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WANdisco (WAND)     

dreamcatcher - 07 Jul 2012 23:31




WANdisco stands for Wide Area Network Distributed Computing, and we make software happen.

This is because our technology is the secret ingredient behind the products that you use every day – from mobile phones to machinery. We are an active member of the community that develops the world’s most popular Source Code product: Subversion, and our technology is used by half of the world’s software developers.

Our customers include a host of Fortune 1000 companies such as Hewlett Packard, Intel, John Deere, European Southern Observatory, Barclays Capital, Walmart, GE and Cisco.

How it works

With our patented technology, software developers in distributed locations can work simultaneously, creating a seamless global network. Users at every site where WANdisco is installed have local access to the same data at all times, which means that they can make changes locally and see each other’s changes immediately.

We are proud to have a 98% customer renewal rate – which is driven by compelling ROI data: a recent study from Forrester Research has shown that our Subversion MultiSite offers a 167% return on investment with a nine-month payback period.

The company

Co-founded in 2005 by David Richards, Jim Campigli and Dr Yeturu Aahlad, WANdisco has dual headquarters in Silicon Valley and Sheffield, England. WANdisco grew, without raising any private equity, venture capital or angel finance to become a leading provider of global collaboration software to the software development industry.

On June 1st, 2012 the company had a highly successful IPO on the London Stock Exchange raising over $24 million. The IPO was oversubscribed by over 300% and the list of investors included Fidelity, Legal & General, Blackrock, Artemis, Hargreave Hale, Cazenove, M&G, Octopus and Standard Life. WANdisco's ticker is WAND.L


http://www.wandisco.com/




Chart.aspx?Provider=EODIntra&Code=WAND&SChart.aspx?Provider=EODIntra&Code=WAND&S

dreamcatcher - 25 Apr 2013 07:43 - 188 of 716

First 'Big Data' Customer Win

RNS


RNS Number : 1785D

WANdisco Plc

25 April 2013



First 'Big Data' Customer Win

- WANdisco secures first customer for its Hadoop Big Data products -

- Tier 1 UK telecoms operator selects WANdisco Hadoop Console and Non-Stop NameNode -



Sheffield, UK - WANdisco (LSE: WAND), a provider of high-availability software for global enterprises to meet the challenges of Big Data and distributed software development, is pleased to announce that it has secured the first sale of its ground-breaking, Enterprise class Big Data solutions.



WANdisco's first Big Data customer is a Tier 1 UK telecoms operator with operations in Britain and around the world. This customer will use WANdisco's Big Data solutions to ensure 100 percent uptime for its business critical data storage facilities, which are both numerous and distributed across multiple geographies.



Under the terms of the agreement, the customer will utilise both WANdisco's Hadoop Console - which is plug-and-play software to deploy, manage and monitor enterprise-class Hadoop clusters - and its Non-Stop NameNode - which is WANdisco's flagship Big Data product and the only 100 percent uptime solution for Hadoop.



The NameNode server is the most problematic potential 'single point of failure' for organisations that use Hadoop to manage Big Data. It is this problem that WANdisco's solutions address. Should one NameNode within a cluster fail, WANdisco's solutions ensure that others in the cluster automatically take over. This means that users of WANdisco's solutions can be confident they will enjoy zero downtime and zero data loss, even in the event of a natural disaster at a storage site or during planned site maintenance.



Whilst the financial details of the contract will not be disclosed, WANdisco can confirm that the customer has signed a standard twelve month subscription licence agreement.



Confirming the deal David Richards, Chairman and CEO of WANdisco commented:



"This is a real landmark for all of us at WANdisco. For many months we have talked passionately about the opportunities open to us in the Big Data arena and in the past few weeks we have rolled-out a truly unique set of enterprise products to help capture this opportunity. Today, we have taken the first, exciting step toward proving that the opportunity is real. This first customer win serves as clear evidence that some of the world's largest, most innovative companies know they must get to grips with the Big Data challenge and - perhaps even more importantly - are prepared to trust WANdisco to help them do that."



Ends

dreamcatcher - 25 Apr 2013 09:05 - 189 of 716

Strong buying this morning, with some large purchases. Thought the sp may drop with the increased losses .

dreamcatcher - 25 Apr 2013 09:35 - 190 of 716


Market movers: WANdisco, Turbo Power Systems, Ncondezi Coal, North American Petroleum, Magnolia Petroleum, Unilever
By Jamie Nimmo
April 25 2013, 9:14am


Technology company WANdisco (LON:WAND), AIM’s top IPO of 2012, today reflected on a year in which its share price more than doubled.

In fact, since the year-end the share price has doubled again to 806p a share, valuing the company at over £160mln.

WANdisco’s technology allows employees from different sides of the world to work together on the same project at the same time.

The company, which listed in June, boosted revenues by more than 50% to US$6mln last year and finished the period with US$14mln cash in the bank.

It has added a plethora of exciting tech companies to its client base, including giant Apple.

The company revelled in another record quarter since the end of the year in which it saw bookings rise 96%, with “significant interest” in its Big Data products that protect large amounts of data.

Today the WANdisco also unveiled its first Big Data customer win in what chairman and CEO David Richards called a “real landmark”.

“For many months we have talked passionately about the opportunities open to us in the Big Data arena and in the past few weeks we have rolled-out a truly unique set of enterprise products to help capture this opportunity,” he said.

“Today, we have taken the first, exciting step toward proving that the opportunity is real.”

Shares climbed 4% after the open.

dreamcatcher - 25 Apr 2013 10:31 - 191 of 716

WANdisco: Panmure Gordon moves target price from 1038p to 1060p maintaining a buy recommendation.

dreamcatcher - 25 Apr 2013 11:32 - 192 of 716

2 x £200,000 buys just gone through. :-))

dreamcatcher - 25 Apr 2013 16:58 - 193 of 716

Panmure Gordon

25 April WANdisco


Delivering across the board
They are the new kids on the block, but WANdisco is doing it like a pro as
Maiden results are nicely ahead of expectations. WANdisco also signed its
first Big Data customer – an unnamed Tier 1 UK telecommunications
company – in our view a huge endorsement for the technology. Revenue grew
by 56% - and pleasingly WANdisco is not being proliferate – EBITDA and
cash are both better than we expected. To reflect these results and, of course
that 96% Q1 bookings data (announced 18 April), we increase our 2014E
bookings and revenue – and remind that we have yet to factor in Big Data
increases – these estimates reflect the ALM market. WANdisco is delivering
ahead of expectations but we are transfixed by that very nifty operational
pivot which saw it float as a single product entity and since become a wider
platform business with a horizontal technology base and three product areas
ALM, GIT and Big Data. There is also a very impressive channel ecosystem
being built up. From here sit back and watch WANdisco ‘mine’ that fresh
seam of Big Data sales opportunities. We retain our Buy increasing our
Target Price from 1038p to 1060p.




http://www.wandisco.com/get?f=documentation%2Fanalyst-reviews%2Fwandisco-flash-25-04-13.pdf

dreamcatcher - 25 Apr 2013 19:16 - 194 of 716



From the article below -
How long might the WANdisco dance go? Richards is clear: a $1 billion dollar revenue company. Pulling that off would be an astounding achievement and could potentially see the technology company talked about in the same way we gossip over Apple (AAPL:NDQ), Google, Amazon or Microsoft (MSFT:NDQ). Wouldn’t that be just brilliant for UK plc, and not half bad for WANdisco investors, you would presume.



from shares - WANdisco’s Big Data beat


WANdisco has risen more than four-fold since joining Aim last summer. We look at why the market is so excited:



Could we be witnessing the emergence of a truly giant UK technology company in WANdisco (WAND:AIM)? The answer to this question is one that investors should be pondering. For those not in-the-know, this is a company about always-on connectivity and the tools to eat through the exponential data we are spewing out by the second. It joined AIM last June at 180p – the shares currently change hands for 807p.

While it cut its teeth in innovation, supplying a collaboration software platform called Subversion that effectively allows engineering teams of big companies access to the same open source development systems and projects from anywhere in the world, this is today just one of its opportunities. Bigger still is ‘Big Data.’ Analysts at research organisation Wikibon reckoned in February that the Big Data market totalled $11.4 billion last year, beating its own forecast. That’s seems to be just scratching the surface since Wikibon sees the Big Data space being worth over $18 billion, and has compound average growth rates of 33% pencilled in for the next five years.

The Apache Hadoop open-source platform on which WANdisco’s Big Data prospects are built is the very one used by the world’s biggest data crunchers. It’s the engine that powers your Facebook (FB:NDQ) updates, drives Google (GOOG:NDQ) searches, allows Amazon (AMZN:NDQ) to match buyer to seller… the list goes on. So it’s hardly surprising that my eye is caught by WANdisco’s breakthrough Big Data deal today, flagged by me in Shares in January (read here). With a UK tier-1 telco apparently, gossip that it’s Vodafone (VOD) is pure speculation on my part. But whoever the client, it is a ringing endorsement of WANdisco’s technology, and its ambitions.

Chief executive and co-founder David Richards is a brilliant salesman. I don’t mean that in the bluster-merchant sort of way that some company bosses flagrantly try to puff up their share price. No, Richards is a builder, but if spending several years living and working in Silicon Valley has taught him anything, it’s that a chief executive must be able to capture the imagination of its proposed backers – customers, bankers, analysts, investors, the lot.

I’ll happily admit, Richards ‘had me’ from the first time I met him (something I would usually only say about my girlfriend) in September, and we’ve bumped into each other several times since at various market events. I’m fascinated every time I hear him tell the WANdisco story, particularly anecdotes about pregnant teenagers (the details of which I forget, but I have the gist), and I tried to pass this on to Shares readers in September (here, page 40).

But it’s early stage stuff, a point that must be remembered when you spin through the 2012 full-year figures. The business beat expectations on pretty much every KPI (key performance indicator). Equally strong first quarter KPIs (Q1 bookings +96%), posted last Thursday, provide a the firm footing to Richards’ upbeat steer on the future.

How long might the WANdisco dance go? Richards is clear: a $1 billion dollar revenue company. Pulling that off would be an astounding achievement and could potentially see the technology company talked about in the same way we gossip over Apple (AAPL:NDQ), Google, Amazon or Microsoft (MSFT:NDQ). Wouldn’t that be just brilliant for UK plc, and not half bad for WANdisco investors, you would presume.

dreamcatcher - 25 Apr 2013 20:26 - 195 of 716

David Richards ‏
@WANdisco FY2012 results today. Discussing them on Bloomberg TV at 7:30

http://www.bloomberg.com/video/wandisco-to-tap-50-billion-market-for-big-data-8pSblCzIQb~82g5GpGwzOA.html
------------------------------------------------------------------------------------------------

Hadoop will be the operating system for the data centre, says WANdisco



Sheffield-based data replication vendor says the big data framework will be the computing platform of tomorrow





Posted by Kane Fulton

on 25 April 2013

http://www.information-age.com/technology/information-management/123457005/hadoop-will-be-the-operating-system-for-the-data-centre--says-wandisco

dreamcatcher - 28 Apr 2013 21:45 - 196 of 716

As of Apr 26, 2013, the consensus forecast amongst 2 polled investment analysts covering Wandisco PLC advises investors to purchase equity in the company. This has been the consensus forecast since the sentiment of investment analysts improved on Feb 11, 2013. The previous consensus forecast advised that Wandisco PLC would outperform the market

dreamcatcher - 30 Apr 2013 15:19 - 197 of 716

WANdisco
Full-year results
Accelerated development


OEM relationships – potential to scale the business rapidly
WANdisco has thus far pursued a largely direct sales model leveraging both the internet channel and a direct sales force. The company is now engaged in negotiations with a number of major software and hardware vendors with a view to establishing OEM partner agreements, whereby the vendor will embed WANdisco’s technology into their own offering. We see the fruition of these agreements as the next major milestone for the company, serving as both a further validation of the strength of the proposition and opening up the potential for sales to scale much more rapidly.

Although it is not unusual for expectations and growth forecasts to run ahead of themselves at this stage of development, it seems evident that Hadoop will be one of the fastest-growing areas of technology investment globally. A February study by big data market analyst Wikibon sized the overall big data technology and services market at $11.4bn in 2012, up 58% on 2011, and expects a further 61% growth in 2013, before reaching $50bn in 2017 (31% CAGR 2012-2017).



http://www.edisoninvestmentresearch.com/researchreports/WAND_30042013_update.pdf

dreamcatcher - 01 May 2013 15:22 - 198 of 716

WANdisco
Update
30th April 2013


Better Than Expected ResultsWANdisco has announced full-year results which are better than our expectations. Serving to confirm the Big Data opportunity, the software company also announced the signing of its first Big Data customer, a Tier 1 UK telecoms operator with operations in Britain and around the world. We have taken this opportunity to amend our forecasts, but certainly see significant upside as the group continues to break into the lucrative Hadoop Big Data market, a market which is forecast to grow to $50b by 2017 (source: Wikibon). Accordingly, our stance remains speculative buy with a target price of 1,091p.





http://www.wandisco.com/get?f=documentation%2Fanalyst-reviews%2FWANdisco-30042013.pdf

dreamcatcher - 01 May 2013 16:25 - 199 of 716

WANdisco PLC (WAND:LSE) set a new high during today's trading session when it reached 850.00. Since the IPO on Jun 01, 2012, the share price is up 327.14%.

dreamcatcher - 02 May 2013 09:55 - 200 of 716

Ticking up now, up just over 3%

mitzy - 02 May 2013 10:20 - 201 of 716

Wow thats great.

dreamcatcher - 02 May 2013 10:28 - 202 of 716

WANdisco PLC (WAND:LSE) set a new high during today's trading session when it reached 890.00. Since the IPO on Jun 01, 2012, the share price is up 347.24%.

dreamcatcher - 02 May 2013 10:38 - 203 of 716

Thanks mitzy.

The market seems now to have got hold of what the future could be for this company. A few future orders and we could see £15 and who knows.

dreamcatcher - 02 May 2013 10:42 - 204 of 716

02 May 10:29 WANdisco Panmure Gordon Retains

mitzy - 02 May 2013 12:47 - 205 of 716

1000p soon no doubt.

dreamcatcher - 04 May 2013 14:15 - 206 of 716

In IC this week as a hold. Wandisco goes for growth. Shares in technology company have soared since last Junes Aim flotation at 180p.The groups prospects certainly do look impressive. So, despite the rapid growth in revenues Wandisco remains heavily
loss-making and broker Panmure Gordon expects pre-tax loss to rise to $8.27m in 2013, with an adjusted loss per share of 21.43c. Wandisco's offering is pitched at a big data market that Panmure Gordon says could be worth $23.8bn by 2016- so the groups long term growth potential is undeniably impressive. The brokers discounted cash-flow based valuation suggests a target price of 1,060p a share. However losses will persist for years to come and after nearly quadrupling since the IPO- the shares could well pause for breath.


In my view at this early stage no-one has any idea how fast new customers will sign up . Very difficult to predict the share price movement until a measure can be taken of the speed new customers are being signed up. Another important factor will be how quick the company turns round to a profit.

dreamcatcher - 07 May 2013 15:21 - 207 of 716

WANdisco PLC (WAND:LSE) set a new high during today's trading session when it reached 950.00. Since the IPO on Jun 01, 2012, the share price is up 377.39%.
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