I will continue to hold depending on how management updates their long-range plan. I plan to hold through at least February 2024 following the expected buyback announcement. This reflects a higher 10-year Treasury rate and more-conservative revenue growth expectations in FY25 and FY26. My new price target is $141 per share by February 2024, a ~15% premium to the current trading price. In addition, management has announced an investor day presentation in January 2024, where they will discuss the go-forward capital allocation strategy (read: new share buyback program or dividend). They have also announced further cost controls that are positively impacting financials. Management raised their FCF guidance for FY24 to ~$865M at the midpoint. When comparing quality of ongoing product support. Reviewers felt that Splunk On-Call meets the needs of their business better than Dynatrace. Reviewers also preferred doing business with Splunk On-Call overall. u/tinycaw requested an update to role forward the discounted cash flow model, so here you go: įree cash flow has exceeded market expectations (as predicted in my original post) and the share price improved materially. When assessing the two solutions, reviewers found Splunk On-Call easier to use, set up, and administer. This was achieved in August 2023 following the Q2 earnings report and shares closed on 9/1/23 at ~$123. Make sure Push Notifications permissions are ON. In the Splunk On-Call settings, make sure Cellular Data is ON. I placed a price target of $118 by December 2023. Scroll down to the application settings and select Splunk On-Call. This app implements various investigative actions using VictorOps Built by Splunk Inc. This post is a follow up to my initial due diligence post from December 2022: Splunk On-Call Formerly known as VictorOps. Hours respective to their own timezone.Read the FAQ if you're new to both wallstreetbets and trading. Find documentation, step-by-step guides and tutorials for getting started with VictorOps, configuring your account, enabling integrations, personalizing reporting and more. Access the Admin portal for Google Apps and navigate to Apps > SAML Apps: Select Set up my own custom app: From the following screen, select Option 2 to download IDP metadata in XML format. The rules and submission guidelines are maintained on new Reddit so be sure to check them and make sure you're up to date. Get help setting up and configuring VictorOps on-call and incident management software.
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