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Splunk, Inc. Message Board

  • randy.winroth randy.winroth Nov 29, 2012 5:22 PM Flag

    I am listening to their earnings call now.

    I didn't know their software could do the things they are talking about. Until now I thought it was just a log monitoring product. They mentioned that Splunk pulls in social media, querying databases, monitoring power usage, airline traffic, and others. I didn't know they had a cloud based solution either. Anyone on here every try this stuff?

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    • Not a SaaS model. Most revenue booked up front. Only 30% recurring revenue vs 90% for Salesforce. Splunk pricing 3-4x competitors with similar offering. When salesmanship is the differentiator, pricing and margins eventually get squeezed from competition above and below.

      • 3 Replies to chetgillespie
      • If you would have listened to the call, you would have heard that recurring revenue for Splunk is reported at 91%.

      • wake up = this has to be the biggest scam in the market this year

        Chairman, Chief Exec. Officer and Pres 1.01M 0.00
        Mr. Eric M. Swan , 47
        Co-Founder, Chief Technology Officer and Chief Product Visionary & Evangelist 466.00K 0.00
        Mr. David F. Conte , 46
        Chief Financial Officer, Principal Accounting Officer and Sr. VP 282.00K 0.00
        Mr. Thomas E. Schodorf , 53
        Sr. VP of Worldwide Field Operations 868.00K 418.00K
        Mr. Leonard R. Stein , 56
        Sr. VP, Gen. Counsel and Sec. 350.00K

        Oct 15, 2012 JK&B CAPITAL IV, L.L.C.Beneficial Owner (10% or more) 50,240 Indirect Acquisition (Non Open Market) at $0 per share. N/A
        Oct 15, 2012 JK&B CAPITAL IV, L.L.C.Beneficial Owner (10% or more) 4,944,810 Indirect Disposition (Non Open Market) at $0 per share. N/A
        Jul 31, 2012 STURIALE NICHOLAS GDirector 508,637 Indirect Sale at $27.26 per share. 13,865,444
        Jul 31, 2012 HORNIK DAVIDDirector 681 Indirect Sale at $27.26 per share. 18,564
        Jul 31, 2012 JK&B CAPITAL IV, L.L.C.Beneficial Owner (10% or more) 439,244 Indirect Sale at $27.26 per share. 11,973,791
        Jul 31, 2012 SRB ASSOCIATES VIII LPBeneficial Owner (10% or more) 507,601 Indirect Sale at $27.26 per share. 13,837,203
        Jul 31, 2012 AUGUST CAPITAL MANAGEMENT III LLCBeneficial Owner (10% or more) 510,766 Indirect Sale at $27.26 per share. 13,923,481
        Jul 31, 2012 CONNORS JOHN GDirector 302,962 Indirect Sale at $27.26 per share. 8,258,744
        Jul 24, 2012 IGNITION GP III, LLCBeneficial Owner (10% or more) 1,158,727 Indirect Sale at $27.26 per share. 31,586,898
        Jul 24, 2012 STURIALE NICHOLAS GDirector 1,945,363 Indirect Sale at $27.26 per share. 53,030,595
        Jul 24, 2012 HORNIK DAVIDDirector 2,605 Indirect Sale at $27.26 per share. 71,012
        Jul 24, 2012 SCHODORF THOMAS EOfficer 102,175 Direct Sale at $27.26 per share. 2,785,290
        Jul 24, 2012 SWAN ERIK MOfficer 700,000 Direct Sale at $27.26 per share. 19,082,000
        Jul 24, 2012 JK&B CAPITAL IV, L.L.C.Beneficial Owner (10% or more) 1,679,960 Indirect Sale at $27.26 per share. 45,795,709
        Jul 24, 2012 CONTE DAVID FOfficer 110,000 Direct Sale at $27.26 per share. 2,998,600
        Jul 24, 2012 SRB ASSOCIATES VIII LPBeneficial Owner (10% or more) 1,941,399 Indirect Sale at $27.26 per share. 52,922,536
        Jul 24, 2012 SULLIVAN GODFREYOfficer 500,000 Direct Sale at $27.26 per share. 13,630,000
        Jul 24, 2012 AUGUST CAPITAL MANAGEMENT III LLCBeneficial Owner (10% or more) 1,953,508 Indirect Sale at $27.26 per share. 53,252,628
        Jul 24, 2012 STEIN LEONARD ROfficer 61,472 Direct Sale at $27.26 per share. 1,675,726
        Jul 24, 2012 CONNORS JOHN GDirector 1,158,727 Indirect Sale at $27.26 per share. 31,586,898
        Jul 19, 2012 CONTE DAVID FOfficer 79,931 Direct Option Exercise at $2.94 per share. 234,997
        Jul 19, 2012 SULLIVAN GODFREYOfficer 500,000 Direct Option Exercise at $0.57 per share. 285,000
        Jul 19, 2012 STEIN LEONARD ROfficer 61,472 Direct Option Exercise at $2.14 per share. 131,550
        Apr 23, 2012 IGNITION GP III, LLCBeneficial Owner (10% or more) 9,615,384 Indirect Acquisition (Non Open Market) N/A
        Apr 23, 2012 STURIALE NICHOLAS GDirector 33,574 Indirect Acquisition (Non Open Market) N/A
        Apr 23, 2012 SWAN ERIK MOfficer 200,000 Direct Sale at $15.81 per share. 3,162,000
        Apr 23, 2012 JK&B CAPITAL IV, L.L.C.Beneficial Owner (10% or more) 14,128,032 Indirect Acquisition (Non Open Market) N/A
        Apr 23, 2012 SRB ASSOCIATES VIII LPBeneficial Owner (10% or more) 16,398,058 Indirect Acquisition (Non Open Market) N/A
        Apr 23, 2012 SULLIVAN GODFREYOfficer 100,000 Direct Sale at $15.81 per share. 1,581,000
        Apr 23, 2012 AUGUST CAPITAL MANAGEMENT III LLCBeneficial Owner (10% or more) 16,213,766 Indirect Acquisition (Non Open Market) N/A
        Apr 23, 2012 SEVIN ROSEN VIII AFFILIATES FUND LPBeneficial Owner (10% or more) 327,961 Direct Acquisition (Non Open Market) N/A
        Apr 23, 2012 SEVIN ROSEN FUND VIII LPBeneficial Owner (10% or more) 16,070,097 Direct Acquisition (Non Open Market) N/A
        Apr 23, 2012 CONNORS JOHN GDirector 9,615,384 Indirect Acquisition (Non Open Market) N/A
        Apr 23, 2012 JAGGERS JOHN VBeneficial Owner (10% or more) 16,431,632 Indirect Acquisition (Non Open Market) N/A
        Apr 18, 2012 SULLIVAN GODFREYOfficer 84,808 Direct Option Exercise at $0.57 per share. 48,340
        Apr 17, 2012 IGNITION GP III, LLCBeneficial Owner (10% or more) 125,540 Indirect Statement of Ownership N/A
        Apr 17, 2012 HORNIK DAVIDDirector 21,910 Indirect Statement of Ownership N/A
        Apr 17, 2012 SCHODORF THOMAS EOfficer 467,086 Direct Statement of Ownership N/A
        Apr 17, 2012 SWAN ERIK MOfficer 3,500,000 Direct Statement of Ownership N/A
        Apr 17, 2012 CONTE DAVID FOfficer 170,068 Direct Statement of Ownership N/A
        Apr 17, 2012 SRB ASSOCIATES VIII LPBeneficial Owner (10% or more) 217,868 Indirect Statement of Ownership N/A
        Apr 17, 2012 SMITH GRAHAMDirector 150,000 Direct Statement of Ownership N/A
        Apr 17, 2012 SULLIVAN GODFREYOfficer 2,391,150 Indirect Statement of Ownership N/A
        Apr 17, 2012 SULLIVAN GODFREYOfficer 353,982 Direct Statement of Ownership N/A
        Apr 17, 2012 AUGUST CAPITAL MANAGEMENT III LLCBeneficial Owner (10% or more) 192,824 Indirect Statement of Ownership N/A
        Apr 17, 2012 STEIN LEONARD ROfficer 110,000 Direct Statement of Ownership N/A
        Apr 17, 2012 SEVIN ROSEN VIII AFFILIATES FUND LPBeneficial Owner (10% or more) 4,357 Direct Statement of Ownership N/A
        Apr 17, 2012 SEVIN ROSEN FUND VIII LPBeneficial Owner (10% or more) 213,511 Direct Statement of Ownership N/A
        Apr 17, 2012 CONNORS JOHN GDirector 125,540 Indirect Statement of Ownership N/A
        Apr 17, 2012 JAGGERS JOHN VBeneficial Owner (10% or more) 217,868 Indirect Statement of Ownership N/A
        Data provided by EDGAR Online
        * = Where indicated, some values are estimates.
        1= Potential proceeds estimated by the filer.
        2= Estimated based on the average of multiple prices reported.
        3= Multiple dates reported. Most recent date shown.

        Currency in USD.

        All Major Holders - Insider Roster

      • I was talking about their software and how they described connecting with pretty much anything. He mentioned Hadoop connectivity too. To me, that is pretty freaking amazing. I am downloading it now to try it out. I don't get all the revenue stuff as I am in IT, just looking at their tech.

 
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