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Splunk’s Ever Increasing TAM Is A Beauty To Behold

December 22nd, 2018 · Comments Off on Splunk’s Ever Increasing TAM Is A Beauty To Behold

The company is growing at 40% on the basis of a unique capability which has such a wide range of applicability that it could be considered generic. This will keep growth going for years to come and create an ever increasing TAM. The shares are expensive but we’ve seen worse. When the markets calm down, […]

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Tags: SPLK

Splunk: Terrific Company, Less Terrific Visibility

July 31st, 2017 · Comments Off on Splunk: Terrific Company, Less Terrific Visibility

Splunk offers a terrific platform for all kinds of machine data analysis that has little comparison to anything else out there. It should have considerable tailwind for some time to come from numerous sources like the Internet of Things and cyber security concerns. However, the financial path to GAAP profitability is really not clear, but […]

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Tags: SPLK