Vulcan Value Partners, an investment management firm, published its “Vulcan Value Partners Large Cap Fund” fourth quarter 2021 investor letter – a copy of which can be downloaded here. Vulcan’s Large ...

We maintain our $56 fair value estimate for wide-moat Cisco Systems CSCO, as the company announced an all-cash deal to acquire Splunk SPLK for $157 per share, or $28 billion in equity value. Cisco’s ...

On Thursday, Cisco Systems CSCO announced its plans to acquire Splunk SPLK for $28 billion ($157 in cash per share), a 31% premium to Splunk’s Sept. 20 closing price. Cisco aims to expand its ...

SAN FRANCISCO--(BUSINESS WIRE)--Splunk Inc. (NASDAQ: SPLK), provider of the Data-to-Everything Platform, today announced the results of new research which explores the correlation between an ...

Forbes contributors publish independent expert analyses and insights. Tony Bradley covers the intersection of tech and entertainment. Now that Splunk has become part of Cisco, there are new challenges ...

In October, institutional value stock investor Starboard Value released a presentation on its website showing it has purchased an undisclosed amount of shares in software companies Splunk (NASDAQ: ...

NEW YORK & SAN FRANCISCO--(BUSINESS WIRE)--Accenture (NYSE: ACN) and Splunk Inc. (NASDAQ: SPLK) have formed a business group that brings Accenture’s functional knowledge, deep industry and technical ...

‘Each Company Represents an Opportunity to Own a High-Quality and Sticky Business at an Attractive Valuation,’ according to Starboard. Activist investment firm Starboard Value now has stakes in ...

Cisco and Splunk continue to integrate their product portfolios and their channel operations following Cisco’s $28 billion acquisition of Splunk last year. Based on interviews with Splunk executives ...

SAN FRANCISCO – April 24, 2018 – Splunk Inc. (NASDAQ: SPLK), first in delivering “aha” moments from machine data, today announced new and expanded artificial intelligence (AI) capabilities across its ...