Wandisco Share Discussion Threads

[bamboo2] 02/2/2019 11:08

Chart suggesting that things will come to a head this week, expect volatility.

Eod close below red trendline means a longer wait, above the green line, expect great riches!
Potential turn 5/2/2019, and others.

[jackdaw4243] 01/2/2019 17:10

Not me but I did unload a few, 50% of my modest holding

[tickboo] 01/2/2019 11:53

Another big sell of 94k or so and no real share price movement.

[tickboo] 31/1/2019 16:39

*how much broader

[tickboo] 31/1/2019 16:38

Agreed that wand gave Edison details to forewarn the market expectations have not been met and they blamed the strategic deal that's under negotiation and getting broader. They've kept FY19 as is but may revise higher if the deal comes through and I guess depends on how broader, how much revenue is expected. Close the deal and get the numbers and commentary out. Good to see the multi-cloud offering seems to be a winner.

[knighttokingprawn] 31/1/2019 16:23

Guys this is how I would read. Edison have clearly been asked to get the news out there that FY18 is a miss, but pointedly they did not change there original Fy19 number and also suggested upside..

To be honest I think there have been concerns that Fy19 was coming down.. that does not look to be the case and for now at least it looks like the strategic deal will be incremental to the FY19 expectations :...


So that’s my read.

[tickboo] 31/1/2019 15:43

No, sure their auditor would have more than an issue!Edison basically tried to blame the non closure of the deal in reigning back their forecasts. They said should it close as expected they may well revise FY19 north. Must be some deal especially as FY19 revenue is forecast at nearly double what they're now expecting FY18 to achieve.

[jackdaw4243] 31/1/2019 15:19

Tick

Are saying that a 2019 sales deal will be backdated to 2018, if so you will need to run harder in 2019/20.

It is common practice to hold over sales after a good year to give the new year a good start, how the reverse works I am not sure about.

[tickboo] 31/1/2019 13:30

A reminder of Edison's note and one minor positive is that they have an increase in big data bookings versus 2017 and overall bookings. I hope the automotive contract highlighted at the interim report will have expanded and I'm sure this is the same co whinDR said is producing 4 petabytes of data a day.Hope they close the deal below ASAP to get the trading update.We have previously highlighted that FY18's financial outcome would be highly influenced by the timing of closure of a large strategic deal in the pipeline. We understand that negotiations remain very much live and that the scope of the engagement has potentially expanded.

[tickboo] 31/1/2019 12:52

Microsoft's investor relations team is evidently not frightened about repeating itself when it comes to financial announcements season. "Microsoft Cloud drives record fourth quarter results," the company proclaimed in July; "Microsoft Cloud strength powers record first quarter results," it tooted in October; and now, "Microsoft Cloud strength fuels second quarter results."Given the figures, there are plenty of reasons for Microsoft to stress the same message. The company's Q219 report saw total revenues of $32.5 billion (£24.7bn), an increase of 12% on this time last year. Of the key revenue buckets, productivity and business processes – which focuses more on software – broke $10bn at a 12% lift on last year, while intelligent cloud, focused more on infrastructure, hit $9.38bn at a 20% uptick.Azure itself – for which Microsoft does not disclose specific financials – went up 76% compared with the previous year, exactly the same as the previous quarter's figure.In prepared remarks to analysts, CEO Satya Nadella made reference to its recent slew of retail-based customers, saying Azure was 'front and centre' at the recent National Retail Federation (NRF) event, where the partnership with Kroger was announced. Regarding general strategy, it was a continuation of the theme the chief executive forged at Ignite back in September around making Microsoft's customers tech companies in their own right."These results speak to us picking the right secular trends in large and growing markets, many of which are still in their infancy, as well as focused innovation and execution," said Nadella. "Leading companies in every industry are partnering with us to build their own digital capability to compete and grow. This is creating a broad opportunity for everyone, including our ecosystem."Nadella also focused specifically on cybersecurity and discussed the importance of a Zero Trust environment – something of which regular readers of this publication will be more than aware. In terms of specific security offerings issued this quarter, the start of this month saw two new products for Microsoft 365, its enterprise-focused suite, launched around identity and threat protection and compliance.Responding to an analyst question around how the big customer deals break down looking specifically at Azure, Nadella said he internally compared it to relationships with OEM partners in the PC era, noting the mix required between infrastructure for compute, then data on top sprinkled with AI."We definitely see that path... where they're adopting the layers of Azure," said Nadella. "But it doesn't stop in Azure. If you take Walgreens Boots Alliance, it was Microsoft 365 as well as Azure. In many cases, it's Dynamics 365 – any IoT project on Azure leads to a Dynamics field service project in most instances."So we're seeing the breadth and depth of our cloud offering, which is what we are really architected to have real synergies in the context of what our customers want to achieve, and that's what we are seeing," Nadella added.Despite all figures going in the right direction Microsoft's performance fell just short of Wall Street expectations. Shares fell as much as 4% in the immediate aftermath of the announcement, according to CNBC.

[tickboo] 31/1/2019 12:25

They're clearly waiting for this massive contract to close before issuing the update. Edison have given us a good steer on what to expect but it still looks poor issuing them behind again. Hopefully it's another massive multi cloud deal and it'd be good to win a SQL contract too.

[tickboo] 31/1/2019 12:14

A good article -https://twitter.com/davidrichards/status/1090934793955553280?s=12WANdisco's LiveData release disrupts lock-in for the multicloud worldBY MARK ALBERTSONSHAREWANdisco PLC has made a big bet that the enterprise computing space over the next decade will be focused on moving massive amounts of data between multiple clouds. So far, there has been little evidence to prove the software specialist in distributed computing wrong.A survey of attendees at AWS re:Invent in November, which was released last week, found that 58 percent of respondents were using more than one of the three largest cloud providers: Amazon Web Services Inc. Microsoft Azure and Google Cloud. More than a third were using AWS and Azure combined.Less than a week before the AWS survey results became public, WANdisco announced general availability of LiveData for MultiCloud, the company's distributed platform that enables large-scale data migrations and multicloud operations without disruption.The key concept behind LiveData is that enterprises can store a replicated copy of information in multiple clouds, so if one copy fails an alternative is readily available."We made a pretty good bet that active-active replication, that live data, would be a critical component of both hybrid cloud and multicloud," said David Richards (pictured), founder and chief executive officer of WANdisco. "That's playing out really well for us."Richards spoke with John Furrier (@furrier), host of theCUBE, SiliconANGLE Media's mobile livestreaming studio, at theCUBE's studio in Palo Alto, California. Jagane Sundar, chief technology officer of WANdisco, and Joel Horwitz, the company's chief marketing officer, also spoke with Furrier in separate interviews, and they discussed how WANdisco's technology can replicate data at petabyte scale, recent deals and partnerships, competition in the multicloud space, and continued emphasis on information security. (* Disclosure below.)Watch the complete video interview with Richards below:Petabyte scale replicationLiveData for MultiCloud covers regions or a mix of cloud services and on-premises storage operations, including Amazon S3, Azure Blob Storage, Dell EMC Elastic Cloud, IBM, Oracle, and Alibaba Cloud, among others. According to WANdisco, it is the only platform that can enable continuous replication of data at petabyte scale with zero information loss or downtime.The ability to move data at petabyte scale is significant because datasets are expanding rapidly as applications become instrumental in running critical business operations."I can't just lift and shift for a thousand applications running against the dataset," Richards said. "In order to achieve the kind of scale they need, companies are going to have to do this in cloud. That was the bet we made, and it was the right bet."Major deal with AzureWANdisco's recent deal flow and partnerships offer a measure of confirmation that this may indeed be the right bet. In January, the company announced its largest cloud deal with an unnamed major U.S. health insurer. The deal leveraged data migration and a co-seller relationship with Microsoft Corp. and its Azure cloud platform."We're able to move petabyte scale data from their on-premises systems into the cloud without any interruption to service, without any blocking," Richards said. "Our pipeline is now full of companies all trying to do that."The company has been active with other cloud providers. Earlier in January, WANdisco announced a new jointly-engineered solution with IBM Corp. to support Db2 Big SQL relational database technology. It marked the first time WANdisco's technology had been applied to SQL data, according to company executives. The company also won a three-year contract through IBM with another healthcare provider in the U.S.WANdisco has relationships with AWS and Alibaba Group as well. In January, WANdisco revealed that it had secured a contract with a major mobile network operator to provide its Fusion product across multiple clouds on AWS to replicate data. Last year, the company launched an original equipment manufacturer sales agreement with Alibaba Cloud, its first such arrangement in the Chinese market."We're helping our enterprise clients think about their multicloud strategy so they're not locked into any one vendor," Horwitz said. "They're able to take advantage of all the great innovations that are happening on the cloud first."Watch the complete video interview with Horwitz below:Competition with GoogleDespite WANdisco's recent expansion into new markets and customer wins through its partner network, the company's LiveData solution still has competition. Google Cloud Spanner is a globally distributed NewSQL database that offers data consistency with no planned downtime.While WANdisco executives are careful to point out that Cloud Spanner works fine in Google environments, it has limitations outside of that ecosystem. "It looks on paper very close to what WANdisco does," Richards explained. "The trouble with that is it only works on their own proprietary network against their own proprietary applications. We can do all of that over the public internet."WANdisco's LiveData technology is based on the implementation of Paxos, a mathematically proven algorithm for distributed coordination. Limited replication capabilities baked into cloud object stores present challenges when moving data between different on-prem and cloud environments.Coverage without special hardwareWANdisco holds the only patented implementation of the Paxos algorithm for continuous regression. "The core of our algorithm is enhancement and superior implementation of Paxos," Sundar said. "We have a fantastic implementation of Paxos extended for use over wide area networks without any special hardware. It's the only mathematically proven algorithm for keeping replicas in multiple machines or multiple regions or multiple data centers."The movement of large amounts of data across multiple clouds raises the prospect that security could be an issue. WANdisco's largest customer base for over a decade has been the breach-sensitive financial industry, according to Sundar, and he pointed out that the company has continued to support all on-disk, data-at-rest encryption schemes.Watch the complete video interview with Sundar below:The replication of data across various cloud environments also provides a level of security should a breach occur. "You may have a breach in one cloud vendor," Sundar said. "You can turn that off and use your replica in the other cloud vendor site instantly. Those are comforts you do not get with other solutions."WANdisco's big bet on the value of data replication at scale in an increasingly multicloud world appears to be gaining traction for the company as it moves into 2019. Its recent customer wins underscore enterprise interest in not just simply migrating large amounts of data, but also avoiding having business grind to a halt when doing so.This is the value play offered by WANdisco. "We have a way to replicate data continuously using our patented consensus technology," Horwitz said. "That's in the lifeblood of our company. Having a way to migrate data to the cloud without disrupting your business is not just marketing speak, but it's really what we're able to do for our clients."Watch the complete video interview with Horwitz below, and be sure to check out more of SiliconANGLE's and theCUBE's CUBE Conversations. (* Disclosure: WANdisco PLC sponsored this segment of theCUBE. Neither WANdisco nor other sponsors have editorial control over content on theCUBE or SiliconANGLE.)O

[owenski] 30/1/2019 21:16

Equally, they have mentioned 'transformational deals' in the pipeline, just needs close watching atm, imo.

[owenski] 30/1/2019 21:15

Considering they've got a virtual who's who of top name routes to market, it's not asking too much to see a bit of evidence and traction on contract take up rates.

I think it'll happen but's it's looking like it's still early days to me.

Figures might not be too impressive at this stage of the business evolution.

[qruz] 30/1/2019 21:04

Going off how they did in 1H, delay will be because the results are poor.

[aishah] 30/1/2019 20:45

They have updated on the 16th for the last two years. Why the delay?

[jackdaw4243] 30/1/2019 17:22

They should re list in America as that seems to be the customer base.

[tickboo] 29/1/2019 15:49

Surprised with these sells we haven't gone lower. I hope this supposed strategic contract under negotiation than has broadened in scope closes soon.

[jackdaw4243] 29/1/2019 15:39

Frightening that was worth £720,000 a few months ago.

[tickboo] 29/1/2019 12:08

A chunky 60,000 sell from yesterday arvo. Surprising the price has held?

[tickboo] 25/1/2019 18:11

To be fair the jam tomo is getting boring but the industry is talking multi-cloud and still many cos need to move to cloud vendor/s and haven't done so due to downtime. Wand surely primed. Said that for a while though but all major holders are still there. Let's see the commentary and hopefully this major deal is closed.