Search Follow us


1 - 12 of 56
Sort by: popularity | newest
Page  2 3 4 5  of 5 | Next

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.


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.


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.


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.


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.


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.


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.


Executive interview - WANdisco

Edison TV: | Technology | 17 Oct 2017

WANDisco’s CEO, David Richards, discusses the highlights of the recent capital markets day. He describes how the company’s partnerships with major cloud technology companies, such as IBM, Oracle, Amazon and Microsoft, have developed and the use cases for which the technology is being deployed. He discusses the competitive landscape, the addressable market for the company’s technology and how future technology developments could expand this further, before highlighting the key milestones that investors should look for over the course of the next 12 months.


Amazon AWS relationship develops further

Flash note | Technology | 20 Sep 2017

Amazon’s launch of its AWS hybrid data lake architecture, based around WANdisco’s Fusion, should provide an additional channel for sales via a tier one cloud player. It also provides further evidence of the uniqueness and broad applicability of Fusion.


Progress on all fronts

Update | Technology | 06 Sep 2017

WANdisco delivered 73% growth in bookings in H1 while reducing cash costs by $1.4m and moving close to cash flow break even, highlighting the scalability the company has added to the model. The IBM OEM partnership was key to this acceleration but partnerships with other tier one technology companies are also progressing and could provide a further inflection. We have upgraded our FY17 bookings and revenue estimates by 6% and 9%, respectively, and forecast positive cash flows from here. The addition of more tier one strategic partnerships could be a catalyst for further upgrades.


Strong H1, expect momentum to continue

Update | Technology | 25 Jul 2017

WANdisco’s trading update confirms the positive start to the year, with bookings ($10.2m, + 73% y-o-y) and cash burn ($0.6m) significantly better than the run rate implied by our FY estimates. We believe that positive momentum should continue into H2 both financially and from a strategic perspective, with the addition of other tier one strategic partners being a key milestone to look for.


$2m deal with major US retailer

Flash note | Technology | 14 Jun 2017

WANdisco has announced a new contract valued at c $2m with a major US multinational retailer. The company’s last three announced big data deals span automotive manufacture, financial services and now retail, highlighting the broad applicability of the company’s technology. With $6.1m of big data deals announced thus far this year, we believe there is a strong prospect of upgrades but leave our estimates unchanged for now pending a fuller trading update.