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Meraki and OpenDNS both became better post acquisition, and in both cases I’d say it was because Cisco let them continue to maintain a lot of control, the leaders stayed around, and the majority of the engineering teams did, too. Cisco has a long list of successful acquisitions. The release says Gary will report to Chuck directly, which is a strong sign Chuck will make sure Splunk succeeds. (nb, I was CEO of OpenDNS)

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Like you said, Meraki got better because the core team, including engineering and sales as well as the founders, stuck around for about two years. Things did go significantly downhill once the founders left but by that point the company was already so successful that the exodus of great people that followed their departure probably didn't even impact their bottom line that much. I will say that I personally found working for a Cisco subsidiary pretty terrible relative to working for a startup but, hey, the checks cleared.

So they will compete against AppDynamics for the same customers... Fun times.

AppDynamics isn't SIEM. If anything, this looks like an opportunity to upsell to AppDynamics customers.

AppD offers some SIEM. Splunk does much more than SIEM. Splunk Observability Cloud has nothing to do with Splunk Enterprise, it's a fully fledged AppD competitor.

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