← Back to historical deals
Deal analysis

Cisco Splunk

Cisco expanded recurring software and security exposure through Splunk, with the premium screening moderate relative to strategic software precedent deals.

58OPI

Moderate premium

Deal value

$28.0B

Announced

Sept. 21, 2023

Buyer type

Strategic

Consideration

Cash

Premium bridge
Predicted fair premium24%
Actual premium31%
Overpay delta+7%
Model confidence79%
Premium signal
OPI 58 / 100
Model readout

Why ImpliedAI flags this deal

The preview model views the premium as acceptable but not cheap, reflecting Splunk's scale and Cisco's strategic need for software expansion.

Security platformRecurring revenueAI observabilityPortfolio transition
Comparable transactions

Broadcom / VMware

Selected precedent for strategic fit and premium context

IBM / Red Hat

Selected precedent for strategic fit and premium context

Thoma Bravo / Proofpoint

Selected precedent for strategic fit and premium context

Research preview note: this page uses illustrative model outputs to demonstrate the product workflow. It is not investment advice and should not be treated as a final valuation opinion.