Wandisco Share Discussion Threads

[tickboo] 07/11/2017 09:47

vanadiumx, I'm not an FT subscriber so can you please paste? That seems a guess as they could get one deal of that value!

[vanadiumx] 07/11/2017 09:28

The FT has this contract valued at AT LEAST $1 million p/a. Also they say this is a 3 year agreement. I don't see this in the RNS. Where are they getting their numbers from? It is great news and WAND is laying great foundations for scaling up sales. I am just puzzled as to why FT have these numbers but nothing in RNS. Can anyone help?https://www.ft.com/content/842d33f4-28d1-3793-b6e0-45b05e0701f4

[tickboo] 07/11/2017 08:00

Great to see. It'd be great to get Alibaba involved as although they're relatively new to this space they're growing rapidly. Regardless, great to see and hopefully deals can start to come through this new deal Q2 or even Q1. Long and strong.

[owenski] 07/11/2017 07:19

Another partnership deal via Dell, with global market reach. WAND's routes to market are certainly impressive.

[tickboo] 02/11/2017 10:49

145,088, nice, wish I could afford that many. Happy with my lot and although disappointed we didn't get the final quarterly trading update which tells me it was a slow one (as Q3 often is) I hope we get some good news before the year end. It will be disappointing if we don't beat Edison's $17m given we did $10m H1, hopefully a strong Q4 and we here of some decent contract wins, existing clients taking more products (back up etc) and another OEM deal would be a bonus.

[djbilywiz] 01/11/2017 19:37

Very interesting..."Ascolta will deploy Fusion as part of the DataAdapt platform within a large government agency in the U.S...""...Other solutions were unable to meet these stringent requirements."Another area of the vast market for Fusion has been identified. Obviously I am a biased holder!

[tickboo] 01/11/2017 19:17

Good find, Gary. Quiet on here due to lack of Q3 update I reckon. Good news to get another reseller on board though.

[garymegson] 01/11/2017 17:47

Ascolta and WANdisco Partner to Deliver Integrated Analytics Platform with 100% Data AvailabilitySource: Business WireAscolta, a ViON company focused on advanced analytics, announced today a partnership with WANdisco (LSE: WAND), the world leader in Active Data Replication™. Ascolta will resell the Company's patented technology, WANdisco Fusion®, as an embedded replication solution.With WANdisco Fusion®, users of Ascolta's pre-configured, ready-to-deploy data analytics solution, the Ascolta DataAdapt platform, can now access data with guaranteed consistency, no downtime and no business disruption, wherever it may be located."Today data and the ability to access it quickly is having a dramatic impact on the success of organizations across public and private sector," explained Wayne Hall, General Manager for Ascolta. "Our DataAdapt platform was designed to provide an integrated data analytics solution to simplify the process of deploying big data. The addition of WANdisco gives our customers a new level of performance and 100% availability, thereby making the solution even more flexible to support our customer's changing needs."DataAdapt is a modern, flexible Hadoop® platform that reduces the complexity of implementing a big data architecture and accelerates the deployment of data analytics. The DataAdapt platform integrates storage, data infrastructure, analytics and a user interface into a pre-configured solution that is tested and ready to deploy."With ViON's 37-year history of providing mission-critical IT infrastructure solutions, together with Ascolta's platform and managed services, this partnership brings the benefits of our patented technology to public sector customers who require on-demand, burst-out processing and offsite disaster recovery, without wasting budget on idle back up services," said Peter Scott, Senior Vice President, Business Development of WANdisco. "We are delighted through this partnership to have already secured our first customer in the government sector, a large and highly prized target market for our business, where compliance with federal mandates is a must. This is a further validation of our technology."Ascolta will deploy Fusion as part of the DataAdapt platform within a large government agency in the U.S. The enterprise-grade solution supports the agency's mission critical Cloud and Big Data applications while ensuring service level agreements and regulatory requirements are met when moving data between different storage environments. Other solutions were unable to meet these stringent requirements.About AscoltaAscolta, a subsidiary of ViON Corporation, is a big data system integrator and service provider specializing in cyber and advanced analytics for enterprise-level customers across public and private sector. Ascolta partners with the industry's leading manufacturers, providing customized analytics solutions to support data warehouse augmentation, operational analysis, security and intelligence and cyber. With flexible financial models available and the ability to deliver analytics via the Cloud or on/off- premise platforms, Ascolta enables organizations to rapidly deploy analytics with 24/7/365 support and managed services. The veteran-owned business is located in Herndon, Virginia. For more information, visit www.ascolta.io

[tickboo] 30/10/2017 15:53

nimbo, I couldn't agree more but the share price has lost circa 50p since the capital markets day so definitely not had the desired affect. I think the guy from HP said he expected some big contracts to come in before year's end so I guess we'll wait and see if that's true. The summer is always slow and Q4 important so let's hope we have some chunky wins announced before the year end and beat the Edison $17m which given we were $10m at the interim it will be disappointing not to.

[nimbo1] 30/10/2017 15:24

since the capital markets day the thing i have been disappointed with is volume. doesn't look like it generated much interest. On the plus side it hasn't been seen as a negative and there has been no selling of note. My suspicion is new entrants need proof of further traction before stumping up at these levels...and perhaps they'll end up paying a higher price! look forward to next news.

[tickboo] 30/10/2017 12:56

Good to finally have blue. Surprised we're not getting a trading update. Hopefully we'll get some positive news on contracts before year end.

[panic investor] 30/10/2017 12:30

Nice bounce off support

[tickboo] 24/10/2017 09:34

Replicator WANdisco says its Fusion product is integrated with Microsoft Azure Data Box. Microsoft customers can use it and Azure Data Box to transfer information from Big Data applications to Azure without the downtime and cost usually involved in bulk data transfer over the network.Users can continue to write to their local cluster while Azure Data Box is in transit and subsequently being uploaded, and replicate those changes to the Azure Cloud with guaranteed consistency once the upload is complete.They can write data to a local HDFS-compatible endpoint on-premises and replicate to a storage location in Microsoft Azure with no modification or disruption to applications operating in Hadoop clusters on-premises.Dean Paron, General Manager for Azure Data Box at Microsoft, said: "By using WANdisco Fusion for Microsoft Azure Data Box, customers can burst their big data processing needs to the Azure Cloud while maintaining on-premises consistency."

[tickboo] 23/10/2017 10:52

From the lse -

I'm a little surprised the Edison note said the next trading update would be in Jan given we are due one in October.

This year we've had -

Jan 16th 2017 trading update
April 24th 2017 trading update
July 25th 2017 trading update

I'd hope for a trading update at some stage this week then.

[vanadiumx] 20/10/2017 14:55

Suddenly became quite cheap again. Bought 1000 @843 but not showing yet. Good opportunity

[knighttokingprawn] 20/10/2017 12:06

Q4 is a big Q for software and given the exposure to IBM its likely there is not much to say this side of year end? I do think they have to get their messaging right around timing for updates.. they get a free pass in 2017 but if they haven’t got enough for regular q’s on bookings in 2018 then we all know we are too early ....at £8!!

[avc0nway] 19/10/2017 12:50

Nimbo - I very much appreciate your summary in post 2044. Thank you for your effort and bother. I find the outlook encouraging.

avc

[garymegson] 18/10/2017 16:25

Thanks tickboo hopefully one this month but if it's January then so be it.

[tickboo] 18/10/2017 16:03

Hi Gary, I noticed that in the Edison report which surprised me as at the private investor presentation David said they'd be one in October. The last one was 25th July so I expect one before the end of October. That said, Edison is paid for research so I'd have thought Wand would have okayed the contents. We'll see.

[garymegson] 18/10/2017 16:00

Next trading update is January.

[toyin] 18/10/2017 15:51

Around 1hour 26 mins into the video Peter Scott says "We have reported several million dollar single transactions, there are many other opportunities we have closed jointly successfully that we haven't announced" well you have now.

All the best

[owenski] 18/10/2017 15:41

Interesting to hear the CEO comment on IBM's Nick Dimtchev, in that his team were turning 20 - 30m USD deals into 200m USD deals in a short space of time. The IBM team is a highly focused bunch of pro's with clear strategies and goals. (Approx 1Hr 58Mins in)

Agreed, the IBM presentation is well worth a listen to give credence to how they are leveraging Wand.Fushion and the rationale behind the partnership. Indeed one can see why this partnership is transformational to Wand.

[tickboo] 18/10/2017 15:29

Well we're due a quarterly update so I hope turnover is circa $5m which should see us very near to the projected $17m which Edison predicted for the year. I guess July to Sept is one of the slower quarters though so it may well be nearer $4m. Hopefully some existing clients are increasing spend and buying other services.

[nimbo1] 18/10/2017 15:02

If you can find the time to watch the video i would, its 2 hours! The most important part is at the end when the IBM executive does his presentation. (c.1hr 52 mins onwards) there is a slide which talks about the sale technique - the whole point is IBM big replicate saves corporates money (there is a slide and explanation on why). Over 3 years in the example given the corporate could save $9.3 million. This saving is the driving force between signing $3-4 million transactions.

IBM big replicate falls into the highest growing part of IMB and is one of its core 3 focus areas for this year. There is potential to expand sales from north america and europe into Asia, Latin America, Japan and Africa and 'potential to drive significant transactions' in those areas.

One of the analysts quite rightly asked why there have been so few large deals announced to date - the IBM chap answered he is seeing lots of interest from potential customers which in his experience will lead to sales and he is very optimistic on growth.

David from Wandisco said you'll begin to see benefit (new deals with customers) from the new deals with Amazon and Microsoft etc towards the end of this year and early next as they are talks with their first customers and given their IBM experience there is always some sort of lead in time.

All very positive IMO for the long term future of Wandsico. Plenty of hints they are also looking to china where big data growth is fastest and partnering with Alibaba.

With regards to share price if I had to guess I'd say I think you'll see further consolidation rather than fireworks until all the above actually happens and is reported but who knows. Someone will want to acquire wandisco at some point imo.

[owenski] 17/10/2017 21:02

Peter Burris really explains the business drivers and concepts behind the need for Wandisco's solutions, superb clear presentation.