Acquisition SynergySplunk's acquisition is seen as a great growth synergy, diversifying Cisco into the faster-growing security and observability markets.
Product Integration And InnovationIntegration of Cisco data and analytics into Splunk products could lead to innovative developments with substantial economic value.
Valuation And Market PerceptionCisco is trading at a significant discount to the S&P 500, making its valuation relatively attractive with several potential catalysts on the horizon.