Wandisco Share Discussion Threads

[knighttokingprawn] 23/10/2019 08:09

Hidden in plain sight!

[redrag1] 23/10/2019 07:46

George at Stifel out again today - ''Ignite' is Microsoft’s banner software developer conference for c.25,000 individuals focused on software development, security, architecture, and IT in security, cloud, hybrid infrastructure and development. The event runs from 4 to 8 November at the Orange County Convention Center, Orlando (Florida, US). The event has 1000+ sessions and 200+ ‘Hands-on experiences’. We direct investors to; (i) booth #2638 (WANdisco) and (ii) Session BRK3227 which is all about extending Azure Resource Manager, ARM.

The event blurb on the ARM session by Microsoft speakers Guarav Bhatnagar and Evan Hissey asks if we are an enterprise that wants to customize Azure control plane to meet specific use cases? (Clearly the answer is ‘no’. We are Sell-side, “the trouble starter, punky instigator”). The blurb continues . . “Or, are you a partner who wants to bring an existing or new SaaS solution to Azure and offer it as a service? Do you have existing applications running on-premises you want to manage through the cloud? We will be joined on stage by one of our key partners, WANdisco, to share the journey of bringing their service to Azure.” Stop the clock. Did Microsoft just say that WANdisco is a ‘key partner’? Indeed, could it be the (unknown) key partner that WANdisco has been talking about since 15 July? We make no changes to our forecasts or rating.

Fingers crossed.

[tickboo] 18/10/2019 12:21

DR on LinkedIn -@WANdisco #liveanalytics is now available on #AWS. Seamlessly migrate #Hadoop #Hive #analytics on-prem to #Spark #Databricks #deltalake in cloud.Get the product here: https://lnkd.in/gRT9V7vThere's a link to a demo.

[owenski] 17/10/2019 07:11

From IBM Q3

Third Quarter:
• GAAP EPS from continuing operations of $1.87
• Operating (non-GAAP) EPS of $2.68
• Net cash from operating activities of $15.4 billion and free cash flow of $12.3 billion, over the last 12 months
• Debt reduced by $6.7 billion since the end of second quarter
• Revenue of $18.0 billion, down 3.9 percent (down 0.6 percent adjusting for divested businesses and currency)
• Revenue for Red Hat, up 19 percent (up 20 percent adjusting for currency), normalized for historical comparability
• Revenue growth in Cloud & Cognitive Software and Global Business Services segments
-- Cloud & Cognitive Software up 6 percent (up 8 percent adjusting for currency)
-- Global Business Services up 1 percent (up 2 percent adjusting for currency)
• Cloud revenue of $5.0 billion in the third quarter, up 11 percent (up 14 percent adjusting for divested businesses and currency)
-- Cloud revenue of $20.0 billion over the last 12 months

[tickboo] 16/10/2019 09:47

Most at mid-price and huge numbers. Although it coincided with Blackrock reducing its short they accounted for only circa 40,000 shares and a lot more changed hands so it does seem iffy. The remaining short is around 240,000 shares but a lot more changed hands. No idea but I have to say I'm impressed with the independent report especially -The report found that LiveMigrator made data available (Time to Available Data (TTAD)) in the destination cluster after three minutes (under the benchmarked network configurations) regardless of the scale of the data. In comparison BDR took two hours for the first data to be available when migrating just one TB of data and that the delay scaled linearly with the size of the data set. In a petabyte example, LiveMigrator would make data available after three minutes vs. 85 days for BDR.

[knighttokingprawn] 16/10/2019 08:07

The large volume trade last week ... looks sus to me... some negative spin and a short cover ... .?

[tickboo] 15/10/2019 13:11

DR can certainly sell the investment case to IIs and you'd think the live migrator will sell itself. Hopefully Azure integration is imminent.

[redrag1] 15/10/2019 12:54

I think the best I have seen for this company. No it just needs to learn how to sell itself!!

[tickboo] 15/10/2019 12:21

Thanks, found it too and pretty compelling.

[tickboo] 15/10/2019 12:20

SAN RAMON, Calif., Oct. 15, 2019 (GLOBE NEWSWIRE) -- WANdisco (LSE: WAND), the LiveData company, announced today that an independent benchmarking study by CleverMoe CEO and expert analyst Frank Cohen found WANdisco's LiveMigrator/LiveAnalytics cloud and analytics migration technology to have significantly outperformed Cloudera BDR in moving data to the cloud. The report found that LiveMigrator made data available (Time to Available Data (TTAD)) in the destination cluster after three minutes (under the benchmarked network configurations) regardless of the scale of the data. In comparison BDR took two hours for the first data to be available when migrating just one TB of data and that the delay scaled linearly with the size of the data set. In a petabyte example, LiveMigrator would make data available after three minutes vs. 85 days for BDR. LiveMigrator's performance for Total Migration Time (TMT) also outperformed Cloudera BDR with LiveMigrator's full transfer of a cluster being 30% faster than BDR while using 40% less memory.Click here to download the study and see the results.The study found that LiveMigrator could replicate the same data volumes during normal operations, when other applications were running on the source cluster, up to 90% faster than BDR without impacting the performance of the applications. While LiveMigrator allowed data to be available from the target cluster during migration, Cloudera's BDR technology required data to be offline until the entire migration was completed. In the case of a petabyte of data, this could mean nearly three months of downtime.With WANdisco's LiveAnalytics solution with Databricks, which migrates Hadoop analytics data into Databricks on the Azure and AWS cloud, data was made available for use in Delta Lake after three minutes. There is no comparable solution to automate the ingestion of Hadoop analytical data into Delta Lake with zero downtime that enables continuous data analytics during migration and allows the source data to undergo changes during migration."Migrating data to the cloud is a challenge that has vexed enterprises for years – to the point that they delay the project for lack of not knowing how to move forward," said WANdisco CEO David Richards. "This benchmark study confirms that LiveMigrator and LiveAnalytics provides a uniquely fast and effective solution for migrating data to the cloud without interruption. Enterprises can access data during migration and have confidence that their data won't be compromised throughout the process. Waiting until all of the data has transferred can take months and is simply not a realistic solution." "In a side-by-side implementation of moving big data from on-premises to the Cloud, we found WANdisco LiveMigrator required 40% less time and costs compared to Cloudera BDR," said Frank Cohen, an independent expert and analyst, and CEO, Clever Moe. "We found that LiveMigrator has a significant Time to First Data advantage of 3 minutes compared to BDR's 85 days for one petabyte of data."LiveMigrator helps enterprises seamlessly migrate petabytes of unstructured data in one pass from on-premises data centers to any cloud vendor. Instead of implementing costly and risky multiple passes to migrate data, which can take three to six months and block users from making changes to data while migration is underway, LiveMigrator allows applications to continue to access the on-premises environment, even as data moves to the cloud.LiveMigrator works in tandem with the recently launched LiveAnalytics, which offers continuous data analytics in a Databricks/Spark environment during cloud migration. It provides enterprises with uninterrupted business intelligence insights as they move data from on-premises Hadoop to cloud-based Spark-based analytics. With LiveAnalytics, companies can immediately and continuously analyze both migrated and migrating data to continue their analytics as usual.

[redrag1] 15/10/2019 12:17

This is the news. WANdisco announces that an independent benchmarking study by CleverMoe CEO and expert analyst Frank Cohen found WANdisco’s LiveMigrator/LiveAnalytics cloud and analytics migration technology to have significantly outperformed Cloudera BDR in moving data to the cloud.


The findings. The report found that LiveMigrator made data available (Time to Available Data (TTAD)) in the destination cluster after three minutes (under the benchmarked network configurations) regardless of the scale of the data. In comparison BDR took two hours for the first data to be available when migrating just one TB of data and that the delay scaled linearly with the size of the data set. In a petabyte example, LiveMigrator would make data available after three minutes vs. 85 days for BDR. LiveMigrator’s performance for Total Migration Time (TMT) also outperformed Cloudera BDR with LiveMigrator’s full transfer of a cluster being 30% faster than BDR while using 40% less memory.


More news. We are not surprised at the timing of the news – the wonder kids of the SPARK industry are in Amsterdam this week (hxxps://databricks.com/sparkaisummit/europe - don’t worry it is sold out). To capture the zephyrs we would anticipate more trade news from WANdisco.


Stifel ViewPoint – the unmet need. The cloud is now the de facto development and deployment environment for a whole range of new analytics and machine learning applications in areas like vision, speech, language, decision and search. However, the challenge is that in order to exploit these applications, organisations have to migrate business critical data environments to the cloud. As we have pointed out, there has been a spate of cloud outages in the very recent past and to migrate, users need to ensure that their critical data stays coordinated, secure and has disaster recovery to ensure that there is no service disruption.

[tickboo] 15/10/2019 11:44

Blackrock decreased its short on 9 Oct by 0.11% so now at 0.58%, lowest for nearly a year.

[tickboo] 15/10/2019 11:40

Can you please post the link on here?

[redrag1] 15/10/2019 11:37

V interesting report from George at Stifel re an independent benchmarking study by CleverMoe - Wands tech massively outperformed Cloudera BDR in moving data. 30% faster using 40% less memory.

[owenski] 14/10/2019 08:39

Interesting read and not totally unrelated

[tickboo] 11/10/2019 20:30

He was short and now almost trying to imply he knows about an impending Microsoft/Azure deal, clown. Check out the RNSs in August. Azure not mentioned but other deals announced are clearly related to Azure.

[tickboo] 11/10/2019 16:44

It's been announced albeit didn't name Azure. Not embedded so maybe an RNS st launch

[tickboo] 11/10/2019 08:46

A coworker markets day next Tues and Thurs, anyone think there'll be an RNS beforehand? I imagine there'll be some upset IIs attending who will have bought £1.50+ higher than where we are with the promise of growth acceleration a couple of years ago which hasn't materialised. I think the only news they'll want is confirmation the partnership (Azure) deal is now fully launched/embedded and ready to generate revenue. I'm sure they'd planned to have something new to say as it'll be rather difficult otherwise. That said the dates were announced on 21 August so just less than 2 months in advance and tricky to know for sure if an RNS would be ready. Let's see.

[tickboo] 11/10/2019 08:32

Could well be as a lot of shares changing hands at mid with no shift in the share price.

[knighttokingprawn] 10/10/2019 22:10

An II , selling its position to another ?

[tickboo] 10/10/2019 14:31

There as only 0.69% short out so less than 300k shares. Way more gone through at mid. Any ideas?

[tickboo] 10/10/2019 10:01

It happened but it's still being embedded I believe.The point is securing 50% of what they did in Q1 in Q2 was terrible and means a similar figure to the prior year for H1 and FY19 will again be missed by a long shot.