Rimini Street, Inc. (Nasdaq: RMNI) announced on January 27, 2026 that it has expanded its partnership with Ypê, a leading Brazilian consumer‑goods company whose products are found in more than 95% of homes in Brazil. The expansion builds on Ypê’s existing use of Rimini Street’s support services for its SAP S/4HANA system and introduces the company’s Agentic UX™ AI‑driven user‑engagement layer to automate core business processes across customer service, sales, and other departments.
The new agreement allows Ypê to leverage Rimini Street’s deep ERP expertise and AI insights to reduce IT spend by up to 90% on support fees while accelerating the deployment of agentic AI workflows that cut manual steps from eight to two. Ypê has reported an 80% reduction in exception‑handling time and a 60% reduction in approval‑processing time after implementing the Agentic UX, underscoring the tangible operational gains the partnership delivers.
For Rimini Street, the deal represents a significant new logo in a high‑growth Latin‑American market and a tangible step toward monetizing its Agentic AI ERP platform. Management highlighted the partnership as a key driver of its AI strategy, noting that the expansion will generate incremental revenue from both support and AI services and demonstrate the scalability of its Smart Path methodology for future clients.
Rimini Street’s financial performance in the most recent quarter provides context for the partnership’s importance. In Q4 2024, the company reported revenue of $114.21 million, up 1.9% year‑over‑year, and a gross margin of 63.7%, an improvement from 61.0% in the prior year. However, earnings per share of $0.09 fell short of the $0.10 consensus estimate, reflecting the impact of one‑time legal costs and investment in AI development. In Q3 2025, revenue was $103.4 million, a 1.2% decline, and non‑GAAP net income was $6.9 million, down from $19.9 million the year before, as the company reduced its reliance on Oracle PeopleSoft support revenue.
The partnership with Ypê is expected to strengthen Rimini Street’s position in Latin America, where the company is actively expanding its AI‑enabled services. By integrating its Agentic UX across SAP, Oracle, ServiceNow, CRM, and HR platforms, Rimini Street can offer a frictionless, enterprise‑wide automation roadmap without costly ERP upgrades or migrations, positioning it as a more integrated solution than vendor‑embedded AI offerings.
The expansion also aligns with Rimini Street’s broader strategy to monetize AI and reduce legal headwinds following the settlement of its long‑standing litigation with Oracle. The company’s focus on high‑margin AI services is intended to offset the decline in legacy support revenue and drive future growth.
Overall, the partnership signals a strategic shift toward AI‑driven revenue streams and reinforces Rimini Street’s commitment to delivering cost savings and operational efficiencies for its clients.
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