291–300 of 525 posts
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What makes you say Splunk is a dead player? Not arguing with you, it's genuine curiosity on my part.
they price-out medium customers so mind-share decreases
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they price-out medium customers so mind-share decreases
Are medium-sized customers valuable to Splunk? In sales we call this "Ideal Customer Profile." Why do I want a customer with less money to spend if I have a product with enough capability for the gigantic money-is-no-object customers?
I wonder if this segment is ready for disruption. Splunk is very expensive, ElasticSearch is still lacking many of the features of Splunk and when hosted on AWS is very expensive. SumoLogic was acquired by private equity, which means that it won't get cheaper. DataDog is also very expensive. Solution like SnowFlake for logs / telemetry where compute and storage are separated might be the future.
Snowflake... is not cheap.
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It's around 6 data sources on ~25 machines, but it could be easily scaled to way more than that with a bit of work. And I mean less work than it takes to do even trivially simple things using the horrible Splunk API. There are many thousands of small companies using Splunk and getting totally ripped off for a very mediocre product with a rapacious and annoyingly aggressive salesforce.
> it could be easily scaled to way more than that with a bit of work. I guess you'd appreciate the words easily and bit are doing a lot of heavy lifting there.
I havent developed it yet. But my Splunk killer solutions actually scales so big we can use it to walk to the center of the universe. And its only 1 line of Rust and a bash script that runs when ever the Unix clock has 420 in the number string.
I wonder if this segment is ready for disruption. Splunk is very expensive, ElasticSearch is still lacking many of the features of Splunk and when hosted on AWS is very expensive. SumoLogic was acquired by private equity, which means that it won't get cheaper. DataDog is also very expensive. Solution like SnowFlake for logs / telemetry where compute and storage are separated might be the future.
There's a term for these big, expensive, hard-to-get-rid-of software packages: "RansomWare" My leading example is SAP. Actually, most of the big ERP packages are ransomware.
could you enumerate them, please?
SAP - getting off of their ERP systems is an absolute nightmare and they know/exploit that fact.
Salesforce - CRM systems, in general, can lead to lock-in due to the sheer amount of data and customization they host. In recent years Salesforce has started to leverage this fact to grow revenue without adding value.
Unity - they're getting aggressive in trying to extract more money from their existing customers and I'm not referring to the recent license changes. Nightmare company that you should avoid working with on enterprise software at all costs.
Blackboard - within the education section their LMS is challenging to migrate off of and they will bend you over backwards because they know it.
ServiceNow - they've seemingly given up on making a better product and have invested all their efforts in extracting more money out of their current customers.
PagerDuty - whose sales rep who told me straight up that they didn't need to negotiate with us because it would be too difficult to switch away from their product.
For specific product lines IBM, Cisco, and VMware also do this but I don't think it would be fair to characterize that as their overriding business strategy like the above.
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Everything on HN should be taken with a big ol' bag of salt. To do otherwise will cause you to miss out on both employment and investment opportunities you won't find elsewhere.
Definitely true that HN comments should be taken with a grain of salt from a business / investment / employment perspective. But it's more useful - though still not the full story at all of course - as a finger on the pulse of the people who actually implement software products, rather than their business models and their sales and marketing. This is not intended to downplay the importance of any of those things! Tho…
As far as the business types, why do you think they'd be here? The community chants grift, scam, and enshittification at pretty much any change in the customer contract these days. Is that the kind of environment that someone on the business side will find welcoming?
Cisco and Splunk have no overlapping business models, do they? What's the strategy behind it?
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Worked at a medium size enterprise and was trying to get some detailed performance metrics with a legacy tech stack that didn't have a drop-in APM soluion. This was in the age of graphite which was great for aggregating metrics cheap but not getting detail. Splunk was used by a much larger product (easily 10x our scale) for monitoring events so there was no red tape to start using it. After launching the detailed ins…
Comcast would drop all the error logs for all the cable boxes in the country into splunk. I then queried this to figure out the error code count in a given period. It's really the only thing that can handle the volume.
$28 billion - $157 a share Splunk shares were trading at $119.59, so ~31% premium. Cisco lost 4% in premarket trading.
An average acquisition then: acquirer pays a premium to nudge the acquiree's board to approve acquirer's shareholders that disagree with the deal sell, in anticipation of value destruction
a board that approves a 0% premium (barring unusual exceptions) will be sued to oblivion