The company reiterated its Rule of 20 guidance for FY2026 and guided Q4 revenue above Q3 run rate, signaling sustained momentum. Watch for continued subscription revenue growth and margin expansion in the Q4 report.
Price Chart
Executive Summary
Rimini Street reported Q3 2026 revenue of $112.1M (up 8.3% YoY) and GAAP EPS of $0.07, exceeding consensus estimates of $110.8M and $0.10 EPS. Adjusted EBITDA rose 52% to $15.1M, and the company reiterated its fiscal 2026 Rule of 20 guidance while guiding Q4 revenue to $117M-$119M.
Key Financial Metrics
Key Facts
- Revenue of $112.1M, up 8.3% YoY, above $110.8M consensus
- GAAP net income of $6.5M vs $2.8M in prior year
- Adjusted EBITDA of $15.1M, up 52% YoY
- Adjusted Calculated Billings of $78.0M, up 21.9% YoY
- Q4 2026 revenue guidance of $117M-$119M
- Completed $5.0M in stock repurchases and $5.0M debt prepayment in Q3
- Subscription revenue was $105.2M, 93.9% of total revenue
Financial Impact
Revenue beat consensus by $1.3M (1.2%); GAAP EPS of $0.07 vs $0.10 consensus is a miss on GAAP basis, but the Street basis EPS (non-GAAP) was not explicitly stated as a per-share figure in the release; Adjusted EBITDA grew 52% to $15.1M
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| U.S. | $48.3M | +4.3% |
| International | $63.8M | +11.6% |
Risk Factors
- EPS on a GAAP basis of $0.07 missed the consensus estimate of $0.10; the non-GAAP EPS figure was not provided as a per-share number, creating ambiguity on the Street-basis comparison
- Wind-down of Oracle PeopleSoft support services continues to create a headwind to reported revenue growth; adjusted revenue growth of 10.7% is a cleaner metric
- Cash and cash equivalents declined to $93.3M from $119.9M at year-end 2025 due to debt prepayment and buybacks
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001635282-26-000075 |
| Document: 0001635282-26-000075-index.html | 0001635282-26-000075 |
| Document: 0001635282-26-000075.txt | 0001635282-26-000075 |
| 8-K Data (Synthetic) | 0001635282-26-000075 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 29, 2026 3d ago | 8-K | $3.99 | awaiting T+60 | awaiting T+60 | $4.96 (+24.31%) |
Sep 14, 2026 6w ago | 8-K | $4.69 | awaiting T+60 | awaiting T+60 | $4.96 (+5.76%) |
Aug 12, 2026 11w ago | 8-K | $4.77 | awaiting T+60 | awaiting T+60 | $4.96 (+3.98%) |
Apr 30, 2026 26w ago | 8-K | $4.05 $4.89 | ▼ −20.74% | ▼ −17.67% | $4.96 (−22.47%) |
Apr 30, 2026 26w ago | Insider Cluster | $3.41 $4.67 | ▲ +36.95% | ▲ +33.84% | $4.96 (+45.45%) |
Apr 3, 2026 30w ago | Insider Cluster | $3.44 $4.50 | ▼ −30.81% | ▼ −17.34% | $4.96 (−44.19%) |
US Market Status
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