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WANdisco

Alibaba OEM further strengthens prospects

Update | Technology | 07 Mar 2018

WANdisco’s full year results confirm the transformational year with bookings growing by +45% y-o-y on a cost base that increased by only 5% and cash burn was substantially reduced. Today’s announcement of an OEM partnership with Alibaba adds significantly to an already exceptional platform for growth. With an impressive roster of tier one partners likely to start contributing to the mix, we upgrade our FY18 and FY19 bookings estimates by a further 7% and 5% and see scope for more to come.

WANdisco

Bookings ahead, expanding platform for growth

Update | Technology | 17 Jan 2018

WANdisco's strong bookings momentum ($22.5m, +45%y-o-y, vs Edison $21.7m) in FY17 was more than matched by the strategic progress during the year. For the core big data business we upgrade our bookings estimate by 21% and now forecast 40%+ y-o-y bookings growth for FY18 and FY19, partially offset by a de-focus on the legacy SCM business. The company's platform for growth looks exceptionally strong and we see scope for a further acceleration driven by adoption of Fusion for more use cases, sales through more partners and supported by very attractive market dynamics.

WANdisco

Record contract win

Flash note | Technology | 03 Jan 2018

WANdisco’s $4.3m contract win with a major financial institution is the company’s largest to date and should leave our FY17 bookings and revenue estimates well underpinned. The deal, which was delivered via the IBM OEM partnership, also helps put into context the rationale for the recent fund-raise to support a faster roll-out of the OEM strategy. We expect an acceleration in commercial momentum from here.

WANdisco

Snowball ready to roll

Flash note | Technology | 29 Nov 2017

WANdisco’s commercial platform for growth in the cloud storage market has strengthened further with Fusion’s integration into Amazon Web Services’ (AWS) Snowball solution.

WANdisco

Microsoft relationship deepens

Update | Technology | 17 Oct 2017

Two new product integrations with Microsoft Azure, together with the recently released Amazon AWS hybrid solution, add up to a meaningful strengthening of WANdisco's credentials and platform for growth. We see scope for a significant acceleration in operationally geared growth, especially if the company can progress one or two of its tier one relationships into a strategic relationship akin to the one with IBM.

WANdisco

$1m application lifecycle management deal

Flash note | Technology | 05 Nov 2018

WANdisco’s $1m application lifecycle management (ALM) deal with a leading Chinese tech company will add support to our FY18 forecasts, although big data/cloud deals remain key to driving the inflection. The recent retrenchment in the share price appears to be discounting a miss, but we continue to believe that achieving the required inflection in H2 could be a watershed for the perception of this business’s growth fundamentals.

WANdisco

Executive interview - WANdisco

Edison TV: | Technology | 01 Oct 2018

David Richards, CEO, provides an update on WANdisco’s progress with its partners, most notably with Microsoft and IBM. He also explains the company’s revenue model, and how the changing partnerships are expected to alter WANdisco’s growth profile. Erik Miller, CFO, goes on to explain how the company expects to deliver a significant ramp in bookings and revenues to meet consensus forecasts for the full year. He also details the cash costs over H1, and how he expects these to evolve over the second half. Finally, David provides an overview of WANdisco’s entry into the blockchain ecosystem and the problems that DConE seeks to address.

WANdisco

Expecting an inflection in the second half

Update | Technology | 25 Sep 2018

We expect WANdisco’s strong H1 commercial progress to translate into an inflection in growth in H2. Cloud partners Microsoft and Alibaba are likely to be key drivers of this, where revenues are recurring with good potential to scale-up. We leave our estimates unchanged and believe that achieving the required inflection in H2 could be a watershed for the perception of this business’s growth fundamentals.

WANdisco

IBM agreement expanded, set for a strong H2

Update | Technology | 03 Sep 2018

WANdisco’s strong strategic progress takes another step forward, with the IBM relationship expanded to cover relational database technology and terms significantly improved. H1 bookings of $9m reduced from $10.2m but we believe strategic progress will translate into an inflection in bookings in H2. The Microsoft partnership only started getting into gear late in the period, generating three deals, while Alibaba should also contribute. We leave our estimates unchanged and believe an H2 inflection should be the start of a long-term, cloud-driven growth cycle.

WANdisco

Staking a claim in blockchain

Update | Technology | 26 Jul 2018

WANdisco’s filing of a patent to protect the use of its core DconE technology in blockchain applications lays the cornerstone for the business’s expansion into another major application. The potential for the technology to significantly improve the scalability and speed of permissioned blockchain implementations could unlock significant bottlenecks holding back its deployment in large-scale, high-throughput applications. The near- to medium-term revenue opportunity is difficult to gauge, but the first commercial steps are expected over the next 12 months and WANdisco’s cloud/big-data partners are all active players in the blockchain arena.

WANdisco

Microsoft to co-sell Fusion

Update | Technology | 12 Mar 2018

WANdisco’s co-sell agreement with Microsoft is possibly the company’s most important partnership to date, strengthening the company’s already enviable platform to capitalise on the rapid growth in cloud and hybrid cloud computing. Agreements with IBM, Alibaba, Dell/Virtustream and now Microsoft give a clear indication of the capability and uniqueness of Fusion. Near- and long-term prospects are reinforced as is the potential for WANdisco to grow into and exceed the current rating.

WANdisco

Cloud OEM agreement with Virtustream/Dell

Update | Technology | 07 Nov 2017

WANdisco’s second OEM partnership, with Virtustream, Dell/EMC’s cloud platform and software business, significantly strengthens the company’s platform for growth in FY18 and beyond. It is also significant because it relates to cloud object storage rather than Hadoop, firmly demonstrating the applicability of Fusion in cloud/hybrid cloud deployments. It thus raises confidence that other similar deals in the pipeline will also convert, laying a platform for a very significant acceleration in growth.