Investor Relations

2021 Highlights

Operational and strategic highlights

  • Announced LiveData Migrator for Azure (“LDMA”) general availability, critical to pipeline conversion
  • “Commit to Consume” contract structure to be widely utilised across all future clients, where a customer is contracted to move a minimum amount of data over a given time:
    •   Customers continue to benefit from the flexibility of our scalable cloud‑based solutions
    •   Provides WANdisco with a stream of committed revenues that have the potential to increase as customers’ data needs expand, increasing revenue visibility
    •   Signed the first Commit to Consume contract in 2021 with an existing US Telecom customer, worth $1.0m over five years, with a significant opportunity for further consumption growth
    •   Secured the Company’s largest Commit to Consume contract valued at a minimum of $6m over five years, to replicate over an exabyte of automobile IoT sensor data to the Google Cloud. Revenues will be realised in FY22 and in later years
  • Channel partner ecosystem continues to offer exciting revenue opportunities; through our partnership with IBM, we secured a 3 year $3.3m contract with a large North American investment bank for the use of LiveData Migrator (“LDM”), with a 50% revenue share
  • Snowflake partnership continues to complement WANdisco’s existing Databricks relationship, consolidating the Company’s market position in supporting machine learning applications
  • Key investments made in channel and direct sales capacity to further establish product availability
  • Meaningful commercial momentum with blue chip customers and partners:
    •   Initial contract won with a top-five UK bank to migrate to Amazon Web Services

Financial highlights

Note: Throughout this document, alternative performance measures have been used which are non-GAAP measures that are presented to provide readers with additional financial information that is regularly reviewed by management and should not be viewed in isolation or as an alternative to the equivalent GAAP measure. See Note 5 for details.

  1. Operating expenses adjusted for: depreciation, amortisation, capitalisation of development expenditure and equity‑settled share-based payment.
    See Note 9 for a reconciliation.
  2. Operating loss adjusted for: impairment loss, depreciation, amortisation and equitysettled share‑based payment.
    See Note 9 for a reconciliation.

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