Out Fox The $treet

Jive Software easily beat Q1'15 analyst forecasts. The business collaboration software firm is finally starting to gain traction with customers via new apps with lower prices points. The stock is on the verge of breaking a long three-year downtrend. When Jive Software (NASDAQ: JIVE ) went public back at the end of 2011, the company was proclaimed as the social platform for the business community. Jive though failed to gain critical mass and still today hasn't reached 1,000 customers. Read the full article on Seeking Alpha. Disclosure: Long JIVE. Please review the disclaimer page for more details. 

The recent collaboration deal with Cisco Systems ( NASDAQ: CSCO     ) sparks an interest in investing in Jive Software ( NASDAQ: JIVE     ) again. The social business software provider offered an interesting investment concept when it came public back at the end of 2011, yet the company hasn't been able to match the success of the consumer social media stocks. The software provider is focused on the social business platforms of portals, social intranets, and external communities that allow employees and customers to better collaborate and engage. Unfortunately, Jive Software has yet to hit the tipping point, with revenue growth only clocking in at 21% in the first quarter. Read the full article here . Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

When Jive Software ( JIVE ) came public back at the end of 2011, the stock promised huge potential to become the social business platform of choice to rival Facebook's ( FB ) consumer network. The cloud software firm instead has floundered as other cloud based software firms have soared. Does this social butterfly have the potential for a similar rebound to what Facebook recently made? Jive Software offers a cloud-based collaboration network that connects employees, customers and partners. It also offers the only pure-play option with the other leading competitor bought by Microsoft ( MSFT ) a while back. Read the full article at Seeking Alpha. Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

When Jive Software (NASDAQ: JIVE ) went public back at the end of 2011, it had so much promise for providing a social platform for businesses. The stock shot up to $28 due to the excitement that social media brought at the time. After a weak quarterly report, the stock plunged over 20% to end back around $13. Stocks such as Facebook plummeted as well back in early 2012, but most more » Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

Like so many other social media and technology related IPOs from 2011 and early 2012, Jive Software (JIVE) quickly became very overpriced as the stock soared to $28. The market had huge expectations that far outweighed anything the company could produce. Even beating or meeting all three earnings reports since going public haven't been enough to keep the stock price at those highs. The company is a leading global social business software company. Recently, the stock sold off 22% after reporting Q2 numbers that were mostly in line, while revenue guidance was at the low end of expectations. A stock trading at nearly 10x revenue has to increase guidance in order to sustain that valuation. Read the full article at Seeking Alpha. Disclosure: No positions mentioned. Please review the disclaimer page for more details.

Jive Software (JIVE) continues to be one of the most interesting recent IPOs. Jive provides social business software and is the first publicly traded pure play. After the close yesterday, the company reported it's first quarterly report as a public company. Both revenue and earnings beat estimates. The company guided to numbers for Q1'12 and FY'12 that beat estimates. All great numbers compared to expectations. The only problem though is the company still expects a loss around $.40 in 2012 on revenue around $110M. So even though the company has one of the more interesting market opportunities to develop, the valuation for the stock is relatively high at nearly $1B. The revenue estimate for 2013 quickly jumps to $150M so any material drop in the stock price during 2012 would provide an appealing entry point. Nice picture that Jive provided via the earnings release to highlight the quarterly numbers: Guidance: First Quarter 2012 Guidance : Total revenue ...

Any investor paying attention should know this last week was the busiest IPO week in the U.S. in years. The slate was headlined by well-known Facebook game maker Zynga (ZNGA), with secondary focus on Jive Software (JIVE) and luxury retailer Michael Kors (KORS). The rest of the IPO's had limited focus. Already knowing the issues with Zynga are similar to Groupon (GRPN) and Angie's List (ANGI), we quickly zipped past that offering (dropped 5% on first trading day Friday). Read Why Angie's List Shouldn't Be Listing for more details. MIchael Kors is interesting as well, but the stock looks pricey and investors already have plenty of luxury retailers to buy. Read the full article at Seeking Alpha. Disclosure: No positions mentioned. Please review the disclaimer page for more details.