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Equity Bottom-Up

<p>Sales of $10m in H219 fell short of the $18m implied by FY19 guidance. WANdisco will now implement large Microsoft co-sell deals via its new integrated platform; these deals are still in the pipeline and it is confident they will be closed in H120. The lower H2 run rate leads us to cut FY20 sales to $28m. However, the commercialisation of the Microsoft platform is on track and should drive a sharp acceleration in growth through the year.</p>

Sales of $10m in H219 fell short of the $18m implied by FY19 guidance. WANdisco will now implement large Microsoft co-sell deals via its new integrated platform; these deals are still in the pipeline and it is confident they will be closed in H120. The lower H2 run rate leads us to cut FY20 sales to $28m. However, the commercialisation of the Microsoft platform is on track and should drive a sharp acceleration in growth through the year.

WANdisco - Deals slip but Microsoft product on track

WANdisco plc

WANdisco - Deals slip but Microsoft product on track