Wandisco Share Discussion Threads

[tickboo] 28/2/2019 15:53

Microsoft Azure continues to eat into Amazon Web Services' (AWS) dominance in the enterprise market, while managing cloud spend and governance continues to be the primary concern, according to the 2019 RightScale State of the Cloud report.The study, a yearly benchmark assessing cloud adoption and which polled almost 800 executives with a relatively even spread between enterprise and SMB respondents, found cloud cost management was the primary concern for the third consecutive year. For the enterprise sector, optimising costs (84% this year, 80% in 2018) and governance (84% this year, 77% in 2018) are notably on the rise.The study noted how organisations may be wasting more than even they expect on their services – hence the need for optimisation. Survey respondents estimated they wasted 27% of their uptake this year, yet Flexera – which bought RightScale last year – assesses it to be nearer 35%.It's fair to say that using the biggest cloud vendors can be a complex experience with the sheer number of features available. Yet organisations are not helping themselves, with only a handful of companies polled using automated policies to shut down unused workloads, or rightsizing instances. Indeed, less than half (47%) of AWS users are aware of and utilise AWS Reserved Instances, while Azure's Reserved Instances (23%) pales further into insignificance.Exploring the cloud behemoths (above), Azure adoption grew from 45% to 52% year on year overall, with Azure's adoption figures now looking at 85% of AWS' – up from 70% the year before. For enterprise-specific figures, Azure has risen to 60% while AWS remains flat at 67%. Google remains clear in third position. VMware on AWS Cloud saw growth of 50% across the board, while all other providers surveyed – including Oracle, IBM and Alibaba – saw enterprise gains.One of the key areas where organisations are becoming increasingly comfortable is emerging platforms. Gartner has already noted this week how the industry is almost at the tipping point where platform as a service (PaaS) offerings will become cloud-dominated, and this is reflected in the RightScale report. Serverless saw a 50% growth year on year, with 36% of overall respondents using it, while machine learning, containers-as-a-service, and IoT are also quick to grow.Containers, meanwhile – and Kubernetes in particular – are seeing particularly strong adoption rates. 57% of respondents say they regularly use Docker, while Kubernetes has 48% adoption among respondents, up almost double from the previous year (27%). For enterprises, Docker (66%) and Kubernetes (60%) are even further entrenched. Of the big cloud offerings, only Azure Container Service saw noticeably greater adoption, with AWS (44%) ahead of Azure (28%) and Google (15%).As previously the overriding theme, with so many sectors to cover, is one of hybrid IT and multi-cloud (below); making the most out of your stack and finding the correct avenues for particular workloads. If anything, the release of AWS Outposts – with the nod to VMware's rise already seen in the report – helped truly legitimise, and normalise, this thinking. The report noted how private cloud growth was there, if a little slow; 12% of those polled are already using Outposts out of the gate with a further 29% interested in the future. VMware vSphere, at a flat 50%, remains the primary tool.Ultimately, these figures should make for solid reading across the industry. Yet Flexera and RightScale will perhaps be keener than most. As this publication put it when the acquisition was announced in October, the two companies' proposed marriage, around Flexera's IT and software asset management (SAM) portfolio, and RightScale's cloud complexity problem solving, should be a happy one."The data is consistent with what we are hearing from our C-level customers: managing the rapid increase in cloud use requires new capabilities for cost optimisation and IT governance," said Jim Ryan, CEO of Flexera. "With multi-cloud as the strategy of choice, most enterprises are already spending over $1m a year in public cloud. As a result, optimising costs is the top cloud priority for the third year in a row, and governance is the top challenge."

[safety_john] 28/2/2019 12:13

Re takeover: There was an apparent/rumoured attempt to prepare the company for sale in September/October 2016, at around £2. It ended with the reinstatement of David Richards in October 2016,and since then it has been onwards and upwards. Fingers crossed this continues with another Great British success story, although history would suggest that eventually we will succumb.

[tickboo] 28/2/2019 12:03

Well I'm now not buying or selling any more shares. I've sold 8,850 since Jan, 3k at £5 and took a risk to pay CGT late (after Jan 31) which was a good decision as sold the rest at 50% higher which was well worth the £100 or so in interest. I'm now on 70,000 and hope to high heaven wand finally deliver and turn a profit. Surely given the recurring revenues and forecasted growth in big data and cloud they will deliver? A good article in medium.com"If you don't get there, there'll be no place for you in the next 20 years."This is what Databricks CEO and co-founder, Ali Ghodsi, said in a recent interview about the vital significance of big data and machine learning for enterprise companies. But where is there, exactly?Most of us in the tech business are familiar with Moore's Law, which led to the emergences of personal computers and smartphones, and then to the Internet of Things (IOT). There are over 4 billion Internet users worldwide (that's over 50% of the global population). Looking at even the small sample size we have for the potential of the IOT, it's clear that the digital, connected world we all live in has reinvented business, science, and society.All of our connected devices are fueling a growth in data that is utterly new to the planet. In less than ten years, we have generated more data than we created in the over 200,000 years of human history leading up to that point. If we want to keep pace with this starburst of information, we need to change how we think about data and technology. It's not just a question of scale?-?the types of data and the potential for the way they impact human life and the globe are continuously evolving (e.g., the Paul Allen Institute's Allen Brain Map, Vulcan's EARTHRANGER, DataKind's DataCorp project portfolio). Traditional approaches will either become incompatible with the new, massive sums of data, or they will not produce results that are relevant in a world where real-time feedback from devices wired into everything from human heartbeats to interstellar data are flowing at relentless and increasing rates.At the same time as this data explosion, the barriers to working with data and building applications with the insights are lowering at an incredible rate?-?as we can see from the plot below that I aggregated from public sources.¹The cost of compute, storage, and broadband connectivity is economically zero. Yet, the cost and access to IT infrastructure alone is not enough to drive value. One of the biggest roadblocks to reap the most value from data is consistency. Large analytics workloads (where terabytes?-?or even petabytes?-?of data generate millions of changes daily), wreak havoc on the underlying infrastructure, especially if there is an outage as is common on the public cloud.In addition, deriving insights from all of this data requires the invention of new disciplines. Fortunately, while this eruption of data is developing all around us, the barriers to working with data and data technology are also being toppled at an astoundingly swift rate. This is where there is. There is innovating new ways to apply the vast amounts of data we've created and allowing that data to work for us. There is machine learning and distributed computing, which have emerged as critical fields in, not only tech, but also global enterprise.A real-time distributed computing platform promises an elegant way to bypass many challenges (e.g., the performance of an algorithm with overlapping time windows which must be kept in a timely order) by making the same data available to big data users working simultaneously across different platforms and geographical locations.WANdisco's patented Distributed Coordination Engine (DConE) allows access to the information, technology, and tools needed to extract, as yet, untapped value from this outpouring of data. DConE enables servers located thousands of miles apart to communicate as if they were connected to a central hub, delivering data consistency between on-premises to cloud, cloud to cloud, and multi-cloud environments. It makes use of the newest trends in data science and creates applications powered by deep intelligence.With DConE, your business can use a standard Internet connection to engage with immense and fast-changing analytics data sets, while offering fully automatic recovery in the event of an outage. And when the affected environment comes back online, no manual intervention is required. The affected environment is automatically updated, which means there are no data consistency issues for your business to untangle.Driving demand for intelligent applications is the Internet of Things. And it permeates all things from light bulbs to Alexa, from how we vacation to how we work: intelligence is built into everything. Driving that intelligence is big data.With WANdisco's DConE technology at the heart?-?and fingertips?-?of your organization, you can empower your users with hybrid and multi-cloud platforms that extract valuable insights from your big data and transcend the data challenges of this truly revolutionary new world order.

[redrag1] 28/2/2019 11:39

We still haven’t nailed down that crazy lift at 8.80...not sure if today’s trade is delayed and related but I’d be v surprised if Blackrock were nit covert their short? It’s v v rare for a cap raise to come at a 10% premium ...especially for a stock like Wand that hasn’t really produced the £££; revenues to go with its undeniably exciting story!

[tickboo] 28/2/2019 11:17

Aside from the 100k trade less than 5k traded. Here's hoping for a decent contract win RNS to supplement the results.

[tickboo] 28/2/2019 11:15

It could be BlackRock reducing its short. It is still recorded at 0.88% having reduced by 0.06% on 22nd Jan. good to see traces that size regardless. Interesting to see how the market reacts to the inevitable poor results. I guess it will depend on the commentary and whether they announce a deal/s at the same time. I've said it before but they have to spend the money they've raised wisely and significantly increase revenue and from H2 turn a profit.

[knighttokingprawn] 28/2/2019 11:04

Could be we are seeing a block transfer of ownership ? Institution to institution?

[hopesprings] 28/2/2019 10:55

Interesting.

[knighttokingprawn] 28/2/2019 10:22

Tick, is that a 100K going through at 7.50?

[hopesprings] 27/2/2019 11:41

Of course!

[tickboo] 27/2/2019 11:01

Yep, not sure why the RNS took so long to land. They're two of the holders from the raise -- Merrill Lynch International -- Ross Creek Capital Management, LLC -- Global Frontier Partners, LP -- Davis Partnership, LP -- Acacia Institutional Partners LP -- Acacia Conservation Fund LP -- Acacia Conservation Master Fund (Offshore), LP

[hopesprings] 27/2/2019 10:49

Two US funds each acquiring 3+% holdings in today's RNS's. Good to have attracted US attention.

[tickboo] 26/2/2019 17:53

I do hope a decent deal is announced with the results which we know are going to be poor. They said they'd had a good start to the year so I assume we'll get some decent post YE commentary with then results too. Although only recently launched I wonder how the SQL pipeline is looking, sure IBM reps will be doubly keen to sell that given it's their baby too. I assume the results will land towards the end of next week or the following week.

[tickboo] 26/2/2019 14:41

With the joint engineering with IBM I assume the relationship is improving, same applies to AWS. Azure defo the big one though.

[knighttokingprawn] 26/2/2019 13:08

Excuse typos !!

[knighttokingprawn] 26/2/2019 13:07

Yo be honest the company has yet to demonstrate sustainable demand for its product... it HS had an OEM deal with IBM and has missed numbers through that channel .. so that’s one large player who hasn’t built a business case around it.. it’s most likely volume traction is Msft Azure .. and this is the much anticipated strategic deal.. I personally think the Msft relationship looks strong and the co sell partnership looks like there is genuine understanding of the impact the Fusion platform could have for Azure in bring clients to the cloud and giving them flexibility once in it.. I think it will take a few quarters of Msft proving this to them selves before any deal would be done.. given the valuation and the bullish expectations around the stock I think Wand needs to be booking $50-100mn of business for us to make money in this rock price from here.

[tickboo] 26/2/2019 10:55

When this was languishing in the £3s it was primed for an offer.

[nimrod22] 26/2/2019 09:33

Re takeover: I've always been surprised that it hasn't happened already; its an ideal fit for many of the larger companies.

[kaka47] 26/2/2019 08:46

Writing is on the wall one of the big Giant will buy wandisco Imo

[kaka47] 26/2/2019 08:44

Wandisco is working so closely and wandiscos only available patented software is becoming the pillar for these big 4 Giants cloud data migration offer, ts matter of time before one of these Big Giants make a move for Wandisco

[kop202] 25/2/2019 16:46

Would that be a fat finger ..or two!

[nimrod22] 25/2/2019 15:28

appears to be rising without much effort; some good news will pitch it back above £12 again.

[tickboo] 25/2/2019 14:45

Very odd phase in today's trading. No idea.

[redrag1] 25/2/2019 14:29

Yes someone just paid north of £8.50 for a slug of stock! Back down now but v weird? Short covering ?

[volsung] 25/2/2019 14:27

Summat up?