Report

Outlook: Fusion the cornerstone for growth

A substantial shift in the Hadoop supply landscape and sales execution issues in ALM held up progress in H115. However, with the launch of Fusion we believe the company is strongly positioned within an evolved big data market place. Limited visibility prompts a substantial cut to our booking and revenues estimates, as well as costs, but while the timing is difficult to gauge, we still expect a sustainable acceleration in operationally geared growth. Visibility of this is the key catalyst for upside.
Underlying
WANdisco

Wandisco Plc is engaged in the development and provision of global collaboration software.

Provider
Edison Investment Research
Edison Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

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