Wandisco Share Discussion Threads

[knighttokingprawn] 11/9/2018 08:30

I wouldnt get too bogged down in the revenue recognition issue. It all comes down to bookings and their ability to convert the pipeline... it looks to me that they are signing up to hit the full year “bookings̶1; expectaions ... if they do that will be a good thing irrispective of revenue... i think also we might want to know a bit more about where the cash is being spent.. so any data on headcount vs cash balance will be a focus... for now nobody of any note has spilled the position... they are really in the last chance saloon with the big holders I think ... so any screw up between now and year end .. will be punished severely.. Inhope they know that.

[tickboo] 10/9/2018 15:55

Agreed, the visibility and recurring revenue is attractive. They can still get the big ticket on premise stuff too but concentrate on the cloud revenues that will grow and recur.

[nimbo1] 10/9/2018 15:42

key thing is tickboo there is a lack sellers...so holders believe in the transition.

[tickboo] 10/9/2018 13:04

Anemic volume but always good to see blue and recovery after the update.

[tickboo] 06/9/2018 15:15

Of wand are going for more predictable and recurring cloud based revenue (rather than large on premise deals) surely all being well they'll revert to quarterly reporting. That would be better for their large US investor base who are used to it (although that may change with Trump reviewing) and they'd need to demonstrate this or be better to ahead of a possible US listing.Hoping H2 is at least double H1, needs to be! Also if that's what wand are going for then a deal with AWS makes sense as at the moment it's mainly about snowball and moving lots of on premise date to the cloud which is great revenue-wise but they want to focus on recurring cloud based revenue so I'm sure will be keen to tie up AWS and be embedded in their cloud solutions rather than an add on. Now that would be a great RNS, another OEM but with AWS the market leader.

[tickboo] 06/9/2018 14:37

I think you mean you don't know why!I also don't know why Microsoft don't as they're winning clients from AWS and with that they'd become market leader. It's Microsoft's highest and most profitable division, as it all the other providers.

[qruz] 06/9/2018 14:24

To be honest I don't know why Amazon wouldn't buy WAND use the software for their own and then cut all the partnerships with IBM / Azure.

Then AWS can be the only platform to offer this functionality.

Unique selling point over the rest.

[tickboo] 06/9/2018 13:45

The initial part was saying they expect a closer partnership between wand and AWS as at the moment it's not in the same bracket as IBM or Azure's which seems to be the case. It then goes on to say they'd expect AWS to buy wand to ensure they maintain the market leader. Both are possible but the first more likely.Would love AWS to bid as one would think the others would be forced to as well.

[qruz] 06/9/2018 13:34

This article is basically Amazon is going to buy it and use it for world cloud domination?

[tickboo] 06/9/2018 11:20

I think Microsoft is an OEM in all but name -WANdisco plc (LSE: WAND) the Live Data company, is pleased to announce that it has achieved Co-Sell status through the Microsoft One Commercial Partner Program. The new status was achieved after meeting rigorous criteria to become Co-Sell Ready including integration of WANdisco Fusion(R) with Microsoft Azure Databox and Azure HD Insights.As a result, WANdisco can now take the WANdisco Fusion(R) Live Data Platform to market as a packaged offering with Microsoft Azure. WANdisco's dedicated partner managers will work directly with the Microsoft Field Sales Team on Hybrid Cloud customer opportunities and related account planning activities.

[knighttokingprawn] 06/9/2018 10:58

Tickboo

I think it’s used as an addition to “snowball̶1;

I thought it was also available on AWS market place ..?

OEM ? That’s a new one .. Msft definitely rumoured s to be up next ..

Can you get access to site?

[tickboo] 06/9/2018 10:50

They have what is everything but in name an OEM agreement with Micsft Azure so it's not that but yeah fusion is embedded in snowball so when the truck turns up to grab data and then move to AWS' cloud it's using fusion but I believe that's all fusion is embedded in.This cover letter (think they have an American copywriter!)Dear Reader,Frankly, you and I both know there are no guaranteed wins in stock picks.The best you can do is take the research at hand and make an educated prediction.At Agora Financial UK, we specialise in researching the markets and sharing what we find with more than 100,000 subscribers in the UK alone (and more than half a million subscribers worldwide as part of a global group of Agora publication companies).And we believe this is one of the most exciting picks we've found this year...This small UK company already has contracts with IBM, Microsoft, Barclays, Bosch, Disney and other names you know.Right now, though, they've really got Amazon by the balls.Jeff Bezos needs this tech to maintain and grow their dominance.Because this listed UK company owns the patent, they hold all the cards.The best prediction on current information is the market will be worth $302bn before long.Forecasts are not a reliable indicator of future resultsWe believe this company's stock could rise 428% if they manage to strike a favourable deal with Amazon – which seems likely.Amazon may find their own way without it. We don't know when or if the deal will be announced but it could happen sooner rather than later.We're just here to bring you the best market information and investment opportunities we find.What you do with them is up to you.We've written an in-depth report on the situation.You can find out how to access it here.Best wishes,Here is the link -https://pro.agora.co.uk/p/RHPAUG181V3/ERHPU912/?a=5&o=80806&s=103164&u=750873&l=899136&r=MC2&vid=3NAwsj&g=0&h=trueIt's actually got some good material (albeit American speak) so might be worthwhile signing up.

[knighttokingprawn] 06/9/2018 10:37

Tickboo

I think that’s correct ... isn’t it as an alternative to snowball?

I thought also they were available on Aws market place?

I think the OEM runour is around Msft .. so if this is AWS that would be a big new event and one that hasn’t been flagged ...

Any chance you can get a look at the report ?

[tickboo] 06/9/2018 10:18

That's accurate isn't it that fusion is only used by AWS for moving large amounts of data to their cloud as opposed to analytics and using fusion whilst in the cloud?

[tickboo] 06/9/2018 09:39

There's an interesting piece by Agora Financial who are, I believe, recommending wand. You need to subscribe to get the plc name but it's wand imo. They're expecting an OEM deal with AWS, yeah they work with them but not as standard. It's all speculation but it does make sense with IBM, Alibaba and Microsoft all having closer deals. We'll see.

[tickboo] 05/9/2018 09:36

Having just re-read what I wrote (with typos and usual random ?s) I'm surprised it made sense!

[tickboo] 05/9/2018 09:35

Ah no need at all, all understood and interesting. Thanks for your reply.

[horneblower] 05/9/2018 09:04

Hi tickboo,
Sorry, I should explain.

The share price did bounce off 750p on 7th Aug. but on that day it closed at 784p. My chart only shows the closing prices (for simplicity) so does not show the 750p price.

The chart is in a format called 'log scale'. If you are not familiar with it it may seem confusing. Basically the price scale is shown in a way which gives equal weight to equal percentage movements so, for instance, a 20% rise from 100p to 120p will look the same as a 20% rise from 1000p to 1200p. This is normal in nature and is sometimes called a 'natural scale'.

The arithmetic scale that you are normally shown (as in the header) is in fact an 'un-natural' scale but usually surfices for charts where the highest point isn't more than double the lowest point.

If I get time I'll show examples later.

[tickboo] 04/9/2018 22:39

I'm not good with charts but I don't understand why there isn't a recent point the Hart was at around 7.50 and why the axis with the stick's price goes up inconsistently (£2-4 is a lot wider than £4-6 and the same applies the high you get, ie the width between £6-8 is narrower). Off to bed in case you reply tonight and I seem rude!

[tickboo] 04/9/2018 20:55

Let's hope some of her readers agree and buy some stock!

[nimrod22] 04/9/2018 20:25

IC Harriet Clarfelt gave WAND a buy rating today

[tickboo] 04/9/2018 16:27

I imagine this is what DR spoke about in the presentation in April re a client who wanted to move to Microsoft cloud and waited a year before they made the move with fusion as they didn't want the downtime. AWS is still the leader by a long shot but I imagine there will be a lot of clients moving around.Although booking were down a little over 10% last year's H1 included the $4m+ IBM win with the bank (as mentioned in the Edison note) so maybe H1 isn't as bad as first thought. A massive H2 though with management stating twice 5 weeks they expect to hit FY forecasts. Here's hoping.

[blueforce] 04/9/2018 16:00

Recently had some experience of WAND.
Was having a new kitchen designed. As the design data was being entered on the CAD system, it was updating the image, price, availability etc in short order. Periodically a blue window would appear for just a moment with FUSION written across it. Very impressive. When thinking about what I saw, I wondered if it was block chained already. When getting a quote from elsewhere, the company was using in house servers, it was buffering and boy was it pedestrian

[knighttokingprawn] 04/9/2018 15:51

Vanadiumx .. you are correct .. thats abig deal. Enabling a “broker” layer in the cloud is a very key sign post on the way to cloud adoption... its turns compute into a true utility.. maybe not great fro margins long term for the providers... but no captured accounts going forward....