Wandisco Share Discussion Threads

[vanadiumx] 03/1/2018 23:00

Pricing and structure is pretty transparent for Fusion on AWShttps://aws.amazon.com/marketplace/pp/B01BCX6UCA

[bamboo2] 03/1/2018 22:19

The confirmed double bottom looks like Bulkowski's big W pattern. This has an initial tp of approx. 850, and subsequent min tp of 970.

[vanadiumx] 03/1/2018 22:06

Modform - I have the same questions about the nature of this deal and other deals. However, if you go to Amazon Web Services you can see how they price fusion for smaller enterprises. I am not concerned about the size of the market opportunity here - I think it is very significant, especially amongst 1st and 2nd tier banks. At least all those with electronic trading businesses should have a Fusion license.

[modform] 03/1/2018 21:48

BB2, or anyone else, Does anyone know how the sale of fusion generate profit for WAND, ie,Is the software leased on annual basisIs the software sold on perpetual basis, and wand gets a one off payment plus a percentage annually for maintenance and upgrade.The statement is very vague, it doesn't say over how many years, does the 4.3m in loyalities coverJust trying to work out the recurring revenue, because if it's a percentage of sales, then the annual recurring revenue is pretty small, and since it's operating in a very niche market, it can only sell to selected companies that need to have uninterrupted big data backup.

[battlebus2] 03/1/2018 19:31

The Times says buy 👍

[scrutable] 03/1/2018 16:36

The chart suggests a rise ahead parallel to the 11 month spike Nov 2016 - Oct 17.

It would take Wand to £12.00 by April 2018 (GLTA)

[zico01] 03/1/2018 13:25

£8 at the very least £10 possible in Q1 this year

[aishah] 03/1/2018 12:36

IBM are reselling Fusion as IBM Big Replicate, Dell as DELL EMC. Go figure prospects! Mkt sleeping imo.

[nimrod22] 03/1/2018 11:05

Probably another uptick once the US market opens

[tickboo] 03/1/2018 10:36

I'm long here so what I say is clearly upside. When BODs sell shares it's clearly a massive no to but any. Here, when the oversubscribed placing took place was due to the additional equity ensuring the deal was UK and not US. Check the WH Ireland note.I hope I'm right in that Jazz song. Best share to be in. Big data and a USP, hence the partnerships and hopefully alibaba deal to follow.

[aishah] 03/1/2018 10:24

UKHotViews:

IBM partnership working for WANdisco

WANdisco has had its Fusion active data replication technology for quite some time but the route to market has been narrow and it has had to wait for better synchronisation with market demand. The announcement of a major new contract suggests those restrictions are easing and its partner strategy has much to do with it.

The company has secured a multi million dollar contract in the financial services sector via its OEM partnership with IBM, which will earn WANdisco $4.32m in royalties. Secured at the tail end of 2017, it was the second multi million dollar contract in the financial services sector during the year; the duo should provide a base for further expansion in the sector.

The combination of its partnerships with IBM and Dell/EMC’s Virtustream, plus integration with AWS Snowball, Microsoft Azure HD Insights and the launch of the WANdisco Hybrid Data Lake with AWS put WANdisco in a good position to build its pipeline. Major contract wins underline the recent progress the company has made (see WANdisco H117: plenty of positive ‘firsts’) after a protracted shaky period.

[owenski] 03/1/2018 10:13

Link not coming up - can be found on Brr-media

[aishah] 03/1/2018 09:56

Peel Hunt reiterate BUY and 1000p target.

[ggbarabajagal] 03/1/2018 07:50

WAND Major WIN


800p coming

[vanadiumx] 03/1/2018 07:30

...but congratulations to Wandisco. The OEM relationships are paying off and we should expect a greater frequency of deals like this.

[vanadiumx] 03/1/2018 07:28

I wish they would say how the deal is structured. Is the $4.3 m paid up front, a one off, an annual license, a 3 year license?

[owenski] 03/1/2018 07:12

Great start to the year

[bamboo2] 03/1/2018 06:53

Cool.

3 January 2018

WANdisco plc

("WANdisco," or the "Company")

LEI: 213800Y1A75RSC698O04



SIGNIFICANT FINANCIAL SERVICES CONTRACT WIN



Record $4.3 million contract secured through IBM OEM partnership



WANdisco (LSE: WAND), the live data company, today announces a record contract win with one of the world's leading financial institutions (the "Client") to deploy the Company's patented live data platform, WANdisco Fusion ("Fusion"), rebranded as IBM Big Replicate, directly to the Client. The agreement, which is the second multi-million dollar contract in the financial services sector secured by WANdisco during 2017, will be delivered through the Company's IBM OEM partnership and is valued at $4.32 million in royalties to be paid to WANdisco.



WANdisco Fusion was selected after an extensive period of testing by the Client and was deemed to be the only enterprise-grade solution able to support critical Cloud and Big Data applications. Fusion 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.



The Company continues to demonstrate that WANdisco Fusion is the only solution that can enable organisations to seamlessly move large volumes of live 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 Interim Chairman of WANdisco, commented:



"We are delighted to have secured this record contract win, which further endorses our strong credentials within the financial services sector as well as providing additional validation that our IBM partnership is successfully delivering our solutions into very large enterprise customers.



"As a result of Fusion's unique capability, we have developed a significant new business pipeline across multiple industry verticals not only through our partnership with IBM, but via our other channel partners, as we maximise our routes to market."

[hazl] 03/1/2018 06:24

Interesting news.

[aishah] 03/1/2018 06:05

One of my shares for this year. CEO's tweet:

2018 Predictions:
1. #Quantum Computing will be THE tech theme with both opportunities & threats making mainstream media.
2. The #bitcoin bubble will burst and everyone will say "told you so"
3. #Cloud will continue to disrupt in enterprise
4. $AMZN will have a mkt cap of $750bn

[nimrod22] 03/1/2018 03:49

Increased chance of being taken over and or listing in US.

[vanadiumx] 03/1/2018 00:15

Thank you Nimrod for the alert. Here is a link: I can see many more of these deals with financial institutions.

[nimrod22] 03/1/2018 00:09

WAND has just signed a $4.3 million contract