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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

halifax - 11 Oct 2013 16:47 - 354 of 716

time will tell who is right, that's of course assuming you are still around.

dreamcatcher - 11 Oct 2013 16:47 - 355 of 716

Not planning on leaving earth yet. :-))

halifax - 11 Oct 2013 16:50 - 356 of 716

is that shared earth?

dreamcatcher - 11 Oct 2013 22:01 - 357 of 716

A Period of Excellent Progress Update
8th October 2013


Target price 1,473p

http://t.co/uL9hZLu5OE

Chris Carson - 12 Oct 2013 16:23 - 358 of 716

DC - Looks like you have a stalker :O)

dreamcatcher - 12 Oct 2013 17:20 - 359 of 716

Chris, an ugly guy who gives you flowers is a stalker, still waiting for mine. :-))

Chris Carson - 12 Oct 2013 17:42 - 360 of 716

DC - I wouldn't hold your breath, no idea if Halifax is ugly? Doubt he will send you flowers either way :O)

dreamcatcher - 12 Oct 2013 18:28 - 361 of 716

:-)) Already told halifax to give the Ceo David Richards a call with his concerns, here's the number - WANDisco USA: 1 925 380 1728

The video below explains fully the justified share price.

Oct. 4 (Bloomberg) -- David Richards, chief executive officer of U.K. software provider WANdisco Plc, discusses initial public offerings in the technology industry and WANdisco's business strategy. He speaks with Mark Barton and Jonathan Ferro on Bloomberg Television's "On the Move." (Source: Bloomberg


WANdisco CEO Sees 100% Renewals on Subscriptions


David Richard's - David Richards from the above video - :-))

'' To be fair to investors that did not invest in the Ipo there was an unexpected event that happened. We made a very good acquisition . We talked you know big data was but a twinkle in our eye when we did the Ipo ,we sort of accelerated much faster into that space and made some good announcements recently about that''.


http://www.businessweek.com/videos/2013-10-04/wandisco-ceo-sees-100-percent-renewals-on-subscriptions

dreamcatcher - 15 Oct 2013 07:04 - 362 of 716


Q3 2013 Bookings Update

RNS


RNS Number : 4858Q

WANdisco Plc

15 October 2013












15 October 2013



WANdisco plc



Q3 2013 Bookings Update



- Q3 subscription bookings increase by 120 per cent year-on-year -





Sheffield, UK - WANdisco (LSE: WAND), a provider of continuous availability software for global enterprises to meet the challenges of Big Data and distributed software development, is pleased to provide the following update for the three months ended 30 September 2013.



Total bookings for Q3 2013 were $4.4M (Q3 2012: $2.0m) driven by further strong subscription growth in our ALM business and accompanied by encouraging early momentum in the Big Data market.



In the ALM market, the company continues to deliver very strong bookings growth resulting from both the addition of new, blue chip customers and renewals from existing customers. ALM bookings in Q3 were $4.3M (Q3 2012: $2.0M) representing 115% year-on-year growth. We were pleased to secure fresh, multi-year commitments from a number of major customers reflecting the unique value our products provide. The strength of our customers' loyalty is further reflected in the fact that all customers due to renew their subscriptions in the period have committed for a further year.



In the Big Data market, we have continued to make important progress in establishing our brand presence, opening up our routes to market, proving our product's unique capabilities and securing our first sales in key geographies. In Q3 2013, these efforts were reflected in Big Data bookings of $54,000 (2012: $nil). During the quarter, we secured Miaozhen as our first customer in China: a leading on-line advertising agency, which will OEM WANdisco's Non-Stop Hadoop product to its substantial customer base. On 26 September 2013, we announced a ground-breaking strategic partnership with Hortonworks, Inc. Hortonworks is a leading distributor of enterprise ApacheTM Hadoop®; the underlying database technology that powers a wide range of large-scale, global Big Data deployments. This partnership represents a defining moment in our strategy to become the de-facto continuous availability standard in the Big Data market. We are presently working with Hortonworks to engineer the inter-operability of our solutions and define our go-to-market strategy.



Commenting on these results, David Richards, Executive Chairman and CEO, said:



"We are pleased to report, once again, very strong growth in bookings this quarter. Customers in the ALM market are showing a readiness to make multi-year commitments to our enterprise product, demonstrating its unique value and their confidence in WANdisco. At the same time, the Hortonworks alliance represents an important milestone in our strategy to become the de facto continuous availability standard for Big Data. Given each of these indicators, and supported by this strong Q3 performance, we remain confident in our outlook for the year."



WANdisco will report Q4 2013 bookings on 15 January 2014 and preliminary results for the year ending 31 December 2013 on 20 March 2014.



Ends

dreamcatcher - 15 Oct 2013 16:18 - 363 of 716

Broker snap: Panmure hails WANdisco smooth beat

Tue, 15 October 2013


Article viewed 11 times





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Analyst George O'Connor waxed enthusiastic about enterprise software provider WANdisco after the AIM-listed company laid down another “excellent” quarterly beat, likening the smooth performance as akin to a Lionel Richie song.

The third quarter was “punctuated by strong growth, with bookings ahead 120% year-on-year marking a year-on-year and sequential acceleration in bookings momentum”, beating the broker’s expectations.

The company announced third quarter bookings of $4.4m from $2.0m driven by further strong subscription growth in Application Lifecycle Management (ALM) business and accompanied by “encouraging early momentum in the Big Data market”. ALM bookings were up 115% year-on-year to $4.3m.

In ‘Big Data’, the company made its first revenues after securing as the first customer in China, which will white label WANdisco’s Non-Stop Hadoop product to its own customers, and a new strategic partnership with Hortonworks, a leading distributor of enterprise Apache Hadoop.

Recapping on the Hortonworks deal, O'Connor noted that the underlying reason for the partnership, in his view, is that “enterprises are increasingly adopting Apache Hadoop as a core element of their IT infrastructure” and 2014 looks like a critical “crossing the chasm” year.

“We do not know if Lionel (Richie) could be this smooth – it is a silky performance as WANdisco continues to deliver ahead of expectations and primes the market for a sparkling fourth quarter,” he said.

He had retained his buy recommendation and 1,447p target price.

OH

dreamcatcher - 15 Oct 2013 17:39 - 364 of 716

WANdisco a "rare strategic asset"




By Julie Fisher | Tue, 15th October 2013 - 12:15




WANdisco share price

Shares in WANdisco (WAND) rose by 1.4% on Tuesday as the software solutions provider made progress towards becoming the leading solution for high-availability open-source software technology Hadoop.

In the three months to 30 September 2013, WANdisco more than doubled its total bookings compared with the equivalent period of 2012, increasing application lifestyle management bookings 115% to $4.3 million (£2.7 million) and adding $54,000 in Big Data bookings.

This compared with no Big Data bookings in the third quarter of 2012, showing the company has made an effort to establish a presence in the market this year.

It secured its first Chinese client, online advertising agency Miaozhen in the last three months and announced a strategic partnership with database technology distributor Hortonworks on 26 September.

Hortonworks is one of the two top providers of enterprise Hadoop platforms and support.

"WANdisco's decision to sharpen its big data focus on becoming the leading solution for high-availability Hadoop implementations makes clear strategic sense," said Edison Investment Research analyst Dan Ridsdale.

"It leverages the company's core IP and turns established players in the Hadoop ecosystem from being potential competitors into potential partners."

WANdisco executive chairman David Richards said the partnership with Hortonworks was "an important milestone" and he was "confident" in his outlook for the year.

Analyst view

"WANdisco is a rare strategic asset offering investors exposure to an IP-based business, not just using or analysing big data, but shaping the way it is delivered," said Ridsdale.

"With a 2014 enterprise value to sales ratio of 28 times, exceptional growth and margin expansion is clearly being priced in.

"However, prospects for achieving this have taken a significant step forward with the Hortonworks partnership and more similar agreements would further strengthen growth prospects," he added.
------------------------------------------------------------------------------------------------
WANdisco has a big role to play
WANdisco looks uniquely positioned to address the resilience bottleneck. Through our research with Hadoop end-users and ecosystem peers, we have yet to come across any other company claiming to offer immediate failover or 100% (effectively 99.999%) uptime, enabled by its proprietary active:active replication technology. Commercial progress year to date solidifies this view. The first end-customer (“a tier one telco”) was signed in April, an OEM partnership with leading wireless infrastructure provider, NSN, was announced in August, while the partnership with Hortonworks represents the biggest breakthrough yet.
Partnerships with other important players in the Hadoop ecosystem are clearly being targeted. Other key Hadoop distribution suppliers include Cloudera, which competes more or less directly with Hortonworks with an open-source offering, plus a number of players with hybrid/open-source/proprietary offerings, including MapR, Intel (which also has a partnership with SAP), EMC, with its Pivotal offering and IBM.



However, with successful execution, the business has the potential to scale many times over. We feel these prospects have taken a step forward with the Hortonworks partnership and agreements would further strengthen growth prospects. One also needs to bear in mind that it is a rare strategic asset, offering investors exposure an IP-based business that is not just using or analysing big data, but shaping the way it is delivered. Its credentials as a takeover target are strong and


Potential to scale very rapidly
Looking longer term, we believe the move toward a more horizontal, partner-based strategy and investment in opening up indirect channels will enable WANdisco to scale very significantly. Market analyst Wikibon estimates that the market for Hadoop/NoSQL software and services was worth $542m in 2012 as measured by vendor revenue. Over the next five years, Wikibon forecasts this market will grow at a 45% compound average growth rate to $3.5bn. CA, the Fortune 500 software company, estimates that US companies lose $26.5bn annually from avoidable IT downtime. It also estimates that the average North American business loses $150,000 per year as a result of downtime, whereas the average European company lost $350,000, primarily because the duration of outages was longer. In a 2012 survey by Oracle of its Independent Oracle Users Group, 52% estimated that downtime had cost their company over $500k over the past three years. This figure rose to 61% for correspondents overseeing “Large-Volume Data’ sites of which 16% reported costs of over $1m.
High-margin potential
While we forecast losses in the near term, strong sales traction should translate into robust margin expansion in the longer term. Infrastructure software companies such as Citrix, VMware and BMC, which share similar business models, but have gained substantially more scale, can generate operating margins in the high 20s, low 30s.




http://www.directorstalk.com/edison/WANDisco151013update.pdf

dreamcatcher - 16 Oct 2013 17:12 - 365 of 716

WANdisco’s bookings doubled last quarter

by Oliver Smith

October 16, 2013, 1:42am.....


“It is a silky performance as WANdisco continues to deliver ahead of expectations and primes the market for a sparkling fourth quarter,” said Panmure Gordon.



http://www.cityam.com/article/1381884169/wandisco-s-bookings-doubled-last-quarter

Stan - 16 Oct 2013 17:38 - 366 of 716

D/C is there a day you haven't updated this thread, just asking like -):

dreamcatcher - 16 Oct 2013 17:44 - 367 of 716

A good company with a lot of good news stan.:-))

dreamcatcher - 16 Oct 2013 17:45 - 368 of 716

Anyway don't ask. lol 13,14 Oct answers your question.

dreamcatcher - 26 Oct 2013 09:06 - 369 of 716

Is Hadoop Ready for the Enterprise?

Jeffrey Kelly | October 23rd

http://siliconangle.com/blog/2013/10/23/is-hadoop-ready-for-the-enterprise/

dreamcatcher - 30 Oct 2013 21:25 - 370 of 716

On the floor of the @NYSEEuronext






Published on 30 Oct 2013




Brett Rudenstein, WANdisco, at Big Data NYC 2013 with John Furrier and Jeff Kelly


http://www.youtube.com/watch?v=3DMJU80gipU


Published on 30 Oct 2013


David Richards and Jagane Sundar, WANdisco,at Big Data NYC 2013 with Dave Vellante


http://www.youtube.com/watch?v=t1DKhCFPsoU



'WANdisco has lightening in a bottle'. 7 min 32 secs into the video.

http://www.youtube.com/watch?v=GWrnQmV7zKM




David Richards ‏@davidrichards 1h
Is #BigData / #Hadoop hype? Well judging by the 3,500 paying delegates @strataconf NY this week & meeting fortune100 deploying- NO IT'S REAL

theCUBE ‏@theCUBE 29 Oct
"2014 is going to be the year when Big Data moves, hugely, into the enterprise." ~ @davidrichards





dreamcatcher - 04 Nov 2013 16:09 - 371 of 716


David Richards‏@davidrichards
First win for @swfc in their @WANdisco jerseys



dreamcatcher - 06 Nov 2013 15:23 - 372 of 716

WANdisco PLC (WAND:LSE) set a new 52-week high during today's trading session when it reached 1,230. Over this period, the share price is up 177.97%.



WANdisco and Pivotal drive Hadoop adoption in the enterprise | #BigDataNYC

Maria Deutscher | November 4th


Technology alliances are becoming increasingly important for WANdisco as it pursues a distribution-agnostic strategy to carve out a slice of the fiercely competitive Big Data market, CTO Jagane Sundar noted in a recent discussion on SiliconANGLE’s theCUBE

http://siliconangle.com/blog/2013/11/04/wandisco-and-pivotal-drive-hadoop-adoption-in-the-enterprise-bigdatanyc/

dreamcatcher - 07 Nov 2013 20:36 - 373 of 716

In Shares today - Technology champions, dramatic change is coming in the way we live our lives.

WANDisco being one of five companies set to benefit from tomorrows key technology themes. The returns for investors could be astronomical.

The clever server computer replication technology of WANdisco is the best way to gain exposure to the growth of big data.

CEO David Richards sees WANdisco developing into a $1 billion revenue business in time. Panmure Gordon analysts bookings hitting over$24 million in 2014. Panmure has a DCF based valuation of £14.47

Its patient -protected IP allows big data generators and analytics companies 'always-on' data feeds across the globe via clever server computer replication technology.
Based on open sourced technology ,it uses a 'freemium' model, the firm provides free
access to clients and up-sells various in-house built enterprise extras, including newly
launched tools for the Hadoop 2.0 platform, the engine that powers facebook, Amazon,Google and almost every major sourceof big data. With more than five million users world wide across 2000 international companies, WANdisco's claim of a internal pay-back inside of a year and return -on-investment of 150% for its users is compelling.
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