Rimini Street Community

Key Takeaways Growing partnerships and operational efficiencies are offset by shrinking legacy support demand, vendor consolidation pressures, and risks to client retention and long-term revenue growth. Expansion into adjacent markets faces challenges from AI automation, stricter compliance demands, and ongoing revenue volatility from customer concentration and contract transitions.

Key Takeaways ServiceNow partnership and technology investments may drive faster-than-expected global growth and margin expansion beyond analyst forecasts. Rising demand for independent IT support positions Rimini Street to win larger, longer-term contracts and increase resilience against market volatility.

Key Takeaways Strategic partnerships and service expansion, including new VMware support, are expected to drive growth through new revenue streams and enhanced product offerings. Positive litigation outcomes and a focus on cost optimization could improve net margins and profitability, while driving earnings growth.