Investor Relations

Focusing and delivering on our strategic initiatives

KPI link:
Strategic initiative
Importance
2021 achievements
Priorities for 2022
Link to KPIs

Strategic initiative

1 Monetise strategic partner GTM relationships
Importance
The channel partnerships we have established have expanded our reach and are accelerating revenue growth by:
  • Providing WANdisco with access to vast sales teams, adding significant global and horizontal market reach
  • Enabling us to drive more revenue at lower cost
  • Supporting WANdisco in the areas of endorsement
  • and marketing, accelerating brand awareness, and strengthening our brand reputation
2021 achievements
  • New partnership with Snowflake, the data cloud company
  • Enhanced partnership with Microsoft following the announcement of the general availability of the LiveData Platform for Azure
  • Some significant contract wins towards the end of the year with IBM, AWS and Google Cloud customers
  • Deepening of our strategic partnership with Oracle to provide WANdisco LiveData Migrator to both Oracle and its customers
Priorities for 2022
We continue to seek opportunities to expand GTM and sources of revenue. Our 2022 priorities are to:
  • Activate Google Cloud Platform and Oracle partnership
  • Expand partner networks to scale resale channels
  • Accelerate the OEM sales channel
Link to KPIs
  • A
  • B
  • C
  • D

Strategic initiative

2 Align product roadmap to market opportunities and customer requirements
Importance

The WANdisco data activation platform continues to address critical digital transformation challenges across cloud computing and big data for enterprise customers and their service providers.

WANdisco is the first and only data activation platform for accelerating digital transformation at scale. We make exabyte-scale data actionable across clouds and enterprises in real time. Our customers unleash the business value of the cloud with zero downtime, data loss, or disruption and activate their business-critical data to power AI and machine learning, create new services, and transform businesses.

We identify innovative technology solutions that will enhance the customer experience, and develop new functionality for customers that address key use cases that accelerate their digital transformation, enable new customer revenue streams, and enhance their end customers’ brand loyalty.

2021 achievements
  • General availability of WANdisco LiveData Platform for Azure
  • LiveData Migrator support for Delta Lake format on Databricks
  • LiveData Migrator support for Hive metadata migration (including support for AWS Glue Data Catalog, Azure SQL, DB, Google Dataproc, Apache Hive, and Databricks)
  • Public preview of Snowflake support in LiveData Migrator (renamed Data Migrator in 2022)
  • Public preview of Edge to Cloud
Priorities for 2022
  • General availability of Edge to Cloud
  • General availability of Snowflake target in Data Migrator
  • Databricks support with Data Migrator for Azure
  • Data Hub – driving towards a fully cloud-native platform for data modernisation and activation. Supporting a serverless multi-tenant implementation and a single hub for coordinating all data movement, transformation, and activation across multiple cloud platforms, on-premises implementations, and specific analytics targets
Link to KPIs
  • A
  • C
  • D

Strategic initiative

3 WANdisco Colleagues
Importance
We want to provide an environment where we attract, retain, develop, and enable all our colleagues to demonstrate, grow, and apply their capabilities – offering opportunities for everyone to reach their potential.
2021 achievements
  • Built on the strength of our management team with leadership positions in sales, marketing, and operations
  • Built out the sales and business development teams with strategic hires to accelerate growth in our consumptionbased business model
  • Early adopters of the virtual working model and today we offer colleagues a choice of virtual or hybrid working models
  • Launch of four-day working week
Priorities for 2022
  • Continue to develop our team with training and other programs for career growth and development, with a focus on promoting from within
  • Support our hybrid working structure and double down on colleague wellness programs
  • Continually improve our colleague benefits packages
Link to KPIs
  • A
  • B
  • C
  • D

Summary of achievements

In 2021, WANdisco pivoted to a consumptionbased business model with LiveData Migrator and the general availability announcement of LiveData Migrator for Azure. We also dramatically expanded our total addressable market with new customers in the IoT market. With this expansion, WANdisco is moving and activating more than 1 exabyte of data, which is the equivalent of storing 14 million feature-length movies.

WANdisco’s LiveData Migrator and LiveData Migrator for Azure became the only hands-off, automated data lake migration service that enables on-premises applications to continue to operate while migrating data under active change. Our customer wins and expansion into the IoT data market, expected to reach 73.1 zettabytes by 2025, dramatically broadens our market opportunity, giving us the ability to migrate largescale exabyte sensor data from the edge to the cloud. This ability enables customers to activate that data in the cloud for transformative business insights and new revenue streams.

2021 demonstrated that cloud plays a vital role in business, and we look forward to continuing to give customers the complete freedom to choose where their data lives within their enterprise IT infrastructure, free from technological or cost constraints. As we move into 2022 with a solid foundation and expanded sources of revenue, WANdisco seeks to extend its lead within the data management market with new market opportunities, an exciting product roadmap, a world‑class team, and strategic partnerships


DISCLAIMER – IMPORTANT

DISCLAIMER – IMPORTANT

ELECTRONIC VERSIONS OF THE INFORMATION AND MATERIALS YOU ARE SEEKING TO ACCESS, TO WHICH THIS GATEPOST GIVES ACCESS, ARE BEING MADE AVAILABLE ON THIS WEBSITE BY WANDISCO PLC (THE “COMPANY”) IN GOOD FAITH AND ARE FOR INFORMATION PURPOSES ONLY.

THESE MATERIALS ARE NOT DIRECTED AT OR ACCESSIBLE BY PERSONS LOCATED IN OR RESIDENT IN (OR ORGANISED OR INCORPORATED UNDER THE LAWS OF) THE UNITED STATES, THE COMMONWEALTH OF AUSTRALIA, ITS TERRITORIES AND POSSESSIONS, CANADA, JAPAN, THE REPUBLIC OF SOUTH AFRICA OR SWITZERLAND, OR ANY OTHER JURISDICTION WHERE THE EXTENSION OF AVAILABILITY OF THE MATERIALS TO WHICH YOU ARE SEEKING ACCESS WOULD BREACH ANY APPLICABLE LAW OR REGULATION.

The information and materials you are seeking to access do not constitute or form a part of any offer to sell, or a solicitation of an offer to purchase or subscribe for, any securities of the Company in the United States (including any state, possession or territory) or any other jurisdiction where it is unlawful to do so. Any securities issued in connection with an offering have not been and will not be registered under the U.S. Securities Act of 1933, as amended (the “US Securities Act”), or under any applicable securities laws of any state, province, possession, territory, county or jurisdiction of the United States, Australia, Canada or Japan. Such securities may not be offered or sold in the United States or to, or for the account or benefit of, US persons (as defined in Regulation S under the US Securities Act) unless registered under the US Securities Act or pursuant to an exemption from, or in a transaction not subject to, such registration. Further, unless an exemption under relevant securities laws is applicable, any such securities may not be offered, sold, resold, taken up, exercised, renounced, transferred, delivered or distributed, directly or indirectly, in or into the United States, Australia, Canada, Japan, or any other jurisdiction if to do so would constitute a violation of the relevant laws of, or require registration of such securities in, the relevant jurisdiction.  There will be no public offer of securities of the Company in the United States.

The information and materials you are seeking access to are only addressed to and directed at persons in member states of the European Economic Area (“EEA”) who are “qualified investors” within the meaning of Article 2(E) of the prospectus regulation 2017/1129 ("Prospectus Regulation") (and any amendments thereto) (“Qualified Investors”). In addition, in the United Kingdom, the materials are being distributed only to, and are directed at Qualified Investors who (a) fall within the definition of "investment professionals" within Article 19(5) of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005 (the “Order”) or (b) are high net worth entities, and other persons as described in Article 49(2)(a) to (d) of the Order or, otherwise to persons to whom it may otherwise lawfully be communicated (all such persons together being referred to as “Relevant Persons”). Any investment or investment activity to which these materials relates are available only to Relevant Persons in the United Kingdom and Qualified Investors in any member state of the EEA other than the United Kingdom, and will be engaged in only with such persons.

If you are not permitted to view materials on this website or are in any doubt as to whether you are permitted to view these materials, please exit this webpage. These materials must not be, released or otherwise forwarded, distributed or sent to any US persons or in or into the United States, Australia, Canada, Japan, or any jurisdiction in which such offers or sales are unlawful. Persons receiving such documents (including custodians, nominees and trustees) must not distribute or send them to any US persons or in, or into the United States, Australia, Canada, Japan, or any other jurisdiction in which such offers or sales are unlawful.

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By clicking “I CONFIRM” below, you:

(i)        confirm that you have read and understood the disclaimer set out above, that you understand that it may affect your rights, that you agree to be bound by its terms and that you confirm that you are permitted to proceed to this part of the website;

(ii)        certify that you are not a US person (as defined in Regulation S of the US Securities Act) or a resident of or located in the United States or a person acting on behalf of the foregoing and agree that you will not retransmit, send or otherwise transfer any of the information contained on this website to any US person or person in or resident in the United States; and

(iii) warrant that you are not a resident of or located in Australia, Canada or Japan or any other jurisdiction where accessing these materials is unlawful, and you agree that you will not retransmit, send or otherwise transfer any of the information contained on this website to any person in Australia, Canada, Japan or any other jurisdiction where to do so would breach applicable local law or regulation.

PLEASE NOTE that it is your responsibility to satisfy yourself as to the full observance of any relevant laws and regulatory requirements.  If you are in any doubt, you should not continue to seek access to this area of the website.

Wandisco Plc does not accept any responsibility for any contravention of applicable securities laws and regulations by individuals as a result of false information provided by such individuals.

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Evolving with the market

Activating new customers, expansions, and partner relationships

Product Innovation

New deals

2021 saw substantial customer and partner growth for WANdisco with the signing of multiple, million-dollar deals that have expanded customer reach into new industries. Recent wins include a $6m, 5-year deal with a global manufacturer of sensors found in most of the world’s automobiles, one of the largest mobile communications providers, and several top-10 global financial institutions.

Data-first approach

A global telecommunications giant adopted a data-first approach and used WANdisco LiveData Migrator to initially move 13 petabytes of data without requiring any business disruption. The data was immediately available for data scientists to use Azure services for AI and machine learning. Data teams went from blocking nearly 138 million robocalls per month to blocking over 1 billion robocalls per month as a result of using cloud-scale analytics.

The company has since migrated over 30 petabytes in less than one year and continues to use LiveData Migrator in a hybrid environment to transfer ongoing data changes from on-premises to the cloud

"We cut our entire cloud data migration timeline for moving 13 petabytes in half."

Vice President of Data and Analytics
Global telecommunications company

Product protection: safeguarding our IP

WANdisco’s technology continues to be unrivalled in the marketplace. Before WANdisco, companies did not have a practical or affordable way to consistently and continuously replicate real-time data at scale.

Our IP – as embodied in WANdisco Distributed Coordination Engine (“DConE”) technology and the resulting products we have built – is well-protected. To date, we have filed more than 80 patents, and 38 have already been granted. We also have a head start of more than 15 years over any potential competition; this early foothold and the ongoing improvements we are making from experience with real-world applications of our technology at massive scale continue to ensure our market advantage.

Product innovation awards

WANdisco’s technological accomplishments were recognised with three awards in 2021:
  • Finalist, “Best Cloud Automation Solution”, Cloud Excellence Awards 2021
  • Finalist, “Cloud Innovation Provider of the Year”, UK IT Industry Awards
  • Finalist, “Best Enterprise Level SaaS”, Software as a Service Awards 2021

Product plans for 2022 and beyond

Our product strategy will continue to evolve in line with our partner sales strategy, with further enhancements designed to capitalise on cross-industry opportunities and high-growth use cases that we have identified. Our main focus for 2022 is on accelerating the speed to market of solutions co‑developed with or optimised for our strategic partners.

Successful partnerships with leading cloud providers

LiveData Platform for Azure general availability

In 2021, WANdisco deepened and monetised its relationship with Microsoft, as its LiveData Platform became the first natively integrated service in the Azure Customer Portal. Since this innovative new service became generally available in October 2021, the collaboration between Microsoft and WANdisco has drawn a number of brand name customers migrating petabytes of Hadoop, and IoT and file system data to the Azure cloud. As part of the Microsoft Hadoop Migration Accelerator program with Databricks, LiveData Migrator for Azure is a fully operational Azure-native service and is Microsoft’s and Databrick’s recommended Hadoop to Azure migration platform.

Strategic relationship with Oracle Corporation

In late 2021, WANdisco strengthened its partnership with Oracle to provide WANdisco LiveData Migrator to both Oracle and its customers. With this agreement, Oracle will provide customers and partners access to WANdisco LiveData Migrator at no additional cost to accelerate their massive data lake migrations to Oracle Cloud Infrastructure (“OCI”).

For enterprise organisations, migrations remain a major barrier to cloud adoption, largely due to the cost and effort required to capture, secure, and move petabytes of very active, businesscritical data from various sources to the cloud. Oracle Cloud Lift Services provide customers with expanded access to technical tools – now including LiveData Migrator – and cloud engineering resources to accelerate migrations to OCI. Oracle offers these resources and services at no additional cost to all existing and new Oracle Cloud customers worldwide, saving customers time, money, and internal resources in their migrations to the cloud. Our new strategic relationship with Oracle opens up their customer base to WANdisco.

LiveData Migrator and Databricks

In 2021, WANdisco strengthened its partnership with Databricks with deep product integration and the ability for customers to migrate Apache Hive metadata directly into Databricks to help save time, reduce costs, and quickly enable new AI and machine-learning capabilities. For the first time, enterprises that want to migrate on-premises Hadoop and Spark content from Hive to Databricks can do so at scale and with high efficiency, while mitigating the many risks associated with large-scale cloud migrations.

WANdisco Edge to Cloud

In 2021, WANdisco launched the public preview of its Edge to Cloud solution, purpose-built for the large-scale migration of IoT and sensor data from the edge to the cloud. We conducted proofof- concept demonstrations and closed deals with three large enterprise lighthouse customers in Europe (two post year end), proving out the solution. Together these customers have signed multi‑year consumption-based contracts to migrate exabytes of sensor and smart metre data to Azure, AWS, and the Google Cloud Platform.

DISCLAIMER – IMPORTANT

DISCLAIMER – IMPORTANT

ELECTRONIC VERSIONS OF THE INFORMATION AND MATERIALS YOU ARE SEEKING TO ACCESS, TO WHICH THIS GATEPOST GIVES ACCESS, ARE BEING MADE AVAILABLE ON THIS WEBSITE BY WANDISCO PLC (THE “COMPANY”) IN GOOD FAITH AND ARE FOR INFORMATION PURPOSES ONLY.

THESE MATERIALS ARE NOT DIRECTED AT OR ACCESSIBLE BY PERSONS LOCATED IN OR RESIDENT IN (OR ORGANISED OR INCORPORATED UNDER THE LAWS OF) THE UNITED STATES, THE COMMONWEALTH OF AUSTRALIA, ITS TERRITORIES AND POSSESSIONS, CANADA, JAPAN, THE REPUBLIC OF SOUTH AFRICA OR SWITZERLAND, OR ANY OTHER JURISDICTION WHERE THE EXTENSION OF AVAILABILITY OF THE MATERIALS TO WHICH YOU ARE SEEKING ACCESS WOULD BREACH ANY APPLICABLE LAW OR REGULATION.

The information and materials you are seeking to access do not constitute or form a part of any offer to sell, or a solicitation of an offer to purchase or subscribe for, any securities of the Company in the United States (including any state, possession or territory) or any other jurisdiction where it is unlawful to do so. Any securities issued in connection with an offering have not been and will not be registered under the U.S. Securities Act of 1933, as amended (the “US Securities Act”), or under any applicable securities laws of any state, province, possession, territory, county or jurisdiction of the United States, Australia, Canada or Japan. Such securities may not be offered or sold in the United States or to, or for the account or benefit of, US persons (as defined in Regulation S under the US Securities Act) unless registered under the US Securities Act or pursuant to an exemption from, or in a transaction not subject to, such registration. Further, unless an exemption under relevant securities laws is applicable, any such securities may not be offered, sold, resold, taken up, exercised, renounced, transferred, delivered or distributed, directly or indirectly, in or into the United States, Australia, Canada, Japan, or any other jurisdiction if to do so would constitute a violation of the relevant laws of, or require registration of such securities in, the relevant jurisdiction.  There will be no public offer of securities of the Company in the United States.

The information and materials you are seeking access to are only addressed to and directed at persons in member states of the European Economic Area (“EEA”) who are “qualified investors” within the meaning of Article 2(E) of the prospectus regulation 2017/1129 ("Prospectus Regulation") (and any amendments thereto) (“Qualified Investors”). In addition, in the United Kingdom, the materials are being distributed only to, and are directed at Qualified Investors who (a) fall within the definition of "investment professionals" within Article 19(5) of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005 (the “Order”) or (b) are high net worth entities, and other persons as described in Article 49(2)(a) to (d) of the Order or, otherwise to persons to whom it may otherwise lawfully be communicated (all such persons together being referred to as “Relevant Persons”). Any investment or investment activity to which these materials relates are available only to Relevant Persons in the United Kingdom and Qualified Investors in any member state of the EEA other than the United Kingdom, and will be engaged in only with such persons.

If you are not permitted to view materials on this website or are in any doubt as to whether you are permitted to view these materials, please exit this webpage. These materials must not be, released or otherwise forwarded, distributed or sent to any US persons or in or into the United States, Australia, Canada, Japan, or any jurisdiction in which such offers or sales are unlawful. Persons receiving such documents (including custodians, nominees and trustees) must not distribute or send them to any US persons or in, or into the United States, Australia, Canada, Japan, or any other jurisdiction in which such offers or sales are unlawful.

Confirmation of understanding and acceptance of disclaimer

By clicking “I CONFIRM” below, you:

(i)        confirm that you have read and understood the disclaimer set out above, that you understand that it may affect your rights, that you agree to be bound by its terms and that you confirm that you are permitted to proceed to this part of the website;

(ii)        certify that you are not a US person (as defined in Regulation S of the US Securities Act) or a resident of or located in the United States or a person acting on behalf of the foregoing and agree that you will not retransmit, send or otherwise transfer any of the information contained on this website to any US person or person in or resident in the United States; and

(iii) warrant that you are not a resident of or located in Australia, Canada or Japan or any other jurisdiction where accessing these materials is unlawful, and you agree that you will not retransmit, send or otherwise transfer any of the information contained on this website to any person in Australia, Canada, Japan or any other jurisdiction where to do so would breach applicable local law or regulation.

PLEASE NOTE that it is your responsibility to satisfy yourself as to the full observance of any relevant laws and regulatory requirements.  If you are in any doubt, you should not continue to seek access to this area of the website.

Wandisco Plc does not accept any responsibility for any contravention of applicable securities laws and regulations by individuals as a result of false information provided by such individuals.

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