SP SPLK 로딩 중... : 애널리스트의 강세 및 약세 의견

CrowdStrike's next-gen SIEM business ($585M ARR) is growing >75% YoY, taking share from legacy SIEM players through decisive performance wins. — This reinforces the secular decline of legacy on-prem SIEM vendors as cloud-native platforms with AI-driven analytics dominate the SOC.

CrowdStrike's Next-Gen SIM displacing legacy SIEMs (Splunk) is becoming a major growth driver, with customers consolidating on its platform for lower costs and better outcomes. — The SIEM market is undergoing a paradigm shift, with CrowdStrike's innovative platform displacing established players like Splunk in large enterprise deals.

Splunk is seeing strong demand, but is shifting to cloud subscriptions which impacts near-term revenue recognition yet improves long-term stickiness and expansion.