Splunk (NASDAQ: SPLK) is a competitively advantaged sticky software suite that collects data from IT infrastructure and software applications, allowing enterprises to operationalize, search, and analyze data produced by any digital device or system. Splunk divides its offerings into three general categories: Splunk Cybersecurity, Slunk IT Systems, and Splunk Observability cloud. Despite category leadership, the company currently trades at a massive discount to the sector, because of uncertainty around not one but several transitions the company is making simultaneously. Read More...
Splunk (NASDAQ: SPLK) is a competitively advantaged sticky software suite that collects data from IT infrastructure and software applications, allowing enterprises to operationalize, search, and analyze data produced by any digital device or system. Splunk divides its offerings into three general categories: Splunk Cybersecurity, Slunk IT Systems, and Splunk Observability cloud. Despite category leadership, the company currently trades at a massive discount to the sector, because of uncertainty around not one but several transitions the company is making simultaneously.
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