Edison Investment Research - WANdisco (WAND) WANdisco - Launch of LiveData Migrator on AWS and interims

Report

Edison Investment Research

Richard Williamson

WANdisco - Launch of LiveData Migrator on AWS and interims

The launch of LiveData Migrator with AWS represents another big step forward for WANdisco. Aside from diversifying the sales base, it suggests that the company’s technology is becoming the established way to migrate large, active datasets to the cloud. Disappointing H1 financials and a delay in the ramp of Azure revenue from Q3 to Q4 leads us to cut our FY20 forecasts. However, Q4 should see a big uplift in financial performance and our newly introduced FY21 forecasts see sales rising to $37m.

22/09/2020 6 EN

Underlying

WANdisco

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

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JE00B6Y3DV84 London Stock Exchange Jersey

Provider

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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Analysts

Richard Williamson

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WANdisco - Launch of LiveData Migrator on AWS and interims

Hybridan Small Cap Feast - 09 Mar 23

WANdisco - New use case in manufacturing opening up?

WANdisco - Multiple IoT deployment wins lead to upgrade

International Public Partnerships - Consistently and responsibly delivering

Portobello SpA - Focus back on the operations

Intralot - Focus on business development in FY24

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