TIBCO Software Inc. Fourth Quarter Earnings Sneak Peek

TIBCO Software, Inc. (NASDAQ:TIBX) will unveil its latest earnings on Wednesday, December 21, 2011. TIBCO Software is a provider of infrastructure software. It offers a range of standards-based infrastructure software solutions that help organizations achieve the benefits of real-time business.

TIBCO Software, Inc. Earnings Preview Cheat Sheet

Wall St. Earnings Expectations: The average estimate of analysts is for profit of 30 cents per share, a rise of 15.4% from the company’s actual earnings for the same quarter a year ago. The average estimate is the same as three months ago. Between one and three months ago, the average estimate was unchanged. It also has not changed during the last month. Analysts are projecting profit to rise by 19% versus last year to 75 cents.

Past Earnings Performance: Last quarter, the company reported net income of 17 cents per share versus a mean estimate of profit of. The company has beaten estimates for the past three quarters.

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Wall St. Revenue Expectations: Analysts are projecting a rise of 16.6% in revenue from the year-earlier quarter to $281.3 million.

Analyst Ratings: seven out of 13 analysts surveyed (53.8%) have a buy rating on TIBCO Software.. This is below the mean analyst rating of 10 competitors, which average 59.1% buy ratings.

A Look Back: In the third quarter, profit rose 35.6% to $23.5 million (14 cents a share) from $17.4 million (10 cents a share) the year earlier, exceeding analyst expectations. Revenue rose 24.1% to $229 million from $184.5 million.

Key Stats:

The company has enjoyed double-digit year-over-year percentage revenue growth for the past four quarters. Over that span, the company has averaged growth of 23%, with the biggest boost coming in the second quarter when revenue rose 24.9% from the year earlier quarter.

The company has seen net income rise in three straight quarters. Net income rose 64.2% in the second quarter and 53% in the first quarter.

Competitors to Watch: Oracle Corporation (NASDAQ:ORCL), Progress Software Corp. (NASDAQ:PRGS), CA, Inc. (NASDAQ:CA), Intl. Business Machines Corp. (NYSE:IBM), Pegasystems Inc. (NASDAQ:PEGA), MicroStrategy Incorporated (NASDAQ:MSTR), SAP AG (NYSE:SAP), Microsoft Corporation (NASDAQ:MSFT), Red Hat, Inc. (NYSE:RHT), and Sybase, Inc. (SY).

Stock Price Performance: During November 16, 2011 to December 15, 2011, the stock price had dropped $6.18 (-20.8%) from $29.78 to $23.60. The stock price saw one of its best stretches over the last year between June 22, 2011 and July 7, 2011 when shares rose for 11-straight days, rising 22.5% (+$5.74) over that span. It saw one of its worst periods between November 15, 2011 and November 25, 2011 when shares fell for eight-straight days, falling 15.9% (-$4.87) over that span. Shares are up $3.89 (+19.7%) year to date.

(Company fundamentals by Xignite Financials. Earnings estimates provided by Zacks)

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