Cisco's Splunk Shifts to Activity-Based Pricing for AI Data Management

Key Facts

1Splunk introduced new activity-based pricing for its Machine Data Lake within the Cisco Data Fabric.

2The new model aims to reduce costs by allowing organizations to store more data without immediate indexing.

In a move reflecting the accelerating adoption of AI technologies within the enterprise software sector, Splunk has introduced a new activity-based pricing model for its Machine Data Lake service. This strategic shift aims to reduce operational costs by allowing organizations to store significantly more data without the requirement for immediate indexing, addressing the prohibitively high expenses associated with traditional ingest-based pricing models.

This development comes as Cisco seeks to strengthen its position in the AI data management market and provide greater flexibility for its large enterprise clients. According to reports, the new model is designed to let customers store orders of magnitude more data for the same price they paid previously, highlighting the successful integration of Splunk's capabilities into the broader Cisco Data Fabric architecture.

Regarding market performance, CSCO shares stood at $110.24 at close on September 17, 2026, having reached a day high of $111.44. Traders are monitoring the market's response to these structural pricing changes, while economic calendar data shows a focus on upcoming global central bank commentary following recent inflation and employment updates from major economies.