Splunk and Cisco – Techstrong Research Review EP 34

Mitch Ashley, Techstrong Research principal and GM, looks at the Cisco announcement about acquiring Splunk. Mitch discusses why Cisco positions Splunk as a cybersecurity company (not observability), how Splunk’s large data platform could spark and accelerate AI/ML and generative AI innovation and how the acquisition furthers Cisco’s mission to increase reoccurring revenue (at an estimated $4B per year).