SPLK Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
22:00
03 мар
03 мар
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.
Сред.
22:00
02 дек
02 дек
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.
Выс.
21:30
12 ноя
12 ноя
Splunk is seeing strong demand, but is shifting to cloud subscriptions which impacts near-term revenue recognition yet improves long-term stickiness and expansion.
Выс.
Об аналитическом покрытии SPLK
Buzzberg отслеживает SPLK в 1 источниках. Бычьих сигналов: 0, медвежьих: 0, от 3 аналитиков. Сентимент разделён поровну. Всего отслеживаются 3 торговые идеи. Последние спикеры: George Kirch, George Kurtz, Chuck Robbins.