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Safehold Inc. (SAFE) Q2 2026 Earnings Call Transcript

Safehold said the call reviewed second-quarter results and included a replay and investor presentation for analysts and shareholders.

  • On Thursday, July 30, 2026, Rimini Street, Inc. reported second quarter revenue of $111.1 million, up 6.7% year-over-year, reflecting positive growth drivers across its service subscription portfolio.
  • By winding down support for Oracle's PeopleSoft products by July 2028, Rimini Street is transitioning clients toward its proprietary SmartPath methodology to modernize infrastructure and focus on AI-enabled innovation.
  • During the quarter, the company added 58 new logos, bringing the first-half 2026 total to 108, and closed 14 client transactions exceeding $1 million in total contract value, totaling $30 million.
  • CEO Ravin announced immediate availability of "Rimini Govern for AI," a governance-as-a-service solution for organizations scaling AI activity. Partnership with ServiceNow spans over 1,000 shared customers.
  • Management reiterated full-year 2026 revenue guidance of 4% to 6% growth and remains focused on achieving its "Rule of 20" financial target, where revenue growth and profit margins sum to at least 20%.
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itweb.co.za broke the news on Thursday, July 30, 2026.
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