这笔交易是思科历史上最大的一笔交易,比预计时间提前了几个月完成,反映了许多公司在围绕数据和人工智能重塑业务时所付出的非凡努力。
思科首席执行官查克·罗宾斯(Chuck R...查看全文
Splunk(SPLK)03-29 04:35
$Splunk(SPLK)$ 15-12G Securities registration termination [Section 12(g)] Accession Number: 0001104659-24-040557 Act: 34 Size: 16 KB 网页链接查看全文
Splunk(SPLK)03-20 09:05
$Splunk(SPLK)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001415889-24-008700 Size: 11 KB 网页链接查看全文
Splunk(SPLK)03-20 09:05
$Splunk(SPLK)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001415889-24-008697 Size: 14 KB 网页链接查看全文
Splunk(SPLK)02-28 05:15
$Splunk(SPLK)$ 8-K Current report, items 2.02, 7.01, and 9.01 Accession Number: 0001353283-24-000004 Act: 34 Size: 952 KB 网页链接查看全文
Splunk(SPLK)03-01 08:45
$Splunk(SPLK)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-24-023427 Size: 4 KB 网页链接查看全文
Splunk(SPLK)03-21 08:05
$Splunk(SPLK)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-24-034363 Size: 29 KB 网页链接查看全文
Splunk(SPLK)03-19 04:15
$Splunk(SPLK)$ S-8 POS Securities to be offered to employees in employee benefit plans, post-effective amendments Accession Number: 0001104659-24-035547 Act: 33 Size: 35 KB 网页链接查看全文
Splunk(SPLK)03-20 09:05
$Splunk(SPLK)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001415889-24-008699 Size: 15 KB 网页链接查看全文
PearBun2018-10-17 22:14
$奈飞(NFLX)$ 人造牛逼earning也是强弩之末,恭喜昨天盘后400卖掉的盆友。奈飞继续坚定看空,另开两个新空仓$Splunk(SPLK)$ $网易(NTES)$ 查看全文
简知行2018-10-15 12:44
$Elastic(ESTC)$
上周发了一个关于Elastic竞争格局和未来发展的问答, 感谢雪球各位大佬的真知灼见,现将个人觉得比较有启发的一些观点整理如下以做参考。未来持续观察Elastic这类开源软件的发展。原帖如下
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问题1 : Elastic未来是否会面临I...查看全文
方建勇22018-10-13 12:25
$Splunk(SPLK)$ Splunk, a machine log big data company based in the San Francisco Bay Area, plans to expand the scale of its work from 2,000 to 4,000 this year. This is a very large expansion number, which is 100% more than the original. This shows that the business is growing...查看全文
方建勇22018-10-13 12:24
$Splunk(SPLK)$ As a product, splunk is definitely a set of solutions behind it, so what problem does splunk solve? Splunk is a big data platform, the core is log analysis. From unstructured data, from massive data to medium, we can use splunk to quickly search and locate rele...查看全文
方建勇22018-10-13 12:22
$Splunk(SPLK)$ Splunk entered China in 2014 and has only been in existence for four years. The previous work of splunk in China was mainly focused on the expansion of the success case. The next key studio was to improve the sales channels and the entire ecological environment查看全文
方建勇22018-10-13 12:21
$Splunk(SPLK)$ Big data company Splunk's 2017 annual report showed revenue of 1.27 billion US dollars, of which license sold 690 million US dollars, late maintenance services sold 570 million US dollars, gross profit of 1.01 billion US dollars, gross margin reached 79.5%....查看全文
仓又加错-刘成岗2018-10-12 12:12
回复@经纬投研: 我刚打赏了这条评论 ¥6.00,也推荐给你。//@经纬投研:回复@简知行:先说第二个问题,ES,mysql,mongodb,hadoop这样的开源软件都类似,关键点在于开源协议。ES和hadoop属于apache项目,apache开源协议比较宽松,可以用来提供商业服务,随便修改代码,不用给钱;mysql和mongodb的开...查看全文
经纬投研2018-10-12 11:56
回复@SaaS王亚谦: $甲骨文(ORCL)$ 最近一次季报的S&M费用率在21%到22%之间。SAAS的S&M费用确实可以做得比较低,本质原因是公有云避免了传统软件公司逐个客户卖软件的商业模式。AWS和 $Adobe(ADBE)$ 都属于云服务,净利润率可以做得和互联网公司一样高,达到40%。但是,Oracle,Splunk和Elastic本质...查看全文
格隆汇9月29日|花旗发布研报也称,思科以280亿美元收购Splunk的交易,被视为软件公司Elastic的“积极因素”,并可能导致该领域的其他收购。花旗分析师指出,鉴于Splunk的增长速度比Elastic慢,而且一旦思科和S... 网页链接
智通财经获悉,投行分析师表示,思科(CSCO.US)以280亿美元收购Splunk(SPLK.US)的交易可能会促使其他科技巨头大举收购订阅收入可预期的软件供应商。网络安全和数据分析公司Splunk上周宣布将自己出售给思科,成为有史以来第三大软件收购... 网页链接
格隆汇5月25日丨网络安全公司Splunk(SPLK.US)第一季度营收7.5亿美元,超预期7.2亿美元;调整后每股盈余0.18美元,远超预期的亏损0.13美元;自由现金流4.86亿美元,超过了公司指引的4.75亿美元。公司预计第二季度营收8.8-8.95亿美元,超预期的8.7亿美元;自... 网页链接
智通财经APP获悉,12月1日(周四),Splunk(SPLK.US)股价走高,截止发稿,该股涨超14%,报89.01美元。Splunk三季度财报实现营收9.298亿美元,前值为6.648亿美元,预期值为8.469亿美元,超出市场预期9.78%;每股收益为0.83美元,前值为-0.3... 网页链接
智通财经APP获悉,Splunk(SPLK.US)股价于10月25日的美股交易中涨超4.5% 。分析师预期,Splunk在潜在收购事项中的的目标收购价将为每股120美元。 据悉,Spunk的股价于上周一上涨5%,在激进投资机构Starboard Value LP持有该云计算软件公... 网页链接
周一美股盘前,Splunk(SPLK.US)大涨。截至发稿,该股上涨10.59%,报77.67美元。有消息称,知名激进投资机构Starboard Value LP已经持有Splunk近5%的股份,并计划在未来推动该软件制造商采取措施提振其股价。 责... 网页链接
媒体报道称,知名激进投资机构Starboard已经持有云计算软件公司Splunk(SPLK)接近5%的股份,并计划在未来推动该软件制造商采取措施提振股价。 据悉,Starboard首席执行官Jeffrey Smith计划在周二的13D Monitor投资者峰会上讨论这笔投资计划。... 网页链接
智通财经APP获悉,有知情人士称,知名的激进投资机构Starboard Value LP 已经持有云计算软件公司Splunk (SPLK.US)接近5%的股份,并计划在未来推动该软件制造商采取措施提振其股价。 有媒体在周日报道称,Starboard首席执行官Jeffrey Smi... 网页链接
瑞穗银行分析师Gregg Moskowitz将Splunk(SPLK)的目标价下调至110美元,并维持中性评级。 Moskowitz在研报中表示,Splunk宣布首席财务官Jason Child将于11月初离职,成为私营芯片设计公司ARM的首席财务官,但同时确实重申了其第三季度和2023... 网页链接
Splunk第二季度每股收益1.30美元,预期1.65美元;第二季度销售额7.99亿美元,预期7.48亿美元。 网页链接
$Splunk(SPLK)$ 15-12G Securities registration termination [Section 12(g)] Accession Number: 0001104659-24-040557 Act: 34 Size: 16 KB 网页链接
$Splunk(SPLK)$ EFFECT Notice of Effectiveness Accession Number: 9999999995-24-000711 Act: 33 Size: 1 KB 网页链接
$Splunk(SPLK)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-24-034363 Size: 29 KB 网页链接
$Splunk(SPLK)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001415889-24-008790 Size: 7 KB 网页链接
$Splunk(SPLK)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-24-034362 Size: 26 KB 网页链接
$Splunk(SPLK)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001415889-24-008789 Size: 7 KB 网页链接
$Splunk(SPLK)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001415889-24-008796 Size: 7 KB 网页链接
$Splunk(SPLK)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001415889-24-008794 Size: 7 KB 网页链接
$Splunk(SPLK)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001415889-24-008791 Size: 7 KB 网页链接
$Splunk(SPLK)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001415889-24-008793 Size: 7 KB 网页链接