Splunk Report: Agentic AI Takes Center Stage in CISOs' Path to Digital Resilience
Rhea-AI Summary
Cisco (NYSE: CSCO) released Splunk's 2026 CISO Report, surveying 650 global CISOs and highlighting AI's central role in security and digital resilience.
Key findings: 95% cite rising threat actor sophistication; 92% say AI enables reviewing more security events; 82% expect agentic AI to boost data review, correlation, and response speeds. The report stresses talent, shared accountability, and burnout as top operational challenges.
Positive
- 92% of CISOs say AI enables reviewing more security events
- 82% expect agentic AI to increase data review and response speeds
- 62% report joint accountability drives higher value for key initiatives
Negative
- Nearly two-thirds of security teams report moderate to significant burnout
- 95% of CISOs cite threat actor sophistication as their greatest risk
- 91% cite data privacy concerns limiting cross-departmental data sharing
Key Figures
Market Reality Check
Peers on Argus
Momentum data show a mixed picture: names like LITE and ASML are up around 1–2%, while NOK and ERIC are down a similar magnitude. With Cisco’s own intraday direction unspecified, this AI-focused report appears more company-specific than part of a uniform sector swing.
Previous AI Reports
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Feb 23 | AI infrastructure launch | Positive | -1.8% | Launch of Australia’s first Cisco Secure AI Factory with NVIDIA GPUs. |
| Feb 10 | AI security update | Positive | -0.6% | Broad security enhancements for enterprise agentic AI adoption and AI-aware SASE. |
| Feb 10 | AI silicon launch | Positive | -0.6% | Unveiling Silicon One G300 and systems to scale AI data centers. |
| Jan 26 | AI partner program | Positive | +3.2% | Launch of Cisco 360 Partner Program tailored for AI-era customer outcomes. |
| Jan 26 | AI governance study | Positive | +3.2% | Data and Privacy Benchmark Study on AI-driven privacy investment and governance. |
Recent AI-tagged announcements skew positive in content but have produced 3 divergences and 2 alignments, showing that upbeat AI narratives have not consistently driven Cisco’s share price.
Over recent months, Cisco has issued multiple AI-focused updates, from infrastructure launches like the Secure AI Factory with NVIDIA on Feb 23, 2026 to security enhancements for the agentic era and new Silicon One G300 hardware on Feb 10, 2026. Earlier, it introduced the Cisco 360 Partner Program and a data privacy benchmark study highlighting AI-driven governance needs on Jan 26, 2026. Today’s Splunk CISO report continues this theme by emphasizing AI, agentic AI, and resilience at the governance and security-operations level.
Historical Comparison
Across 5 recent AI-tagged releases, Cisco’s average move was about 0.7%, indicating that AI and governance updates have typically led to modest stock reactions.
AI-related news has progressed from governance and privacy insights to partner programs, then to core AI silicon, security tooling for the agentic era, and sovereign AI factories, with this CISO report reinforcing Cisco’s AI narrative at the security leadership level.
Market Pulse Summary
This announcement reinforces Cisco’s AI and security positioning by tying Splunk’s CISO insights to broader trends. With 95% of CISOs citing sophisticated threat actors as their greatest risk and 92% using AI to review more security events, the report frames AI as both necessity and risk vector. Historically, AI-tagged news produced modest average moves of about 0.7%, suggesting investors may watch for concrete revenue or product impacts beyond thought-leadership studies.
Key Terms
agentic ai technical
devsecops technical
mean time to respond (mttr) technical
AI-generated analysis. Not financial advice.
- Nearly all CISOs Report They Are Now Responsible for AI Governance and Risk Management, Cite the Growing Sophistication of Threat Actor Capabilities as Their Greatest Risk
- Vast Majority Say AI Enables More Security Events to be Reviewed
"CISOs operate in the eye of the storm, at the center of constant transformation. Role responsibilities expand, threats evolve, and AI accelerates everything," said Michael Fanning, CISO, Splunk, a Cisco Company. "This expanded mandate brings an exceptional level of pressure and personal accountability. We are not just managing technology. We are managing risk, talent, and the digital resilience that drives critical business outcomes."
The AI Imperative
AI is recognized as a powerful business imperative and productivity powerhouse for security teams, including agentic AI. The survey highlights:
95% of CISOs cite the growing sophistication of threat actor capabilities as their greatest risk. Ninety-two percent of CISOs say that improving threat detection and response capabilities is a top priority, followed by strengthening identity and access management (78% ), and investing in AI cybersecurity capabilities (68% ).92% of CISOs say AI enables their teams to review more security events.89% report improved data correlation with AI.39% of CISOs who have partially or fully adopted agentic AI strongly agree it has increased their teams' reporting speed by more than double the rate of those who are still exploring (18% ).82% of CISOs believe agentic AI will increase the amount of data reviewed and82% say it will increase correlation and response speeds.
While CISOs' approach AI with cautious optimism,
Expanded Mandate and Personal Stakes
CISOs are operating at the leading edge of digital transformation, with nearly four out of five reporting their role has become significantly more complex. More than three quarters of CISOs are now worried about personal liability for security incidents, a sharp jump from last year, when just over half expressed similar fears, underscoring the high stakes involved. Nearly all respondents now report that CISOs responsibilities include AI governance and risk management, with more than four out of five also overseeing secure software development (DevSecOps).
Talent Over Tech in Closing Gaps
Despite the rise of AI, CISOs are prioritizing human capital to address critical skills gaps. Their main strategies include upskilling current workforces, hiring new full-time employees, and engaging contractors. This reflects a belief that human intelligence and creativity remain security's most powerful tools, especially for nuanced tasks like threat hunting.
Security is a Team Sport
Shared ownership is proving critical for stronger cybersecurity outcomes. Joint accountability drives the most value for key security initiatives (
Burnout and the Quest for Clarity
The report reveals a significant challenge in workforce retention, with nearly two-thirds of security teams experiencing moderate to significant burnout. Leading stressors include:
- High alert volumes (
98% ) - False alerts (
94% ) - Tool fatigue (
79% )
To address these issues, CISOs are consolidating security data into a single view and using data-driven narratives to translate technical nuances into clear business imperatives for non-technical leadership. However, challenges to improving cross-departmental data sharing persist, such as:
- Data privacy concerns (
91% ) - High storage costs (
76% ) - Lack of shared data views (
70% )
Reframing Security as a Business Enabler
CISOs are increasingly focused on translating cybersecurity's value into clear business outcomes. Incident reduction, improved Mean Time to Detect (MTTD), and Mean Time to Respond (MTTR) are the top metrics used to communicate ROI to leadership. Collaboration with C-suite peers, especially on budgeting and key initiatives, is crucial for success.
The CISO Report highlights the transformation of the CISO role into a strategic leader. The report demonstrates how these executives are effectively navigating complex challenges by championing data-driven strategies, fostering human-centric leadership, and thoughtfully integrating AI. Through these approaches, CISOs are strengthening digital resilience and empowering their organizations to thrive in an ever-evolving threat landscape.
To download the 2026 CISO Report, please visit the Splunk website.
Methodology
Oxford Economics researchers surveyed 650 Chief Information Security Officers (CISOs) in July and August of 2025. Respondents resided in
About Cisco
Cisco (NASDAQ: CSCO) is the worldwide technology leader that is revolutionizing the way organizations connect and protect in the AI era. For more than 40 years, Cisco has securely connected the world. With its industry leading AI-powered solutions and services, Cisco enables its customers, partners and communities to unlock innovation, enhance productivity and strengthen digital resilience. With purpose at its core, Cisco remains committed to creating a more connected and inclusive future for all. Discover more on The Newsroom and follow us on X at @Cisco.
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About Splunk LLC
Splunk, a Cisco company, helps build a safer and more resilient digital world. Organizations trust Splunk to prevent security, infrastructure and application issues from becoming major incidents, absorb shocks from digital disruptions, and accelerate digital transformation.
Splunk and the Splunk> logo are trademarks or registered trademarks of Cisco and/or its affiliates in the
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SOURCE Cisco Systems, Inc.