Rimini Street is a cash-generative, deeply discounted enterprise software support disruptor transitioning from Oracle litigation overhang to VMware, AI, and recurring-revenue-led recovery.
Overview
Rimini Street is a disruptive global provider of third-party enterprise software support, managed services, and modernization solutions for Oracle, SAP, IBM, VMware, and other platforms. Its model is highly recurring, with subscriptions representing about 95% of revenue, and its value proposition centers on lowering support costs, extending legacy system life, and freeing IT budgets for modernization. The company serves a diversified global customer base across manufacturing, services, TMT, public sector, healthcare, retail, and transportation, with international markets now generating the majority of revenue.