International Business Machines Corp. (IBM), Oracle Corporation (ORCL): Will Tibco Software Inc. (TIBX) Earnings Keep Its Shares on the Rebound?

Perhaps the biggest question for TIBCO is why a larger competitor hasn’t sought to buy it out. With a modest market cap of around $4 billion, the company would make a logical target for a larger big-data player like Oracle Corporation (NYSE:ORCL) or International Business Machines Corp. (NYSE:IBM) looking to pick up its valuable technology. So far, takeover speculation hasn’t led to anything concrete, but in the long run, a buyout could still materialize if TIBCO keeps improving on its execution.

In the TIBCO earnings report, watch closely to see if the company has resolved recent problems in executing on sales in the Americas. CEO Vivek Ranadive has said that those execution issues should now be history, but you’ll want to see confirmation in the company’s revenue figures in order to be certain.

The article Will TIBCO Earnings Keep Its Shares on the Rebound? originally appeared on Fool.com and is written by Dan Caplinger.

Fool contributor Dan Caplinger has no position in any stocks mentioned. You can follow him on Twitter: @DanCaplinger. The Motley Fool recommends TIBCO Software. The Motley Fool owns shares of IBM and Oracle.

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