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Cisco Acquires Splunk

splunk.com

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Re: Cisco Acquires Splunk

#471

Post by gigatexal »

nathancahill wrote: post #370
tw04 wrote: post #11

Wow - I guess I'm both surprised and completely unsurprised. Surprised because Splunk is a pretty big pill to swallow. Unsurprised because they've obviously been interested in the space for a long time (they attempted to acquire Datadog and got shot down). https://realmoney.thestreet.com/investing/technology/cisco-r... Good luck Splunk folks - Cisco isn't exactly known for their software innovation in the upper stack…

Someone wasn't surprised: https://x.com/unusual_whales/status/1704870849831125446?s=20

22k x 456.5 is a cool 10M and change. Must be nice to be that lucky.

Re: Cisco Acquires Splunk

#472

Post by weird-eye-issue »

rewmie wrote: post #244
weird-eye-issue wrote: post #228

Earlier quoted context omitted.

I just watched the whole video and didn't get that impression at all

Ok, thanks for sharing.

The only "unintuitive" part was developers saying the product needed to be $250/yr when the product person made it $2,500/yr which ended up being the right choice

Developers being absolutely terrible at pricing is not unintuitive (I'm a developer)

Re: Cisco Acquires Splunk

#473

Post by kortilla »

pbjtime wrote: post #396
akulbe wrote: post #41

Earlier quoted context omitted.

What makes you say Splunk is a dead player? Not arguing with you, it's genuine curiosity on my part.

The software seems very lazy. The interface belongs in the 90s. They've been resting on their laurels for eons. The fuckin basic ass PowerShell IDE that comes with windows is about seventeen trillion times more well designed and user-friendly.

> The interface belongs in the 90s

That’s… a compliment? There have been very few positive interface developments in the last 2 decades for power users. If you want to rip out 95% of the functionality and 99% of the usefulness so morons with iPads can navigate it, then it probably needs adjustments.

Re: Cisco Acquires Splunk

#474

Post by jbergens »

tw04 wrote: post #54
eigenvalue wrote: post #47

I hated Splunk so much that I spent a couple days a few months ago writing a single 1200 line python script that does absolutely everything I need in terms of automatic log collection, ingestion, and analysis from a fleet of cloud instances. It pulls in all the log lines, enriches them with useful metadata like the IP address of the instance, the machine name, the log source, the datetime, etc. and stores it all in S…

For how many data sources? The whole reason everyone goes to Splunk is that it scales, and scales incredibly well. Large enterprises can generate hundreds of terabytes to petabytes every day. Splunk has all sorts of issues, but to pretend as if you can replace them in any large shop with a 1200 line python script and SQLite is just being disingenuous. This acquisition falls right into Cisco's sweet spot, they aren't…

I remember a client using Graylog. It was good for app logging and is available as open source.

Re: Cisco Acquires Splunk

#475

Post by YeBanKo »

ejcx wrote: post #312
neonnomad wrote: post #270

Earlier quoted context omitted.

There are some players that are more established than others but check out: https://panther.com - Built on top of Snowflake, so it scales well and they are building a more Splunk like interface. https://runreveal.com - Still seed but shows a lot of promise https://matando.dev - Still seed and don't have a hosted product yet but smart founders that have the right idea https://hunters.ai - More threat hunting than SIEM…

Founder of runreveal here, if anyone is interested let me know. The news today was big, but not necessarily too surprising.

> The news today was big, but not necessarily too surprising.

So was it you then with that one day call options trade? /s

Re: Cisco Acquires Splunk

#476

Post by blitzar »

kabes wrote: post #409
roozbeh18 wrote: post #391

Earlier quoted context omitted.

Easy for sec to identify affiliation to Splunk for this call.

What's the chance the sec will go after this? I guess they don't have the capacity to go after all these cases, even the clear cut ones

> What's the chance the sec will go after this?

100%

Re: Cisco Acquires Splunk

#477

Post by AdamN »

ilyt wrote: post #318
kbutler wrote: post #214

Earlier quoted context omitted.

Processing that amount of data is going to be expensive, regardless.

No, it's orders of magnitude cheaper than Splunk.

They mean doing the processing that Splunk does is expensive so there simply needs to be less data going into the system (via the pre-processing steps I mentioned) above in order to keep costs sane.

With that said Splunk should offer such a pre-processing product (maybe it does?) which would probably increase their moat even though it reduces revenue somewhat in the near term.

Re: Cisco Acquires Splunk

#478

Post by bradleyjg »

onei wrote: post #381
nathancahill wrote: post #370

Earlier quoted context omitted.

Someone wasn't surprised: https://x.com/unusual_whales/status/1704870849831125446?s=20

From an outsider perspective, it looks hard to label this as anything but insider trading. Is that the wrong take?

Not that I recommend you try this, but my understanding is that if a careless splunk executive were talking about the merger on the phone at the local coffee shop and you, a total stranger, happened to overhear you could trade on that without it being a crime.

Re: Cisco Acquires Splunk

#479

Post by mads_quist »

Corrado wrote: post #368
SOLAR_FIELDS wrote: post #14

Earlier quoted context omitted.

I used Splunk at a previous job and that’s one of my few/only complaints with it. Great tool but extremely expensive for what you get. Datadog is the same way as well as Pagerduty. There’s not enough competition in these spaces

That's super true of PagerDuty. It's a pretty good product and cheap when you only have a few people on it. However, the jump from the basic license to the next tier is HUGE and any add-ons you might need (ie. webhook triggers) bump the price up even more. Just having a simple monitoring solution with >10 people could cost you $100's a month. That said, every other product in this space is crap. I'm not sure why thou…

PagerDuty is extremely expensive and I decided to disrupt the market a little bit by creating All Quiet: You might want to check it out: https://allquiet.app

Re: Cisco Acquires Splunk

#480

Post by mads_quist »

steveBK123 wrote: post #61

I imagine we will see a bit of a reckoning & consolidation in the space. For a lot of non-megacap companies, while observability is nice.. it might not meet the ROI hurdle in a high rate / low growth environment. That is - its hard to reconcile sending $$ Millions out the door to Datadog, Splunk, Pagerduty while you are trying to cut budgets elsewhere. Some of the disclosures by companies of what they've been spendin…

Talking about PagerDuty, I created a humble competitor: https://allquiet.app

I hope it will help some smaller teams/companies cope in this high rate / low growth environment. :=)

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