According to Chuck, AppD will be rolled under Splunk, reporting to Tom Casey. What are your thoughts?

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Depends what "rolled under" means.
Splunk is a dominant solution in the areas of Infrastructure Monitoring, Cyber Security Threat Hunting and general SIEM. It's shit at APM. Splunk acquired SignalFX that does APM well a while back but over the years haven't done anything more then just change the logon . It's still a separate product which partially overlaps with Splunk.
If they are planning to do the same by just changing the logo then like with SFX, not much will change .

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