Splunk – Cloud Transition, Competitive Environment & Notable Challenges – 9 September 2021

  • Multi Asset
  • TMT
  • North America


Former director at Splunk Inc


  • Splunk’s (NASDAQ: NYSE) focus areas of security, IT operations and observability and the company’s cloud transition
  • Competitive environment, noting pricing pressures and companies including AppDynamics (NASDAQ: CSCO), Datadog (NASDAQ: DDOG), Dynatrace (NYSE: DT), Elastic (NYSE: ESTC), Exabeam and New Relic (NYSE: NEWR)
  • Corporate governance, noting multiple management changes over the past year
  • 1-3-year outlook


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