Cisco's Splunk Push Adds AI Security Tools as Rivals CrowdStrike and Datadog Close In

Product / TechEarnings
โดย Zacks Investment Research·US·Read original
Summary · why it matters

Cisco Systems is expanding its Splunk portfolio with new artificial intelligence security and observability capabilities after the unit posted double-digit order growth in the fourth quarter of fiscal 2026. Splunk contributed to several whole-portfolio agreements, added more than 280 customer logos and notched its highest number of competitive wins in any quarter of fiscal 2026, pushing Cisco past its full-year target of adding 1,000 Splunk customer logos. The enhancements include Cisco AI POD for Splunk, expanded AI-agent observability, Tokenomics capabilities and stronger agentic security operations, aimed at helping enterprises deploy, secure and monitor agentic AI at scale. More than 1,500 customers bought newer Cisco security products such as Secure Access, XDR, Hypershield and AI Defense in the fiscal fourth quarter, while the acquisitions of Galileo Technologies and Astrix Securities broaden Cisco's observability and security reach. The push puts Cisco up against Datadog, whose AI offerings include Agent Observability, Agent Console, Data Observability, GPU Monitoring and AI Guard, and CrowdStrike, whose Next-Gen SIEM ending ARR surpassed $695 million and whose Falcon Shield ARR surged more than 185% year over year in the second quarter of fiscal 2027. Cisco shares have appreciated 42.9% year to date, and the Zacks Consensus Estimate for earnings stands at $1.32 per share, implying 32% growth.

Impact on stocks 3

Cybersecurity & Digital Trust · 2 stocks
Cisco Systems Inc
CSCO
▲ PositiveDemandrelevance

Splunk posted double-digit Q4 order growth, added 280+ customer logos, and Cisco surpassed its 1,000-logo target, with 1,500+ customers buying newer security products.

Crowdstrike Holdings Inc
CRWD
± MixedCompetitionrelevance

Named as a rival Cisco is up against, with its Next-Gen SIEM and Falcon Shield ARR figures cited as competitive context.

Cloud & Digital Infrastructure · 1 stocks
Datadog Inc
DDOG
± MixedCompetitionrelevance

Mentioned only as a rival whose AI observability offerings Cisco's expanded Splunk portfolio now competes against.

Theme Impact 8

Off-coverage companies 1

Splunk Inc.Private▲ Positive
Demandrelevance

Splunk unit delivered double-digit order growth, 280+ new logos, and record competitive wins in fiscal Q4 2026.

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