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 from what we can see, it’s pretty far away.

Source: Splunk: Terrific Company, Less Terrific Visibility – Splunk Inc. (NASDAQ:SPLK) | Seeking Alpha