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Are Splunk Investors Getting Ahead Of Themselves?Wim Dankbaar • Tue, Sep 4, 2012 -
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Economic Data Suggests Risk On TodaySeth Golden • Thu, May 30 -
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Splunk's CEO Discusses F3Q 2013 Results - Earnings Call TranscriptFri, Nov 30, 2012
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Splunk's CEO Discusses F2Q13 Results - Earnings Call TranscriptThu, Aug 30, 2012
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Business Wire (Tue, 8:00AM)
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Business Wire (Jun 4, 2013)
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Business Wire (May 31, 2013)
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at CNBC.com (May 31, 2013)
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at MarketWatch.com (May 30, 2013)
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at CNBC.com (May 30, 2013)
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at CNBC.com (May 30, 2013)
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at MarketWatch.com (May 30, 2013)
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Business Wire (May 30, 2013)
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at CNBC.com (May 30, 2013)
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at MarketWatch.com (May 30, 2013)
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Business Wire (May 23, 2013)
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at CNBC.com (May 17, 2013)
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Business Wire (May 9, 2013)
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Business Wire (May 8, 2013)
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Business Wire (May 6, 2013)
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at CNBC.com (May 2, 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
- All
- | Earnings
- | Dividends
- | M&A
- | On the move
- 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]
- Friday, November 30, 2012, 3:30 PM Splunk (SPLK +1.5%) bounces back from early morning weakness after CEO Godfrey R. Sullivan says his company isn't in any discussions regarding takeovers. Its Q3 report beat targets yesterday, but the results exposed higher costs for the IT data cruncher. Needham still rates the shares a Buy. Comment! [Tech, Earnings, On the Move]
- Thursday, November 29, 2012, 4:32 PM More on Splunk: FQ4 guidance is for revenue of $58M-$60M, largely above a $58.1M consensus. Op. margin expected to improve to 3%-4% from FQ3's -1.3%. FQ3 license revenue +56% Y/Y (a little slower than overall growth) and 67% of total revenue. Deferred revenue balance +9% Q/Q to $64M. Opex +66% Y/Y, nearly even with revenue growth, thanks to growing sales and R&D investments. SPLK +1.7% AH. CC at 5PM ET (webcast). (PR) Comment! [Tech, Earnings]
- Thursday, November 29, 2012, 4:11 PM Splunk (SPLK): Q3 EPS of -$0.01 beats by $0.01. Revenue of $52.0M (+67% Y/Y) beats by $5M. Shares +2.7% AH. (PR) Comment! [Earnings, Tech, On the Move]
- Thursday, November 29, 2012, 12:10 AM Notable earnings after Thursday’s close: AVGO, FIVE, OVTI, SPLK, ULTA, YOKU Comment! [Earnings]
- Wednesday, November 28, 2012, 5:35 PM Notable earnings after Thursday’s close: AVGO, FIVE, OVTI, SPLK, ULTA, YOKU Comment! [Earnings]
- Thursday, November 1, 2012, 9:24 AM More on Teradata's Q3: The company now expects 2012 EPS of $2.34-$2.44, and revenue growth of 12%-14%, below a consensus of $2.79 and 14.2%. Americas was soft, up just 2% Y/Y. EMEA +17%, Asia-Pac +14%. Deferred revenue balance -12% Q/Q to $382M. Three business intelligence software firms, whose products often work in tandem with Teradata's data warehousing systems, recently posted weak Q3 results. Fellow DW firm Informatica is also facing challenges. TDC -12.5%. (PR) Comment! [Tech, Earnings]
- Wednesday, October 31, 2012, 12:09 PM Business intelligence software vendors continue to have a rough time: 5 days after Qlik (QLIK -0.5%) was clobbered thanks to an FQ3 miss, the same is happening to Microstrategy (MSTR -11.8%) and Actuate (BIRT -13.9%) following their Q3 misses (I, II). Actuate, which noted European sales are weak, has received a downgrade to Neutral from Roth. Are macro issues solely to blame for the misses, or is competition also a factor? SPLK -2.8%. TDC -1.1%. INFA -1.7%. Comment! [Tech, Earnings, On the Move]
- Tuesday, October 30, 2012, 6:05 PM Splunk (SPLK) has announced a refresh for its flagship machine data analysis product: the company claims Splunk Enterprise 5 delivers big improvements in report-generating time, as well as navigation and workflow improvements. Also included is a replication feature to improve reliability, and the ability to interact with Hadoop big data projects. After soaring following its FQ2 report, Splunk has sold off due to valuation and IT spending concerns. Comment! [Tech]
- Friday, October 26, 2012, 12:24 PM Qlik (QLIK -14.1%) has fallen to 2-year lows in the wake of its Q3 miss. Though Q4 revenue guidance of $125M-$130M is in-line with a $127.5M consensus, EPS guidance of $0.22-$0.24 is below a $0.29 consensus. During its earnings call, Qlik noted European sales (54% of revenue) were up 10% Y/Y, but added Americas revenue is being pressured by longer sales cycles. Big data peers are lower: TIBX -2.8%. TDC -2.1%. SPLK -3.2%. MSTR -2%. Informatica (INFA -0.9%) is also off, reversing yesterday's post-earnings gains (I, II). Comment! [Tech, On the Move, Earnings]
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Stone Fox Capital
$SPLK insiders can't wait to unload shares. File to sell 11% of outstanding shares. wow - View all 0 replies
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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? - View all 12 replies
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tradebaron
Tech company Splunk's successful IPO debut, good news for Facebook? http://goo.gl/Xwvrg $FB $LNKD $SPLK - View all 0 replies
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jaytrader0612
AUGT.OB Augme may want to think about targeting SPLK for patent infringment. I'm sure they've violated at least one of them. - View all 0 replies
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