Investor Relations

2020 Highlights

Operational and strategic highlights

  • Go-to-market launch of LiveData Platform for Azure in Q4 2020:
    • Microsoft’s preferred data lake migration solution, appearing as a native Azure service with metered billing. Delivering self-service data lake migration with zero downtime, disruption and risk
    • Microsoft has estimated a total addressable market of 200–300 exabytes of on-premise analytical data. Targeting migration of >100 petabytes of data in FY21
  • Launched LiveData Migrator on Amazon Web Services (“AWS”) Cloud and achieved Migration Competency status in Q3 2020:
    • Landmark success with launch customer GoDaddy, seamlessly migrating 500 terabytes of live data featuring 21,000 change operations every second – only possible through WANdisco’s solution
    • Providing AWS customers, a no downtime, easy and efficient migration of petabyte scale data lakes to the cloud and targeting migration of >30 petabytes of data in FY21
  • Expanded partnerships with data analytics platforms Databricks and Snowflake:
    • Growing opportunity to support machine learning and artificial intelligence in the cloud
    • Post period end announced partnership with Snowflake, to automate, accelerate and simplify the migration of on-premises Hadoop analytics workloads to Snowflake’s data platform
  • Evolution in 2021 towards consumption- based revenue model – the standard for the cloud ecosystem:
    • With metered billing on Azure, revenue is shifting from a subscription model in which revenue is recognised up front, to a consumption-based model where revenue is recognised over time
  • Meaningful commercial momentum with blue chip customers and partners supports FY21 pipeline:
    • Blue chip cloud migration contracts won with: one of the world’s largest media and telecommunications companies; one of the world’s largest airlines; a major British supermarket; a top three mobile operator; and one of the largest banks in Africa
    • Secured a further $3m contract with one of the world’s largest media and telecommunications companies to migrate an initial 13PB Hadoop cluster to Microsoft Azure
    • Signed a global reseller agreement with major systems integrator Infosys focused on migration
    • Integrated LiveData Migrator into IBM’s Big Replicate to capitalise on near-term opportunity of enterprises migrating off legacy Hadoop platforms

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 of the Annual Report and Accounts for details

  1. Operating expense adjusted for: depreciation, amortisation, capitalisation of development expenditure and equity-settled share-based payment. See Note 9 of the Annual Report and Accounts for a reconciliation.
  2. Operating loss adjusted for: depreciation, amortisation and equity-settled share-based payment. See Note 9 of the Annual Report and Accounts for a reconciliation.

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