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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 16, 2013)
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Business Wire (May 16, 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
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- | Earnings
- | Dividends
- | M&A
- | On the move
- Tuesday, June 11, 12:35 PM VMware (VMW +2%) takes aim at Splunk (SPLK +1.1%) by launching vCenter Log Insight, a software tool for managing/analyzing the reams of log data produced by IT hardware and software to troubleshoot problems lower admin costs. VMware asserts Log Insight, which is the product of a 2012 acquisition and competes with the market-leading Splunk Enterprise (analyzes log data and many other file types), can be deployed in minutes, is tightly integrated with VMware's vCenter Operations software, and natively supports the company's vSphere virtualization software. (PR) 1 Comment [Tech]
- Friday, May 31, 11:52 AM Splunk (SPLK +2.3%) has turned positive as the sell-side gives a thumb-up to its FQ1 revenue beat and in-line guidance, given a tough spending environment. Though reiterating a Market Perform due to valuation (Splunk trades at 17.5x FY14E sales), FBR praises the machine data analytics leader's "prudent approach to guidance and [believes] that from both a secular and a product perspective, Splunk is in the right place at the right time." On the earnings call, Splunk touted its growing ecosystem, noting there are 400+ apps and add-ons now available on its splunkbase site. International only made up 21% of FQ1 sales, and 132 $100K+ orders were recorded (up from 72 a year ago). Comment! [Tech, On the Move, Earnings]
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Thursday, May 30, 5:33 PM
After-hours top gainers, as of 5:45 p.m.: OVTI +15.9%. KKD +9.7%. GES +8.4%. LGF +4.4%. UGI +3.9%.
After-hours top losers: PANW -13.7%. SPLK -3.8%. GPK -3.3%. MHGC -2.9%. ESL -2.3%. Comment! [On the Move] - Thursday, May 30, 4:16 PM More on Splunk: FQ2 guidance is for revenue of $61M-$63M vs. a consensus of $61.6M. FY14 (ends Jan. '14) guidance is for revenue of $266M-$274M vs. a $270.6M consensus. FQ1 license revenue (63% of total) +48% Y/Y, less than total rev. growth of 54% but up from FQ4's 43% license growth. Deferred revenue +3% Q/Q to $117.3M. 350+ customers added; 400+ were added in seasonally strong FQ4. Total customer base now at ~5,600. 70+ customers added for Splunk Storm cloud analytics service (SMB-focused), raising total to 200+. Opex +69% Y/Y (above rev. growth) thanks to sales/R&D spend. SPLK -2.5% AH, CC at 4:30PM ET (webcast). (PR) Comment! [Tech, Earnings]
- Thursday, May 30, 4:03 PM Splunk (SPLK): Q1 EPS of -$0.06 in-line. Revenue of $57.2M (+54% Y/Y) beats by $3.17M. Shares -5.2% AH. (PR) 1 Comment [Earnings, Breaking News, On the Move, Tech]
- Thursday, May 30, 12:10 AM Notable earnings after Thursday’s close: CPRT, GES, KKD, LGF, OVTI, PANW, PLL, SPLK Comment! [Earnings]
- Wednesday, May 29, 5:35 PM Notable earnings after Thursday’s close: CPRT, GES, KKD, LGF, OVTI, PANW, PLL, SPLK Comment! [Earnings]
- 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]
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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]
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Joshua Hayes
Cypress Bailout Dominates Headlines as the Market Cools http://bit.ly/104jyle $AMBA $V $AAPL $SPLK $LL $LNKD - View all 0 replies
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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 - View all 0 replies
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Saibus Research
Investment Ideas of the Week 10-15-12 http://bit.ly/RZrUZn $SVU $DSGX $SPLK $EXC $DNKN - View all 0 replies
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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 - View all 2 replies
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Saibus Research: We've taken a 5% position in WMC and trimmed some CYS. http://seekingalpha.com/a/ja8j
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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= - View all 0 replies
LATEST REPLIES
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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 - View all 2 replies
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Saibus Research: We've taken a 5% position in WMC and trimmed some CYS. http://seekingalpha.com/a/ja8j
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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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