AI Agents Broke This Business Model
AI agents are generating data too fast for traditional databases. Here is how Cisco is rebuilding Splunk to survive the agentic era.
What the video says
Agents broke Splunk's business model. Cisco Splunk unit today unveiled a strategic overhaul, repositioning itself as a data and governance foundation for the agentic enterprise.
This is not just an incremental evolution, said Mangesh Pimpalkare, Splunk's senior vice president and general manager. This shift addresses AI agents generating telemetry at machine speed, with immediate operational and security consequences.
The fix is Cisco Data Fabric, which analyzes data where it resides instead of copying it into Splunk.