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Splunk Inc Virtual Analyst & Investor Session at .conf20 Transcript

Published Oct 21, 2020

37 pages (26866 words) — Published Oct 21, 2020

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Abstract:

Edited Transcript of SPLK.OQ corporate analyst meeting

Brief Excerpt:

...Good morning or good afternoon. Thanks, and welcome to our virtual analyst and investor session today. Glad you could join us. The format will be some opening remarks by Doug deferring today's discussion, followed by quick hitting presentations by Tim, Christian and Jason, then Q&A with all presenters. Instructions for submitting a question will be provided when we get there. Before we begin, note that we'll be making forward-looking statements about our business and financial performance during the course of this presentation. These statements are subject to risks and uncertainties that are described in our filings with the SEC. For further information, you can refer to the slides, which are now being displayed and will be posted on the website following the conclusion of today's presentation. So for that, let me turn it over to the Doug, so we can jump right in....

Report Type:

Transcript

Source:

Thomson StreetEvents

Company:

Splunk Inc

Ticker

SPLK.OQ

Time

5:30pm GMT

Format:

PDF

The following is excerpted from the question-and-answer section of the transcript. (Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session) Question: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst : Can you hear me, guys? Question: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst : Awesome. Well, first of all, Jason, I really do think we all appreciated the ARR slide that segments out the impact of SignalFx and perpetual mix shift. I think that was super helpful. I guess one of the questions that we get all the time is certainly more recently here, there's obviously been a lot of news on the cloud partnership front from some peers in the monitoring space. Can you talk -- obviously, you guys have a great relationship with AWS and others. But can you talk about how you think about the hyperscalers from a partnership perspective as well as driving ARR for you guys? Question: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst : Got it. And then there's been a couple of questions on Observability already. And obviously, you guys think the TAM is fairly similar to, I guess, security. Is there a way that we should think about the adoption of Observability relative to security? And maybe what are some guideposts that we should look for on your success there? It was great to see the suite this week announced.

The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst : Can you hear me, guys?

Question: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst : Awesome. Well, first of all, Jason, I really do think we all appreciated the ARR slide that segments out the impact of SignalFx and perpetual mix shift. I think that was super helpful. I guess one of the questions that we get all the time is certainly more recently here, there's obviously been a lot of news on the cloud partnership front from some peers in the monitoring space. Can you talk -- obviously, you guys have a great relationship with AWS and others. But can you talk about how you think about the hyperscalers from a partnership perspective as well as driving ARR for you guys?

Question: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst : Got it. And then there's been a couple of questions on Observability already. And obviously, you guys think the TAM is fairly similar to, I guess, security. Is there a way that we should think about the adoption of Observability relative to security? And maybe what are some guideposts that we should look for on your success there? It was great to see the suite this week announced.

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MLA:	Thomson StreetEvents. "Splunk Inc Virtual Analyst & Investor Session at .conf20 Transcript" Oct 21, 2020. Alacra Store. May 22, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Splunk-Inc-Virtual-Analyst-Investor-Session-at-conf20-T13428402>

APA:	Thomson StreetEvents. (2020). Splunk Inc Virtual Analyst & Investor Session at .conf20 Transcript Oct 21, 2020. New York, NY: Alacra Store. Retrieved May 22, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Splunk-Inc-Virtual-Analyst-Investor-Session-at-conf20-T13428402>

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Splunk Inc Virtual Analyst & Investor Session at .conf20 Transcript

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