Splunk (SPLK) reported earnings on Thur 8/25/16 (a/h)

** charts before earnings **

 

** charts after earnings **

 

Splunk beats by $0.02, beats on revs; guides Q3 revs in-line; guides FY17 revs above consensus  :

• Reports Q2 (Jul) earnings of $0.05 per share, $0.02 better than the Capital IQ Consensus of $0.03; revenues rose 43.5% year/year to $212.8 mln vs the $200.52 mln Capital IQ Consensus.
• Operating Margin 3.9%, Guidance 2-3%.
• License revenues were $115.7 million, up 32% year-over-year.
• Added more than 500 customers (Approx 450 in Q1)
• Co issues in-line guidance for Q3, sees Q3 revs of $228-230 mln vs. $228.75 mln Capital IQ Consensus Estimate.
  • Non-GAAP operating margin is expected to be between 5% and 6%
• Co issues upside guidance for FY17, sees FY17 revs of $910-914 mln vs. $897.70 mln Capital IQ Consensus Estimate.
  • Non-GAAP operating margin is expected to be approximately 5% (unchanged from prior guidance provided on May 26, 2016).