Cisco Disrupts Observability & Cybersecurity Markets with Splunk Acquisition

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Cisco's acquisition of Splunk benefits Cisco's ongoing b shift towards more software and subscription-based services, but will cause churn in the market,

Splunk offers software and solutions to help organizations search, monitor, analyze, and visualize data from various sources in real time. Splunk is widely used for log management, security information and event management , and machine data analytics.

It’s inevitable that Cisco and Splunk will be distracted as they rationalize their overlapping product portfolios and sales channels. The long-term viability of Cisco and Splunk's observability offerings will be questioned by IT buyers, making their respective log management and AppDynamics businesses vulnerable.

The acquisition paves the way for Cisco to shape a distinct narrative for Identity Threat Detection and Response , especially considering its earlier purchase of ITDR startup Oort. The amalgamation of Splunk, Oort, and Duo enables Cisco to present a unique ITDR story and emphasizes identity security, a previously less pronounced dimension in Cisco's offerings.

The most immediate impact will be in the cybersecurity space, where Cisco stands to gain a pivotal advantage by acquiring the leading security analytics platform in the current market, along with its loyal customer base.

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He was inspired to be a software engineer by a Steve Jobs campus visit—his company just sold for $28 billionMichael Baum co-founded software analytics company Splunk in 2003, two decades after Steve Jobs brought Mac computers to his college campus.
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