Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Great interview, thanks for posting! Seems there has been plenty of time to be working with Microsoft on many fronts! Exciting!
No problem, it is BS because any insider would have to file a form 4. It's pretty clear someone was selling some shares this week, hopefully soon they will regret that move!
LOL, now your showing your true colors. I asked a simple question, reread my post. Tell your friends broker that the company would file a form 4 with ANY buys or sells. GL!
Market cap of approx $160 million, lol..don't get it!
The 800 lb Gorilla has discovered our little gem. Synonymous with Windows containers. The new hot area in tech.
My question would be how does your broker know that an insider sold approx 260k shares but has no names or anything to back it up? This makes no sense!
Welcome aboard! eom
Lama, great info, thanks for sharing!
Thanks cabel, short term PPS no clue, long term looks fantastic!
ANYtime SE, glad I can help! It certainly helps to revisit ones DD to understand the true potential here and it looks better then ever!
Love the vision management has for the future! We're in good hands!
Vision
We have prototyped uniting the server and the local device. In other words we placed Glassware on a laptop and had it act as both server and user device. This could enable software applications to run on a very lightweight device because of the efficiency gained from our Microvisor.
We thought if we can do this with a laptop, how far can we go? We put Glassware on a small chipset with some storage attached (it fit in the palm of your hand). We connected it to a display and a keyboard, and voila we had the beginnings of Glassware on a chip.
We believe in a future where a person could walk around with inexpensive commodity devices that run any software from any operating system or chipset and leverage the cloud for additional horsepower when needed.
Perhaps one day, in a pinch, you could take over the CPU of your refrigerator, stream the display to your TV and use your phone to enter data into your impromptu computer. The third world would never throw another computer chip away again. It could be endlessly recycled as a dumb CPU used by our Glassware 2.0 Protocol.
We know we have some doubters- but that’s ok. Before all the cool, world changing stuff, we need to continue to virtualize the unvirtualizable Windows apps- an app at a time. Come check out our technology and see what it might imply for the future.
Glassware History and Vision
Glassware 2.0 found its beginnings in 2009 as a technology that was created to deliver a fully functioning Android environment to online PCs. That one basic problem premise led to years of development, culminating with the first demonstration of Microsoft Excel on an iPad in 2011. At that point, management realized the importance of what had been created and shortly thereafter, Sphere 3D took aim at delivering the first purpose built application virtualization technology.
Although our thoughts on the best way to commercialize the technology have changed, Glassware has not. At first we thought we had built a way for consumers to view PC applications on a tablet or phone but after taking our software out for a spin with some potential customers, we realized we had much more than that. Glassware had this ability to virtualize apps that to date, had not been virtualizable; and there are many of them. We found an enormous under-serviced market for legacy software applications that we could address; from the likes of Windows XP to proprietary mainframe applications.
As we continued to test the limits of Glassware, we found out how efficient it was, allowing substantially more users per CPU for Windows applications than traditional hypervisor based virtualization solutions.
We thought about why the desktop exists and started building APIs between the applications running on Glassware. Through these APIs we can deliver a portal with a suite of different applications that can talk to each other, and share data. In other words, we built the desktop workflow without all that unnecessary desktop operating system software and without the need for most of the compute that exists for desktops today.
We have prototyped uniting the server and the local device. In other words we placed Glassware on a laptop and had it act as both server and user device. This could enable software applications to run on a very lightweight device because of the efficiency gained from our Microvisor.
We thought if we can do this with a laptop, how far can we go? We put Glassware on a small chipset with some storage attached (it fit in the palm of your hand). We connected it to a display and a keyboard, and voila we had the beginnings of Glassware on a chip.
We believe in a future where a person could walk around with inexpensive commodity devices that run any software from any operating system or chipset and leverage the cloud for additional horsepower when needed.
Perhaps one day, in a pinch, you could take over the CPU of your refrigerator, stream the display to your TV and use your phone to enter data into your impromptu computer. The third world would never throw another computer chip away again. It could be endlessly recycled as a dumb CPU used by our Glassware 2.0 Protocol.
We know we have some doubters- but that’s ok. Before all the cool, world changing stuff, we need to continue to virtualize the unvirtualizable Windows apps- an app at a time. Come check out our technology and see what it might imply for the future.
This explains the GPU questions thrown around lately, again not sure if posted if so please ignore. Doing my weekly review of why I love the future for Sphere and reminding myself why the PPS/market cap will be much higher in the future!
It is easier to explain using a concrete example. Let’s consider a PACS (healthcare imaging software) that runs on XP workstations. We can virtualize that PACS application on a Glassware server. Since the Microvisor only uses what it needs from Windows XP, it only uses about 5-10% of XP. Because we know that the application is graphics heavy, we can add a GPU chip to the server and the Microvisor allows for direct access to the chip therefore improving graphics rendering performance. Compare this instance with hypervisors. Hypervisors prevent direct access to the hardware. All access is made through virtual drivers which are cumbersome at best and do not work at worst.
The Glassware 2.0 Microvisor is highly efficient and powerful. It fills in the stack allowing Glassware 2.0 to virtualize anything you want from your Windows and Non- Windows environments. All this while still outperforming any of the hypervisor-based solutions.
You can actually utilize the microvisor for other functions as well. Examples would include management, clustering or orchestration. This approach enables you to maintain performance scalability despite what would otherwise be cumbersome overhead to the system.
Microvisors are an integral part of the overall Glassware 2.0 unique approach to virtualization and an integral component that enables us to virtualize non-windows based applications.
Two year old video but I like it!
Sphere 3D in very good company, sorry if this was posted before.
Dell and Open Source: Dell DRIVE+ Solution
Published on Jan 7, 2015
The DRIVE Plus partner program is a technology initiative to serve Epic customers. This initiative began the collaboration to bring an open-source, Linux-based version of Epic to market that extends device agnostic capabilities outside the data center into other areas of the customer network. DRIVE Plus is able to provide a single point of communication and support for Epic customers, eliminating the headache
The future is extremely bright for Sphere no matter what the daily BS with the short term stock price! It's crystal clear this Microsoft deal is going to turn into big time revenues for the company!
Sumeet Sabharwal
?@sabhas
Azure deployed in 2x regions compared to AWS, expanding rapidly in emerging markets including China, India #MSHost15
Take aways"
When I first assessed Azure RemoteApp, I voiced concerns that potential customers, especially those that cut their teeth on Citrix XenApp, would find it unwieldy and difficult to use.
“We are committed to providing our customers with new and innovative ways to implement their cloud strategy,” said Vibhor Kapoor, Director, Microsoft Azure Product Marketing. “By working closely with Sphere 3D, we are able to continue to deliver on that commitment and provide a new level of flexibility for organizations looking for scalable application delivery from the cloud.”
In partnering with Sphere 3D, Kapoor is fulfilling his promise to provide customers with new and innovative ways of doing business. The Glassware platform takes a new approach to Windows application hosting, adopting a “less is more” philosophy in containerizing Windows apps to deliver substantially more application sessions per box than a conventional RDSH-based system.
Initially, Glassware 2.0 will be available only through a select number of authorized partners. So I don’t expect to see such low pricing offered to consumers, but Sphere 3D promises additional use cases and expanded availability later on in 2015, opening the door to a direct-to-consumer model.
Bingo, March 2015 article, Glassware was the missing peice for RemoteApp!!
Pricing for Glassware on Azure has not been announced yet. There’s ample room to undercut Azure RemoteApp pricing. Microsoft’s pricing structure for RemoteApp is a hybrid of flat-rate and capped consumption-based pricing, with prices starting at $10 per month for a basic session, rising to a capped upper limit of $17. Before Azure pricing was announced, I polled a number of independent software vendors (ISVs) to get their perspectives on possible pricing and received estimates ranging from $5 to $15 per concurrent session per month. Given the performance advantages that Glassware 2.0 has over conventional RDSH-based Windows app hosting platforms, I would expect that Sphere 3D would be able to undercut Azure RemoteApp prices substantially. While it may not be able to hit $5/user/month, I don’t think pricing will be an obstacle to adoption.
http://www.virtualizationpractice.com/sphere-3d-take-glassware-2-0-platform-cloud-31766/
This article is from December 2014 article no mention of Glassware.... ENTER GLASSWARE March 2015, see next post and article dated March 2015, Microsoft Azure RemoteApp problem solved!!!
Azure RemoteApp: Getting Better, but Still Not Quite There
Simon Bramfitt Simon Bramfitt on Google+ • December 11, 2014 • 0 Comments
I took an in-depth look at Microsoft Azure RemoteApp in June this year, praising its performance and ease of use while drawing attention to missed opportunities and unanswered questions. Now, five months later, Microsoft has taken the plunge and opened the door to paying customers, and it’s not at all bad.
From a features perspective, the big change between the preview I looked at in July and today’s release is that Microsoft has extended the service to include support for App-V. When I first assessed Azure RemoteApp, I voiced concerns that potential customers, especially those that cut their teeth on Citrix XenApp, would find it unwieldy and difficult to use. I thought this largely because Azure RemoteApp was based exclusively around the administrator’s ability to generate full desktop images and incorporate them into a cloud-based application hosting environment. However, with the transition to production readiness, Microsoft has updated Azure RemoteApp to include support for App-V for the first time. It’s still not perfect, lacking application management capabilities. However, App-V support by itself may be enough to move the product from an “interesting, but frankly unusable” curiosity to a mainstream application hosting platform. If you want more details about the production release, Microsoft is running a weekly “Ask the Experts” webinar, with people on hand to answer any questions you might have about the service.
Pricing
When I first looked at Azure RemoteApp, one of my key concerns was how much Microsoft would charge for the service. At the time, I polled a number of independent software vendors (ISVs) to get their perspectives on possible pricing, and I received estimates ranging from $5 to $15 per concurrent session per month. I was also curious about how Microsoft would be charging for the service: would it be a flat rate per session, or would Microsoft be looking to charge directly for hardware resources consumed? Now, with the service formally launched, I can confirm that Microsoft has attempted to do both, with both a flat rate and capped consumption-based pricing, and that it won’t be going out of its way to make my ISVs happy.
Microsoft has settled on a starting price of $10 per user per month for the Basic tier, rising to $15 for the Standard tier. This is not exactly in line with my ISVs’ expectations, but it is not too far off. However, once you start reading the fine print, Microsoft’s real prices do not look so good. For your first $10 to $15, you only get forty hours per month. Any time after that is billed by the hour, with the maximum bill capped at $17 per month for Basic and $23 per month for Standard. Compared to the $5 per month ISVs were hoping for, $23 does not look so good.
While I feel that Microsoft deserves some praise for taking the first steps to fuel consumption-based pricing for desktop delivery, the praise goes no more than skin deep. Just as with VDI, Microsoft licensing is never as simple as it sounds.
For instance, whereas one user using an Azure RemoteApp session for 100 hours in a month would be charged $17, 100 users using the service for only one hour each would be charged $1000. Best not to use it for timecard entry, then. For comparison purposes, the same calculations performed for Amazon’s GPU-enabled AppStream application presentation service, which is billed at $.83 per hour, would cost $83 per month regardless of how that service was sliced.
This has Glassware written all over it!!
Sphere 3D notes a recent Rightscale study, which shows that fewer than 20 percent of enterprise applications operate from within the cloud. In part, the difficulty of migrating applications and providing stable access to end users may be holding back growth of that number. The Glassware 2.0 application tries to make it much easier to move applications into the cloud and therefore can help reduce the cost and complexity of running and maintaining those applications.
TMC reported in late February that Azure is capturing some of the cloud computing market from competitors Google, Rackspace, and VMWare. Although Amazon Web Services continues to dominate the market, Azure has shown gains while there have been drops in the past year from Rackspace and VMWare alongside reportedly steady market share for Google. Projects such as Sphere 3D could help boost Microsoft's numbers in this arena by making it easier for prospective customers to move their own products into the cloud and away from in-house servers.
http://www.transformingnetworkinfrastructure.com/topics/virtualization/articles/399428-sphere-3d-microsoft-bring-glassware-20-azure-cloud.htm
Just bought on the ASK another 550 shares, lol..tapped out so someone else is going to have to help :) My boat is FULLY loaded!!
Absolutely, looking forward to both the results, the improvement of Overland/Tangberg and the CC! Should be interesting!!
If the true total O/S is 37 million fully diluted then our market cap is $187 million. IMO if Overland/Tangberg has improved like we think they have add in the V3 business, this market cap is ignoring Glassware all together. It's my guess that what we will learn in 2015 today's market cap is extremely low and a great buying opportunity.
Anyone who wants to argue that the PPS is too high truly doesn't understand valuating companies! Potential massive run is still in front of us. GL
Nice!
Sphere 3D to Announce 2014 Fourth Quarter and Full Year Financial Results on March 30, 2015
San Jose, CA — March 19, 2015 — Sphere 3D Corporation (NASDAQ: ANY), a virtualization and data management solutions provider and creator of the Glassware 2.0® Windows container technology for application delivery, today announced that it will report financial results for its 2014 fourth quarter and full year ended December 31, 2014 on Monday, March 30, 2015 following the close of market. The Company will host a conference call and webcast at 5:00 p.m. (Eastern) that afternoon to discuss the results.
What:
Sphere 3D 2014 fourth quarter and full year financial results conference call.
When:
Monday, March 30 at 5:00 p.m. (Eastern); (2:00 p.m. Pacific).
Dial in Number:
To access the live call, dial (888) 389-5988 (US and Canada) or (719) 325-2464 (International) and give the participant pass code 5622782.
Webcast:
To access the live webcast, please visit the investor relations section at http://www.sphere3d.com.
Call Replay:
A replay of the call will be available beginning approximately two hours following the end of the call and remain in effect for one week.
Replay Numbers:
(888) 203-1112 (US and Canada)
(719) 457-0820 (International)
Replay passcode: 5622782
Sphere 3D's V3 Hyper-Converged Appliance Shows Leading Linear Scalability and Desktop Workload Performance
Date : 03/17/2015 @ 8:32AM
Source : GlobeNewswire Inc.
Stock : Sphere 3D Corp. (MM) (ANY)
Quote : 4.9099 0.0 (0.00%) @ 8:00AM
Sphere 3D's V3 Hyper-Converged Appliance Shows Leading Linear Scalability and Desktop Workload Performance
Print
Alert
Sphere 3D Corp. (NASDAQ:ANY)
Today : Tuesday 17 March 2015
Click Here for more Sphere 3D Corp. Charts.
Sphere 3D Corporation (Nasdaq:ANY), a virtualization and data management solutions provider, today announced high-performance test results of virtual desktop workloads running on its V3 hyper-converged appliances.
Utilizing industry-standard Login VSI (www.loginvsi.com) software, Sphere 3D's V3 appliances demonstrated industry-leading performance of virtualized desktop workloads, compared to publicly-released performance reports from other hyper-converged and traditional solutions providers. Login VSI is the industry standard load testing solution for centralized virtualized desktop environments. Sphere 3D has published a new tech brief that describes "How the V3 Hyper-converged Appliance Delivers Industry-Leading Performance for the Best Desktop Experience" available at http://ow.ly/KpLWp.
Sphere 3D used Login VSI v4.1 workloads to measure the response times of 100 simulated desktop users performing various workloads, including the most demanding workloads typical of "power workers" such as those that use many graphics-intensive applications. Sphere 3D's results showed consistent sub-second response times across all workloads.
In addition to testing single V3 appliances, Sphere 3D also demonstrated the linear performance scaling and benefits of its distributed hyper-converged architecture. As their virtual desktop requirements grow and scale, the V3 distributed architecture allows customers to simply add a new V3 appliance, of any size, without sacrificing consistent performance. For example, to simulate the performance of 250 power users' desktop workloads, two V3 V100 appliances and a V3 V50 appliance were used. The testing concluded that V3 appliances maintain the same sub-second average response times for all 250 users, regardless of the appliance they were running on. Published test results from competing hyper-converged or traditional solutions built on clustered files systems showed degradation while scaling and a slowdown in average response times as the number of desktops increased. In comparison, V3 customers will continue to get the same consistent response time, whether adding 50 virtual desktops or a few thousand.
To view an enhanced version of Sphere 3D Login VSImax 4.1 Average Response Times for 100, 200, and 250 Desktops, please visit: http://orders.newsfilecorp.com/files/1705/14482_sphere2.jpg
"Virtualizing physical desktops offers tremendous OPEX and CAPEX savings, however the lack of consistent performance and the complexity of traditional solutions has hindered the adoption of VDI by IT administrators," said Nilesh Patel, vice president of Product Management and Marketing at Sphere3D. "With guaranteed consistent performance and drop-in appliance simplicity, customers using V3 hyper-converged appliances have shaved off months from their VDI projects while enjoying substantial TCO savings and a compelling ROI. Login VSI provided us an objective way to measure performance and compare our results against a variety of other competing solutions. Our test results demonstrate what our customers consistently tell us – V3 delivers the best end user experience."
With its distributed hyper-converged architecture, V3 can be deployed closer to the end user and offers the lowest latency by executing workloads local to the end user's IT infrastructure. Sphere 3D's V3 appliances are designed to simply drop-in and integrate into a customer's existing IT environment to avoid unnecessary "rip and replacement" of their infrastructure equipment. Regardless of the number of virtual desktops, or locations of appliances, V3 enables centralized pool management across the distributed infrastructure.
All of Sphere 3D's V3 appliances integrate compute, storage and network interface, as well as the required hypervisor infrastructure, and are managed by Sphere 3D's Desktop Cloud Orchestrator™ (DCO) management software. DCO software dramatically simplifies set-up, maintenance and failover of desktop pools, making it possible for desktop administrators to remain in control of their desktops and manage infrastructures locally or in remote locations, all without specialized virtualization certifications. DCO's software architecture enables V3 appliances to be a single turnkey workload-optimized solution that delivers high-availability failover architecture, eliminates performance bottlenecks and installation problems, and provides predictable cost for various workloads.
I think zigzags has flipped, he's seem rather impressed via twitter, I don't believe this is DS!
Follow
Zig Jones
?@zigzagjones1
@MobileGalen Have you looked at Sphere3D's Glassware product? "Any app on any device" inc'g Windows, Apple iOS/OSX, IBM on any device WOW!
4th qtr 2014 and 1st qtr 2015, Sphere has to show that Overland/Tandberg has turned or is continuing the turn from money losing businesses to profitable businesses going forward. Critical piece before our Glassware/V3 explosion in revenues!
When Michael Keen tweets I listen and this tweet implies that Glassware is the reason to bet on the Microsoft's Hybrid Cloud Platform!!
Michael Keens is a tech guru, he's knows the impact here JMO! Yes he works for Sphere but rarely puts anything out there he can't back up! We can listen or miss the boat :)
5 Reasons Why You Can Bet on Microsoft’s Hybrid Cloud Platform #cloud #glassware http://zite.to/1NShLKB
I like what Michael is implying here!!
Michael Keen
?@michael_keen
Don't Get “Boxed-In”: 5 Reasons Why You Can Bet on Microsoft’s Hybrid Cloud Platform #cloud #glassware http://zite.to/1NShLKB
Took a shot in the dark, appreciate it blue!
Can they do it with 6 clicks? Not sure if relevant but with ANYthing Microsoft does going forward we will be looking for clues:)
Azure Events
Check out what's happening in your area
Installing SharePoint 2013 in Azure
Join our featured speaker, Glenn Morris, Technical Director, Data Scientist and MCT, for a session on SharePoint in Azure.
In the new Azure Portal you can provision a SharePoint farm in under 10 clicks but how does that happen and what if you want a more traditional install.
Installing Sharepoint on Azure
March 19th 2015
1:00 PM - 2:00 PM AEDT (Sydney Time)
In the new Azure Portal you can provision a SharePoint farm in under 10 clicks but how does that happen and what if you want a more traditional install.
Join our featured speaker, Glenn Morris, Technical Director, Data Scientist and MCT, for a session on SharePoint in Azure.
This session will discuss and demo many of the options and permutations for running a SharePoint Farm in Azure with a number of different architectures in mind:
An overview of SharePoint in Azure.
SharePoint Architectures and Availability
Hybrid, Cloud Services and Accessibility
Register to attend this complimentary webinar on March 19th from 1pm to 2pm AEDT.
Where: Australia
When:
3/18/2015, 9:00:00 PM
Thu, 19 Mar 2015 02:00:00 GMT (UTC)
The Glassware 2.0™ platform for mission critical applications features include access to real GPU processing, true 3D rendering, real-time failover, continuous availability, high performance and secure multi-tenancy. Novarad intends to delivery this new offering as an upgrade to existing customers as well as to prospective customers.
- See more at: http://globenewswire.com/news-release/2014/04/24/629519/10078168/en/Novarad-Selects-Glassware-2-0-Virtualization-Platform-From-Sphere-3D.html#sthash.TNEkRVL8.dpuf
I'll be the dummy in the room, what does GPU support mean? TIA
Simon Bramfitt ?@SimonBramfitt
@michael_keen I expect to see GPU support next
If he's right he will have a new member :)
LOL TD, think we would know, we've been through a couple of them. Not looking forward to another :)
Great point Eagle, zero facts to my pondering about SI or Pinetree! A natural pull back could be the answer, only time will tell.
Then I'm wrong, maybe Pinetree, traders or natural pull back??? Glad to hear it's not Sheldon! Thx
Well someone is selling and he would be my guess. Maybe Pinetree and not Sheldon but someone is in a hurry to get out and when the Spiffy story gets stronger it makes no sense unless your desperate and need cash immediately!
I have no facts it's just makes sense!
We also got the Sierra Microsoft buyout rumors on the weekend of 2/28 and she reiteriated again this last weekend, that was when the stock doubled, not sure how many followers she has but I'm sure they have flipped by now.
Over bought, profit takings, throw in some other traders and some weak longs freaking out...ok just my thoughts!
My DD which was revisited last night because it was needed after yesterday proved to me that the facts are facts and spiffy has a lot of them! Stay strong UBOL!!
Absolutely!! If we are spot on with the shareholder letter below and all the recent news especially about Microsoft, this CC could last 3 hours :)) There will be a lot of questions regarding the future and the report will prove that Overland is NOT an anchor/weight but a piece of the puzzle that will be a huge part of the future! In my 30 years of investing I have never been this excited about a CC before :)
Personally I believe Wall Street is missing the significance of the Microsoft deal and what it can lead to in the future: Examples, obvious Azure which is huge, then look for potential peice of the pie for Microsoft's future Universal App Store, Windows 10 and potential buyout at ANYtime!!! This relationship could be life changing for many of us that understand what we own! again JMO The APP business alone is raking in $15 billion for Apple, these opportunities are being ignored!
For fiscal Q4 2014, we expect to exceed revenue projections with a record US$9.0 million (C$10.44 million) for the quarter. As a result of our commitment to operational efficiency, we worked with Overland management, prior to the completion of our acquisition, to ensure that their targeted US$20 million in annualized operating expense reductions were not only met, but were 15% (US$3 million) ahead of expectations. Our annualized revenue run rate has grown from less than US$4 million in Q1 2014 to over US$36 million in Q4 2014, and we have set our goal for an annualized run rate of over US$160 million in Q4 2015.
Couldn't have said it better mac! Losing my shirt and never felt better about the company as I do today :)))))))))
What I'm seeing is the shorts are down to their one last argument and that is earnings. First it was management, PB ended that, then it was Glassware, Google Jason Katcher, Microsoft, etc, etc ended that, now it's Overland, no way can this company have turned around in the last 4 months, this is there last stand!!!!
Management just put out their shareholder letter and guided, shorts are buying it so the only why to end them is EARNINGS...soon we will get the earnings date my guess it will go to the last day of the month 3/31/15. Once management shows the turn around then the last argument is gone and so are the shorts!!
20 days max until earnings, can't wait!!
Danyo, see Peter Bookman, tweet, call, he is our patent guru! From my DD we have filed for a provisional patent pending for Glassware on a chip, this is what I know but do not take my word on it. The company can answer these questions. GL
When they cover you will love them!!