◆ The verdict · graded on go-to-market
Splunk is graded A — GTM Exposure Index 82 — in the SIEM division of the Markets InSecurity Kumite, Heavyweight class.
S
01Tale of the Tapelive metrics
Funding
—
Status
Absorbed
Capital
Acquired → Cisco
Belt
Black · 4
02GTM Exposurethe portrait · 6 dims · CITE pending
Six-dimension portrait generated from the GTM Exposure Index. AI Citation (7th dim) not yet measured for this fighter.
◇ AI CITATION · 7th dim · not yet measured
03Scouting Reportpartial · operator read
The retired champion. Splunk defined the SIEM division for a decade, then sold to Cisco — under the eligibility rules it leaves the active card and moves to the acquirer's stable. Its absence is the vacuum every active fighter is now contesting.
◆ Through the Venture in Security lens · our read ⓘ
Proved the data-gravity thesis in one deal — own the data substrate, get bought at the top of the focus stage for $28B.
🔒Alliance & M&A dimensionsRoS PRO
PARTNERS Announced partnerships — alliance / OEM / channel / integration
OVERLAP Partnership-ecosystem overlap vs. rivals
M&A Acquisition-likelihood — partnership orbits + corporate-VC backing
CAPITAL Lead-investor tiers — clean VC / PE / founder read
◆GTM Exposure Index — by dimensionillustrative · /100
| Dimension | Code | Score |
|---|---|---|
| Positioning | POS | 88 |
| Demand | DEM | 90 |
| Category | CAT | 85 |
| Durability | DUR | 75 |
| Channel | CHN | 72 |
| Resilience | RES | 85 |
| Composite exposure | EXP | 82 |