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HEADLINES:

Marketo - Demand For Cloud IPOs Sends Valuations To Stratospheric Highs
The Value Investor • Tue, May 21
U.S. IPO Recap: Marketo And Tableau Soar, May Calendar Stays Full
Renaissance Capital IPO Research • Mon, May 20
Splunk Named a Leader in Gartner Magic Quadrant for SIEM

Business Wire (Thu, 8:00AM)
Splunk Enterprise Added to Carahsoft GSA Schedule

Business Wire (Thu, 8:00AM)
Splunk Enterprise Honored on Two Continents as Leading Security Product; Wins 2013 SC Magazine Award for Best Enterprise Security Solution

Business Wire (May 13, 2013)
Splunk and Cloudera Ink Strategic Alliance to Bring Together Big Data Expertise

Business Wire (May 9, 2013)
Nevada Department of Transportation Transforms IT Operations and Improves Security Posture with Splunk

Business Wire (May 8, 2013)
Splunk Named One of the “Best Places to Work” for Sixth Consecutive Year

Business Wire (May 6, 2013)
Splunk to Announce Fiscal First Quarter 2014 Results on May 30, 2013

Business Wire (May 2, 2013)
McKenney’s Inc. Analyzes Building Sensors to Cut Energy Costs with Splunk

Business Wire (May 1, 2013)
Splunk Introduces the Future of Security Intelligence

Business Wire (Apr 30, 2013)
Splunk Appoints Patricia B. Morrison to Board of Directors

Business Wire (Apr 22, 2013)
Splunk CIO Discusses the Impact of the Internet of Things at Bloomberg Enterprise Technology Summit

Business Wire (Apr 18, 2013)
Enterprise Software Valuations Are Still Sky High
Lenny Grover • Mon, Apr 15 • 8 Comments
2 Software Companies And An Electronics Company With Recent Intensive Insider Selling
Markus Aarnio • Mon, Apr 8 • 5 Comments
Splunk Releases New Version of Splunk App for Windows

Business Wire (Apr 8, 2013)
Tableau IPO: Let The Gold Rush Begin For Enterprise Software IPOs
Jitender Aswani • Sun, Apr 7 • 7 Comments
Swisslos Hits the Jackpot with Splunk

Business Wire (Mar 19, 2013)
Splunk Delivers New Dimension of Business Insight with Integration to Relational Databases

Business Wire (Mar 18, 2013)
Tech Trends: Reflections From The Road (Part I)
Edward Schneider • Fri, Mar 15 • 12 Comments

Splunk - The Next Google Or The Next Goner?
Stephen Simpson • Tue, Mar 12 • 23 Comments

Splunk - The Next Google Or The Next Goner?
Stephen Simpson • Tue, Mar 12 • 23 Comments
2 Expensive Tech Stocks: Palo Alto Networks Vs. Splunk
Stone Fox Capital • Mon, Mar 4 • 8 Comments
Is Splunk Finally A Value?
Stone Fox Capital • Fri, Nov 30, 2012 • 3 Comments
Splunk - Solid Third Quarter And Decent Outlook Send Shares Slightly Higher
The Value Investor • Fri, Nov 30, 2012
Betting Splunk Goes Splat
Bret Jensen • Tue, Nov 20, 2012 • 32 Comments
New Competition Challenges Splunk
Adam Gefvert • Tue, Oct 2, 2012 • 48 Comments
Splunk Has Doubled Since Its IPO, Valuations Are Expensive But Justified By High Growth
Qineqt • Sun, Sep 9, 2012 • 4 Comments
Are Splunk Investors Getting Ahead Of Themselves?
Wim Dankbaar • Tue, Sep 4, 2012
Splunk - Impressive Quarter And Strong Guidance Send Shares Toward Highs
The Value Investor • Fri, Aug 31, 2012 • 3 Comments
Splunk: Huge Growth, But Ultimately Price Matters More
Stone Fox Capital • Thu, Aug 30, 2012 • 22 Comments
Splunk Gets Splattered On Earnings
Stone Fox Capital • Mon, Jun 4, 2012 • 5 Comments
Splunk: Not Yet Interesting Despite A 16% Sell-Off
The Value Investor • Mon, Jun 4, 2012 • 2 Comments
Splunk's Rich Pricing Reflects The Big Opportunity Before It
The 451 Group: Inorganic Growth • Sun, Apr 22, 2012 • 2 Comments
Forget Facebook. Splunk Is 2012's Hottest IPO
Lou Basenese • Fri, Apr 20, 2012 • 6 Comments
IPO Preview: Splunk Moved Up
IPOdesktop • Wed, Apr 18, 2012 • 4 Comments
Splunk: The Newest Addition To Our 'Hot IPO' Watch List
Lou Basenese • Tue, Mar 20, 2012 • 5 Comments

Marketo - Demand For Cloud IPOs Sends Valuations To Stratospheric Highs
The Value Investor • Tue, May 21
U.S. IPO Recap: Marketo And Tableau Soar, May Calendar Stays Full
Renaissance Capital IPO Research • Mon, May 20
Enterprise Software Valuations Are Still Sky High
Lenny Grover • Mon, Apr 15 • 8 Comments
2 Software Companies And An Electronics Company With Recent Intensive Insider Selling
Markus Aarnio • Mon, Apr 8 • 5 Comments
Tableau IPO: Let The Gold Rush Begin For Enterprise Software IPOs
Jitender Aswani • Sun, Apr 7 • 7 Comments
Tech Trends: Reflections From The Road (Part I)
Edward Schneider • Fri, Mar 15 • 12 Comments
Who Is Amazon's Next Victim? Not Who You Think...
Josh Burwick • Thu, Mar 14 • 20 Comments
These Companies Could Help Microsoft Become A Growth Stock Again
StreetAuthority • Fri, Feb 15
Beware Of The Price / Sales Trap II
George Kesarios • Fri, Feb 8 • 14 Comments
VIX - Options Volatility Sonar: Friday Recap
Erick McKitterick • Fri, Jan 11 • 26 Comments
ServiceNow: Disaffected Customers Mark The Peak Of Its Hype Cycle
Kerrisdale Capital Management • Wed, Jan 9 • 10 Comments
3 Stocks With Recent Intensive Insider Selling
Markus Aarnio • Sun, Dec 30, 2012 • 2 Comments
Weekly Recap: SolarCity Launches, U.S. IPO Calendar Remains Light
Renaissance Capital IPO Research • Mon, Dec 3, 2012
More IPO Madness: Workday Appears To Be Overvalued
Lenny Grover • Mon, Oct 15, 2012 • 1 Comment
Are Cloud Data Stocks Approaching A Downtrend?
Adam Gefvert • Thu, Oct 4, 2012 • 17 Comments
Cramer's Mad Money - 8 Things To Watch In The Week Ahead (9/28/12)
SA Editor Miriam Metzinger • Sun, Sep 30, 2012 • 5 Comments
Qualys - Speculative Buyers Could Drive This Recent Offering Another 50% Higher
The Value Investor • Sat, Sep 29, 2012 • 3 Comments
Poised To Triple: Portfolio Update
Mark Gomes • Sun, Sep 23, 2012 • 17 Comments
InContact: A Secondary Speaks Volumes
Josh Franklin • Fri, Sep 14, 2012 • 4 Comments
Fusion-io: An Expensive Stock But Compelling Relative Value
Stone Fox Capital • Wed, Sep 12, 2012 • 16 Comments

Splunk Management Discusses Q4 2013 Results - Earnings Call Transcript
Thu, Feb 28
Splunk, Inc. Presents at Barclays Second Annual Big Data Conference, Feb-11-2013 12:00 PM
Mon, Feb 11
Splunk's CEO Discusses F3Q 2013 Results - Earnings Call Transcript
Fri, Nov 30, 2012
Splunk's CEO Discusses F2Q13 Results - Earnings Call Transcript
Thu, Aug 30, 2012

Stocks Rally for 4th-Straight Week; Dow, S&P 500 Jump to New Highs

at CNBC.com (Fri, 4:20PM)
Splunk Named a Leader in Gartner Magic Quadrant for SIEM

Business Wire (Thu, 8:00AM)
Splunk Enterprise Added to Carahsoft GSA Schedule

Business Wire (Thu, 8:00AM)
Splunk Enterprise Honored on Two Continents as Leading Security Product; Wins 2013 SC Magazine Award for Best Enterprise Security Solution

Business Wire (May 13, 2013)
Splunk and Cloudera Ink Strategic Alliance to Bring Together Big Data Expertise

Business Wire (May 9, 2013)
Nevada Department of Transportation Transforms IT Operations and Improves Security Posture with Splunk

Business Wire (May 8, 2013)
Splunk Named One of the “Best Places to Work” for Sixth Consecutive Year

Business Wire (May 6, 2013)
Final Trade: Your First Move for Friday, May 3

at CNBC.com (May 2, 2013)
Splunk to Announce Fiscal First Quarter 2014 Results on May 30, 2013

Business Wire (May 2, 2013)
McKenney’s Inc. Analyzes Building Sensors to Cut Energy Costs with Splunk

Business Wire (May 1, 2013)
Splunk Introduces the Future of Security Intelligence

Business Wire (Apr 30, 2013)
Splunk Appoints Patricia B. Morrison to Board of Directors

Business Wire (Apr 22, 2013)
Splunk CIO Discusses the Impact of the Internet of Things at Bloomberg Enterprise Technology Summit

Business Wire (Apr 18, 2013)
Big Data Takes Turn as Market Darling

at CNBC.com (Apr 15, 2013)
Splunk Releases New Version of Splunk App for Windows

Business Wire (Apr 8, 2013)
Swisslos Hits the Jackpot with Splunk

Business Wire (Mar 19, 2013)
Splunk Delivers New Dimension of Business Insight with Integration to Relational Databases

Business Wire (Mar 18, 2013)
McKenney’s and Splunk Bring Big Data Spotlight to the Gartner Business Intelligence & Analytics Summit

Business Wire (Mar 14, 2013)
Splunk Enterprise Selected Best SIEM Appliance in 2013 SC Awards

Business Wire (Mar 12, 2013)
Ooyala Takes a Big Data Journey with Splunk

Business Wire (Mar 1, 2013)

SPLK vs. ETF Alternatives

Company Description

Splunk Inc. provides the engine for machine dat. Splunk software collects, indexes and harnesses the massive machine data continuously generated by the websites, applications, servers, networks and mobile devices that power business. Splunk software enables organizations to monitor, search,... More

Sector: Technology

Industry: Application Software

Country: United States

All
| Earnings
| Dividends
| M&A
| On the move

Monday, May 20, 2:25 PM Splunk's (SPLK +2.5%) addressable market is growing and its results should beat estimates, says Pac Crest in a bullish note that's giving shares a lift. The machine data software leader, which has been touting the ability of its products to analyze Web data in addition to corporate data, is now up 60% YTD. Its FQ1 report arrives on May 30. Comment! [Tech, On the Move]
Friday, May 10, 6:47 AM Splunk (SPLK) "remains in the very early stages of a fertile growth story" including investing heavily in growth and hiring, which may mitigate its margin potential in the near term, FBR says in a bullish initiation note. "Nevertheless, we believe that from both a secular and product perspective, Splunk is in the right place at the right time and will begin to show positive operating margins on an annual basis with its red-hot growth rates over the coming years." Comment! [Quick Ideas, Tech]
Tuesday, April 30, 2:20 PM Informatica (INFA -3%), Splunk (SPLK -1.9%), and Qlik (QLIK -3%), 3 names hyped as analytics/big data plays, slump in response to Microstrategy's (MSTR -11.1%) big Q1 miss, which includes a 24% Y/Y drop in produce license revenue. As is its custom, the business intelligence software vendor gives no reason for its miss, nor does it provide guidance or an earnings call. It is, however, happy to note its buyback program ($455M remaining) has been extended to April 2018. Microstrategy's numbers are overshadowing solid results from rival Actuate (BIRT +6.2%); the company posted 16% Y/Y Q1 license rev. growth, compared with nearly flat total rev. growth. Comment! [Tech, On the Move, Earnings]
Thursday, April 4, 5:31 PM Splunk (SPLK) is set to grow its customer base by 40% this year from the 5,200 it had at the end of FY13 (ended in Jan.), says CEO Godfrey Sullivan. Headcount is expected to grow at a similar rate, as the machine data software later continues to ramp sales and R&D investments. Splunk mentioned on its FQ4 call it added over 400 customers during the quarter, and now has ~200 Fortune 500 companies as clients. Sullivan is banking on the growing use of Splunk's software to analyze Web/mobile data (today, its software is more frequently used to analyze enterprise data) to drive future growth. Comment! [Tech]
Tuesday, March 26, 5:45 PM After-hours top gainers, as of 5:15 p.m.: MXWL +9%. SAI +4%. OWW +3%. SPLK +3%. SUPN +3%.
After-hours top losers: LNDC -8%. ACMP -4%. EOG -4%. PXD -3%. LOGM -3%. 1 Comment [On the Move]
Friday, March 1, 2:12 PM Business intelligence software firms Microstrategy (MSTR +1%), Qlik (QLIK +2.8%), and Actuate (BIRT +5.3%) move higher in the wake of machine data analytics leader Splunk's (SPLK +6.2%) FQ4 beat and strong Q1 guidance. Splunk, now close to its post-IPO highs, boasted on its earnings call of adding 400+ customers in FQ4, up from 350+ in FQ3. $100K+ orders totaled 171, up from 125 in FQ3, and included a $20M deal. Management talked up the potential of the security compliance market (25%-30% of bookings), and said it now has 160 customers on its Storm cloud platform. Comment! [Tech, On the Move]
Thursday, February 28, 5:03 PM Tech guidance roundup: 1) OmniVision (OVTI - earnings) expects FQ4 revenue of $300M-$330M and EPS of $0.14-$0.29, below a consensus of $371.4M and $0.32. 2) Youku (YOKU - earnings) expects Q1 revenue of RMB480M-RMB520M ($77.2M-$83.6M), below a consensus of RMB551.3M ($88.6M). 3) Splunk (SPLK - earnings) expects FQ1 revenue of $52M-$54M, largely above a $52M consensus. FY14 (ends Jan. '14) guidance is for revenue of $260M-$270M vs. a $263.2M consensus. OVTI -9.2% AH. YOKU -16.1%. SPLK +4.8%. Comment! [Tech, Earnings, On the Move]
Thursday, February 28, 4:12 PM Splunk (SPLK): Q4 EPS of $0.03 beats by $0.01. Revenue of $65.2M (+51% Y/Y) beats by $5.11M. Shares +5.9% AH. (PR) Comment! [Earnings, Breaking News, Tech, On the Move]
Thursday, February 28, 12:10 AM Notable earnings after Thursday’s close: AIRM, AL, ALSK, BID, CLNE, CPNO, CRM, DECK, DRH, ENDP, GPS, GXP, HTGC, JOE, KOG, KYAK, MCP, MDR, MDVN, MENT, MTZ, MXWL, NGD, NOG, OPTR, OVTI, PANW, RNDY, RST, SD, SLXP, SONS, SPLK, SSRI, TEG, TESO, UHS, WR, XTEX, YOKU Comment! [Earnings]
Wednesday, February 27, 5:35 PM Notable earnings after Thursday’s close: AIRM, AL, ALSK, BID, CLNE, CPNO, CRM, DECK, DRH, ENDP, GPS, GXP, HTGC, JOE, KOG, KYAK, MCP, MDR, MDVN, MENT, MTZ, MXWL, NGD, NOG, OPTR, OVTI, PANW, RNDY, RST, SD, SLXP, SONS, SPLK, SSRI, TEG, TESO, UHS, WR, XTEX, YOKU 1 Comment [Earnings]
Thursday, February 14, 5:06 PM Middleware/analytics software provider Tibco (TIBX) +1.6% AH in response to business intelligence software firm Qlik's Q4 beat and strong 2013 guidance. Both companies have been hyped on occassion as big data plays. Other names that could move higher include Qlik rivals Microstrategy (MSTR) and Actuate (BIRT), data warehousing vendors Informatica (INFA) and Teradata (TDC), and machine data software king Splunk (SPLK). Comment! [Tech, On the Move]
Friday, January 25, 10:44 AM Informatica's (INFA +10.4%) big Q4 beat (I, II) is stoking a rally in enterprise software stocks. Microsoft's decent Server & Tools performance might also be helping . Business intelligence/analytics firms are among the standouts - SPLK +2.8%. QLIK +7.2%. TIBX +3.8%. TDC +3.9%. MSTR +3.5% - but there are also others. SAP +2.6%. RHT +3.3%. N +2.4%. CTXS +1.7%. On its earnings call, Informatica noted Facebook is a buyer of its new PowerCenter Big Data Edition software, which can handle data integration projects on Hadoop clusters and many other platforms. Comment! [Tech, On the Move]
Thursday, January 24, 6:14 PM Informatica (INFA) reportedly guides on its Q4 call for Q1 revenue of ~$201M and EPS of $0.29-$0.32. Shares +8.2% AH, paring some of the gains they saw on news of a huge Q4 beat, but still up strongly. Deferred revenue reached $250.8M in Q4, up from $226.9M in Q3 and $214.6M in Q4 '11. Some other big data/analytics plays, such as SPLK, TIBX, BIRT, QLIK, TDC, and MSTR, could rally tomorrow. Comment! [Tech, Earnings, On the Move]
Friday, January 11, 12:47 PM Splunk (SPLK +6.3%) is rallying, apparently on a rumor IBM could bid for the company. As the top vendor in a fast-growing analytics software segment, Splunk is definitely in IBM's wheelhouse. But it also trades at lofty multiples and would probably require a buyout price north of $4B. 18.8% of the float was shorted as of Dec. 14. 1 Comment [Tech, On the Move, M&A]
Friday, December 21, 2012, 4:32 PM Splunk (SPLK +0.8%) finished higher after Topeka's Brian White gave it a dose of the enthusiasm he normally reserves for Apple, arguing the machine data-analysis engine behind Splunk's software could make the company "a disruptive force in the IT world." He adds Splunk's ability to uncover insights from huge volumes of unstructured data allow it to encroach on the turf of database, BI, and security software, and that its pricing model allows sales growth to track the growth of analyzed data volumes. (Zack Buckley) 1 Comment [Tech, Quick Ideas]
Wednesday, December 19, 2012, 11:31 AM Some enterprise software names are rallying in the wake of Oracle's (ORCL +3.4%) FQ2 beat, which was fueled by strong software license sales. VMW +3.7%. WDAY +2.9%. SPLK +2.6%. INFA +2.2%. JIVE +3.5%. Also, Mellanox (MLNX +4.9%) is getting a lift from the strong performance of Oracle's engineered systems business. Oracle noted on its earnings call its app license growth was north of 30%. Goldman estimates total license growth received a 600 bps boost from acquisitions, but is still impressed. Comment! [Tech, On the Move]

oldorv
$LLEN,$DWCH,$SPLK,$HDSN,$ES, LONG! Keep on rockin'...
Apr 29, 9:53 AM
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Joshua Hayes
Cypress Bailout Dominates Headlines as the Market Cools http://bit.ly/104jyle $AMBA $V $AAPL $SPLK $LL $LNKD
Mar 26, 1:54 AM
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ltfinger
Today's Potential Downgrades (3/19/13): $SIAL, $SPLK, $SPXL, $SQM, $SSO, $SWI, $TBT, $THO, $TROW, $UPRO, $VIAB, $VMC, $WDAY
Mar 20, 8:52 AM
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David Jackson
$SAP down despite $ORCL results, while $VMW, $WDAY $SPLK $INFA $JIVE are up. Implications?
12/19/12
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Modernist: $INTC $AMD :: $ORCL $SAP
12/19/12
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Ryan Mallory
7 Stocks Trade Setups On Unusual High Volume http://bit.ly/RRzWkh AGU FHN OPEN SPLK AUO HAS PBCT
10/22/12
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Saibus Research
Investment Ideas of the Week 10-15-12 http://bit.ly/RZrUZn $SVU $DSGX $SPLK $EXC $DNKN
10/15/12
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Saibus Research
Recap: Top 5 investment ideas of the week 10-8-12 http://bit.ly/SNXd5I $SPLK $WMC $AAPL $GED $WY
10/8/12
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Ocean Man: I've been thinking about WMC too.
10/8/12
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Saibus Research: We've taken a 5% position in WMC and trimmed some CYS. http://seekingalpha.com/a/ja8j
10/8/12
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Master Che
CSCO - PNRA - AAPL - SYNC - SPLK updates - http://bit.ly/Nz9iQD
9/17/12
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Ocean Man: Thanks for PNRA.
9/17/12
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jcurranz: When does SPLK lockup expire?
9/25/12
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ZetaKap
7 High Growth Mid Cap Stocks Holding Down The Debt http://bit.ly/NYQlGY $AZPN $CX $FRX $GRPN $BBRY $SPLK $STM @ZetaKap
8/30/12
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Michael Bryant
By October lockup period expires, I bet Splunk (SPLK) will be lower than $30 a share. http://yhoo.it/PvCGDj;c=
8/18/12
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LATEST REPLIES

David Jackson
$SAP down despite $ORCL results, while $VMW, $WDAY $SPLK $INFA $JIVE are up. Implications?
12/19/12
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Modernist: $INTC $AMD :: $ORCL $SAP
12/19/12
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Saibus Research
Recap: Top 5 investment ideas of the week 10-8-12 http://bit.ly/SNXd5I $SPLK $WMC $AAPL $GED $WY
10/8/12
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Ocean Man: I've been thinking about WMC too.
10/8/12
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Saibus Research: We've taken a 5% position in WMC and trimmed some CYS. http://seekingalpha.com/a/ja8j
10/8/12
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Master Che
CSCO - PNRA - AAPL - SYNC - SPLK updates - http://bit.ly/Nz9iQD
9/17/12
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Ocean Man: Thanks for PNRA.
9/17/12
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jcurranz: When does SPLK lockup expire?
9/25/12
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samal
SPLK up 12% did the earnings leaked or what?
5/23/12
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Maria Auziliadora: NTAP affecting EMC and other stocks afterhours!!!
5/23/12
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Maria Auziliadora: Now this one is cut to hold
5/30/12
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Maria Auziliadora
SPLK I wonder how they are going to report???
5/23/12
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Maria Auziliadora: Risky!!!!
5/23/12
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Maria Auziliadora: No this stock might tank if they don't report good
5/25/12
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stocktrend
Price in the last 3 days move on SPLK better to put money in beating down stocks dont ypu agree Maria?
5/23/12
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Maria Auziliadora: didn't have time for SNPS good thing
5/23/12
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Maria Auziliadora: tI was up though and now down
5/23/12
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SPLK Splunk Inc.

SPLK

Splunk Inc.