Revenue segments as reported by the company.

License

Cloud Services

Maintenance & Services

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Splunk

Splunk, Inc. engages in the development and marketing of cloud software solutions. Its products include Splunk cloud, Splunk light and Splunk enterprise. It also offers solutions for Information Technology operations, security, internet-of-things, application analytics, business analytics, and industries. The company was founded by Erik M. Swan, Michael J. Baum and Robin K. Das in October 2003 and is headquartered in San Francisco, CA.

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Splunk reports strong Q1 results, eyes public sector growth

Splunk's Q1 performance was strong, driven by ARR and total revenue growth, as well as a significant increase in free cash flow. The company's focus on operational efficiency, customer expansions, and competitive wins, particularly in cybersecurity and observability, positions it well for future growth. While facing challenges in accelerating cloud migrations and maintaining expense discipline, Splunk sees opportunities in the public sector and the potential of AI advancements.

Splunk exceeds Q2 expectations, anticipates challenges in macro environment

Splunk delivered strong financial performance, demonstrating growth in ARR, revenue, and operating margin. The company's strategic partnerships, customer traction, and focus on efficiency position it well for future opportunities. However, challenges in the macroeconomic environment and cloud migration trends require careful navigation.

Splunk exceeds Q4 expectations, focuses on cloud growth opportunities

Splunk's Q4 2023 earnings call highlighted strong financial performance, operational efficiency, and strategic wins in security and observability. The company faces challenges in managing revenue recognition and navigating the cloud transition. However, opportunities for growth through renewals, new ARR, and cloud migration support are key focus areas for Splunk.

Splunk surpasses Q1 expectations, eyes growth in cybersecurity and cloud

Splunk exceeded guidance in ARR and total revenues, showcasing strength in key areas
Strategic investments in cybersecurity, cloud, and observability position Splunk for growth
Renewals and anticipated growth in renewal opportunities signal continued momentum
Balancing expense discipline with innovation and seizing growth opportunities are key focus areas

Splunk surpasses Q2 expectations, eyes growth amid macro challenges

Splunk's Q2 performance exceeded expectations, driven by strong financial growth and operational efficiency.
While facing challenges in the macro environment and regulatory landscape, Splunk's strategic partnerships and focus on innovation position it well for future growth.
Renewal rates improvement and customer engagement underscore Splunk's commitment to delivering value and optimizing customer spend.
The company's upcoming Investor and Analyst Day and emphasis on cloud solutions and security maturity highlight a promising outlook for Splunk.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Splunk is a cloud-first software company that provides operational intelligence software that monitors, reports, and analyzes real-time machine data for security, IT, and business. It offers a range of solutions, including advanced threat detection, incident management, cloud monitoring, security monitoring, serving manufacturing, retail, and financial services. The company was founded in 2004 and is headquartered in San Francisco, California.

Activision Blizzard

Charter Communications

Equinix

Constellation Brands

With earnings for the second quarter on deck, and the third quarter of 2020 officially underway, many of the top companies we follow on Wall Street are making some changes to the lists of their high-conviction stock picks for clients.

BofA Securities Makes Massive Changes to US 1 List

Alteryx

MongoDB

New Relic

The massive volumes of information being generated and used by businesses today for informed decision making have fueled the booming business of data analytics and Big Data companies.
The post Big Data Companies And Data Analytics: The Stocks To Buy And Watch appeared first on Investor's Business Daily.

Big Data Companies And Data Analytics: The Stocks To Buy And Watch

Splunk Inc (NASDAQ: SPLK) can achieve its target of a compounded average growth rate of 40% annual recurring revenue through fiscal 2023 by expanding its existing customer base, according to BofA Securities.

BofA Raises Splunk Target On Annual Recurring Revenue Growth

SAN FRANCISCO--(BUSINESS WIRE)--Splunk Inc. (NASDAQ: SPLK), provider of the Data-to-Everything Platform, today announced it was ranked No. 1 for 2019 market share and market revenue in IDC’s Worldwide IT Operations Management Software Market Shares, 2019.* This is the second year in a row Splunk was named the leader in IDC’s annual report, evaluating Splunk’s IT offerings including Splunk IT Service Intelligence (ITSI), Splunk App for Infrastructure, Splunk Cloud, SignalFx Infrastructure Monito

Leading Industry Analyst Firm Ranks Splunk First in ITOM Market Share Report for 2019

Cloud-based data analytics company Splunk Inc's (NASDAQ: SPLK) prospects are underappreciated, according to an analyst at Wells Fargo Securities.

Splunk Has New Street-High Price Target: Wells Fargo Says Growth Underappreciated

Splunk (SPLK) reported earnings 30 days ago. What's next for the stock?

Splunk (SPLK) Up 14.5% Since Last Earnings Report: Can It Continue?

Datadog

Elastic N.V

Wall Street is valuing these businesses very differently from each other, but one stands above the rest as a better investment right now.

Splunk, Datadog, and Elastic: 3 Ways to Invest in Data Analytics and Cloud Management

CrowdStrike

Workday

The tech sector and internet stocks continue to attract buyers. Here are three setups in the space, and options trades with big profits.

3 Internet Stocks Breaking to New Highs

Autodesk

Cadence Design Systems

PayPal

Tesla

The tech sector has remained reasonably unscathed amid the pandemic primarily because investors saw that these companies have been gaining immensely from secular trends like cloud computing and robust telecommunications infrastructure.

5 Top-Performing Tech Stocks in the First 100 Days of Coronavirus

Splunk: An Undervalued Secular Growth Play

Salesforce

DocuSign

Intuit

Intuitive Surgical

NVIDIA

Okta

Pinterest

Given the innovation focus during the pandemic, I’m surprised that more InvestorPlace readers aren’t clamoring for content abou Intuitive Surgical, the people behind the da Vinci robotic surgical system used by thousands of doctors around the world. 
The post 10 Innovative Stocks to Buy in the New Normal appeared first on InvestorPlace.

10 Innovative Stocks to Buy in the New Normal

Splunk Inc. (SPLK) Management on 42nd NASDAQ Investor Conference (Transcript)

Alibaba

Rational investing is beginning to seep back into the stock market as traders and investors start to pull profits off the ripping rally we’ve seen the past few months. We are now stuck in a trading rut at the S&P 500’s 3,000-point level as the markets decide which direction to head next.

3 Tech Stock Opportunities To Watch On A Market Pullback

Anticipate more upside but cash out your shares of Splunk stock anyway.
The post It’s Time to Take Some Chips off the Table With Splunk Stock appeared first on InvestorPlace.

It’s Time to Take Some Chips off the Table With Splunk Stock

On the surface, Splunk stock looks too expensive given its slowing growth. But the company's cloud shift and market opportunity support more upside from the highs.

Why You Shouldn’t Count Splunk Stock Out So Easily

Splunk: Cloud Shift Can Accelerate Growth Even More

Palo Alto Networks

Qualys

Zscaler

Cybersecurity stocks continue to march higher and while the industry is ripe for some consolidation, these six stocks look like good plays.

6 Cybersecurity Stocks Keeping Your Data Safe

The data analysis expert's mixed earnings report was stronger than it looked.

Why Splunk Shares Rose 32.4% in May

Adobe

Benefitfocus

Cardlytics

Chegg

LivePerson

Roku

Shopify

Snap

Sprout Social

Trade Desk

Twilio

Wall Street went "all-in" with tech stocks as the physical economy shutdown, but with the economy recovering, they're starting to see a dip.

The 15 Best Tech Stocks to Buy on the Dip in June

Cloud-based software services have proven to be one of the most resilient sectors in the current Covid-19 environment.

Splunk: Almost Unaffected

Crushing It: Splunk's Strong Fundamentals Drive Stock Higher

Accounting changes aside, the data analytics leader had a great start to the year.

Splunk's Cloud Transition Is Starting to Bear Fruit

This SIEM industry challenger may have some lessons for leader, Splunk

Securonix Wins In $4B Market As Splunk Stock Hits New Highs

Short video showing why Splunk's cash flows from operations are not as attractive as they first appear.

Splunk (Video): Now, Cloud Is Everything (At Least On The Surface)

Software developer Splunk saw its Relative Strength Rating hit the elite 90-plus level on Tuesday. The stock is currently in a buy range.

News for Splunk Stock (SPLK)