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TIBCO Software, Inc. (TIBX)

- NASDAQ
TIBX is defunct.
  • Mar. 21, 2013, 5:58 PM
    Tibco (TIBX) guides on its FQ1 call for FQ2 revenue of $242M-$252M and EPS of $0.17-$0.19, below a consensus of $264.8M and $0.26. As was the case following its FQ4 warning, the middleware/analytics software vendor suggests execution issues are playing a role in its troubles. Shares -14.7% AH. INFA -2.1%. TDC -1.4%. QLIK -2.1%.
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  • Mar. 21, 2013, 4:27 PM
    TIBCO Software (TIBX): FQ1 EPS of $0.18 in-line. Revenue of $237.8M misses by $4.66M. Shares -9.3% AH. (PR)
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  • Mar. 21, 2013, 12:10 AM
    Notable earnings after Thursday’s close: MU, NKE, SLW, TIBX
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  • Mar. 20, 2013, 5:35 PM
    Notable earnings after Thursday’s close: MU, NKE, SLW, TIBX
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  • Mar. 20, 2013, 4:44 PM
    Some enterprise IT names slump in response to Oracle's FQ3 miss, which included a surprising 2% Y/Y drop in new software license/cloud subscription revenue, and a 23% Y/Y drop in hardware product sales. InfiniBand hardware supplier Mellanox (MLNX) is the worst-hit, -7% AH. IBM -1%. HPQ -1%. EMC -1.2%. RHT -1.9%. VMW -1%. TIBX -1.2%. TDC -1%. Archrival SAP is unchanged for now.
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  • Mar. 6, 2013, 10:43 AM
    Tibco (TIBX +10.6%) soars following an upgrade to Buy from BofA/Merrill. The firm had downgraded Tibco to Neutral in December in response to its FQ4 warning. FQ1 results arrive on March 21. Informatica (INFA +1.6%) and Qlik (QLIK +2.3%) might be rising in sympathy.
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  • Feb. 14, 2013, 5:06 PM
    Middleware/analytics software provider Tibco (TIBX) +1.6% AH in response to business intelligence software firm Qlik's Q4 beat and strong 2013 guidance. Both companies have been hyped on occassion as big data plays. Other names that could move higher include Qlik rivals Microstrategy (MSTR) and Actuate (BIRT), data warehousing vendors Informatica (INFA) and Teradata (TDC), and machine data software king Splunk (SPLK).
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  • Feb. 1, 2013, 3:39 PM
    IBM resumes its analytics M&A spree, snapping up startup Star Analytics for an undisclosed sum. Star's software, which handles data warehousing tasks for Oracle apps and automates the sharing of information between business apps in general, complements IBM's data integration, middleware, and business intelligence offerings, and could help it better compete against Informatica (INFA) and Tibco (TIBX). (PR)
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  • Jan. 25, 2013, 10:44 AM
    Informatica's (INFA +10.4%) big Q4 beat (I, II) is stoking a rally in enterprise software stocks. Microsoft's decent Server & Tools performance might also be helping . Business intelligence/analytics firms are among the standouts - SPLK +2.8%. QLIK +7.2%. TIBX +3.8%. TDC +3.9%. MSTR +3.5% - but there are also others. SAP +2.6%. RHT +3.3%. N +2.4%. CTXS +1.7%. On its earnings call, Informatica noted Facebook is a buyer of its new PowerCenter Big Data Edition software, which can handle data integration projects on Hadoop clusters and many other platforms.
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  • Jan. 24, 2013, 6:14 PM
    Informatica (INFA) reportedly guides on its Q4 call for Q1 revenue of ~$201M and EPS of $0.29-$0.32. Shares +8.2% AH, paring some of the gains they saw on news of a huge Q4 beat, but still up strongly. Deferred revenue reached $250.8M in Q4, up from $226.9M in Q3 and $214.6M in Q4 '11. Some other big data/analytics plays, such as SPLK, TIBX, BIRT, QLIK, TDC, and MSTR, could rally tomorrow.
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  • Jan. 3, 2013, 4:51 PM
    Mellanox's warning fueled a gradual selloff in enterprise tech stocks. Some storage-centric names were among the hardest-hit: FIO -6.2%. BRCD -4.7%. ELX -3.9%. XRTX -4.7%. Other notable decliners: FFIV -3.8%. CTXS -3.4%. VMW -3.2%. TIBX -3%. QLIK -8.4%. (security hardware stocks)
    | 4 Comments
  • Dec. 21, 2012, 12:08 PM
    Tibco  (TIBX +6.3%) and Red Hat (RHT +3.8%) are continuing their post-earnings rallies, even as Goldman airs cautious comments (I, II) on each. In light of its Dec. 4 warning, the firm seem Tibco hampered by execution problems related to Americas sales, process control, and an understaffed management, and thinks needed investments will depress margins. Goldman likes Red Hat's product line, but doesn't think shares deserve a Buy rating until organic billings growth gets back above 20%. (Tibco FQ4) (Red Hat FQ3: I, II, III) (transcripts: I, II)
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  • Dec. 20, 2012, 5:40 PM
    After-hours top gainers, as of 5:15 p.m.: RIMM +7%. RHT +6%. NKE +5%. CAMP +4%. TIBX +4%.
    After-hours top losers: SB -14%. DTLK -8%. BXE -4%. MU -3%. GOL -2%.
    | 5 Comments
  • Dec. 20, 2012, 5:01 PM
    Tibco (TIBX): FQ4 EPS of $0.42 beats by $0.03. Revenue of $296.5M (+2% Y/Y) beats by $3M. Expects FQ1 revenue of $241M-$245M and EPS of $0.17-$0.18 vs. consensus of $240.7M and $0.21. 195 deals over $100K and 25 deals over $1M in FQ4, up from 134 over $100K and 16 over $1M in FQ3. Shares +6.1% AH. (PR)
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  • Dec. 20, 2012, 12:10 AM
    Notable earnings after Thursday’s close: FCEL, MU, NKE, RHT, RIMM, TIBX
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  • Dec. 19, 2012, 5:35 PM
    Notable earnings after Thursday’s close: FCEL, MU, NKE, RHT, RIMM, TIBX
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Company Description
TIBCO Software Inc. provides infrastructure and business intelligence software. Its software platform enables customers to create flexible, event-driven applications and deliver real-time, actionable insights.