Splunk - Begriffserklärung und Wissenswertes über diesen Newcomer (Seite 3)
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ISIN: US8486371045 · WKN: A1JV4H · Symbol: SPLK
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Antwort auf Beitrag Nr.: 61.651.677 von FriFli am 08.10.19 22:16:47Vielen Dank - damit komme ich sicherlich weiter! Ich werde meine Einschätzung, sobald vorhanden, ebenfalls hier einstellen.
Antwort auf Beitrag Nr.: 61.391.762 von Traidee am 02.09.19 12:28:03
Ein paar Player im SIEM Umfeld, hier sind natürlich auch die grossen wie IBM oder MicroFocus dabei:
https://www.gartner.com/reviews/market/security-information-…
auch nicht schlecht:
https://www.esecurityplanet.com/products/top-siem-products.h…
Splunk ist aber schon einer, wenn nicht der Leader:
https://www.51sec.org/2019/01/11/gartner-magic-quadrant-for-…
Das ganze noch kombiniert mit Machine Learnig / KI
https://tekwurx.com/wp-content/uploads/2019/05/Gartner-Marke…
So schnell wie die technologische Weiterentwicklung, ändern oder erweitern sich auch die Marksegmentierungen. Neben SIEM und AIOps gibt es z.B. noch
IT Event and Log Management
IT Operations Management Software Market
Cloud Monitoring Market
…
Hoffe es bringt Dich weiter
FF
Zitat von Traidee: Gibt es in der Nische des Maschine-Data-analyzing nennenswerte Konkurrenzprodukte/-unternehmen?
Bzw. wie ist der Markt separiert?
Ich finde aktuell neben SPLK kein Unternehmen vergleichbarer Größe.
Ein paar Player im SIEM Umfeld, hier sind natürlich auch die grossen wie IBM oder MicroFocus dabei:
https://www.gartner.com/reviews/market/security-information-…
auch nicht schlecht:
https://www.esecurityplanet.com/products/top-siem-products.h…
Splunk ist aber schon einer, wenn nicht der Leader:
https://www.51sec.org/2019/01/11/gartner-magic-quadrant-for-…
Das ganze noch kombiniert mit Machine Learnig / KI
https://tekwurx.com/wp-content/uploads/2019/05/Gartner-Marke…
So schnell wie die technologische Weiterentwicklung, ändern oder erweitern sich auch die Marksegmentierungen. Neben SIEM und AIOps gibt es z.B. noch
IT Event and Log Management
IT Operations Management Software Market
Cloud Monitoring Market
…
Hoffe es bringt Dich weiter
FF
Antwort auf Beitrag Nr.: 61.391.762 von Traidee am 02.09.19 12:28:03Nicht dass ich wüsste....
Gibt es in der Nische des Maschine-Data-analyzing nennenswerte Konkurrenzprodukte/-unternehmen?
Bzw. wie ist der Markt separiert?
Ich finde aktuell neben SPLK kein Unternehmen vergleichbarer Größe.
Bzw. wie ist der Markt separiert?
Ich finde aktuell neben SPLK kein Unternehmen vergleichbarer Größe.
Nice
Splunk Inc. Announces Fiscal Second Quarter 2020 Financial Results
SAN FRANCISCO--(BUSINESS WIRE)--Aug. 21, 2019-- Splunk Inc. (NASDAQ: SPLK), delivering actions and outcomes from the world of data, today announced results for its fiscal second quarter ended July 31, 2019.
Second Quarter 2020 Financial Highlights
Software revenues were $350 million, up 46% year-over-year.
Total revenues were $517 million, up 33% year-over-year.
GAAP operating loss was $87 million; GAAP operating margin was negative 16.8%.
Non-GAAP operating income was $47 million; non-GAAP operating margin was 9.0%.
GAAP loss per share was $0.67; non-GAAP income per share was $0.30.
Operating cash flow was negative $129 million with free cash flow of negative $141 million.
“I am excited by our strong quarter, tremendous cloud growth, and our agreement to acquire SignalFx. I am particularly pleased with how quickly we are accelerating our business transformation to cloud, and the impact cloud is having on our customers,” said Doug Merritt, president and CEO, Splunk.
“With year-over-year revenue growth of 80% and ARR now over $300 million, the strength of our cloud business is driving a faster transition to a renewable software model,” said Jason Child, CFO, Splunk. “By the end of the year, we expect that virtually all new software sales will be cloud or term license-based.”
Business Highlights
Customers:
Signed almost 500 new enterprise customers. New and Expansion Customers Include: ABB (Switzerland), Conde Nast, Cox Automotive, Denny’s, DoorDash, Duke University, Gatwick Airport (England), Harvard Business School, Jump Operations, NATO (Belgium), Nubank (Brazil), The Pennsylvania State University, United States Postal Service, Verizon Media Group, Zoom
Splunk Inc. Announces Fiscal Second Quarter 2020 Financial Results
SAN FRANCISCO--(BUSINESS WIRE)--Aug. 21, 2019-- Splunk Inc. (NASDAQ: SPLK), delivering actions and outcomes from the world of data, today announced results for its fiscal second quarter ended July 31, 2019.
Second Quarter 2020 Financial Highlights
Software revenues were $350 million, up 46% year-over-year.
Total revenues were $517 million, up 33% year-over-year.
GAAP operating loss was $87 million; GAAP operating margin was negative 16.8%.
Non-GAAP operating income was $47 million; non-GAAP operating margin was 9.0%.
GAAP loss per share was $0.67; non-GAAP income per share was $0.30.
Operating cash flow was negative $129 million with free cash flow of negative $141 million.
“I am excited by our strong quarter, tremendous cloud growth, and our agreement to acquire SignalFx. I am particularly pleased with how quickly we are accelerating our business transformation to cloud, and the impact cloud is having on our customers,” said Doug Merritt, president and CEO, Splunk.
“With year-over-year revenue growth of 80% and ARR now over $300 million, the strength of our cloud business is driving a faster transition to a renewable software model,” said Jason Child, CFO, Splunk. “By the end of the year, we expect that virtually all new software sales will be cloud or term license-based.”
Business Highlights
Customers:
Signed almost 500 new enterprise customers. New and Expansion Customers Include: ABB (Switzerland), Conde Nast, Cox Automotive, Denny’s, DoorDash, Duke University, Gatwick Airport (England), Harvard Business School, Jump Operations, NATO (Belgium), Nubank (Brazil), The Pennsylvania State University, United States Postal Service, Verizon Media Group, Zoom
Trading Spotlight
Spannender Wert. Ich lege mir nächste Woche ein paar Stücke ins Depot.
Splunk wird uns die nächsten Jahre auf jedenfall noch sehr viel Spaß machen. Ich konnte mir bereits ein Bild von den Auswertungsmöglichkeiten machen und bin beeundruckt was damit möglich ist.
Antwort auf Beitrag Nr.: 59.810.049 von FriFli am 06.02.19 23:17:41naja, wenn ichs richtig seh, sie haben die Guidance im Laufe des Jahres erhöht -> das beflügelt...
nicht günstig = multiple von ca 10 x sales...
nicht günstig = multiple von ca 10 x sales...
Antwort auf Beitrag Nr.: 59.783.862 von haowenshan am 04.02.19 09:59:57
Das war auch meine Einschätzung vor einem Jahr. Das Ergebnis: +45% bis jetzt.
In gut 3 Wochen gibt's die 2018er Zahlen, ich bin weiter optimistisch.
Zitat von haowenshan: ...nicht mehr ganz billig...
Das war auch meine Einschätzung vor einem Jahr. Das Ergebnis: +45% bis jetzt.
In gut 3 Wochen gibt's die 2018er Zahlen, ich bin weiter optimistisch.
Splunk is a leader in machine data analysis led security.
The company’s unique technology allows ingesting data irrespective of the source or format of the data.
The broader market and competitive landscape seem to be evolving, in favor of SPLK.
Further, 2Q19 and overall 1H19 look to have marked an inflection point in the company’s growth.
While the company trades at a P/S of 12x, Splunk’s growth thesis makes the stock an attractive investment over the longer-term.
Splunk (SPLK) operates in a niche market and is mostly misunderstood to be a vanilla software company. SPLK’s technological advantage, sales alignment and disarray in competitors are likely to help the company grow significantly. As a long-term bet, SPLK can be a neat portfolio addition.
Technology
SPLK is known for solutions to collect, monitor, and analyze machine-level data to interpret security threats. Additionally, the company’s solutions also help respond to possible threats using AI, ML etc. While SPLK operates primarily in the business intelligence space, the company’s big data and machine data focus make it significantly different from a Tableau (DATA). DATA sits on top of organizational databases, indexes and builds out a view of user-generated data, which helps to discover insights from past work etc.
The data targeted by SPLK is mostly generated by the activity of machines, codes, appliances etc. This data is also known as log files. The granularity and timestamped nature of data help in monitoring and analysis. The key use cases revolve around user and entity behavior analytics, enterprise security and monitoring KPIs for critical business processes.
https://seekingalpha.com/article/4206653-splunk-light-gettin…
The company’s unique technology allows ingesting data irrespective of the source or format of the data.
The broader market and competitive landscape seem to be evolving, in favor of SPLK.
Further, 2Q19 and overall 1H19 look to have marked an inflection point in the company’s growth.
While the company trades at a P/S of 12x, Splunk’s growth thesis makes the stock an attractive investment over the longer-term.
Splunk (SPLK) operates in a niche market and is mostly misunderstood to be a vanilla software company. SPLK’s technological advantage, sales alignment and disarray in competitors are likely to help the company grow significantly. As a long-term bet, SPLK can be a neat portfolio addition.
Technology
SPLK is known for solutions to collect, monitor, and analyze machine-level data to interpret security threats. Additionally, the company’s solutions also help respond to possible threats using AI, ML etc. While SPLK operates primarily in the business intelligence space, the company’s big data and machine data focus make it significantly different from a Tableau (DATA). DATA sits on top of organizational databases, indexes and builds out a view of user-generated data, which helps to discover insights from past work etc.
The data targeted by SPLK is mostly generated by the activity of machines, codes, appliances etc. This data is also known as log files. The granularity and timestamped nature of data help in monitoring and analysis. The key use cases revolve around user and entity behavior analytics, enterprise security and monitoring KPIs for critical business processes.
https://seekingalpha.com/article/4206653-splunk-light-gettin…
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