +83% Website Chats Initiated (yoy) +25% Marketing Pipeline Created (yoy)
Slide 53: Global Sales Strategy, GTM and Growth Drivers
Global Sales Strategy, GTM and Growth Drivers Chief Revenue Officer Steve Hershkowitz
Slide 54: Building momentum to land, expand and retain revenue
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Building momentum to land, expand and retain revenue with growing scale Rimini Street has Transformed its Global Revenue Team Leadership Go to Market Partnerships Sales Commit Culture • Tightly aligned with our transformation strategy, d
Slide 55: Innovation within Your Existing Budget: The Rimini Smart Path
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Innovation within Your Existing Budget “Easy as 1-2-3” The Rimini Smart Path Replace your ERP and other software vendor support with award winning, proven Rimini Support with no required upgrades and migrations and extend the useful life
Slide 56: Expanded Solution Portfolio provides flexible client entry-point
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Expanded Solution Portfolio provides more flexibility in client entry-point 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
Slide 57: Targeted investments to maximize reach and accelerate expansion
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Targeted investments to maximize reach, accelerate expansion, and secure long-term value New Sales Growth Leverage in 2026 Property of Rimini Street ©2025 • Build dedicated US Federal sales and channel teams • Align with US Based Federal
Slide 58: Three Pillars of Strategic Investment Enablement
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Three Pillars of Strategic Investment Enablement: Powering Rimini’s Leadership in Agentic AI ERP Property of Rimini Street ©2025 • Real-time insights enable targeted interventions to increase participation rates • Supports our commit cul
Slide 59: North America Sales – Improving Execution and Results
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL North America Sales – Improving Execution and Results Coverage Model – Hunter / Farmer • Implemented two sales teams focused on new logo and clients Jan 2025 • Prospects segmented by company size and propensity to buy • Clients segmented
Slide 60: Methodical Focus on Execution
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL 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 & Pr
Slide 61: Driving Cross-Sell and Consumption with Client Success and Satisfaction
Driving Cross-Sell and Consumption with Client Success and Satisfaction Chief Client Officer Nancy Lyskawa
Slide 62: Exceptional Client Experience Drives Customer Led Growth
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Exceptional Client Experience Drives Customer Led Growth 1: McKinsey, Experience-led growth: A new way to create value - March 23, 2023 2. Rimini Street estimate based on cross sell invoicing FY2022 – 2024, Q3’2025(TTM) Increase Cross-Se
Slide 63: Rimini Street Supports Many Large, Complex Global Brands
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Rimini Street Supports Many Large, Complex Global Brands Over 200 Fortune 500 and Global 100 clients served 1,590 Clients Under Management Over 6,300 Client Contracts Signed
Slide 64: Customer Centric Operating Model
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Customer Centric Operating Model – Client Expansion is Earned Not Sold Three Pillars of Customer Led Growth ▪ CSM owns the post-sale client relationship including cross-sell, retention and advocacy ▪ High touch and digital touch based on
Slide 65: Client Engagement Strategy
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Client Engagement Strategy STRATEGIC Clients – 4% Revenue 31% ENTERPRISE Clients ~24% Revenue ~45% PREMIER Clients ~13% Revenue ~10% COMMERCIAL Clients ~58% Revenue ~14% ENGAGE ADVOCATE RENEW ONBOARDING EXPANDATTRACT Segmentation Deliber
Slide 66: Strategic Client Engagement Program Objectives
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Program Objectives Strategic Client Engagement Program Broaden executive relationships at our most strategic accounts to create outstanding lifetime value Bring strategic insight and drive the renewal process and cross-sell strategy Win
Slide 67: Transforming Customer Success to Customer Led Growth
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL CSMs transition from task implementors to strategic advisors Transforming Customer Success to Customer Led Growth With AI Automation of Client Intelligence Enables Client Intelligence to drive predictive capabilities, executive sentimen
Slide 68: Client Engagement - AI-Powered Account Strategies
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Client Engagement - AI-Powered Account Strategies • Executive profiles • Likely behaviors and decisions • Power maps LEADERSHIP PROFILES • Technology footprint • Technology by corporate structure • Expansion opportunity identification WH
Slide 69: Client Engagement - AI-Powered Account Strategies
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Client Engagement - AI-Powered Account Strategies • Ability to prioritize account engagement by intent signals • Identification of new buying centers and decision makers INTENT SIGNALS • CRM populated with probable products • Updated aft
Slide 70: Supporting Hyundai's Strategic Roadmap
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Support Roadmap Long-term land, expand and LTV expansion case study Supporting Hyundai’s Strategic Roadmap 2020 2021 20222019 37 subsidiaries across, 7 industries | 2019 → 2025 2025 Hyundai Autoever brings their Oracle Technology and Dat
Slide 71: Protecting and Extending ARR & Growing LTV Through Value Realization
Protecting and Extending ARR & Growing LTV Through Value Realization Chief Recurring Revenue Officer, GM North America Kevin Maddock
Slide 72: Innovation within Your Existing Budget: The Rimini Smart Path
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Innovation within Your Existing Budget “Easy as 1-2-3” The Rimini Smart Path Replace your ERP and other software vendor support with award winning, proven Rimini Support with no required upgrades and migrations and extend the useful life
Slide 73: Revenue Retention Management
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Revenue Retention Management • Value Alignment • Value Realization • Renewal Value Summary • Strategic Advisor • Technology Strategy • License Advisory • Board Guidance • Renewal Team: o CSM, GM, Renewal Rep • Perpetual Process • AI Pred
Slide 74: Why Rimini Street Renews and Expands Subscription Revenue
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Proven savings, value, and advantages of scale Why Rimini Street Renews and Expands Subscription Revenue “Our first year working together demonstrated the quality of Rimini Street support. Any database-related issues we raise are resolve
Slide 75: Protect and Retain ARR Revenue at Scale
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Protect and Retain ARR Revenue - At Scale Account Prioritization View Customer 360 AI Predictive Retention Model • Identifies retention risk • LLM Scans CRM for data • Humans validate score to retrain the model • Early risk identificatio
Slide 76: Sales Support as a Differentiator: Global Solution Engineering & Roadmapping
Sales Support as a Differentiator: Global Solution Engineering & Roadmapping Chief Technology Officer Eric Helmer
Slide 77: >1,000 years of combined leadership and expertise
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL >1,000 years of combined leadership and expertise – transforming insight into tomorrow’s solutions. Solution Engineering Group Industry Principals and Regional CTOs >400 years combined experience: Pre-Sales Deep Technologists, Architects
Slide 78: Solution Engineering: Unified Sales Motion
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Empowering Sales from Opportunity Identification through Proposal Solution Engineering: Unified Sales Motion Global CTOs Ex-CIOs, Industry Specialists Executive Engagement Technical Objection Handling Product Experts Pre-Sales Engineers
Slide 79: Solution Engineering – Agentic AI ERP
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL • Deliver real-word use cases that solve today’s challenges • Engage with continuous improvement to ensure ROI • Drive executive engagement for retention and partnership Transforming business needs into strategic solutions Solution Engin
Slide 80: Inspiring Innovation Through Thought Leadership, Advocacy and Education
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Inspiring Innovation Through Thought Leadership, Advocacy and Education Thought Leadership – Internal and External
Slide 81: Industry Team: Solving Business Challenges in Manufacturing
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Support > Optimize > Innovate Industry Team: Solving Business Challenges in Manufacturing Challenge Results with Rimini Street To strengthen innovation and investments in quality and services to increase customers and employee satisfacti
Slide 82: Advancing Manufacturing Strategic Priorities
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Advancing Manufacturing Strategic Priorities Driving operational efficiency through automation and AI to ensure long-term competitiveness and profitable growth Driving supply chain digitalization for improving performance and resilience
Slide 83: Industry Team: Solving Business Challenges in Financial Services
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Support > Optimize > Innovate Industry Team: Solving Business Challenges in Financial Services “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
Slide 84: Guiding IT Trends in Financial Services
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Guiding IT Trends in Financial Services GenAI and hyper- personalized banking GenAI enables banks to offer highly tailored financial products based on individual customer preferences. CX digitization and CDPs Integrated customer data pla
Slide 85: 10-min Break — Coming Up Next
10-min Break — COMING UP NEXT ▪ Client Panel Discussion ▪ Financials ▪ Q&A
Slide 86: Client Panel Discussion
Client Panel Discussion Chief Information Officer Joe Locandro
Slide 87: Participating Client Metrics
Participating Client Metrics 87 By HQ Geography • NAMER (3) • EMEA (1) • LATAM (1) • SEAGC (1) • JAPAN (1) • ANZ (1) Organization Annual Revenues/Budget (USD) • $5+ Billion (4) • $1-5 Billion (3) • $250 Million – 1 Billion (1) • <$250 Million (1) By Product Line Serviced • ORACLE (8) • SAP (5) • ORA
Slide 88: Global Client Panelists
Global Client Panelists Todd Treonze VP Integration & Corporate Systems Ziv Cohen Leader, IP Partnerships Jaap van Riel CTO Gauri Kapur VP Data Analytics & Corporate Applications Michael Butler CIO Nobuo Norisue CIO Erik Looi CDO
Slide 89: Financial Model, Guidance, Outlook and Capital Allocation
Financial Model, Guidance, Outlook and Capital Allocation Chief Financial Officer Michael Perica
Slide 90: A global provider of end-to-end enterprise software support, products and services
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL A global provider of end-to-end enterprise software support, products and services Rimini Street: Act I (2005 – 2025) 28% 19% 23% 12% 12% 6%Manufacturing TMT Services Public Sector & Education Healthcare & Retail Distribution & Transport
Slide 91: Recent growth challenges will require a more solution-based sale
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Recent growth challenges will require a more compelling and solution-based sale going forward Recent Growth Profile 0 50 100 150 200 250 300 350 400 450 327 2020 374 2021 410 2022 431 2023 429 2024 427 TTM Q3-24 426 TTM Q3-25 0 50 100 15
Slide 92: Growth Will Require a Compelling, Solutions-Based Sale
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Numbers exclude the PeopleSoft service wind-down in progress since 2024 that will complete by 31 July 2028 Growth Will Require a Compelling, Solutions-Based Sale 0 20 40 60 80 100 120 96 Q3-24 101 Q4-24 97 Q1’25 98 Q2-25 99 Q3-25 Q3 YoY
Slide 93: Innovation within Your Existing Budget: The Rimini Smart Path
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Innovation within Your Existing Budget “Easy as 1-2-3” The Rimini Smart Path REVENUE SHARE* ~87% REVENUE SHARE* ~13% REVENUE SHARE* Accretive for 2026+ SUPPORT OPTIMIZE INNOVATE Save People, Time and Money Simplify, Streamline and Save M
Slide 94: What will it take to grow in a measured, consistent and profitable manner
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL What will it take to grow in a measured, consistent and profitable manner Key Finance Priorities Operational priorities ✓ Product / Service mix optimization to maintain and grow overall ASPs and gross margin ✓ Growth in RPO – multi-year
Slide 95: Outlook and Financial Commitments – Near/Mid-Term
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Outlook and Financial Commitments – Near/Mid-Term Q4’25 and full-year guidance ▪ Revs in 104M-106M range ▪ A-EBITDA $10.0M-$13.0M 2026 outlook and objectives ▪ Rev growth mid-single digits ▪ GM ~low 60% range ▪ S&M ~mid-30s% ▪ G&A ~mid-t
Slide 96: Future Model
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Future Model $ in millions TTM Q3'25 FY'26 Guide @ Scale Revenue $426 4% - 6% YoY 10% - 15% CAGR Gross Margin 61.7% 61.5% - 62.5% mid-60s range Sales & Marketing 33.8% 33.5% - 34.5% ~ 30% General & Administrative 15.5% 13.5% - 14.5% ~ 10
Slide 97: Commitment to Operational Excellence
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL 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 P
Slide 98: Growth in Support margins and improvements in managed and professional services
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Further growth in Support margins and improvements in managed and professional services Optimize Product Mix/Overall Gross Margins Further Automation and Scale * Based on TTM Revenue Other valued-add services are made up of managed servi
Slide 99: The Rimini Smart Path
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL The Rimini Smart Path Rimini Support Optimize Tie Innovation to Existing ERP System • Recurring revenue stream • High margin vendor- replacement support • Fund environment optimization and Innovation • Recurring revenue stream • Manage A
Slide 100: Uses of Capital
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL 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 $2
Slide 101: Tax Shield & F/X
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL 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 generatin
Slide 102: Methodical Focus on Execution
PROPERTY OF RIMINI STREET ©2025 | PROPRIETARY AND CONFIDENTIAL Methodical Focus on Execution Undistracted Focus on The Business Disciplined Capital Allocation Operational Excellence Enterprise Wide Expanding Margins with Increasing Growth
Slide 103: Q&A
Q&A —
Slide 104: Closing Remarks
Closing Remarks Co-Founder, CEO, President, and Chairman of the Board Seth Ravin
Slide 105: Rimini Street - Investment Thesis Summary
Rimini Street (Nasdaq: RMNI) - Investment Thesis Summary 105 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 age
Slide 106: Thank you!
Thank you! —