TIBCO had their 4th quarter analyst call last week, and SeekingAlpha’s transcript has a few CEP mentions for TIBCO’s Q4 and 2011 FY:
- “Our business optimization category, which includes both BusinessEvents and Spotfire, grew over 50% in license revenue for the year and has doubled in the past 2 years.”
- “Business optimization was the clear growth driver this quarter, up 45% over last Q4. Both Spotfire and BusinessEvents, which make up this category, showed tremendous growth, and each had its largest quarter ever. BusinessEvents is also playing a larger and larger role in our platform sales, and therefore making up a larger and larger percentage of revenue on many deals.”
- “…everybody is moving into an eventing engine. And some people — we have clients that are actually replacing app servers with event servers. …”
- “It seems like the world is moving more and more to intelligent systems and driving intelligent outcomes in various verticals. “
- “…so everybody wants to completely go to the eventing platform if you’re a retailer. … Everybody wants to be able to go all the way down to the consumer. They want to be able to make you the offer before you leave the aisle, not 6 months after you leave the store. … so Macy’s was an early TIBCO adopter to go to this eventing platform. And I think their results have shown it. …”
- “One of the use cases we’re very excited about is for cybersecurity where people are now trying to look at events and anticipate that there might be trouble. And the — what we did in the government is now all of a sudden of interest everywhere. And in addition to our technology now being built into the smart grid, they’re using the cybersecurity component because once you have a smart grid, it can be hacked and that’s not so good. So we have some fantastic use cases around that. …”
