There is little to no overlap between the two but Cisco picks up more software based solutions that should strengthen its core. Cisco’s announcement at the end of last week to acquire Splunk for $28 ...

Splunk is turning the corner on its cloud transition. Management is bullish on meeting FY23 targets despite clear challenges. Splunk continues to deliver compelling revenue growth and customer ...

Cisco Systems Inc.’s $28 billion acquisition of Splunk Inc. represents a good outcome for Splunk and a strategic growth opportunity for Cisco. Splunk’s painful transition to a cloud and subscription ...

Blue Tower Management LLC, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here. While we may have hoped that with the end of ...