Futurum analysts Daniel Newman and Todd R. Weiss share their insights as Splunk revenue rises in Q2 to $798.7M, Up 32% Year-Over-Year, as the data security and observability vendor reported its latest fiscal year 2023 earnings.
Splunk’s .conf Recap: Platform and Cloud Are the Future
Futurum analysts Daniel Newman and Steven Dickens cover announcements coming out of Splunk’s .conf in Vegas this past week, with a look at what’s ahead for CEO Gary Steele.
Cisco Pivots to Software and Posts Solid Q2 Results
Futurum principal analyst Daniel Newman provides his take on the Q2 earnings of Cisco. Under Chuck Robbins’ leadership, the company is making a strategic pivot to become a more software-focused company and this set of numbers is an indicator of the success of this mission. Newman explores the fundamentals of the business and looks beyond the Splunk acquisition rumors and what’s ahead.
Cisco Reportedly Offers to Buy Splunk for $20 Billion
Futurum’s principal analyst Daniel Newman explores the possibility of Cisco acquiring Splunk, which was leaked last week. He shares insights on what the potential deal would mean for both companies and why it would be good in the long run.
Splunk Q2 Highlights Progress in its Cloud Transformation
Futurum Research Principal Analyst Daniel Newman and Senior Analyst Steven Dickens provide their take on Splunk’s Q2 earnings announcement. The company is shuffling the executive deck, making strategic investments to bolster its security portfolio and also transition to a recurring revenue based on workload pricing, rather than data ingestion and seems to be executing on all fronts given the strong numbers for Q2.
Big ARR Growth Highlights Robust FY ’22 Q1 for Splunk
Splunk’s first quarter for FY ’22 was highlighted by big growth in ARR, Large Customers and net new logos as revenue grew but EPS lagged.
Splunk Deepens Its Security Bench With TruSTAR Acquisition
Splunk announced the acquisition of TruSTAR to strengthen its security offering and to improve efficiency in threat detection and remediation.
Splunk Observability Cloud Paves Its Future in IT and DevOps
This week, Splunk hosted its observability day to celebrate the release of its observability suite and to share vision for its development.
Splunk Fiscal Q4 and Full Year Builds on Cloud and ARR Momentum
Splunk delivered a strong fiscal Q4 as its IT, Security, and Observability bets and new subscription model continue to pay off.
Splunk .Conf Focuses on 3 Major Transformations Driving its Future
At this year’s Splunk .Conf 2020, CEO Doug Merritt delivered a vision for the company that included 3 major transformations for the company.
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