Cisco-Splunk under the microscope: Joint customers weigh in

theCUBE analysis + upcoming broadcasts [Cisco-Splunk under the microscope: Joint customers weigh in]( In this week’s edition of Analysis]( Dave Vellante discusses Cisco's $28 billion acquisition of Splunk. The move is seen as a positive outcome for Splunk and a strategic growth opportunity for Cisco.   Splunk had faced challenges during its transition to a cloud and subscription pricing model, which affected its financial performance. Cisco's acquisition is expected to bring more software and an additional $4 billion in ARR, with a focus on international growth.   Looking at the data “I do think there's some legitimacy to the fact that Splunk has been in the data business and been doing AI for a long time, as have many, if not most software companies,” Vellante said. “This is not specifically an AI deal … data supports Cisco's assertion that there's not a huge product overlap. That doesn't seem to be a major concern here.”   In this special Breaking Analysis, theCUBE collaborates with Enterprise Technology Research’s Erik Bradley to share the results of ETR’s recent flash survey assessing joint customer perceptions and likely spending actions as a result of the Cisco acquisition of Splunk.   Take a look at the full story. [Get the free report]( [Tune in later today for theCUBE's coverage of the Teradata Possible event]( Later today, step into the world of the Possible 2023]( event with theCUBE!   Get exclusive access to the visionary minds shaping the landscape of enterprise with a deep dive into the realm of cutting-edge generative AI initiatives through real-world enterprise case studies presented by industry experts. Explore how the Teradata ecosystem is pioneering data-driven solutions that are poised to transform businesses and industries alike.   Join theCUBE to hear from the following experts: - Steve McMillan, president and CEO of Teradata - Boris Zibitsker, CEO of BEZNext - Jordy Almgren, EVP of the Americas at Teradata - Nimit Jain, head of AI at AWS - Mike Hutchinson, CCO of Teradata - Jacqueline Woods, CMO of Teradata - Hillary Ashton, CPO of Teradata   [Tune in to theCUBE for exclusive coverage!]( [Firsthand insights with theCUBE!]( [Thoughts on Amazon investing in Anthropic and the FTC problem]( In this week’s episode of Pod]( analysts John Furrier and Dave Vallante discuss the significant events shaping the tech landscape, including Amazon’s announcement of its groundbreaking $1.2 billion investment in Anthropic, solidifying its position in the AI arena alongside giants such as Microsoft's OpenAI. However, Amazon faces legal challenges, as the FTC lawsuit comes into play, with 17 states joining the fray. “I know the rant on the FTC and Amazon is going to be: The AI revolution's here, and the cultural tech war is going on,” Furrier said. “It's a huge thing, and there's an interesting thing going on with these events where you're starting to see the people choosing sides.” The challenges of striking a balance with AI In addition, Furrier and Vellante look at the implications of these developments on the future of AI. They also touch upon the ongoing battles in the tech industry, including Google's DOJ monopoly investigation, Apple's foray into the "iPhone of AI" with the help of OpenAI and the cultural tech war that has startups on edge.   Find more of the conversation. [Watch the full episode!]( Key moments from the 'summer of data' There’s no talking about the “summer of data” without including a significant addition about the year of artificial intelligence — the two are inextricably linked and will remain so in the months to come. Here's the key takeaways to remember. [Read more]( siliconangle.com What to expect at IBM's Beyond Firewalls event During the “Beyond Firewalls: Resilience Strategies for All” event, theCUBE analyst Rob Strechay will talk with experts on building cyber defenses against modern threats. Join theCUBE on Oct. 19! [Read more]( siliconangle.com [Top News: Editors' Picks]( Microsoft CEO testifies in Google antitrust trial Satya Nadella this week testified in an antitrust lawsuit that the Justice Department is pursuing against Google LLC. U.S. District Judge Amit Mehta reportedly has the power to break up Google or order it to change its business practices. [Read more]( siliconangle.com After 10 years of crypto scammers, rocky roads remain Cryptocurrencies began under interesting circumstances, with anonymous inventors who have masked their identity to this day. The goals were lofty and laudable – as long as everyone played by the rules, which they didn’t. [Read more]( siliconangle.com [Join theCUBE for analyst-led discussions at tech's top events]( Join theCUBE for a jam-packed October and November. Join theCUBE for Teradata "Possible" on Oct. 3, UiPath Forward VI from Oct. 10-11, IBM Storage: Beyond Firewalls on Oct. 19, and Supercloud 4 from Oct. 24-25. In November, tune in to theCUBE for KubeCon NA from Nov. 7-9 and SuperCompute 2023 from Nov. 14-16.   [Teradata Possible: Oct. 3](   Later today, watch theCUBE’s exclusive coverage of the "Possible"]( event.   With direct access to forward-thinking thought leaders shaping the future of enterprise computing through analyst-driven conversations, gain valuable insights from real-world enterprise scenarios, including the latest developments in generative AI. Additionally, the event highlights Teradata's leadership in crafting data-driven solutions that are instrumental in shaping the future of computing.   [Don’t miss it!](   [UiPath FORWARD VI: Oct. 10-11](   Mark your calendars! From Oct. 10-11, don't miss theCUBE’s coverage of FORWARD VI](. Join us for discussions with top industry experts, where we will explore the profound impact of AI-driven automation, setting the stage for a groundbreaking era of innovation.   Tune in to hear from the following experts:   - Daniel Dines, co-CEO of UiPath - Rob Enslin, co-CEO of UiPath - Graham Sheldon, CPO of UiPath - Luke Palamara, VP of AI product management at UiPath - Ed Challis, head of AI strategy at UiPath   [Add to your calendar now!](   [IBM: Beyond Firewalls: Oct. 19](   It’s Cybersecurity Awareness Month and theCUBE's Beyond Firewalls]( event on Oct. 19.   Since 2004, the President of the United States and Congress have declared the month of October to be Cybersecurity Awareness Month, a dedicated month for the public and private sectors to work together to raise awareness about the importance of cybersecurity. Join our program, in partnership with IBM, to support Cybersecurity awareness, where we will bring forward technology experts to explain these threats and how to build an effective defense.   Tune in to hear from the following expert guests:   - Jeff Crume, distinguished engineer, cybersecurity architect and chief technology officer of IBM Security Americas at IBM - Christopher Vollmar, storage and data resiliency architect for IBM Canada - Ram Parasuraman, executive director of IBM   [Register today!](   [Supercloud 4: Oct. 24-25](   From Oct. 24-25, join theCUBE for the 4]( event. TheCUBE's expert analysts bring viewers insightful discussions about the dynamic world of generative AI.   Tune in as theCUBE takes a look at this rapidly evolving landscape, spotlighting the game-changing concept of the supercloud that has the potential to unlock unprecedented opportunities for reshaping entire industries and businesses. The driving force behind this transformation is the extraordinary potential of generative AI, poised to revolutionize our perspectives and interactions with technology as we know it.   Our list of expert guests include:   - Ori Goshen, co-CEO of AI21 Labs - David Linthicum, CCSO of Deloitte - Jeff Boudreau, newly appointed chief AI officer at Dell Technologies - Igor Jablokov, CEO of Pryon - Chetna Mahajan, CIO of Amplitude - Andy Thurai, VP and Principal Analyst at Constellation Research   [Sign up to watch!](   [KubeCon NA: Nov. 7-9](   Experience the future of cloud-native computing by joining us at + CloudNativeCon NA 2023]( happening in Chicago from November 7-9.   TheCUBE is your source for the latest news and in-depth analysis from industry adopters and tech enthusiasts within influential open-source and cloud-native communities. The Supercloud 4 event is dedicated to driving the evolution and comprehension of cloud-native computing. Don't miss out on this opportunity to gain valuable insights and be part of the conversation.   [Mark your calendar now!](   [SuperCompute 23: Nov. 14-16](   Make sure you catch theCUBE's coverage of 2023]( the International Conference for High Performance Computing, Networking, Storage and Analysis happening from Nov. 14-16.   Join us as we bring together a diverse group of industry experts who will be sharing insights, exchanging ideas and driving growth in the realm of high-performance computing. Don't miss out on this opportunity to stay informed and engaged in the latest developments.   [Tune in to theCUBE's SuperCompute coverage!]( [Follow all theCUBE's upcoming broadcasts!]( SiliconANGLE Media Inc. | [SiliconANGLE.com]( [View as Webpage]( [[Twitter] ]( [[YouTube] ]( [[LinkedIn] ]( SiliconANGLE Media Inc | 5 Mount Royal, Suite 280, Marlborough, MA 01752 [Unsubscribe {EMAIL}]( [Update Profile]( | [Constant Contact Data Notice]( Sent by communication@siliconangle.com powered by [Trusted Email from Constant Contact - Try it FREE today.]( [Try email marketing for free today!](