Will Sumo Logic Pin Splunk?

    Peter Cohan Posted by Peter Cohan.

    Peter S. Cohan is a management consultant, venture capitalist, teacher, author and blogger.

    Say hello to Peter here.



    Does fast-growing upstart, Sumo Logic, represent a significant challenge to Splunk? If so, is it time to lighten up on its shares? My take is yes and probably.
    Does fast-growing upstart, Sumo Logic, represent a significant challenge to Splunk? If so, is it time to lighten up on its shares? My take is yes and probably. Last May, Global Equities Research gave the edge to Sumo Logic but since then Splunk's shares have risen around 50%. So it will be interesting to follow [...]

    Comments

    Sorry no comments yet. You could be the first! Log in or Join the BK Community to add your comment.