Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

TIBCO's Return To License Growth Frustratingly Inconsistent

Wanting to like a stock can be dangerous, as TIBCO (NASDAQ:TIBX) is showing once again. TIBCO is a solid player in business optimization and process management, offering companies platforms to integrate and analyze operational data, but the company has been having a difficult time with sales execution and the willingness of larger rivals to compete on price. While the company had done a good job of rallying the troops and getting investors and analysts to buy into a growth recovery story, the company's fourth quarter results and first quarter guidance are a setback.

For better or worse, what the stock needs is consistent license revenue growth in the high single digits or low double digits (growth above the...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details