Side-by-side comparison of AI visibility scores, market position, and capabilities
Mar 2024: Acquired by Cisco for $28B; integrated into Cisco's AI-driven security portfolio; 90 of Fortune 100 use Splunk
Splunk is an enterprise security and observability platform that collects, analyzes, and visualizes machine-generated data from IT infrastructure, applications, and security systems. The company serves IT operations, security teams, and business analysts requiring real-time insights into system performance, security threats, and operational intelligence. Splunk creates value through its powerful search and correlation engine, security information and event management capabilities, predictive analytics, extensible architecture, and ability to turn massive volumes of data into actionable intelligence.
$2.3B raised at $29.3B valuation; $2B+ ARR (Q1 2026); used by 50%+ of Fortune 500. Dominant commercial AI coding tool; built on VSCode fork with native agent mode. Competing with GitHub Copilot, Windsurf, and Lovable in the vibe-coding wave.
Cursor is an AI-powered code editor built on Visual Studio Code that integrates advanced language models to provide intelligent code completion, generation, debugging, and refactoring capabilities directly in the development workflow. The company serves software developers seeking to accelerate coding productivity through AI assistance while maintaining full control and understanding of their code. Cursor delivers value through contextual code suggestions that understand entire codebases, natural language commands to modify code, inline AI chat for explaining complex code, and a familiar VS Code interface that requires minimal learning curve for existing developers.
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