Arista is increasingly gaining market traction in 200- and 400-gig high-performance switching products and remains well-positioned for healthy growth in data-driven cloud networking business with proactive platforms and predictive operations.ĪudioCodes Ltd. It holds a leadership position in 100-gigabit Ethernet switching share in port for the high-speed datacenter segment. Arista has a long-term earnings growth expectation of 20.4% and delivered an earnings surprise of 12%, on average, in the trailing four quarters. The company has a software-driven, data-centric approach to help customers build their cloud architecture and enhance their cloud experience. ANET, carrying a Zacks Rank #2, is likely to benefit from strong momentum and diversification across its top verticals and product lines. Headquartered in Melville, NY, the company is a leading global provider of next-generation 911 emergency systems and secure wireless communications technologies to commercial and government customers.Ĭomtech’s key satellite earth station modems incorporate forward error correction and bandwidth compression technologies, which enable its customers to optimize their satellite networks by either reducing their satellite transponder lease costs or increasing data.Īrista Networks, Inc. CMTL, carrying a Zacks Rank #2 (Buy), is a solid pick. Key PicksĬomtech Telecommunications Corp. Splunk delivered an earnings surprise of 99.3%, on average, in the trailing four quarters and has a long-term earnings growth expectation of 29.6%. The company had 851 customers with ARR of more than $1 million. Cloud annual recurring revenues (ARR) in third-quarter fiscal 2024 improved 15% year over year to $4 billion. It has been witnessing an increase in the number of renewable term contracts, which is a tailwind. Splunk’s business transition from perpetual licenses to subscription or renewable model is expected to benefit it in the long run. The company’s expense-control strategy and focus on improving operational efficiency have supported bottom-line growth. Further, the company’s integration with Amazon Web Services (“AWS”) security hub to help customers accelerate detection, investigation and response to potential threats within their AWS security environment is likely to be a key catalyst in the long haul. The company is also benefiting from the ongoing security threats and information and event management replacement cycle. Users leverage ES to centralize security management on a single platform and better handle the big data scale of their security operations center. Splunk’s ES (Enterprise Security) solutions also hold promise. The company’s top line is benefiting from the high demand for its cloud solutions. Its software can be deployed in a wide variety of computing environments, from a single laptop to large globally distributed data centers as well as public, private and hybrid cloud environments. This has enabled the company to strengthen its market position. The valuable insight into machine and big data allows users/enterprises to improve service levels, reduce operational costs, mitigate security risks and maintain compliance. The company’s software has a broad range of applications, including security analytics, business analytics and IT operations. It enables users to investigate, monitor, analyze and act on machine data and big data, irrespective of format or source, and help in operational decision-making. It can be expensive, but optimizing searches, limiting the number of real-time searches, and limiting acceleration of data models should all help to curb costs.San Francisco, CA-based Splunk provides software solutions that enable enterprises to gain real-time operational intelligence by harnessing the value of their data. If cost is no object, Splunk is the right choice. You will not find more community support for an enterprise product anywhere. While not necessarily related to the platform, I'd especially like to call out the Splunk Trust and all the information garnered over three years attending their conference. Training is abundant, the basics are free, and the community is by far the most helpful community of experts I've ever been a part of. SPL is a relatively easy to learn search language, and our time-to-insight has decreased dramatically other the last few years. Deployment of universal forwarders, heavy forwarders, deployment servers, all connected to the cloud instance with a simple credential package installation and very little additional configuration. Having utilized competitors in the space for years, we selected Splunk and implementation could not have been easier. It is, as expected, an extremely versatile tool that continues to provide value beyond even what we originally envisioned.Īs a SIEM, Splunk is by the best. I'll start this review by stating that while we utilize Splunk primarily as a SIEM, other teams within the organization utilize it for data analytics and business process analytics.
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