Wandisco Share Discussion Threads

[tickboo] 04/7/2018 14:28

I hope it's upwards too. Given we're due an update by the end of July perhaps some money will come in beforehand. Really hope wand's had an impressive H1, the RNS Blackout is a little concerning but the Swedish fund increasing its stake has given me confidence. Not long to wait.

[bamboo2] 04/7/2018 13:59

I decided to review my p/f and cleared out all my holdings last Friday.
This is one of the stocks that made it back in, but with an initially smaller [2.5k] holding.

Not sure I want to say when I think the next turn is due, but it is soon. Fingers crossed for an upward movement.

[tickboo] 04/7/2018 09:36

So all the pointers are very positive for wand yet no contract RNSs. Who knows what's deemed material nowadays!

[vanadiumx] 04/7/2018 03:13

Microsoft given buy rating because of cloud computing growthThomas Franck | @tomwfranckPublished 8:20 AM ET Mon, 25 June 2018Updated 10:38 AM ET Mon, 25 June 2018CNBC.comAzure has replaced Windows as Microsoft's key enterprise offering and is set to top $100 billion in revenue over the next decade, according to Atlantic Equities.Analyst James Cordwell rates Microsoft stock as overweight, and his price target of $125 represents 24 percent upside from Friday's close."While Azure is not going to establish the monopoly position that Windows enjoyed, we believe it is addressing a much larger market," Cordwell says.Microsoft Chief Executive Officer Satya NadellaMicrosoft's transition into cloud-based technology opens up new, lucrative markets for the software giant, according to Atlantic Equities, which gave its stock an overweight rating.The company's recent organizational changes to better capitalize on its cloud computing business - known as Azure - is set to be a key profit driver, analyst James Cordwell told clients in a note Monday. The firm's previous rating under another analyst was neutral."Azure has replaced Windows as the platform underpinning Microsoft's enterprise offering, and we forecast it exceeding $100 billion revenue over the next decade," Cordwell wrote. "With Office 365, Microsoft has already established a strong position in the software as a service market and there remains robust growth potential as the greater accessibility of the cloud delivery model continues to drive expansion in the user base and customers steadily upgrade from basic packages."Cordwell's Microsoft price target of $125 represents 24 percent upside from Friday's close.Competition in the cloud computing space is on the rise as Microsoft's Azure and Amazon Web Services vie for dominance in the enterprising software business.The former, however, appears to be quickly establishing a foothold in the space and eating into Amazon's stronghold, with the company's share of the market jumping to 13 percent from 10 percent approximately one year ago, according to findings from Synergy Research Group and Canalys."While Azure is not going to establish the monopoly position that Windows enjoyed, we believe it is addressing a much larger market that is still in the early stages of development," Cordwell said. "We model Amazon Web Services and Azure reaching $185 billion and $115 billion revenue in 10 years' time, implying roughly 70 percent combined share of the market at that time."The analyst forecasts that the Redmond, Washington-based company will report fourth-quarter earnings per share of $1.09 and full-year EPS of $3.87, just above consensus estimates provided by FactSet.In its latest report, Microsoft posted earnings and revenue results in April that easily topped Wall Street estimates, raising its sales expectations for later in the year.At the time, Chief Financial Officer Amy Hood said the company's upcoming 2019 fiscal year will show continued revenue growth "driven by the transition to cloud services."Overall, Microsoft's revenue grew 16 percent year over year in the quarter, according to its earnings statement. It was the third quarter of the company's 2018 fiscal year.Microsoft shares fell 1.4 percent Monday morning. The stock is up more than 17 percent since January and up 41 percent over the past 12 months.

[vanadiumx] 04/7/2018 02:55

Thank you qruz.There's also this: https://www.cnbc.com/2018/06/25/microsofts-azure-to-drive-profits-as-legacy-users-adopt-cloud.html

[qruz] 04/7/2018 02:27

Htps://seekingalpha.com/news/3367848-ibm-announces-several-cloud-agreements

"IBM (NYSE:IBM) announces agreements with six European companies that rely on IBM Cloud for AI, the blockchain, and analytics.

The companies include Koopman Logistics (Netherlands), multimedia publisher Gruppo 24 Ore (Italy), mobile health solutions provider Teckel Medical (Spain), Crédit Mutuel (France), RS Components (UK), and multinational lighting company Osram.

And more: IBM and cloud management solutions company Cegid announce an agreement to enhance Cegid’s service delivery in IBM Cloud.

IBM will provide hybrid cloud IT infrastructure and give Cegid access to cloud resources and capabilities including data center services in Paris."


Last point on hybrid could use IBM Big replicate (Fusion) for the replication.

[tickboo] 02/7/2018 10:01

Although most sales come via a partner so is indirect wand has its own salespeople who sell direct. I think last year's healthcare win came direct via an in-house wand sales rep. From Sept wand was available on the Oracle cloud marketplace, launched a hybrid data lake with AWS, integrated fully with azure HDInsight then the Azure databox, then integrated with Dell's Virtustream and finally ties in with Snowball and that's all from Sept to Dec so hopefully we'll see traction in H1. I assume and hope there have been many wins of $1m or so rather than fewer $4m wins which would need an RNS. Alibaba to contribute H2 too but I don't have a feel for H1 given the local of RNSs.

[tickboo] 02/7/2018 09:37

We had a trading update on 25 July 2017 so we should get one in. Little over 3 weeks. Last year readBookings up 73% to $10.2m.-- Big Data bookings secured for WANdisco Fusion ("Fusion") up 173% to $7.0 million (H1 2016: $2.6 million)I expect H2 to be a lot more impressive with Microsoft and Alibaba generating bookings but H1 still needs to be impressive given the share price. That said this is a high growth stock so it'll be interesting to see how it reacts to this month's update. The silence on contract wins has been deafening, hopefully we'll be pleasantly surprised.

[tickboo] 02/7/2018 09:16

If IBM is getting squeezed business is going elsewhere and given who wand is partnered with the likelihood is the business is to one of them.

[knighttokingprawn] 02/7/2018 09:06

Bothers me a little that no memtion of IBM in dispatches...I dont know what that implies , but as discussed no news flow, migt suggest that IBM are getting squeeezed themselves in this market... its the downside I guess of the indirect model..

[tickboo] 02/7/2018 07:05

Financial PR. Also on one of the notes it suggested Microsoft was good to go but Alibaba needed a little more time to integrate which isn't surprising given wand and Microsoft have been working together for a while.

[vanadiumx] 02/7/2018 04:25

Tickboo who are the "FPR guys"?

[tickboo] 01/7/2018 18:17

The Microsoft and Wand interview was posted on twitter by Microsoft. Interesting for definite so it seems they have indeed integrated wand's tech quickly. Alibaba should be ready this or next month according to the FPR guys.

[knighttokingprawn] 01/7/2018 16:44

Tickboo

Is this research posted anywhere on IR?

[tickboo] 29/6/2018 16:09

Be they know Microsoft has hit the ground running which they suggested in their note. They said Alibaba would take a little longer but Microsoft were good to go. I'm gonna stick my neck out and say H2 will be better than FY17 in terms of bookings and maybe even revenue.

[qruz] 29/6/2018 15:46

Possibly a new outlook with more partners / better partner relationships?

[tickboo] 29/6/2018 15:46

It wasn't a report as such just upping their target price. That Microsoft blog illustrates the massive potential here. I'm expecting NPD by year end.

[knighttokingprawn] 29/6/2018 15:30

Does Stijfel latest report actually allude to anything new? I see they have upped TP but I wonder what prompts the move in TP ....

[tickboo] 29/6/2018 11:36

Even if H1 isnt as good as we expect surely H2 and beyond will be great. The partnership approach rather than going it alone should pay great dividends. Microsoft, IBM, Alibaba, Oracle et al selling wand's tech. Surely wand will be a takeover target and one would think if one of the big boys bid theyll be counter offers aplenty.

[tickboo] 29/6/2018 11:28

How banking analytics can capture the moment with live dataBy Andrea Braida, Director of Product & Channel Marketing, WANdisco & Pranav Rastogi, Program Manager, Azure Big Data, Microsoft on June 26, 2018Andrea Braida of WANdisco: Hi Pranav! What is the financial services sector doing with hybrid cloud and banking analytics? What is the mindset and how do they think in strategic terms?Pranav Rastogi of Microsoft: I think the move to the cloud is last year's story. Today's CDO's are looking to exploit cloud capabilities, which means real-time data while enjoying the same protections and governance as traditional data. The opportunity is right there for Microsoft Azure to demonstrate its awesome cloud capabilities, and WANdisco to provide the enabling live data environment.It's no longer good enough to deliver historic data analysis: all the action is out there at the real-time edge. As data ages, it loses value; data in real time represents money, because you can make decisions – maybe anti-fraud at the transaction level, maybe strategic at the corporate level – at the moment that the data is generated.Live data everywhere really creates one thing: value. This is a huge step forward for financial institutions, but presents a big problem: How do they keep a complete, integrated view of their data, divided between the cloud and on-prem?Andrea: Exactly. Can you help me understand which technologies are really driving data agility?Pranav: The biggest change came with cloud, which suddenly made it easy for customers to experiment. Azure provides a broad set of IaaS, PaaS, and SaaS offerings, which allows customers to focus on the code without having to worry about the infrastructure.The combination of the speed of setting up new services plus the need to run banking analytics as close to data as possible resulted in a rapid, and huge, move to the cloud. Financial institutions have deployed solutions built on machine learning and AI that offer fraud detection and automated remediation right where the data is generated even at the edge. This is very different from transferring data back to the center for analysis, reporting, and sending back the result to the origin.For machine learning and AI-based solutions to become truly effective, however, they need good training data – otherwise they will fail to detect fraud or produce false positives, and banks and consumers will lose trust in the system fairly quickly. So financial institutions must ensure that the training data is valid and accurate. With the proliferation of devices and transactions, banks are capturing and managing exabytes of data.How do banks ensure that they have a single version of the truth across all of the sources and destinations that exist including the challenges of hybrid-clouds? For the data to be usable and provide a rich source for predictive analytics and AI training, it must be synchronized in some manner across all these sources. There is an immediate need for a solution that ensures data is synchronized across systems regardless of on-prem, cloud, and devices, even during migrations, and also enables full business continuity and disaster recovery (BCDR).Andrea: Would you say that these challenges stop financial institutions from exploiting the cloud?Pranav: I'm seeing customers struggle. Financial institutions have figured out the capabilities that cloud offers. The first cloud journey is lifting and shifting current applications to take advantage of cloud capacity, scalability and more. The second journey concerns digitally transforming their business through banking data analytics, which is the more critical part of the workload.1. continuous data availability graphic, building with data cluster above itIn moving banking data analytics workloads, the key challenge is how quickly they can move – and that's where they struggle. How can they replicate these huge, huge quantities of data in real-time?As we speak, I think the process is fairly involved, with a typical analytical application proof-of-concept taking some three to six months. One of the hardest parts is figuring out which data sets to move and ensuring that the integrity of those data sets is preserved as the data is being replicated from their environment to the public cloud.Andrea: Well a six-month proof of concept sure takes the shine off the speed and ability of the cloud. How are people cutting that delay?Pranav: The 'live data' concept is the first real breakthrough idea that accelerates the move to cloud. Having data fully available, having the same data that you have on-prem and always in sync, creates the ability to exploit new ideas on the cloud. Live Data removes a major block from executing a proof of concept: the data is already there – valid, accurate, and ready to run. HDInsight Application Platform allows customers to deploy a secured WANdisco Fusion instance using the Azure Marketplace to reduce the proof of concept time.Andrea: As well as solving the technical challenges around data replication, how else can the 'live data' concept assist financial institutions? I'm thinking here of regulatory compliance, including availability and business continuity.Pranav: I would argue that data is secondary to the application environment, governance and policies. Does the cloud meet those standards? Azure is in a good space for financial institutions because it meets data residency, sovereignty, compliance, and resiliency requirements are honored within geographical boundaries especially for analytics.While it is important that you have Live Data available everywhere, it's also important to ensure that you have live policies available, across all the environments that you have deployed. And those policies must meet business continuity and disaster recovery (BC/DR) requirements.WANdisco Live Data supports replication of Live Data to several Microsoft analytical services including HDInsight, Azure Data Lake Store, Azure Storage, and more. WANdisco supports replication for the most popular open source ecosystems such as Apache Hadoop, Spark and more.city road with surrounding buildingsMy conclusion is that live data can apply to data, application, metadata, policies, and more, to allow financial institutions to build enterprise solutions in the cloud faster. As I said before in the example of fraudulent transactions, you can lose trust in a system very rapidly, and governance is therefore a critical part of the mix.Andrea: Thanks for your time today!Pranav: Sure thing. You can learn more about continuously available data by reading my recent blog on this topic. Thanks for the interview!

[tickboo] 29/6/2018 08:11

Revenue for H1 is clearly important but more so is bookings which has to be impressive. With our swedes buying at a tenner or so surely good news is en route.

[qruz] 28/6/2018 18:09

Earnings are either going to flop, as there aren't any RNS's with big deals to beat expectations OR they have a lot up their sleeve which just isn't being released.

Time will tell.

[knighttokingprawn] 28/6/2018 17:42

I think we will see a new holder up here on the RNS ... the Swedish Fund probably stopped buying at 6 pct .. and he was active £8-£10... it doesn’t take a lot to move this around particularly to the downside after such a move ... but I wouldn’t expect much now ahead of a report and the risk then ofcourse is that we have all got ahead of ourselves ... so suspect soft trading into the report .. bear in mind we are £3 away from an all time high! we would need a transformational report to break through..

[tickboo] 28/6/2018 16:46

A brief Edison note -WANdisco's core Fusion product enables clients to move large amounts of data over large distances while still using it. This capability means that the company is exceptionally well placed to benefit from the rapid shift of data to the cloud (both for pure cloud and hybrid environments) - which is set to remain one of the major structural growth trends in IT for a number of years. WANdisco has established an enviable roster of partners with IBM, Alibaba, Dell/Vertustream and most recently with Microsoft, which could be the company's most important partnership to date. It is difficult to gauge how quickly revenues from these partnerships will ramp, but we believe our bookings are relatively cautious, and the company looks well placed to generate strong, sustained growth. We believe management is likely to prioritise investing to fully capture the growth opportunity ahead of generating profit/positive cash flows near term.They've only predicted $24.6m revenue this year which is around 25% up from last. That'd be disappointing so I'd hope they were beyond $30m and bookings a lot higher.