). Splunk is sitting at a market cap of $8.81 billion and was trading up around 1.5 percent following word the acquisition. We talked to two analysts, who offered their thoughts on the rumor. Steven ...

Forbes contributors publish independent expert analyses and insights. Victor Dey is an analyst and writer covering AI and emerging tech. IT and application performance observability platforms have ...

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 ...

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 ...

Cisco and Splunk continue to integrate their product portfolios and their channel operations following Cisco’s $28 billion acquisition of Splunk last year. Based on interviews with Splunk executives ...

Day One of Splunk’s annual user conference saw Chuck Robbins, CEO of new owner, Cisco, explain to a whooping audience of ‘Splunkers’ that their former CEO, Gary Steele – now Cisco’s President of Go-to ...