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TIBCO Software, Inc. (TIBX)

- NASDAQ
TIBX is defunct.
  • Sep. 20, 2012, 5:12 PM
    Tibco (TIBX) guides on its FQ3 earnings call (webcast) for FQ4 revenue of $310M-$318M and EPS of $0.42-$0.44, below a consensus of $326.7M and $0.47. Shares -4.7% AH.
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  • Sep. 20, 2012, 4:16 PM
    Tibco Software (TIBX): FQ3 EPS of $0.27 in-line. Revenue of $255M (+11% Y/Y) misses by $4.8M. Shares -4.3% AH. (PR)
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  • Sep. 20, 2012, 12:10 AM
    Notable earnings after Thursday’s close: ORCL, TIBX
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  • Sep. 19, 2012, 5:35 PM
    Notable earnings after Thursday’s close: ORCL, TIBX
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  • Sep. 11, 2012, 9:36 AM
    Tibco (TIBX -8.1%) tumbles on a downgrade to Hold from ThinkEquity's Yun Kim. Kim says his checks indicate Tibco might be planning major job cuts, something that could have negative implications for the middleware vendor's growth and execution. Tibco's FQ3 report arrives on Sep. 20.
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  • Aug. 30, 2012, 4:25 PM
    More on Splunk's FQ2: The company expects FQ3 revenue of $45M-$47M and FY13 (ends Jan. '13) revenue of $183M-$186M, above Street estimates of $44.7M and $178.3M. FQ2 free cash flow totaled $2.2M, in spite of a small operating loss. Deferred revenue +14% Q/Q to $67.7M. License revenue +61% Y/Y and 67% of total sales. Maintenance revenue +99%. Opex +69%, thanks to aggressive sales and R&D spending. SPLK +12.3% AH. Other big data plays are also up: INFA +3.7%. TIBX +1.6%. QLIK +2%. (PR)
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  • Aug. 28, 2012, 5:30 PM
    Wedbush's Steve Koenig has launched coverage on Informatica (INFA) and Tibco (TIBX) with Outperform ratings (I, II). Koenig says his checks indicate Informatica is still the "premier choice" (presumably for data warehousing) for IBM, Oracle, and SAP database implementations, and demand for Tibco's real-time data integration/analytics tech is strong. He's also a fan of Informatica's new sales chief, and thinks Tibco's neverending M&A speculation should keep shares above $20.
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  • Aug. 7, 2012, 6:59 PM
    VMware (VMW) is buying Log Insight, a product that delivers real-time analysis of machine data, from startup Pattern Insight. The purchase makes VMware a rival to Splunk (SPLK), the current leader in this space, and perhaps also Tibco (TIBX), which bought a log data hardware/software firm in April. Last month, it was reported VMware and parent EMC are thinking of spinning off their cloud services and big data assets into a separate company. (VMware/Cetas)
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  • Jul. 27, 2012, 11:58 AM
    Informatica (INFA +8.6%) and Qlik (QLIK +17.4%), bid up on big data hype and hammered due to earnings warnings (I, II) partly stemming from heavy European exposure, are surging after posting Q2 results (I, II) and issuing soothing guidance. Informatica expects 2012 revenue of $812M-$832M and EPS of $1.45 (consensus is for $822M and $1.44), and Qlik expects 2012 revenue of $376M-$378M and EPS of $0.31-$0.35 (consensus is for $377.3M and $0.34.). MSTR +3.4%. TIBX +5.3%. (INFA transcript) (QLIK transcript)
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  • Jul. 13, 2012, 2:51 PM
    UBS' Brent Thill cuts estimates for over a dozen enterprise software stocks. He cites the usual worries (macro problems in the West, delayed deals, forex issues, poor visibility), and thinks Informatica and Qlik's warnings made clear the severity of the situation. As a result, he recommends software investors stay cautious during earnings reason, and thinks prices could remain volatile until later this summer.
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  • Jun. 29, 2012, 4:27 PM
    Tibco (TIBX +11.5%) ended the day with a big gain after beating FQ2 estimates and providing reassuring FQ3 guidance. The company also fired Americas sales chief Robin Gilthorpe as part of a reorg. During its earnings call, Tibco noted Asia-Pac sales rose 40% Y/Y in FQ2, helping offset a mere 4% increase in Euro sales, where IT spending (like much else) has come under pressure. Also, the company's BPM software sales rose 80%.
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  • Jun. 28, 2012, 5:06 PM
    Tibco (TIBX) guides on its FQ2 earnings call (webcast) for FQ3 revenue of $255M-$265M and EPS of $0.25-$0.27, which compares with a consensus of $260.6M and $0.27. Shares +1.5% AH after initially falling post-earnings. Investor expectations appear to have fallen in light of recent enterprise IT spending worries.
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  • Jun. 28, 2012, 4:19 PM
    TIBCO Software (TIBX): FQ2 EPS of $0.26 beats by $0.03. Revenue of $247.4M (+14.3% Y/Y) beats by $3M. Shares -2% AH. (PR)
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  • Jun. 28, 2012, 12:10 AM
    Notable earnings after Thursday’s close: ACN, NKE, RIMM, TIBX
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  • Jun. 27, 2012, 5:35 PM
    Notable earnings after Thursday’s close: ACN, NKE, RIMM, TIBX
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  • Jun. 27, 2012, 4:51 PM
    Red Hat (RHT) is acquiring Progress Software's (PRGS) FuseSource business, which provides open-source middleware tools, for an undisclosed sum. The acquisition is the latest example of Red Hat's efforts to build an app infrastructure platform that runs on Linux, and is based on open-source software. FuseSource competes with middleware market leaders IBM, ORCL, and TIBX. (PR)
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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.