Thread regarding Cisco Systems Inc. layoffs

Splunk's value is not its product but customers.

What make you think that CISCO has products/services to retain those customers?

Splunk's value is not its product but customers.

Just wait in less than 3 years most of Splunks execs and work force will no longer be employed by Cisco and the technology will suffer from cheap coding and terrible support on what’s left of the company Cisco acquired. Just look at Sourcefire/Firepower

Splunk is an over priced old way to house data. You must spend a lot to get the queries written. Adding a complicated Splunk to subpar security tools does not make you a leader in the security space. You have just added yet another screen and several dashboards to the already complicated loosely stitched together API aggregator you used to give away free and now you want to now charge for it.

Prepare yourselves for integration he-l

Cisco needs new sources of revenue, we take on $28 billion in debt to obtain $3.6 billion in revenue. Finance people can move around the numbers to make it appear like Cisco has revenue growth with this acquisition.

The problem is that we don't even attempt to innovate or create anything new anymore. As a result we have to continue to buy SW companies like Splunk that employ actual devs that are capable of more than just operate and maintain.

But your average person from Splunk probably has no interest in working for an M&A company like Cisco and all the good talent will go find something else, especially once they see how much of a pay cut they're going to have to take once they're on our pay bands.

The Splunk products will stagnate and die and Chucky will sell them off in a few years for a fraction of what we paid for them. If the board had any brains this would be the final nail in the coffin for CR.

when your ship is sinking... desperate times call for desperate moves.

"How many will be laid off to make room for the new acquisitions?"
minimum 8000 to be cut. HR/Accounting/Finance/L2 mgr/PM/BusDev mgr will feel the most impact.

How many will be laid off to make room for the new acquisitions?

I worked at Kodak in 1988 when they acquired Sterling Dr-g for 5.1 billion, we were all shaking our heads. Look where they are now.
https://www.nytimes.com/1988/01/23/business/kodak-agrees-to-buy-sterling-for-5.1-billion.html

Cisco needs a new technical CEO to succeed, not an embarrassing used car salesman

ELT needs acquisitions to keep Board on firing them. They need to generate action and draw a big pipe. Every non-growing company needs that. Streets want actions in general.

Spluk employees, drag your feet in the integration. The better you do in the integration, the faster you'll get laid off, and some of the Cisco people doing redundant roles too (HR, Support, Legal, Sales). Cisco does not care about people and reward and recognize people that do integration well. They want the product and the customers. Employees are a throw-away.

"Cloud is a small percentage of overall network.
Manufacturing plants being a great example of this."

@1qzh+1oKsVx9L is another example of how antiquated, legacy-minded and blind Cisco and its employees have become. Once a great company who built the internet, now a sad fossil of a lump of dinosaur p-o. Cisco and it entire org belong in a museum.
DISCO: Disoriented Id--tic Society of Cisco Onanists

Cloud is a small percentage of overall network.
Manufacturing plants being a great example of this.
On prem AD infra is another. Casinos that got hit were all on-prem DCs.
This move shows how serious Cisco is about security. Tie into NW gear sensors and it will do incredibly well,

“ Splunk is THE log aggregations and analytics platform. The insight and SIEM component is very interesting. Getting that log data in to something like XDR will be amazing.”

The ridiculousness borne out of an overdose of koolaid and inability to do one’s own research or minimal thinking. Splunk is a has-been. Cisco does not have XDR - PAN stoke that thunder with Cortex.

As for log and analytics, it’s clear that Cisco has never heard of Mandiant and Chronicle AI - Generative AI powered XDR integrated security solution owned by Google.

Welcome to the 21st century Cisco folks.

The CEO of Splunk was appointed with the goal of identifying a suitable partner or acquirer, and this objective was relatively straightforward to accomplish with Cisco. Cisco remains financially robust due to its strategic approach of conducting stock buybacks to bolster its share price.

It is noteworthy that Cisco's technical leadership has experienced a significant exodus over time. The current leadership, while adept at public appearances, appears to lack a cohesive vision for the company behind closed doors.

Presently, Cisco's financial viability is primarily sustained by its surplus cash reserves. It is essential to recognize that once these financial resources are exhausted, Cisco may face challenges and potentially become a relic in Silicon Valley's corporate landscape.

Cisco can't develop so by definition they need to acquire to keep at least some momentum.

That said, are they making the right acquisitions? Time will tell.

Splunk is THE log aggregations and analytics platform. The insight and SIEM component is very interesting. Getting that log data in to something like XDR will be amazing.

So… yes it’s very different and going to be actually useful for Cisco.

I'm surprised to hear that based on reading the trash talk on the other Splunk acquisition threads, but I agree that Splunk is THE log aggregations and analytics platform. I haven't done the research yet to see if they're profitable or not, and depending on what Cisco does w/ the licensing costs and how they bundle it w/ other Cisco offerings may change the profitability of Splunk, it's still a highly used and useful product in the industry.

As to whether or not Splunk is worth $28B or not is a different question altogether, but I think it's a good acquisition for Cisco, especially if we can keep from messing it up. Our team uses our own Splunk instance to monitor our logs and catch errors, issues, or failed attempts to access data. We also have to forward our logs to some centralized Cisco Splunk instance that CSIRT uses to perform audits with. Just getting the in-house Splunk expertise into Cisco will make Splunk's usage more useful for our own use.

The AppD acquisition is very different than the Splunk acquisition.

AppD was already losing market share to more modern APM offerings. And it’s only gotten worse. The feature parity gap between something like Datadog and AppD is very apparent.

Splunk is THE log aggregations and analytics platform. The insight and SIEM component is very interesting. Getting that log data in to something like XDR will be amazing.

So… yes it’s very different and going to be actually useful for Cisco.