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Daniel Hubschman

Senior Research Analyst at Craig-Hallum

Daniel Hibshman is a Senior Research Analyst at Craig-Hallum Capital Group LLC, specializing in technology and software sectors. He covers companies such as Frequency Electronics (FEIM) and has issued buy recommendations, though performance metrics show limited history with one rating and 0.00% 12-month ROI as tracked by MarketBeat. Hibshman joined Craig-Hallum as a Research Analyst in 2022 following his undergraduate degree that year, progressing to Senior Research Analyst while supporting lead analyst Jeff Van Rhee. He holds FINRA broker registration (CRD# 6658068) with relevant securities licenses.

Daniel Hubschman's questions to Rimini Street (RMNI) leadership

Question · Q4 2025

Daniel Hubschman inquired about the adoption scale and stage of Rimini Agentic UX solutions (pilots vs. full production, number of adopters), and sources of Q4 financial strength, specifically the $2.1 million one-time revenue recognition, and its flow-through to EBITDA.

Answer

Seth Ravin, CEO and President, described customer adoption as a 'walk before you jog' process, noting that customers are overwhelmed by the pace of AI change. He emphasized Rimini Street's focus on solving business problems with AI for the real world, allowing customers to choose their platform, with ServiceNow being preferred. Ravin expects projects to build a referenceable customer base, leading to a 'hockey stick' mode towards the back half of the year as customers digest the new architecture. Michael Perica, EVP & CFO, confirmed no other significant one-time items in Q4 and noted that the $2.1 million revenue recognition, being from longer-term commitments, had a significant positive contribution to the bottom line.

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