NASDAQ$RMNI

Rimini Street Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Rimini Street announced first quarter 2024 financial results, with revenue increasing slightly and active clients growing modestly.

Rimini Street reported a slight increase in revenue for Q1 2024, with a modest rise in active clients. However, the company experienced a decrease in operating income and net income compared to the same period last year.

  • Revenue increased by 1.2% year-over-year to $106.7 million.
  • Active Clients increased by 1.1% year-over-year to 3,040.
  • Operating income decreased to $3.4 million, compared to $10.7 million in the same period last year.
  • Net income decreased to $1.3 million, compared to $5.6 million in the same period last year.

Headline financials

Total Revenue

$107M

Previous: $106M+1.2%
EPS

$0.01

Previous: $0.12-91.7%
Active Clients

3.0K

No prior period
Annualized Recurring Revenue

$416M

No prior period
Revenue Retention Rate

89.0%

Previous: 92.0%-3.3%
Gross margin

59.8%

No prior period
Calculated Billings

$74.1M

No prior period
Capital Expenditures

-$1.17M

No prior period
Free Cash Flow

$1.32M

Previous: $5.64M-76.6%
Net Income

$1.32M

Previous: $5.64M-76.6%
Operating Income

$3.36M

Previous: $10.7M-68.5%
Gross Profit

$63.8M

Previous: $66.2M-3.5%
Cash & Equivalents

$129M

Previous: $116M+11.0%
Total Assets

$351M

Previous: $368M-4.6%
Stock-Based Comp

$2.56M

Previous: $1.98M+29.5%

Revenue & EPS history

Rimini Street · Revenue · Quarterly

$107M

Q1 2024+1.2%vs Q1 2023
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Rimini Street · $99.2M total across 1 segment · Q2 2022

  • Subscription revenue
    $99.2M

Forward guidance

The Company is continuing to suspend guidance until there is more clarity around impacts from current litigation activity before the U.S. Federal courts in the Company’s ongoing litigation with Oracle.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

+0.6%

Avg return

Earnings day

-1.7%

Avg return

5 days after

-1.3%

Avg return

30 days after

45%

19 / 42 earnings

Positive

+28.3%

Q4 2021

Best reaction

-34.9%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+17.8%+13.8%+14.7%
Q4 2025+20.2%+18.5%+4.7%
Q3 2025-15.8%-12.3%-17.9%
Q1 2025-7.7%-6.2%-14.1%
Q4 2024+16.4%+14.1%+13.8%
Q3 2024+4.7%+6.5%+27.8%
Q2 2024-34.9%-41.0%-44.1%
Q1 2024-7.6%-11.2%-6.9%
Q4 2023+5.2%-6.8%+6.2%
Q3 2023+28.1%+26.7%+47.5%
Q2 2023-11.4%-9.3%-12.1%
Q1 2023+10.7%+9.0%+17.2%
Q4 2022+12.9%+14.5%-3.7%
Q3 2022-21.7%-25.0%-24.4%
Q2 2022-9.0%-15.2%-32.5%
Q1 2022-1.2%-0.7%+16.7%
Q4 2021+28.3%+24.2%+36.3%
Q3 2021-29.2%-33.7%-46.6%
Q2 2021-3.1%-8.7%+16.6%
Q1 2021-21.7%-20.8%-8.3%
Q4 2020+16.8%-3.9%+3.8%
Q3 2020+17.1%+27.0%+53.7%
Q2 2020-6.9%-5.4%-26.3%
Q1 2020+8.5%+4.1%+8.9%
Q4 2019+7.1%-0.7%-3.0%
Q3 2019+4.5%-2.3%+1.3%
Q2 2019+3.4%+2.7%-0.2%
Q1 2019+4.7%-0.6%-0.6%
Q4 2018-2.9%+1.5%+0.8%
Q3 2018-12.8%-21.7%-25.4%
Q2 2018-10.8%-25.4%-36.4%
Q1 2018-0.8%-0.8%-7.0%
Q4 2017+2.3%+3.9%-3.9%
Q4 2016+2.3%+3.9%-3.9%
Q3 2017+13.5%+13.3%-5.9%
Q2 2017-0.2%+0.4%+0.5%
Q1 2017-0.2%-0.2%+0.3%
Q3 2016-0.7%+0.5%+0.6%
Q2 2016+0.0%+0.0%+0.5%
Q1 2016-0.3%
Q4 2015+0.0%
Q3 2015+0.0%
Q2 2015
Q1 2015
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013
Q4 2012
Q3 2012

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