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Chronicles

The story behind the story

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Cisco plans to acquire cybersecurity company Splunk for $157 per share in cash, up 31% on Splunk's September 20 closing price, in a deal valued at ~$28B

- Acquisition is largest deal ever for networking stalwart  — Cisco is trying to lessen dependence on one-time sales

Bloomberg

Discussion

  • @divestech Dan Ives on x
    Cisco buying Splunk in massive $28 bn deal/30% premium. Speaks to our thesis that a tidal wave of M&A from strategic/financial buyers will happen across the software and tech space over the coming year. Been surprising the lack of M&A but AI Revolution has changed the game
  • @btbytes Pradeep Gowda on x
    Congrats to Gary Steele and his team. Two companies sold, first Proofpoint to Thoma Bravo and now Splunk to Cisco in under 3 years.
  • @chuckrobbins Chuck Robbins on x
    I'm thrilled to announce @Cisco's intent to acquire @Splunk, a leader in cybersecurity and observability. Learn more about how, together, we'll help make organizations more resilient and secure in an AI-powered world: https://blogs.cisco.com/...
  • @jbizzle703 John Breth on x
    Might be cheaper than what Cisco's Splunk licensing costs were😂
  • @onlycfo @onlycfo on x
    Breaking News: Cisco renews annual Splunk subscription
  • @kgreifeld Katie Greifeld on x
    does this mean I won't have to hear “splunk” again
  • @splunk @splunk on x
    #SplunkNews: We're excited to announce that Splunk and Cisco have agreed to join forces to create one of the largest software companies globally and realize our shared vision to keep organizations worldwide secure and resilient. Read more: https://www.splunk.com/...
  • @cisco @cisco on x
    Cisco announces its intent to acquire @splunk, making organizations more secure and resilient in an AI-powered world. https://blogs.cisco.com/... [video]
  • @jonerlichman Jon Erlichman on x
    Price paid to acquire these companies: 21st Century Fox: $71.3 billion (Disney) Activision Blizzard: $68.7 billion (Microsoft) EMC: $67 billion (Dell) Xilinx: $35 billion (AMD) Red Hat: $34 billion (IBM) Splunk: $28 billion (Cisco) Slack: $27.7 billion (Salesforce) LinkedIn:...
  • @patrickmoorhead Patrick Moorhead on x
    Cisco acquiring Splunk. This is an easy one. Will create an even bigger observability capability and an even bigger security giant. $CSCO $SPLNK https://www.prnewswire.com/... $CSCO $SPLNK