If TIBX hit 35.00 2 years ago back when the Nasdaq was at 2500...minimally, the PPS would be at 40 today if they never slowed down. That's 15.00 from where the PPS is at today.
TIBX actually dropped 30% as the Nasdaq rose 40%. Market is over priced here...TIBX can move up with good earnings but if the overall tape corrects then trend line will be down.
I agree, very likely that numbers were met for the Q. Not sold on a significant or sustained run-up if the market turns south.
With TIBCO's impeccable timing, it wouldn't surprise me that TIBCO will resume growth during a downturn in the market. Missing numbers during the huge equity run has surely cost TIBCO's PPS a minimum of 15.00.
Oh well, at least VR and gang were paid...that's all that matters...forget about those pesky shareholders.
Hey just pointing out the one year anniversary when TIBCO warned and partially blamed Sandy is not being a smart a--.
It's part of the historical record lizard boy....unlike your supposed options.
Where's the revenue? 6.4 million "paid user" with almost no revenue...great Job Ram...sounds like a great product that can't generate revenue...pretty much an ongoing theme during TIBCO's history.
Nasdaq at 4k...TIBCO at 24. The train left TIBCO at the station.
VR turned 38.00 a share almost 3 years ago. No way VR takes the same offer 3 years later.
Furthermore, HP is looking at smaller acquisitions. Not a chance they make a bid on any deal that resembles terms of the Autonomy acquisition. TIBCO would be just that...
HP/TIBCO not happening
TIBCO stays independent as the option machine is making VR rich without selling.
If it's restricted options just awarded, you truly don't own them as the time and/ or vesting period are not yet met. For example, if I worked at TIBCO you'd be fired and your options are worthless.
That's like stating social security is an asset when your 20+ years away from collecting.
If you previously exercised 25k options it sure speaks to your confidence level in TIBCO. If I thought someone was a "true visionary" I certainly would not be excerising options in the 20's when my CEO is staying the company will be as large as IBM.
"When you wish upon a star..."
Funny thing is, no form 4 filings of anyone at TIBCO awarded 25k shares. The options book indicates no one buying a 25k block. I'm sure dumpster dude and Pinocchio are out the TIBCO parking lot entertaining each other with grandiose TIBCO stories.
I wonder if VR is Pinocchio? 3 more years left for tibbr to hit 100 million users. Currently, 6.8 million "paid users" with no revenue to the bottom-line.
"When you wish upon a star..."
Do you know what a rhetorical question is? I just asked one. Obviously, the answer is no.
So you do own any shares? Let me ask what you ask of others, "if you don't own shares why are you posting?" Patiently waiting your answer kettle.
NASDAQ at 4k....TIBX at 24...sorry but they blew it...wrong time to miss 4 quarters in row. The market will correct and it will drag TIBCO down to 14-15.
Coming up to the three year market where VR rejected 38.00 a share from HP on the basis he could get the shares to that level himself. True visionary and a great test case with VR's own software of predictive analytics.
Oh should I say strikes again...
VR exercises 800k worth of options...
The good times continues for TIBCO's gang of 7 insiders...
BTW, the Nasdaq is almost at 4k...the last time the Nasdaq was here your market cap was close to 16 billion...13 years later the market cap is under 4 billion...
Still not larger than ORACLE as you predicted would be the case within 7 years (this prediction is close to 10 old).
Insiders dump quarter after quarter....year after year....why has the float not moved down over the last few years despite spending 500 million on buy backs?
Pull the Form 4's, most options are excercised 3-5 year early despite VR's claim that that this their decade.
There are 35 million more in options thar are either available or authorized to give out...don't forget TIBCO had to raise 600 million in capital because of their reckless buy back the last few years (that has not moved down the float).
TIBCO turned down 38.00 per share from HP 2.5 years ago...VR told the BOD he could the PPS to that price without the help of HP. PPS is STILL not even close.
CONGRATS INSIDERS...VR is not selling anytime soon...the party continues...unfort...at the dilution of the common shareholder. Party it up!
A few months ago tibbr was at 1.5 million users today it's at 6.5 million. Only possible scenario it is now part of the stack...in hopes to earn revenue from the add-ons.
Otherwise...VR would be shouting from the mountain tops about 1000% growth.
@lizard....obviously you lack retention skills. Over a month ago, I said positive news and product updates will coming out TUCON. It does every year. Quit being a bonehead. Now with a outside marketing executive coming hopefully she can drive branding beyond the enterprise.
Taking into account every customer getting 75% discount off the 12.00 per user user monthly fee...6.5 million users at 3.00/mo equates to 59 million in quarterly revenue.
Per last call, VR said they are not making a lot on tibbr. Also, a few months ago the number was 1.5 million users....not 6.5 million users.
I think you are right...paid is past tense. Also, if their were 6.5 million "paying" users TIBCO would have been all over that on the earnings call....that would represent 600-700% growth.
It appears that tibbr is a loss leader for TIBCO with idea of selling more of the stack to the client at a later date. Or tibbr is part of the stack they are selling and tibbr is getting very little revenue recognition. So tibbr is free with the stack so technically if the are buying the stack...it's considered a "paid" user.
The numbers don't JIVE (pun intended),
Article claims 6.5 million paid tibbr users...not sure if this is accurate, if it is that's super impressive and indicates viral growth within the enterprise. Why is this not translating to revenue?
--Tibbr has grown from 1.5 million paid users less than a year ago to 6.5 million paid users today, and now has users in 7,000 global cities, and supports 2,100 distinct mobile device models. By comparison, Yammer had just 800,000 paid users when it sold to Microsoft in 2012. And amid the recent period of torrid growth, Tibbr has collected extensive feedback from its customers about the ways that social software can drive productivity and connectivity in the enterprise.--
Article found at Pandodaily.