raisbeckfoto In our previous analysis, we highlighted that while Cisco Systems, Inc. (NASDAQ:CSCO) remained the market leader in the switching and routing market, it faces increasing competition from both major rivals and smaller players. However, we expected its growth to be supported by its Applications and Security segments, with projected growth rates of 5.4% and 12.1% respectively through 2026. In this analysis, we examine whether the company could benefit from the acquisition of Splunk in terms of ...

raisbeckfoto Ahead of the two busiest weeks of the second quarter reporting period, there is a stealthy cautious approach to the recently-red-hot AI theme. Bank of America Global Research reports that forward-12-month earnings growth estimates for AI stocks are falling. Contrast that to generally rising S&P 500 EPS trends. What’s more, firms adjacent to the AI theme still appear to be faring well in terms of profit expectations. Cisco (NASDAQ:CSCO) has seen a mixed bag of sellside EPS revisions while b ...

Cisco logo is seen during Impact'24 congress in Poznan, Poland on May 16, 2024. (Photo by Jakub ... [+] Porzycki/NurPhoto via Getty Images)NurPhoto via Getty ImagesCisco Systems Inc (NASDAQ: CSCO) stock has underperformed this year, falling by about 9% since early January. Cisco’s product sales have seen a slowdown as customers have been focused on installing and implementing the products purchased over the last few quarters. Moreover, large companies, including cloud service providers and telecommunic ...

Cisco and Splunk Enable Unparalleled Visibility and Real-Time Insights to Standardize Observability in One SolutionNews Summary: The new Unified Observability Experience offers customers a cohesive experience across Cisco and Splunk observability solutions, while establishing the foundation for future integrations.Integration and new innovations empower customers with best in class support for both traditional and modern application architectures and visibility across their entire digital footprint.Through ...

HJBC/iStock Editorial via Getty Images Thesis In my previous article on Cisco Systems, Inc. (NASDAQ:CSCO), I reiterated my "strong-buy" rating on Cisco citing that according to my estimates, Cisco could miss estimates for 2024, 2025, and 2026 and it would still be undervalued if it beat on estimates for 2027-2029. Therefore, there was room for opportunities which was time in favor of Cisco. The concluding estimated fair price in that article was $67.87 and the future price for 2029 was $104.25. Cisco rel ...

Splunk Inc. (SPLK) has cleared a significant regulatory hurdle in its proposed $28 billion merger with Cisco Systems Inc. (CSCO) , with the EU granting unconditional antitrust approval. This move marks Cisco's largest-ever deal and comes as part of its strategic initiative to bolster its software business, particularly in the thriving domain of artificial intelligence (AI), while also mitigating the slowdown in post-pandemic demand.In assessing the merger, the European Commission stated that it found no com ...

公司业绩 - Splunk Inc.（SPLK）报告了2024财年第四季度坚实的业绩，底线和顶线均超过了Zack Consensus Estimate[1] - 公司专注于提高运营效率，支持了底线[1] - Splunk在云业务方面表现良好，占据了总年度重复收入（ARR）的大部分份额[1] - 公司报告显示，由于客户参与度增加、持续创新和强大的产品组合，收入同比增长[2] - 在GAAP基础上，公司净收入为4.265亿美元，每股2.28美元，较去年同期的2.688亿美元或每股1.44美元有所增长[3] - 非GAAP净收入为5.792亿美元，每股3.08美元，大幅超过了Zacks Consensus Estimate的1.87美元[4] - 总体来看，2024财年GAAP盈利为2.637亿美元，每股1.52美元，而2023财年为净亏损2.779亿美元或每股净亏损1.71美元[5] - 第四季度2024财年总收入从去年的12.5亿美元增长到14.9亿美元，超过了12.6亿美元的共识预期[6] 云服务表现 - 云服务收入从去年同期的4.139亿美元增长到5.034亿美元，主要受到云服务需求的推动[7] - 总ARR为42.1亿美元，同比增长15%，在财年第四季度结束时，有899家客户的ARR超过100万美元，云ARR同比增长23%，达到21.9亿美元[9] - 毛利润从去年同期的10.5亿美元增加到12.6亿美元，云服务的非GAAP毛利率为74.5%[10] 财务状况 - 维护和服务的净销售额从去年同期的1.672亿美元增长到1.726亿美元[8] - 在2024财年，Splunk从运营活动中获得了10.1亿美元的净现金，截至2024年1月31日，公司的现金及现金等价物为16.4亿美元，长期债务为31.1亿美元[11]

财务表现 - Splunk报告的第四季度营收为14.9亿美元，同比增长18.8%[1] - 每股收益为3.08美元，较去年同期的2.04美元有所增长[1] - 公司的营收超出了Zacks Consensus Estimate的1.26亿美元，增幅达到17.96%[2] - 每股收益也超出了分析师预期的1.87美元，增幅达到64.71%[2] - 公司的许可收入为8.1013亿美元，同比增长20.9%[6] - 维护和服务收入为1.7264亿美元，同比增长3.3%[7] - 云服务收入为5.0338亿美元，同比增长21.6%[8] 市场表现 - Splunk股票在过去一个月内的表现为+1.2%，略低于Zacks S&P 500综合指数的+3.8%[9] 关键指标 - Splunk在关键指标方面表现良好，其中包括总年度重复收入(ARR)和云ARR[5]

Splunk公司第四季度财报 - Splunk公司第四季度云收入同比增长26%至18.37亿美元[1] - Splunk公司第四季度调整后运营利润率为47.8%[2] - Splunk公司第四季度营收同比增长19%至14.86亿美元[3]

Exhibit 99.1 P R E S S R E L E A S E Splunk Announces Fiscal Fourth Quarter and Full Year 2024 Financial Results Increased Annual Recurring Revenue 15% to $4.2 Billion Achieved Q4 GAAP Net Income of $427 Million Generated over $1 Billion in Annual Operating Cash Flow and Adjusted Free Cash Flow SAN FRANCISCO – February 27, 2024 – Splunk Inc. (NASDAQ: SPLK), the cybersecurity and observability leader, today announced results for its fiscal fourth quarter and full year ended January 31, 2024, as compared to t ...