Wandisco Share Discussion Threads

[kemche] 07/12/2018 17:10

Bottom in?

[tickboo] 07/12/2018 16:48

Apologies for dominating this board. DR tweeted this article which is worth a read -Multi-cloud for broadcasters: Making the right choiceBy Ambrose McNevin5 December 2018 The huge physical infrastructure and connectivity investments made by the big cloud platforms are creating strategic options for all broadcast and media workloads, but with a plethora of options, how best to choose the right partner?We have entered the multi-cloud era, with the availability of Amazon Web Services, Google Compute Engine, Microsoft Azure, Alibaba Cloud and the other hyperscale platforms creating huge opportunities.And there have been a slew of start-ups with services to optimise movement of content between clouds while established workflow businesses are looking to multi cloud solutions as their next growth market.As broadcasters, production houses, content creators and distributors become increasingly cloud dependent are they at risk of facing cloud sprawl – having to manage many workloads across different platforms – and facing the prospect of growing costs?Or, once they get onto different clouds is there a danger of cloud stall, where migration projects might falter? And as broadcasters build partner ecosystems will they have to build APIs for every different cloud platform?The cloud promised to end vendor lock in but nothing is ever simple and one cloud platform can have little commercial interest in helping its customers move workloads to another cloud provider.David Richards, Chief Executive of software and services firm Wandisco, says: "Some cloud platforms are more open than others. Microsoft recognises that there will be a multi-cloud world. At Amazon, probably less so. This could be because they had first mover advantage so they see multi-cloud as more of a threat to their incumbent customer base."Wandisco recently announced Live Data Multi Cloud to help move and manage workloads between clouds. In the cloud market, says Richards, it is highly unlikely that a single cloud will have the best of everything. He believes Google currently has a lead in AI, while AWS leads in serverless computing and Microsoft has the best analytics and security.He says: "All will have best of breed offerings. Pricing is roughly the same. The servers and data centres they run on basically cost the same to build and operate. The reality is that multi-cloud is here. No CIO (Chief Information Officer) I speak to is putting all their eggs in one basket. There are a number of different approaches they could use. If AWS puts up its storage prices, they'll move. The ability to move on the fly – arbitrage on the cloud – will be really interesting. You have to ask yourself, why would customers put themselves at an economic disadvantage."Moving pictures, moving cloudsMoving content around has always been a big issue for broadcast and media. The late arrival to the cloud of the broadcast industry does appear, in at least one area, to be having a catalysing effect as they seek to move digital workloads around in order optimise processes, drive efficiency, reduce costs and work with new partners.A major issue facing broadcasters moving to the cloud is that of bandwidth pricing and the cost of data transport. Across the broadcast value chain no-one wants to be landed with huge bandwidth costs. As more and bigger packets get pushed around the internet on backbone networks, fibre in ground and over subsea cables the costs can rack up. To help address this CDN supplier Cloudflare established the Bandwidth Alliance in September 2018. So far it has gained commitments from Google Compute Platform, Microsoft Azure and IBM Cloud to waive or cut bandwidth costs for mutual customers. AWS has yet to commit.Cloudflare CEO and Co-founder Matthew Prince said of the value Broadband Alliance proposition: "In an ideal world, customers could pick whatever cloud provider is best for the particular job at hand, be it storage or compute or analytics and not worry about the cost of moving data between them. The Bandwidth Alliance joins together cloud providers committed to giving customers more choice as they navigate the cloud landscape."Supplier Wasabi says: "We think the Bandwidth Alliance is great news for both Wasabi customers and Cloudflare customers. You can use the Cloudflare network to distribute the content you store on Wasabi-quickly and cost-effectively-with no data transfer fees between Wasabi and Cloudflare.""Multi-cloud is a reality; no Chief Information Officer I speak to is putting all their eggs in one basket" David Richards, Wandisco What to do with multi cloudAlibaba Cloud has a keen eye on the broadcast and media sector through its Youku media division and has worked on very high profile sports broadcasting projects and alliances.During the 2018 Fifa World Cup it used AI-enabled video quality enhancement technology called NarrowBandHD to cloud stream matches live to over 20 million viewers.This was also used to create highlight packages on the fly in real time immediately after the match. It is the official cloud media supplier for the Olympic Broadcast Service (OBS). Following a project with the Youth Olympic Games Alibaba Cloud is working on cloud-based broadcast systems for both the Japan Olympics in 2020 and the Beijing Winter Olympics.Yeming Wang, GM EMEA at Alibaba Cloud told IBC365: "Media is one of the most important sectors for Alibaba Cloud. For us, there are several important aspects. As people move from on premise infrastructure to cloud there will be file migration challenges but we believe that handling big volumes of files is not too challenging from a technology perspective. Some (broadcasters) are really facing this challenge and we will invest in joint innovation to ensure we make it possible."Alibaba Cloud is developing ISV partners who specialise in media solutions to be easily integrated into multi-cloud environments."We will try to be very neutral to different cloud providers for multi cloud. For example when a new technology comes from the open source orchestration space to build infrastructure in the cloud, say for container based orchestration and porting applications around critical business services, it will be multi cloud and we will be open.Wang echoes the belief that broadcasters won't opt for single cloud strategies."We don't believe customers will only have one cloud. People will always have multiple platforms, including on premise. In broadcast there is a lot of existing invested infrastructure which has yet to depreciate. Our approach is to gain a better understanding of what customers need, right up to understanding the content they are making. There is still a long way to go for many broadcasters but looking at developments such as SMPTE 2022 we're working with many vendors in areas such as developing broadcast editing on GPUs in the cloud and serving next generation playout, using profiling, being data driven to promote different content and build monetisation. This year for example we announced a development partnership with the Olympic Broadcast Service. We are upgrading its broadcast system and bringing it to the cloud. With OBS cloud we will make it easy for other broadcasters to integrate in the cloud with services to injest content, distribution and analysis."For Wandisco's David Richards, many of the problems for cloud migration have been solved but some remain to be fully addressed. He offers the example of wholesale lifting and shifting live data to the cloud while still running the business. This is not a risk many businesses would take, he says.He says: "The app portability problem is a problem we've solved. People are going to move. But among the bigger problems people will face is cost. It is cheap to move into the cloud but often expensive to move out. For broadcasters the economic model needs to be figured out. Netflix was less concerned with cloud infrastructure for storage – it may have been cheaper to build and run storage on premise than in AWS – but it focused on working out the bandwidth issue. For them it was about the delivery model as opposed to the storage model."For those entering the cloud it will be about compute, storage, analytics, and delivery.For existing broadcasters exploring how best to engage with multiple cloud providers there are many service options – making the right multi cloud moves will surface many new technical challenges and bring forward a range of business critical decisions.

[tickboo] 07/12/2018 13:43

Another 25,000 buy, hopefully an II building or increasing its holding.

[tickboo] 07/12/2018 13:43

It's worth reading the contract win rns from end of Sept -WANdisco (LSE: WAND), the LiveData company, has been selected by a global automotive and truck manufacturer to deploy the Company's live data platform, WANdisco Fusion. Following an extensive pilot, the company selected WANdisco Fusion as the standard for hybrid cloud and cloud migration for Microsoft Azure where business critical data will reside in both on-premises and the cloud.The initial contract is worth $200k on an annualised recurring revenue basis and the project will commence in October 2018. The initial contract covers less than 3% of the customer's data pool and the customer has identified over 20 projects that require WANdisco Fusion. Accordingly, it is expected that the value of the total contract will grow to a multi-million dollar annualised value over the coming years.Both hybrid-cloud and cloud migration are LiveData use cases where, in order to take advantage of the significant benefits of cloud, customers must be able to move data without interruption to business operations.WANdisco Fusion is the only solution that can enable organisations to seamlessly move large volumes of data with consistent and continuous availability whilst meeting regulatory requirements. WANdisco's patented technology ensures our customers are able to multiply the impact of their IT investment to support exponential data growth without growing the IT budget.David Richards, Chief Executive Officer and Chairman of WANdisco, commented:"This is a significant contract win, illustrating the strategic importance of our partnership with Microsoft. This is an excellent example of how our cloud subscription contracts will work in the future, as we execute on a land and expand strategy, and look to scale the agreement substantially over the coming years.

[tickboo] 07/12/2018 12:06

You look back at the large IBM contracts they have been to move live data between sites (on prem, cloud and disaster recovery) and they pay up front for an agreed amount of data to be moved. See below from Jan RNSFusion will be used to enable the Client to move critical live data seamlessly between both primary and disaster recovery sites and the Cloud whilst ensuring the data is always available What wand are now doing as well as moving data to the cloud is to make sure it's always live across all sites (different cloud vendors too) once it's there which will help with real time analytics and ensure the data is accurate in all locations. That means they get recurring revenues and as the clients data increases so does the recurring revs. From the Microsoft interview -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. 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.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.

[knighttokingprawn] 07/12/2018 10:40

Tick,

Its a reminder of a conversation that WAND and MSFT have been having for a very long time .. it takes time .. and commercail deals of this nature and complexity take time to execute.. not stock market time but real world hard yards to get done.. unfortnately itvdoesnt respect half year full year calenders its happens when it happens.... the good news for the BUlls is that when it hits it opens a door to a much brighter future then for the stock... I have alot of faith at these levels

Stormy waters .. but there is great stuff goung on under the waves .. keep the faith

[tickboo] 07/12/2018 09:28

I hope/think you're right. The CFO and CEO have reiterated they expect to hit the numbers on the street so they better bloody had! Wand just reposted this on Twitter -Andrea Braida's pictureANDREA BRAIDADirector of Product & Channel Marketing, WANdisco & Pranav Rastogi, Program Manager, Azure Big Data, Microsoft in Financial ServicesAndrea 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.In 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!

[knighttokingprawn] 07/12/2018 01:05

Tick

The problem with the bulletin board is that they are full of emotion.. the “stock” is in bad shape but the “company”; is about to hit a run of strong momemntum... I have big faith here...

There will be a scramble over the next few weeks ... IMO

[tickboo] 06/12/2018 19:28

I understand that but the CEO should create shareholder value which is managing the co well which in turn appreciated the market cap and creates said value.Anyway, all good. Obviously wish I was selling at a tenner rather than buying (although 1,000) I've lowered my average to 4.50 (higher than now!) and if we go to 2 it will hurt but I'll get to 100k.Anyway, it's all in the bookings and here's hoping DR finally hits targets and actually improves on FY19 forecasts.

[owenski] 06/12/2018 18:50

Anyway, I hope you come good on this Tickboo.

[owenski] 06/12/2018 18:12

"I’m sure DR will be desperate to release some good news before year end to get the share price up to help fund managers!"

Indeed, all he wants to do is help fund managers, that's the whole objective of setting up Wandisco.

Never pays to average down, better to buy on the up.

[volsung] 06/12/2018 16:25

Best to wait until 200p

[losses] 06/12/2018 16:24

Is 250 coming!!!Glad didn't buy 400 which was what I had been waiting for many months ago..

[tickboo] 06/12/2018 14:44

Someone believes with a 25,000 buy although it could be a short closing.

[tickboo] 06/12/2018 14:41

The Santa we need is some big ticket IBM deals to come through and be RNS'd to stop the rot. DR needs to hit forecasts or the patience he has been afforded will be gone. Sure tie CFO has kept costs on track as he said so it's up to DR and hopefully all being well (a big if) they'll upgrade FY19 die to the recurring revs and the fact Azure is smashing it. Hopefully the new appointments will make positive contributions that will hit the bottom line.

[knighttokingprawn] 06/12/2018 14:31

Where is Santa when you actually need him!

Horrible open in the USA ... perfect storm for the bears to take out stops ( algo in charge ) ..: amazingly how quickly the good vibe from the weekend unravelled .. wonder now if the Fed will raise at all in this environment .. yield curve telling us world is slowing hard ...

[tickboo] 06/12/2018 14:05

I think the point is that AWS helped with the requirements in the tender doc to ensure they're the only ones capable of winning it.I imagine if Azure or AWS win it they'll be using fusion to transfer the data to the cloud using Snowball or Azure data box and I'd imagine they'll want to make sure it's live when up there so fusion will be used and good for recurring revenues. I take the point that it shouldn't be trading here if the above is true but I can't believe either provider would move the data and not use fusion which is embedded in their products.

[knighttokingprawn] 06/12/2018 13:55

This is horse sh&t... the reason AWS are the only bidder is that they are the only blue provider that can meetvtge technical spec... AZure still have a bunch of work to be compliant .. the deal will happen .. and in the meantime governments will continue to demonstrate how far behind the technology curve they are .. in so far as this relates to Wand .. I don’t see the link.. and frankly if there was even a sniff that Wand were involved in this deal in the first instance .. it would not be trading at £3 and change ..

We have a rerun of the liquidity squeeze .. the China spat is back squared .. and the US economy flags recession .. fund managers are starting to panic ..

[tickboo] 06/12/2018 10:34

Looking very ugly indeed.

[tsmith2] 06/12/2018 10:24

Chart down to £2?

[tickboo] 06/12/2018 09:26

US gov cloud contract tender process under scrutiny -US congress-critters question prime directive of Pentagon's $10bn JEDI cloud contractThese are not the vendors you're looking for, republicans suggest in demand for probeBy Shaun Nichols in San Francisco 23rd October 2018 20:34 GMT13 SHARE ?Tom Baker Doctor WhoA pair of US congressmen are calling for an investigation into the Pentagon's $10bn single-vendor IT contract dubbed JEDI – aka the Joint Enterprise Defense Infrastructure.House Reps Tom Cole (R-OK) and Steve Womack (R-AR) have sent a letter asking the inspector general of the Department of Defense (DOD) to probe and report on the process the Pentagon used to decide on the requirements for the humungous cloud-base technology contract.According to the letter [PDF] dated October 22, the pair are seeking information on the military's official request for proposal (RFP) that seems, by and large, to favor one particular cloud vendor. And, yes, it's Amazon Web Services."Specifically, our concern is how and why the structure of these provisions, which run contrary to industry best-practices and federal acquisition guidelines, were included in the final RFP," the pair wrote.The concerns of the two congress-critters echo those raised by the likes of IBM and Oracle, which argued that the provisions of JEDI, including the requirement of DISA Level 6 clearance and the request that only one provider delivers all of the 10-year program, more or less limits the race to AWS (Microsoft is believed to be working on Level 6 clearance for Azure as well, but has not announced anything).The worry, say the pair, is that the requirements for the JEDI contract are so specific that Uncle Sam would end up overpaying for a system it could have obtained for a better price and at a higher quality had it broken the contract into smaller parts that made more providers eligible. (It probably also doesn't help that AWS is run by Trump antagonist Jeff Bezos.)Now, Cole and Womack want an investigation into whether or not AWS had a hand in drafting the requirements."It has come to our attention through media reports and that individuals who held, or hold, high ranking positions in the Department have significant connections to the specific contractor," the letter read. "Our current understanding is that these individuals, in direct contrast with the Federal Acquisition Regulation and DoD Ethics Policy, had involvement in the development of the JEDI program." ®