Wandisco Share Discussion Threads

[tickboo] 11/7/2018 09:25

Plus, with the smaller projects/deals I'm sure execution is a lot easier so the margins may well be even better on the smaller deals which is a rarity. Economies of scale may well not kick in. The larger the project the more expertise (engineers etc) in ensuring the implementation and execution work. This trading update cannot come soon enough.

[tickboo] 10/7/2018 17:19

I agree that a larger number of smaller projects is better than fewer larger jobs but the CFO gets a monthly report from the partners so perhaps doesn't have the pipeline visibility so guidance each quarter maybe trickier. If the H1 figures disappoint I hope we get encouraging commentary to support the share price. I'd hope for double the H1 big data bookings against H1 17. No idea though!

[knighttokingprawn] 10/7/2018 16:54

Tickboo; thanks for the post. Interesting read. Nice to see Msft to go side by side to help push the Fusion idea.

Re quarterlies ... I suspect the lumpiness of the business has something to do with the lack of quarterlies... reckon the CFO is no mug and he understands that success would really look like many 100’s of smaller transactions as opposed the the big elephant deals ... this is the challenge with the oem model ... the elephant hunters see the upside ,nail a few deals get some head lines ... but we want to be selling all day everyday !

When the cfo has that visibility we know we are in business...

[tickboo] 10/7/2018 08:53

This has just been reposted on wand and Microsoft's twitter handles -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, 2018Filed under Financial Services - Banking & Capital MarketsAndrea 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.My 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] 09/7/2018 11:23

Me too. Ensuring accessibility is the key so wand's tech seems to be the solution.

[tickboo] 09/7/2018 11:20

Hi, it was a conversation so I can't share the exact response. If you call them and speak to one of the wand account managers I'm sure they'll be happy to talk and answer anything that isn't material.

[owenski] 08/7/2018 12:07

I would've thought data replication would be an essential part of the solution.

[qruz] 07/7/2018 18:30

Tickboo can you please share the exact response from PR on:

"updates and was told they moved away from this when they went with the partnership approach as there’s less transparency. They get a sales report monthly so they moved away from quarterly reporting but he said we’ll get a H1 update end of July. "

Thanks

[tickboo] 07/7/2018 13:10

I think it's trading on potential. I imagine H2 will be significantly better than H1. Edison have only gone for circa $25m revenue which is around a 25% increase, hoping it'll be at least $35m but booking will be more important and I hope that'll be really impressive. News w/c 23rd so not long to wait.

[panic investor] 07/7/2018 12:39

I agree it has to be very good otherwise ....

[owenski] 07/7/2018 12:24

Someone said this is trading on 'hot air'.

I agree to a certain extent, it's on a pricey valuation, no problem if the figures support, so I guess atm, it needs some reassurance with figures.

[tickboo] 07/7/2018 11:56

No date announced. I spoke to their PR guys re quarterly updates and was told they moved away from this when they went with the partnership approach as there's less transparency. They get a sales report monthly so they moved away from quarterly reporting but he said we'll get a H1 update end of July. I was also told that as revenue forecast are higher what's deemed material is more which is understand less but I'd imagine a $4m or even $2m contract is still material if Edison are only forecasting $25m in revenue. Anyway, not long to wait.

[nimrod22] 07/7/2018 10:48

Have they announced a date re the update or is the comment based on last years date of 25th July?

[tickboo] 07/7/2018 10:37

They'll tell us how H1 ha been at the end of this month. With the news blackout it's hard to speculate but all the noises coming from our partners suggest wand has a very bright future. How bright H1 has been is anyone's guess but at least we'll know in a few weeks. I hope we get some decent commentary with it too re plans and how the money is being spent.

[runthejoules] 06/7/2018 19:30

Back to the underlying trend line... might add Monday...

[knighttokingprawn] 06/7/2018 15:28

Two new names adding Swedish and another took us up to 12 and a bit .. I would guess they are done buying for now .. and their supply must have come from existing holders .. so stock should settle here till further notice.. the q is closed but I guess we are left to speculate on how they are really doing and secondly whether they will tell us how they are doing....


Definitely not a noisy stock any more .. so IR have changed the way they communicate ... clearly the recent buyers are looking for healthy numbers ...let’s hope they are not too far out over their skis ... would rather add on strength now tbh as this is all on hot air here...

[tickboo] 06/7/2018 14:45

I got another 150 at 10.45 so have 1,000 in trading pot and keeping my core 50. My buys of 500 and 350 shares look poor but hey ho I've no doubt they'll be a lot higher come YE in H2 doesn't deliver.

[bg23] 06/7/2018 13:49

i've taken the opportunity to add to my longs from last year.
for some reason HL couldn't fill me in one trade, so 2 lots of 671 for me ?

[qruz] 06/7/2018 13:18

really low volume dragging this down again. Might see more order filling?

[tickboo] 05/7/2018 16:01

I'm not sure that's release to us as IBM replicate is white labelled. Anyway, I'm sure they'll be moving data and will want access so will use IBM replicate. Hoping we hear about some NPD by YE.

[qruz] 05/7/2018 15:50

Re the Oz IBM Deal.



"It's been structured to enable small and medium-sized firms to engage with IBM through channel partner deals to their benefit as well, the government says."

[tickboo] 05/7/2018 09:46

Hope it's well timed and we can move on up. All of our partners and the wider commentators see big data and the cloud as the large area for growth, even at £10+ surely this will be great value come year end or sooner.

[nimrod22] 05/7/2018 09:40

Share trade at 09:21:30 1095.0000 450 shares was my buy (showing as a sell)

[tickboo] 05/7/2018 08:48

I'd think if they're moving data to the cloud it is likely to but no idea on value to IBM or wand, most of the budget probably going elsewhere over the years.The market opportunity is only going to grow and with it wand's revenues.

[owenski] 05/7/2018 08:35

Note size of deal and includes cloud based, wonder if part of that includes data replication? Gives some idea of the deal size IBM can generate.