SPLK earnings

SPLK, followed here in the past, is up about 10% on a great earnings report with a beat on revenues and earnings as well as raised guidance for the year:

https://finance.yahoo.com/news/splunks-splk-q3-earnings-reve…

It’s transition to a subscription model appears successful and is almost complete. This transition had put pressure on the stock but seems to have been a buying opportunity.

YOY revenue growth in the last quarter was 30%. There has been some gradual slowing as expected as SPLK grows. It’s trading at an EV/S of 8.8 based on this year’s expected revenues.

It’s not a hyper growth stock at this stage but may be settling into still strong but hopefully more reliable growth. Here’s a bullish longer term perspective on SA:

https://seekingalpha.com/article/4308634-splunk-stock

I’ve been a longer term holder.

Dave

Long SPLK

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