Justin was given a mission.
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@wg LC ‘s crowning achievement, messaging messages based on performance that quarter!
The Direct Impact on Cisco's Segments
The bulk of Splunk's portfolio has driven massive growth within Cisco’s product segments:
The Security Segment: This became the fastest-growing division in Cisco's history post-acquisition. In fiscal year 2025 (ended July 2025), Cisco’s security revenue skyrocketed by 59.5% year-on-year to $8.094 billion (up from $5.075 billion the previous year), directly reflecting a full year of Splunk's contribution. By mid-2026, quarterly security revenues normalized to approximately $2.0 billion per quarter.
Annualized Recurring Revenue (ARR): At the time of integration, Splunk immediately injected roughly $4.3 billion in Annualized Recurring Revenue (ARR) into Cisco’s balance sheet, boosting Cisco’s total software and subscription metrics significantly.
- Transitioning Business Models
In recent 2026 earnings reports, Cisco noted that its security segment revenue growth has leveled out to a "flat" year-over-year pace. This is explicitly because Cisco is transitioning Splunk's legacy business away from older, large on-premise deals and converting them into cloud subscription models. While this creates a temporary flatline in upfront recognized revenue, it builds a massive, predictable pipeline for Cisco's long-term recurring revenue.
Summary of Cisco's Overall Financial Health (With Splunk)
With Splunk fully under the hood, Cisco’s broader financial machinery has hit record highs:
Fiscal Year 2025 Revenue: $56.654 billion
Fiscal Year 2026 Guidance: Projecting a record $62.8 billion to $63.0 billion in total revenue, heavily supported by the Splunk integration alongside their booming AI infrastructure orders.
Splunk…….. Biggest waste of money by Cisco. What is the advantage after acquiring splunk ?
What is the quarter and annual revenue from Splunk?
CR should be fired and all the whole M&A group.
Splunk is bloated junk loved by arcane junkies Everyone dumping Dump it before it takes a dump on you
About time. 2 years post-closing they add very little value to Cisco, add nothing for Cisco sellers, and are off-putting to traditional Cisco customers with aggressive sales tactics.
Good
They seem lazy
Before GSX?
We need more executioners at Cisco
Details or it didn’t happen
Good