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FBN shows its love of big data plays, launching coverage on Tibco (TIBX +2%), Splunk (SPLK...

FBN shows its love of big data plays, launching coverage on Tibco (TIBX +2%), Splunk (SPLK +4.1%), Informatica (INFA +2.4%), and Actuate (BIRT +8%) at Outperform. FBN likes Tibco's 30%+ license bookings growth, and talks up the potential of its Spotfire big data analytics platform (20% of revenue). Checks indicate Spotfire is more enterprise-ready than rival solutions from QLIK and Tableau, and that Tibco's co-marketing efforts are paying off. (also)
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