First-quarter sales rose 30% versus the prior-year period to $242 million, ahead of our forecast. Maintenance and services revenue (which include cloud contracts) were the primary growth driver, ...

Cisco’s corporate restructuring got off to a solid start with the vendor’s increased focus on artificial intelligence (AI), security, and cloud paving a smooth transition into the networking giant’s ...

Forbes contributors publish independent expert analyses and insights. Victor Dey is an analyst and writer covering AI and emerging tech. IT and application performance observability platforms have ...

There's been a lot written about Cisco's intent to acquire Splunk since the announcement was made a week or so ago. Some of it is insightful (check out my colleague Will Townsend's coverage here), and ...

Splunk's stock price has jumped around 40% this year after reporting strong Q2 results and raising its guidance for the year. The company continues to grow cloud ARR at a >20% y/y pace, while ...