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- Core offerings - built on exceptional foundation - are the future in many offerings- Long term focused management team that has understood and shown the ability to play for the long term
This company is in a nice niche. They may be acquired before they ever actually turn a profit.
I've never been a fan of Crammer....other than his showmanship and that he was/is an insider, I'm not clear what he offers his listeners. All in all, I would short him without looking if I was pressed to make a call on something of his. If you like Crammer, and he works for you, then by all means, enjoy…some of us perhaps like to understand something, and some like to be told what to do.His berating the market, and seriously, the way I heard it, his own followers , for being chicken-livered and selling Splunk along with the herd was quite entertaining. Splunk tried to rally this morning, but soon went KER-SPLUNK some more after yesterday's debacle.Most of Crammers calls are heavy MO-JO that you need some reality blinders on to follow. I'm not good with extra doses of MO-JO stocks. I miss out on some that have momentum and I'm trying to get better at understanding/tolerating, and maybe someday embracing forward pricing based on growth rate, but it's hard sometimes to imagine a perfect world where there is no competition, few barriers to entry, and if you are making a profit, and growing it that someone doesn't try to steal it......Having a moat is a bit subjective....today's weapons can cross most of what we use to think of as moat.Overall, though, I like distressed equities...hard to define distressed as just because something was selling for XX more XX days ago, doesn't mean it was ever worth that or that a metric hadn't changed...Many, Many investors would have you think that. But it was $$ a week ago is a common whine/theme/excuse for being wrong and/or buying more.Back to KER-SPLUNK..... Splunk is a high growth proposition, good YoY/QoQ growth, but was slipping favor last earnings as the size of the S&G grew and grew. Crammer compares it to Amazon....dump your profits back in, you don't need 'em right now...you need to expand the moat, take the market share, grow, don't hoard that money....a bottom line profit is meaningless if you don' t have that growth.....Of course I can't say it the way he does, but in short, I have no issue if money is poured back into a business.The other advantage to Splunk, (now that I upthumbed it, guess I'd better stop the KER-SPLUNKING)....is that it's in what I consider not only a growth field, (analytical/Big Data), but a speculators field, dare I say a bubble growing, blowing field, where those around it have tremendously deep pockets and would think nothing of snapping up a $8B company that is growing. Now, personally, I don't listen to rumors and I NEVER buy on the premise that a bigger fish will hand me a premium, but it's kind of nice to think that's an option as it helps put the HUGE growth metrics already factored in even after a 25% haircut.P/B > 10, P/S >27’ 53% YoY Growth,$900M in cash with an $80M or so burn rate assuming growth rate/sales rate are maintained.So I'm anti-Crammer, but I'll take something that burst 25% under him as many of his lemmings ran. I'll work on my acceptance companies with growing market share, higher costs, and what seems like a high P/E. (about 550, hard to say with the growth eating the profits).Warning: Broke bollinger/50day/etc below 80...could mean more pain before gain. A 25% drop, does not make it a buy…..
Big data is king, but if you cannot organize and search through those large clusters of information it is worthless.
data space leader taking more away from other providers
Cash flow and non-GAAP "earnings" due to adjusting for stock based compensation, which will hurt the stock with future dilution if and when they ever become truely profitable.
prime cadidate for acquistion
Just like the name.
high growth technology
Demand for data is growing exponentially, and I wouldn't mind if the NASDAQ hired Splunk to figure out why they keep poo-pooing the market, especially on a great trading day. The ability to analyze, organize, and most importantly, monazite date is here to stay, and this company does it very well and for a broad market. It does not have to be specific to your business, Splunk can set up anywhere and tell you what is happening.
Splunk is capturing corporate america and replacing many long established monitoring tools.
Impressive company, but at 20+ times sales, I wouldn't be a buyer, here. Underperform.
I work at one of the largest government agencys. We are currently in process of getting rid of HP's Arcsight due to the cost and slow searching speeds. We are in the process of switching over the Splunk. Which is faster, cheaper, and more reliable.
I'm an IT professional and this is the software we waant to use!
The Big Data trend is here to stay. But only are few companies are really enabling others to get the most out of the data they're bringing in. Splunk is one of those companies.
Lou Grant: "You know somethin', kid. You got splunk."Mary Richards: "Gosh, do you really think so, Mr. Grant?"Lou Grant: "Yeah, I hate splunk!"
Revenue increases from 18 Million in 2008 to projected 175 million in 2012
SPLUNK is an indispensable tool for IT Teams of any software company. Facebook and Apple tried to mould open source software to mimic what it does, finally gave up and acquired licenses of splunk. Their licensing models are based on how much data you index. And lets face it, there is always more data and not less. So even existing customer end up buying a even bigger license over time. The tool is not cheap, but ROI is tremendous in the form of issue resolution and proactive trend alerts. Its THE big data company to own IMHO.
Ahead of the curve here; don't believe the hype...
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