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More and more of the verbage around Splunk by users is peppered with phrases like "essential tool" and "vital." Demand is growing, with some concerned that the company won't have the necessary sales force to meet demand, not a bad problem to have. Its SG&A costs were swollen this quarter due to its current focus on building out that sales force to meet demand, but I see those costs as a percentage of sales coming back down to reality in the future. Sure, at 40x sales, the valuation here looks ridiculous. But this is a company with a stellar product ahead of the curve to meet demand for Big Data solutions, that's putting the necessary building blocks in place to grow in a big way. Short term volatile, long term outperform.
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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