Splunk's stock price has jumped around 40% this year after reporting strong Q2 results and raising its guidance for the year. The company continues to grow cloud ARR at a >20% y/y pace, while ...
Splunk, a Cisco company, unveiled at its .conf25 conference this week, agentic AI-powered security and observability capabilities designed to automate threat response, streamline IT operations, and ...
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 ...
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