Breaking Analysis: Cisco Splunk under the microscope, joint customers weigh in

Cisco’s $28B acquisition of Splunk represents a good outcome for Splunk and a strategic growth opportunity for Cisco. Splunk’s painful transition to a cloud and subscription pricing model was largely through the knot hole as seen by its margins and recent P&L performance. But questions remained with respect to its growth prospects and competitiveness in […]

Cisco Splunk under the microscope, joint customers weigh in

Cisco’s $28B acquisition of Splunk represents a good outcome for Splunk and a strategic growth opportunity for Cisco. Splunk’s painful transition to a cloud and subscription pricing model was largely through the knot hole as seen by its margins and recent P&L performance. But questions remained with respect to its growth prospects and competitiveness in […]