Having working with a number of EA's I can confirm that this post is pure speculation. I've recently worked on a TIBCO project, an the innovation is there, right down to service deliver. We had a first phase launch within 8 weeks, including establishing a COE within the client team.
TIBCO have launched a number of new products, including the latest release of ESB - BW 6, which if you read Real news sources you will notice that the AA, Skipton Building Society and Dixon's Carphone Warehouse have all chosen TIBCO over Mulesoft for 3 simple reasons:
1) Mulesoft isn't Enterprise scale. Where it is great for point-to-point connections it doesn't fulfil the need of a one to many integration layer which is what businesses need. I read the press and can see that 7 of the 10 largest Telco companies, the largest Tour Group operators and Financial Services institutes all choose TIBCO over any other ESB because of it's Enterprise scalability and innovation.
2) Mulesoft hasn't turned a profit in the 10 years of it's existence... if you looking at investing in platform, ask to see the books and you will realise that any investment in Mulesoft isn't yet a safe bet. An acquisition may look attractive but for clients on a purely subscription model, what you pay for, and make the same payment every year, will likely lead to a vendor review within the next year or two as Mulesoft will get eaten up by a larger, non ESB focused vendor.
3) Mulesoft is buggy, actually it is incredibly buggy. Check out http://status.mulesoft.com/ and see for yourselves the amount of down time, error logs and critical failures it suffers. Great for developers looking at self preservation but for the business this is an expensive affair dressed up as an open source May Fair. Be careful when and what you invest in and don't believe tripe posts like the one from xyz above.
Sorry xyz, you're obviously at pains but this falsification of reality isn't going to make your life better. Be true to yourself, dude.
You're only kidding yourself; aligning with a donkey, you're making yourself look like an Ass