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.

Splunk, a machine-data software company, has potential for growth due to its unique focus on machine data analytics and increasing demand for automation and AI. Total ARR growth is sustaining in the double digits, while cloud ARR is growing nearly 30% y/y. Splunk's valuation remains attractive, with its revenue multiple at

Splunk: ARR And Margin Expansion Will Fuel Rally

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

Why Is Splunk (SPLK) Up 9.2% Since Last Earnings Report?

AAON

Banco Latinoamericano de Comercio Exterior SA

Burford Capital Limited

Copa Hlds

DigitalOcean Holdings

Extreme Networks

First Citizens BancShares

Frontline

International Seaways

Dorian LPG

MercadoLibre

North American Energy Partners

ServiceNow

Teekay Tankers

Vista Oil & Gas SAB de CV

Vitesse Energy Inc

Wabash National

ServiceNow, Splunk and airline stock Copa among the top growth stocks eyeing 78%-2,900% earnings growth in their next report.

See 18 Top Growth Stocks Eyeing 78% To 2,900% EPS Gain In Q2

Alphabet

One research firm estimates 70% of organizations will be using artificial intelligence by 2030. The firm says companies that adopt AI early could experience a significant increase in their free cash flow.

70% of Companies Will Use AI by 2030 -- 2 Super Stocks to Buy Right Now

MongoDB

Pinterest

The launch of ChatGPT has brought AI to the forefront of people's minds. Ark Invest estimates AI software to generate an enterprise value of up to $90 trillion by 2030.

AI Is Set to Generate $90 Trillion By 2030 -- 3 AI Stocks Investors Can Buy Now

Splunk Inc. (NASDAQ:SPLK ) Bank of America 2023 Global Technology Conference June 7, 2023 5:00 PM ET Company Participants Gary Steele - President and CEO Brian Roberts - SVP and CFO Conference Call Participants Bradley Sills - Bank of America Bradley Sills Great. Welcome, everybody.

Splunk Inc. (SPLK) CEO Gary Steele Presents at Bank of America 2023 Global Technology Conference (Transcript)

SAN FRANCISCO--(BUSINESS WIRE)--Splunk Inc. (NASDAQ: SPLK), the cybersecurity and observability leader, today announced that Splunk Cloud Platform received StateRAMP authorization at a moderate impact level from the State Risk and Authorization Management Program (StateRAMP®). Splunk's StateRAMP authorization validates its commitment to state, local, and education (SLED) institutions, providing customers additional confidence in using Splunk's secure solutions for their missions. As a StateRAMP.

Splunk Cloud Platform Attains StateRAMP Moderate Authorization

Celsius Holdings

Netflix

I'm looking for the top stocks to buy in June. Carvana (NYSE:CVNA), the online used car marketplace, emerged as the top-performing stock in the past month (through June 1), surging 128% and being one of three companies to double its share price.

The 3 Best Stocks to Buy for June 2023

Crown Castle International

Kellogg

Identifying undervalued sleeper stocks will always be a great way to find strong returns in the market. As with all investments, you can only get out what you put in; reaching a million will take time.

3 Millionaire-Making Sleeper Stocks to Buy Before Investors Wake Up

SAN FRANCISCO--(BUSINESS WIRE)-- #splunknews--Splunk Inc. (NASDAQ: SPLK), the cybersecurity and observability leader, today announced its upcoming participation at the BofA Securities 2023 Global Technology Conference in San Francisco, CA. Gary Steele, President and CEO, and Brian Roberts, CFO, will host a discussion and Q&A session beginning at 2:00 p.m. PT on Wednesday, June 7, 2023. Interested parties may access a live webcast of the session via the Splunk Investor Relations website at https://investo.

Splunk to Present at the BofA Securities 2023 Global Technology Conference

Splunk is a competitive observability platform with strong relationships with large enterprise clients. As revenue growth normalizes, operating margins are likely to expand due to higher cloud gross margins and cost-cutting initiatives. Splunk has expanded its Observability platform through acquisition of several companies.

Splunk: Leading Observability Platform At A Bargain

Machine learning is an area of artificial intelligence with well-established use cases. Splunk is a leader in the field, serving a portfolio of large organizations that includes a Formula 1 racing team.

1 AI Stock Down 54% You'll Regret Not Buying on the Dip

Splunk posted big earnings and sales beats and rallied early in the morning's trading. But investors appear to be weighing potential threats posed by AI offerings from larger competitors.

Why Splunk Stock Is Highly Volatile Today

Splunk (SPLK) reported higher revenues year over year in the first quarter of fiscal 2024 backed by solid demand for cloud services, product innovation and focus on operational efficiency.

Splunk (SPLK) Q1 Earnings Beat Estimates on Higher Revenues

Splunk Inc. (NASDAQ:SPLK ) Q1 2024 Results Conference Call May 9, 2023 4:30 PM ET Company Participants Katie White - Director, IR Gary Steele - President and CEO Brian Roberts - CFO Conference Call Participants Raimo Lenschow - Barclays Brent Thill - Jefferies Brad Sills - Bank of America Matt Hedberg - RBC Capital Markets Andrew Nowinski - Wells Fargo Jake Roberge - William Blair John DiFucci - Guggenheim Michael Turits - KeyBanc Keith Bachman - BMO Janet Zhang - BTIG Operator Good afternoon. My name is Abby, and I will be your conference operator today.

Splunk Inc. (SPLK) Q1 2024 Earnings Call Transcript

While the top- and bottom-line numbers for Splunk (SPLK) give a sense of how the business performed in the quarter ended April 2023, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Splunk (SPLK) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

Splunk (SPLK) came out with quarterly earnings of $0.18 per share, beating the Zacks Consensus Estimate of a loss of $0.17 per share. This compares to loss of $0.32 per share a year ago.

Splunk (SPLK) Q1 Earnings and Revenues Beat Estimates

Splunk Inc. shares jumped more than 7% in after-hours trading Wednesday, after the software company quieted concerns about the tech-spending environment with a strong forecast.

Splunk stock spikes as strong forecast quiets concerns

SAN FRANCISCO--(BUSINESS WIRE)-- #splunknews--Splunk Inc. (NASDAQ: SPLK), the cybersecurity and observability leader, today announced results for its fiscal first quarter ended April 30, 2023. First Quarter 2024 Financial Highlights Total ARR was $3.725 billion, up 16% year-over-year. Total revenues were $752 million, with Cloud revenue growing 30% to $419 million. GAAP Operating Expenses declined 2% year-over-year; non-GAAP Operating Expenses declined 1% year-over-year. Operating cash flow was $492 million,.

Splunk Announces Fiscal First Quarter 2024 Financial Results

Confluent

Cloudflare

Macroeconomic headwinds appear to be slowing. Many companies reported financial results that were better than expected.

Why Cloudflare, Confluent, and Other Cloud Stocks Soared This Week

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Wall Street Bulls Look Optimistic About Splunk (SPLK): Should You Buy?

Splunk (SPLK) is expected to have recorded year-over-year higher revenues backed by positive demand trends.

Will Higher Revenues Benefit Splunk's (SPLK) Q1 Earnings?

Splunk (SPLK) is seeing favorable earnings estimate revision activity and has a positive Zacks Earnings ESP heading into earnings season.

Is a Surprise Coming for Splunk (SPLK) This Earnings Season?

Splunk's new CEO is 4 quarters in and has performed well against consensus so far. The company has seen 4 quarters of >30% revenue growth rate while posting quarterly profitability and positive cash flow for the first time.

Splunk: High Earnings Growth With Momentum Into Earnings

Splunk (SPLK) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

News for Splunk Stock (SPLK)