Splunk: The Challenges Of Cloud Transitions

Summary * In Part 3 and the final part, we navigate the competitive landscape following the CSCO & SPLK deal. * We discuss the observability space, security-focused data stacks, and the SecOps market, and point out key players to watch. * Companies discussed include SPLK, DDOG, DT, NEWR, SNOW, PANW, CRWD, S, Databricks, Grafana, and Panther Labs. Implication for Competitors of SPLK Observability Landscape Overview 2023 is a year of washout and consolidation for the cybersecurity and obs

Summary * In Part 2 we discuss the implications for arbitrageurs and CSCO investors. * We scrutinize CSCO's strategic rationale for acquiring SPLK for its data and AI. * We also review CSCO's rationale for acquiring SPLK as it relates to EDR and observability. * Lastly, we include some scenario-

Summary * SPLK, an old guard in the SIEM market, commands significant market share. However, its legacy architecture is at risk from emerging cloud-native alternatives. * On the surface, CSCO's reasons for the acquisition may appear unconvincing. Yet, by enhancing operational efficiency, there's potential for unlocking significant