Feeds

More acquisitions expected from BEA

More portal, vicar?

3 Big data security analytics techniques

Piper Jaffray, the US investment bank, has delivered its second cool assessment of BEA Systems' business prospects in a week, asserting BEA will continue with acquisitions to ignite growth.

Piper Jaffray believes acquisition is a "reasonable strategy" to pursue, but noted the strategy indicates growth in BEA's core markets "remains challenging."

The research note came as BEA's software business only recently returned to license revenue growth. BEA saw five successive quarters of declining revenue growth up until the second quarter of this year, when it recorded a modest 1.7 per cent increase.

Like many in enterprise software, BEA has been hit by a slowdown in customer spending. BEA has faced added pressure from an aggressive IBM selling WebLogic and from open source application servers including JBoss and Gluecode, who offer customers - notably developers - a lower-priced alternative for their development and runtime needs.

Piper Jaffray last week said it expects open source to exert even more pressure on BEA's business. It believes customers will delay new purchases of WebLogic until they have had time to evaluate the latest edition of Gluecode, owned by IBM, which is due later this year.

Again, like many in enterprise software, BEA is using M&A to enable growth. BEA spent buying $200m on fellow enterprise portal vendor Plumtree, to gain 700 clients in local government, retail and packaged goods running Java and .NET.

Piper Jaffray said that it believes BEA will likely continue to acquire more companies around its product base. That potentially means deals in application servers, integration, service oriented architectures (SOAs) and - yup - portals. ®

SANS - Survey on application security programs

More from The Register

next story
Android engineer: We DIDN'T copy Apple OR follow Samsung's orders
Veep testifies for Samsung during Apple patent trial
This time it's 'Personal': new Office 365 sub covers just two devices
Redmond also brings Office into Google's back yard
Batten down the hatches, Ubuntu 14.04 LTS due in TWO DAYS
Admins dab straining server brows in advance of Trusty Tahr's long-term support landing
Microsoft lobs pre-release Windows Phone 8.1 at devs who dare
App makers can load it before anyone else, but if they do they're stuck with it
Half of Twitter's 'active users' are SILENT STALKERS
Nearly 50% have NEVER tweeted a word
Windows XP still has 27 per cent market share on its deathbed
Windows 7 making some gains on XP Death Day
Internet-of-stuff startup dumps NoSQL for ... SQL?
NoSQL taste great at first but lacks proper nutrients, says startup cloud whiz
Windows 8.1, which you probably haven't upgraded to yet, ALREADY OBSOLETE
Pre-Update versions of new Windows version will no longer support patches
Microsoft TIER SMEAR changes app prices whether devs ask or not
Some go up, some go down, Redmond goes silent
Red Hat to ship RHEL 7 release candidate with a taste of container tech
Grab 'near-final' version of next Enterprise Linux next week
prev story

Whitepapers

Designing a defence for mobile apps
In this whitepaper learn the various considerations for defending mobile applications; from the mobile application architecture itself to the myriad testing technologies needed to properly assess mobile applications risk.
3 Big data security analytics techniques
Applying these Big Data security analytics techniques can help you make your business safer by detecting attacks early, before significant damage is done.
Five 3D headsets to be won!
We were so impressed by the Durovis Dive headset we’ve asked the company to give some away to Reg readers.
The benefits of software based PBX
Why you should break free from your proprietary PBX and how to leverage your existing server hardware.
Securing web applications made simple and scalable
In this whitepaper learn how automated security testing can provide a simple and scalable way to protect your web applications.