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Splunk

Splunk, Inc. engages in the development and marketing of cloud software solutions. Its products include Splunk cloud, Splunk light and Splunk enterprise. It also offers solutions for Information Technology operations, security, internet-of-things, application analytics, business analytics, and industries. The company was founded by Erik M. Swan, Michael J. Baum and Robin K. Das in October 2003 and is headquartered in San Francisco, CA.

Earnings data Q2 2021

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Splunk reports strong Q1 results, eyes public sector growth

Splunk's Q1 performance was strong, driven by ARR and total revenue growth, as well as a significant increase in free cash flow. The company's focus on operational efficiency, customer expansions, and competitive wins, particularly in cybersecurity and observability, positions it well for future growth. While facing challenges in accelerating cloud migrations and maintaining expense discipline, Splunk sees opportunities in the public sector and the potential of AI advancements.

Splunk exceeds Q2 expectations, anticipates challenges in macro environment

Splunk delivered strong financial performance, demonstrating growth in ARR, revenue, and operating margin. The company's strategic partnerships, customer traction, and focus on efficiency position it well for future opportunities. However, challenges in the macroeconomic environment and cloud migration trends require careful navigation.

Splunk exceeds Q4 expectations, focuses on cloud growth opportunities

Splunk's Q4 2023 earnings call highlighted strong financial performance, operational efficiency, and strategic wins in security and observability. The company faces challenges in managing revenue recognition and navigating the cloud transition. However, opportunities for growth through renewals, new ARR, and cloud migration support are key focus areas for Splunk.

Splunk surpasses Q1 expectations, eyes growth in cybersecurity and cloud

Splunk exceeded guidance in ARR and total revenues, showcasing strength in key areas
Strategic investments in cybersecurity, cloud, and observability position Splunk for growth
Renewals and anticipated growth in renewal opportunities signal continued momentum
Balancing expense discipline with innovation and seizing growth opportunities are key focus areas

Splunk surpasses Q2 expectations, eyes growth amid macro challenges

Splunk's Q2 performance exceeded expectations, driven by strong financial growth and operational efficiency.
While facing challenges in the macro environment and regulatory landscape, Splunk's strategic partnerships and focus on innovation position it well for future growth.
Renewal rates improvement and customer engagement underscore Splunk's commitment to delivering value and optimizing customer spend.
The company's upcoming Investor and Analyst Day and emphasis on cloud solutions and security maturity highlight a promising outlook for Splunk.

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Splunk is a cloud-first software company that provides operational intelligence software that monitors, reports, and analyzes real-time machine data for security, IT, and business. It offers a range of solutions, including advanced threat detection, incident management, cloud monitoring, security monitoring, serving manufacturing, retail, and financial services. The company was founded in 2004 and is headquartered in San Francisco, California.

Cisco Systems

Cisco recently announced its intent to acquire Splunk for $28 billion. Splunk provides a product offering and revenue stream that enhances Cisco's business.

Is Cisco Stock a Buy Now That It's Acquiring Splunk?

Datadog

MongoDB

In the burgeoning intelligence economy, data stands as the linchpin of innovation. By 2025, six billion consumers are expected to tap into data every 18 seconds, bolstered by IoT devices producing a staggering 79 zettabytes (ZB).

3 Big Data Stocks to Prosper in the ‘Intelligence Economy'

With healthy fundamentals, Splunk (SPLK) appears to be a solid investment option at the moment.

Splunk (SPLK) is a Solid Portfolio Pick Right Now: Here's Why

Limbach Holdings

Urban Outfitters

URBN, SPLK and LMB made it to the Zacks Rank #1 (Strong Buy) growth stocks list on September 28, 2023.

Best Growth Stocks to Buy for September 28th

Cisco Systems Inc (NASDAQ: CSCO) announced a $28 billion all cash deal to buy cyber security company Splunk last week, marking the networking major's largest acquisiti

Why Is Cisco Buying Splunk?

Cisco Systems' $28 billion deal for Splunk is likely to prompt other technology giants to splash out on similar acquisitions of software vendors with predictable subscription revenue, investment bankers and analysts say.

Analysis: Cisco's $28 billion Splunk deal may ignite software deal frenzy

As you likely know, Cisco recently offered $157/share for Splunk. Generally speaking, I think the offer is fair. Considering my bullishness over the last six months or so, I'm happy to see something close to Splunk's intrinsic value recognized. That said, irrespective of whether the deal goes through, there's upside to Splunk at these levels.

Splunk: Still A Solid Buy Following The Cisco News

Cisco is dropping a lot of money on Splunk, which will create a new giant in cybersecurity. The company is peppering in lots of recurring software services, which has done wonders for its profitability.

Cisco Bets Big on Cybersecurity With Its Splunk Acquisition -- Is the Stock a Buy?

Moderna

Twenty-First Century Fox

Here are some of the major companies whose stocks moved on the week's news.

The Score: Moderna, Splunk, Fox and More Stocks That Defined the Week

Bunge Global SA

J. M. Smucker

Merger and acquisition (M&A) activity has slowed, with lingering uncertainty weighing on potential deals. However, it's not entirely dead.

M&A Activity: Down but Still Alive

Splunk (SPLK) signs an agreement to merge with Cisco for a transaction valued at roughly $28 billion. The combined capabilities of the entities will expedite innovation in cybersecurity domain.

Splunk (SPLK) to Merge With Cisco for Improved AI Prowess

Splunk (SPLK) reported earnings 30 days ago. What's next for the stock?

Splunk (SPLK) Up 28% Since Last Earnings Report: Can It Continue?

Cisco agreed to acquire Splunk for $28 billion. The deal premium is roughly 31% over Splunk's share price from the prior day.

Why Splunk Rocketed Higher This Week

With Cisco Systems Inc.'s pending acquisition of Splunk Inc., the networking giant is making another major step toward becoming a software company.

By buying Splunk, Cisco is closer to becoming a software company

A new mergers and acquisitions advisory firm launched last year by former Centerview Partners dealmakers has scored a big win by advising Cisco Systems on its $28 billion acquisition of cybersecurity firm Splunk.

Cisco taps new M&A firm Tidal for $28 billion Splunk acquisition deal

Cisco Systems Inc. finally followed through on a long-rumored target Thursday when it announced it will acquire cybersecurity company Splunk Inc. for $28 billion in cash, but it may want to close the deal soon.

Here's why Cisco may want to close the Splunk deal sooner rather than later

Cisco notched its worst day in five months after unveiling the largest takeover in its history.

Cisco Stock Dips 4% After $28 Billion Splunk Acquisition

Splunk is being acquired by Cisco for $157 per share -- a 31% premium from yesterday's close. The deal still requires regulatory and shareholder approval, but is expected to close by the end of the third quarter of 2024.

Why Splunk Stock Popped Today

A new mergers and acquisitions advisory firm launched last year by former Centerview Partners dealmakers has scored a big win by advising Cisco Systems Inc on its $28 billion acquisition of cybersecurity firm Splunk Inc.

Cisco taps new M&A firm Tidal for $28 billion Splunk deal

Another leading tech company is going all-in on artificial intelligence (AI). Cisco Systems (NASDAQ: CSCO ) has long been one of the most prominent names in the digital communications space.

CSCO Stock Alert: Cisco Is Buying Splunk

Cisco Systems said it will acquire software company Splunk for $28 billion in cash. Splunk stock jumped on the news.

Cisco To Acquire Software Maker Splunk In $28 Billion Cash Deal

Telecommunications and networking giant Cisco announced its largest acquisition ever on Thursday, a $28 billion cash deal to take over San Francisco-based cybersecurity and observability company Splunk.

Analyst: Cisco's $28B deal to buy Splunk a ‘poker move' to fend off Microsoft, Amazon, other giants

Cisco is buying software firm Splunk for $28 billion. The acquisition is designed to help clients bolster their security and observability efforts via artificial intelligence (AI), according to a Thursday (Sept.

Cisco Pays $28 Billion for Splunk to Bolster AI Cybersecurity

MILWAUKEE , Sept. 21, 2023 /PRNewswire/ -- Ademi LLP is investigating Splunk (NASDAQ: SPLK) for possible breaches of fiduciary duty and other violations of law in its transaction with Cisco.

Shareholder Alert: Ademi LLP investigates whether Splunk Inc. has obtained a Fair Price in its transaction with Cisco

Cisco Systems (CSCO) will buy cybersecurity software company Splunk (SPLK) for $157 per share in cash, or approximately $28 billion in equity value, in a move that analysts see as an "aggressive strategic play in cybersecurity."

News for Splunk Stock (SPLK)