Last mentioned: 2d ago
Earnings Announcement
Company reports Q4 and Full Year 2025 results exceeding guidance.
Agentic AI Launch
Official launch of Agentic AI ERP solutions to bypass traditional migrations.
FY2025 Close
Fiscal year ends with increased net cash and full debt repayment.
Q3 RPO Record
Rimini Street achieves its first record RPO of the fiscal year.
Rimini Street reported fourth-quarter and full-year 2025 results that exceeded internal guidance, driven by record Remaining Performance Obligations (RPO) and growth in core subscription billings. The company is aggressively pivoting toward 'Agentic AI ERP' solutions, aiming to extend the life of legacy systems while layering on modern AI capabilities.
The Centers for Medicare & Medicaid Services (CMS) has selected Oracle Cloud Infrastructure (OCI) to spearhead its next-generation cloud modernization efforts. This strategic partnership highlights Oracle's growing dominance in the public sector and its capacity to manage massive, highly regulated healthcare data workloads.
Salesforce remains the dominant force in CRM, but intensifying competition from Oracle's infrastructure pivot and Adobe's creative cloud dominance is shifting investor sentiment. This analysis examines the relative value propositions of these cloud leaders as they navigate a maturing software-as-a-service (SaaS) landscape.