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Equity Bottom-Up

<p>We expect WANdisco’s strong H1 commercial progress to translate into an inflection in growth in H2. Cloud partners Microsoft and Alibaba are likely to be key drivers of this, where revenues are recurring with good potential to scale-up. We leave our estimates unchanged and believe that achieving the required inflection in H2 could be a watershed for the perception of this business’s growth fundamentals.</p>

We expect WANdisco’s strong H1 commercial progress to translate into an inflection in growth in H2. Cloud partners Microsoft and Alibaba are likely to be key drivers of this, where revenues are recurring with good potential to scale-up. We leave our estimates unchanged and believe that achieving the required inflection in H2 could be a watershed for the perception of this business’s growth fundamentals.

WANdisco - Expecting an inflection in the second half

WANdisco plc

WANdisco - Expecting an inflection in the second half