3SOF

Monday , July 25, 2005 13:00 ET

Tumbleweed Communications Corporation (Nasdaq NM: TMWD) is scheduled to release its Q2 financial results on July 26, 2005, after the close of the market (AMC).

CONSENSUS ESTIMATES:

Q2 Revenue: $12.06 million
Q2 EPS: $-0.01 per share

PREVIOUS PERIOD:

Prev Q2 Revenue: $10.04 million
Prev Q2 EPS: $-0.03 per share

TMWD: Q2 Non-GAAP Results BEAT By Penny

Tuesday , July 26, 2005 16:35 ET

Tumbleweed(R) Communications Corp. (Nasdaq: TMWD), a provider of email security, file transfer security, and identity validation software and appliances, reported Q2 2005 revenue of $12.5 million [ABOVE $12M Est.], up 25% from $10.0 million in Q2 2004; and Q2 2005 non-GAAP EPS of nil [ABOVE (1c) loss Est.] versus a non-GAAP loss of (3c) per share for last Q2. Cash balances grew by $497,000 in the quarter to $22.3 million at June 30, 2005. For Q3, Tumbleweed currently estimates revenue will range from $12.5 million to $13.5 million (INLINE) and non-GAAP EPS to range from break-even to a profit of 1c per share (INLINE).

Tumbleweed Announces Record Revenue for Second Quarter of 2005
Tuesday July 26, 4:05 pm ET 
Revenue Increase of 25%; Operations Continue to Generate Positive Cash Flow


REDWOOD CITY, Calif., July 26 /PRNewswire-FirstCall/ -- Tumbleweed® Communications Corp. (Nasdaq: TMWD - News), a leading provider of email security, file transfer security, and identity validation software and appliances, today reported results for the second quarter ended June 30, 2005. Tumbleweed reported Q2-05 revenue of $12.5 million, up 25% from $10.0 million in Q2-04; a net loss of $791,000, compared to a net loss of $3.3 million in Q2-04; and non-GAAP income, which excludes certain items described below, of $37,000, compared to a non-GAAP loss of $1.6 million in Q2-04. Net loss per share was $(0.02). Non-GAAP income per share was $0.00. Cash balances grew by $497,000 in the quarter to $22.3 million at June 30, 2005.
"I am very pleased to announce record revenue," said Craig Brennan, Chief Executive Officer of Tumbleweed. "Clearly, our initiatives and investments to strengthen our product offerings and channels are the right strategies to meet customer needs and grow our business. New orders increased more than 40% year over year, providing for top-line growth of $2.5 million as well as an increase in deferred revenue. I look forward to building on this success in the second half of 2005."

"We continue to generate positive cash flow from operations," said Tim Conley, Chief Financial Officer of Tumbleweed. "As important, we demonstrated operating leverage with more than 65% of the year over year revenue increase directly contributing to an improvement in non-GAAP results."

Quarterly Highlights

Due to several recent, highly visible security breaches involving the loss of private consumer data, businesses and government agencies are increasingly aware of the need for secure, reliable communication methods. Tumbleweed leads the communication security market, with the industry's most comprehensive product portfolio for secure email and file exchanges. During the quarter Tumbleweed announced new features for both its MailGate email security suite and its SecureTransport managed file transfer solution, further enabling organizations to secure and protect confidential data as it moves across the Internet.

Tumbleweed's customer base grew this quarter, with more than 100 new customers purchasing products during the period. Tumbleweed entered into more than 500 customer contracts, including 150 with repeat customers, exclusive of maintenance renewals. Tumbleweed now has more than 1,200 enterprise and government customers.

Tumbleweed broadened its distribution and market reach by adding new channel partners and doubled the level of business received from resellers quarter over quarter.


     Third Quarter Financial Outlook
     *  Tumbleweed currently estimates that revenue for the third quarter of
        2005 will range from $12.5 million to $13.5 million.
     *  GAAP net loss is currently expected to range from $1.0 million to
        $400,000, or $(0.02) to $(0.01) per share.
     *  Non-GAAP results are currently expected to range from break-even to a
        profit of $500,000, or $(0.00) to $0.01 per share.  Per share amounts
        are based on approximately 48.3 million shares.  Non-GAAP loss
        excludes amortization of intangible assets, stock-based compensation
        expense and merger-related and other expenses estimated to be
        approximately $1.0 million.

strong buy IMO

Wednesday, July 27, 2005 09:29 ET

Issuer: Tumbleweed Communications Corporation (NasdaqNM: TMWD)

Analyst Firm:  C.E. Unterberg Towbin Co.

Ratings Action: UPGRADE

Current Rating: Buy (from Mkt Perform)


http://www.knobias.com/individual/public/news.htm?eid=3.1.ec282f73d4d3ee8765d03592837f0f82da15f4a4db2acc86f44020349d6d405f



Analyst Comments: The firm is upgrading TMWD given the early achievement of break-even status.

earning results and upgrade have pushed TMWD higher

updated chart:

La-onda,

I started reading your thread a couple of days too late, and have been wanting TMWD for 2.84 - 2.95 on a breakout re-test, but I haven't been able to get in.  You've done a very nice job on this one.  Applause.

breakout alarm !!

Another upgrade today from Roth Capital to buy $3.93 in pre market.
I don't hold a position currently, sold before earnings as I prefer to keep my cash on the sidelines for the earns gamble. Well done La--onda for holding on, looks like you are being rewarded

aussietrader,
will you use the little pullback for reentering?

any more details from todays upgrade from Roth Capital?

regards
O.

I only have a headlne on that Roth upgrade no detail on my newsreader. Right now I am not considering to re-enter, not because I don't like the chart or TMWD, just looking for other vehicles for my money. Keeping it on my watch list though.

still long & Strong 

phising link:

http://www.knobias.com/individual/public/news.htm?eid=3.1.2a61cc2320831a4dbcea05e06ebe84769099145b511ab4dd4f1f2c7de52cb7c7


updated TMWD chart:

TMWD news:
Tumbleweed Licenses Commtouch's Virus Protection Technology
Friday , August 05, 2005 02:55 ET

Aug 05, 2005 (CORPORATE CONFERENCE CALL ABSTRACTS via COMTEX) --Tumbleweed Communications Corp. today said it has licensed Commtouch's RPD anti-spam and virus protection technology.

Tumbleweed said it has integrated RPD (recurrent pattern detection) features into Tumbleweed MailGate Email Firewall and MailGate AntiSpam. The addition of the technology further extends MailGate performance by adding real-time detection capabilities, blocking spam outbreaks within minutes of their release into the Internet, the company said.

Tumbleweed also said it has licensed elements of CommTouch's patent.

"Recurrent Pattern Detection adds outbreak detection as an additional layer of defense against spam, phishing, spyware, virus and worm attacks sent out in email blasts. It is a strong complement to our comprehensive email security offering," said John Thielens, CTO of Tumbleweed Communications.

"Outbreak Detection, combined with Tumbleweed's other threat protection technology, ensures complete protection from increasingly nefarious email attacks," Thielens said.


chart update will come later, still holding !!!

still holding, please read quarterly report:
http://xml.10kwizard.com/filing_raw.php?repo=tenk&ipage=3618863

chart:

looks good for reentry, isn´t it?

TMWD: New 52-Wk High @ $4.250 up 4.94%
Friday , September 30, 2005 14:55 ET

This is the 1st 52 WEEK HIGH alert for TMWD in the past 7 calendar days.

The share price for Tumbleweed Communications Corporation (NASDAQ NM: TMWD) reached a new 52-week high today, trading at $4.250, up $0.200 (4.94%) from its previous close of $4.050.

The Company's previous 52-week high of $4.240 was set 336 days ago on October 29, 2004.

One year ago, the Company's shares closed at $2.530. The price has climbed more than 67 percent since then.

At the time of this alert, the stock had traded 284,000 shares via 249 trades, 1.78% below it's 20day average of 289,145 shares.

This new 52-week high currently puts the stock:

13.09% above its 20day Moving Average of $3.758
18.66% above its 50day Moving Average of $3.582
39.03% above its 100day Moving Average of $3.057

The Company last released news on September 30, 2005 (today):

"Tumbleweed Licenses Email Firewall Patents to Vircom"

TUMBLEWEED COMMUNICATIONS CORPORATION
Engaged in providing secure Internet communication solutions for enterprises and government customers of all sizes. Organizations can block security threats, protect information, safely conduct business online, and reduce their cost of doing business.

Good find La-onda, applaud

looks like we got the CUP with HANDLE here.