Wandisco Share Discussion Threads

[tickboo] 27/7/2018 09:37

And DR said in the presentation they should be up and running by June. Alibaba is a smaller player but if the one growing the most in cloud and I agree it's great that wand's tech will be a standard component and should be generating revenue now or very soon. Hence H2 should be a lot more impressive than H1.

[vanadiumx] 27/7/2018 09:19

With regards to Ali Baba, Fusion is sold as "a standard component" I think the significance of this is under-appreciated. "WANdisco Fusion, a solution that seamlessly replicates transactional data at petabyte scale without downtime or disruption, will be sold as a standard component on Alibaba Cloud, covering several key aspects including Live Data migration to Alibaba Cloud, Alibaba Cloud for disaster recovery and hybrid big data with Alibaba Cloud."

[tickboo] 27/7/2018 08:26

Microsoft blog included a paragraph on various partners. Here's wand's bit.Hybrid Big Data and globally replicated Data LakeConnecting on-premise big data applications to the cloud has always been a challenge. Customers have to think about constantly changing data and metadata (schema of tables in Hive, authorization policies in Ranger, Sentry etc.) for applications. Connecting on-prem to cloud without any down-time is challenging and increases the time to market for customers.WANdisco provides live replication of selected data/ metadata at scale between multiple Big Data and Cloud environments. With guaranteed data consistency and continuous availability, HDInsight customers can easily setup hybrid environments and a disaster recovery solution. Try WANdisco on HDInsight. How to replicate data for hybrid and disaster recovery solutions.

[tickboo] 27/7/2018 08:18

To be fair I expected them to see their at the top end or exceeding expectations. That said, to sound like a broken record H2 could be double or better for bookings given the growth of Cloud and the burgeoning pipeline of opportunities. First time they've used burgeoning.

[tickboo] 27/7/2018 08:14

And the growth is forecast to continue. Good to see blockchain is in the mix too.In the second quarter, AWS responded to criticism over government use of its Rekognition tool for image recognition, cut the prices of some computing resources and introduced tools to help developers build applications with blockchain technology.AWS has grown considerably since its core computing and storage services debuted in 2006. In the past three years alone, the revenue it brings in in a year's time has risen 255 percent."We remain confident that AWS revenue can double to $42 billion by 2020 based on current cloud momentum and new products," KeyBanc analysts led by Edward Yruma wrote in a Monday note.

[nimbo1] 27/7/2018 07:33

Yes excellent results from all the cloud providers - all wand's 'partners'... which is why I am concerned about the in line comment. However its entirely possible as tickboo says its H2 which is explosive as those new partnerships should be firing then.

[vanadiumx] 26/7/2018 23:59

Huge growth In AWS

[vanadiumx] 26/7/2018 23:59

https://www.cnbc.com/2018/07/26/aws-earnings-q2-2018.html

[tickboo] 26/7/2018 15:48

I get what you're saying but now they have a patent pending it's all good. I'm sure the other guys will be looking at NPD beyond blockchain and hopefully product that can be commercialised a lot more quickly. The new guy will clearly be looking at security which is obviously a massive marketplace.First and foremost IBM, Oracle, Microsoft et al get selling fusion. HI may well be a little disappointing but I'm hoping H2 is double bookings-wise what H1 18 is. Still surprised the update in 2 weeks away.

[knighttokingprawn] 26/7/2018 15:34

Blockchain ... never thought I would hate a press release so much..

In life it’s not so much what you say .. it can also be about when you say it.. pick your moments as it were.. I happen to be think Blockchain changes everything eventually for every one .. and I absolutely get why it’s important for Wand to lever it’s peer to peer knowhow to try and solve the “trilema”; of Blockchain...


But not now guys !!

Picture the scene .. you are a big institutional buyer you have just bought 6 pct of the company at higher levels and the stock is falling through key support ...and it announces Blockchain!

How are you feeling right now?

[tickboo] 26/7/2018 15:30

Rather you than me! Your views would be much appreciated.

[vanadiumx] 26/7/2018 15:03

Thanks Tickboo. I am trying to read through Hitchhiker's Guide to Blockchain at the moment to understand where they are going with this.

[tickboo] 26/7/2018 14:13

Edison note -New application for core technologyFurther to the hire of Dr Ramki Thurimella in January, the announcement formalises WANdisco's entry into the blockchain arena. The patent filing seeks to leverage the company's core replication technology to significantly improve the scalability of private (permissioned) blockchain networks. The alleviation of these capacity issues could improve the uptake of blockchain applications for use cases ranging from financial services to supply chain management. Any sector with high volumes of data could be set to benefit from such applications.Commercialisation imminentWhile it is still early stages and it is difficult to quantify the opportunity, we understand that the technology is substantially built. The first commercial engagements are expected to follow over the next 12 months. We also highlight that many of WANDisco's major partners (eg IBM) are active protagonists in the blockchain arena, which could reduce sales cycles and improve overall prospects.Valuation: Premium justifiedThe release also confirms that trading is in line with expectations and we are leaving our forecasts unchanged, pending the August trading update. WANdisco currently trades on 18.7x and 14.6x FY18e and FY19e sales, which remains a considerable premium to peers. However, WANdisco's investment case remains predicated on its potential to grow into a scalable, high-margin business. This announcement lends further credence that the company can achieve this aspiration.New application for core technologyThe announcement of the patent filing formalises WANdisco's entry into the blockchain arena, which has been mooted for a while and follows the appointment of Dr Ramki Thurimella (VP of Research) in January this year to explore opportunities for the company's core replication technology in new markets. Evidence of Dr Thurimella's expertise can be seen in his white paper: The hitchhiker's guide to blockchains, which along with discussions about the merits of different blockchain architectures, sketches the construction of a serverless gold exchange.The problem that WANdisco's application seeks to solve is that the performance and resources consumed by large-scale blockchains is significantly affected by the requirement to retain consensus throughout the chain. This is a significant obstacle to its deployment in large-scale, high-throughput applications.WANdisco's core DconE replication technology is based on the Paxos consensus algorithm. Through combining DconE with encryption extensions, management believes that it can address this scalability/throughput issue in blockchain and thus open up significant new opportunities for both the technology and the business.Trading in line with expectationsThe statement confirmed that the company is trading in line with market expectations and that the board remains positive about the pipeline of opportunities being presented. We have not published interim forecasts but highlight that whereas FY17 financial performance was heavily influenced by a number of large deals through IBM (H1 included a $4.1m deal through this channel), we expect a more distributed revenue profile this year, with revenues from the Microsoft partnership likely to build progressively throughout the year and beyond.The company also announced the appointment of Dr Sakthi Subramanian as VP of Engineering. Dr Subramanian is a network security expert, with experience at multinational cyber security companies, including McAfee and FireEye.

[vanadiumx] 26/7/2018 13:46

Generally signals are derived on a daily basis, 50/200 moving averages.

[cp245] 26/7/2018 13:24

KTKP - sorry newbie q. Do you follow 200ma on hourly/daily chart?

[tickboo] 26/7/2018 10:52

Wish I had available funds to buy more.I have 1,000 trading pot and should have sold at £9 yesterday and bought back today. I'm terrible at this! Happy with core holding and won't touch them.

[knighttokingprawn] 26/7/2018 10:25

There was a bit of a battle at £7 in March

My hunch is that this is a move to flush out stops on the 200 day and we should buy a close above that .. that’s my strategy ..

[cp245] 26/7/2018 10:15

Anyone next support level if it drops any further?

[cp245] 26/7/2018 10:15

Anyone next support level if it drops any further?

[vanadiumx] 26/7/2018 10:13

KTKP - it certainly is

[knighttokingprawn] 26/7/2018 10:08

This is the dip to buy .. I don’t think the big guys are getting out .. watch the ticket size and hold your nose ...

[knighttokingprawn] 26/7/2018 10:06

The big flush ...

[vanadiumx] 26/7/2018 09:57

...oh here we go...

[vanadiumx] 26/7/2018 09:36

Why is Cantor's offer 4.5% lower than the next best offer? V odd.