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Are we still expecting something from the Azure side regarding general availability of Glassware and/or G series this month or do expect something from Sphere? I do recall GA targeted for November? There have been so many announcements and a flurry of articles on the platform and its various parts/features that you can lose track of what is official launch, soft launch or still to come.
Thank you
News and Media references to the potential of Glassware and now dozens of links to our Azure relationships are escalating.....fantastic
Flip side is what we learned is that no one is going near this stock with a 10 foot pole....just incredible that there appears to not even be a small time speculator among anyone who read any of the recent articles....
This stock is beyond an absolute nightmare.......company may be moving forward big time but this sustained trend for the stock looks practically unbreakable....day after day, month after month, the same disappointment....the trading reflects zero light at the end of the tunnel for Sphere 3D.......
Hopefully during the earnings call they will update on whether the committee focused on shareholder value is actually still breathing........
How can Microsoft move forward on any large scale with Sphere in the financial shape Sphere is in now.......What are they waiting for to market Sphere's platform....for their balance sheet to further jeopardize Sphere's ability to deliver....
This is such a friggin train wreck of an investment right now....
Agreed....hoping November turns the tide and it sustains...
very humbling to invest here........each event goes by uneventfully and longs then position to say why it was to be expected the event was so uneventful(small audience, etc.)
Tons of press daily on Dockers and others involved in Containers with Microsoft and hybrid cloud solutions covered galore with Dell/MSFT, etc.
This is feeling more and more like a rouse.....it's coming is getting very very old........
I am obviously not throwing in the towel by any stretch....just sick and tired of the trading patterns....that is all.....our day will come.....
This never really seems to get any better......I am so very close to declaring permanent victory for the shorts........by far this has been the worst investment I've ever made to date........
Hope you are right but you do realize your timing here has been off
close at HOD is always good........
For real???
Wrong unfortunately
The one exception to the crummy pot stocks, great float, etc. is looking like all the rest of the POS...
We are approaching november and this has gone the wrong way
tough few days here.....
What will it take for this incompetent mgt team to act
I hope the new shareholder friendly committee makes that its first move
I hope to wake up with news of ek's departure..... Pays to dream
Hardware mostly but google exec is on the integration of google apps into windows 10
I hope we finally turned the page and it's onward upward....
https://play.google.com/store/search?q=glasware%20connect&c=apps&hl=en
EK must go today....
EK must be removed today.....no more complacency.......
Every day this ship is steered by EK is one day too many....this price speaks volumes to how his leadership is viewed by the market....this has been said for over a year....what does it take for the BOD or the new committee to act......are you telling me that Cyrus is just sitting there and allowing this to unfold.....they need someone to provide a floor for this company so it can move forward with the financing and business....
Never has there been such a disconnect between a set of breakthrough game changing products and a company's ability to market them........horrendous
long term story can still be a home run but that does not negate need for a mgt. change.... you cannot take measures to evolve into a leading edge tech company with perhaps best in breed breakthrough solutions and be led by someone viewed as an unenthusiastic relic from an very uninspiring company who floundered with outdated tech....they are idiotic if they cannot see that leadership needs to change. if that initial appt. was a political move to capitalize on relationships, etc. it's time to take anything gained and cut the cord....it's time to hear of perhaps the first action stemming from our group tasked with exploring ways to improve shareholder value and make a change.
Where is everyone? Any updates on when GW will debut on AZURE?
Company I am sure does not want to address the price but it is going to have to speak soon if this continues....
Well I need to chalk one up for the shorts with ANY....they have been very right....ANY appears to have been a perfect target for them....micro cap with the most horrific management or mismanagement I've ever seen.....I would like to aggregate the many thousands of dollars longs like myself have lost here blinded by the hopes of a disruptive tech that to date sounds like nothing more than a bunch of fluff....all this nonsense with Microsoft in June/July has meant zippo......company never ever steps up.....it is incredible............the company has basically no market value or trust...congrats shorts....I don't agree with your trading approach but you have apparently won this one...imagine where we would be without the new committee focused on building shareholder value.......
"Imminent" are we ready to debate if this time frame still fits within this term for launch of GW on Azure.
Ok good...didn't see them tonight....does we know if he's officially employed yet?
Of course...why do I hate my investment here so much....nothing comes easy....I saw a tweet last night on his page saying congrats and asking him to pen a layman's explanation of the tech.....the tweets disappeared.....
Anyone know the date when Simon comes aboard? I see no updates to LinkedIn or Twitter or anything referencing a role with Sphere 3D.
Roth reiterated buy rating today..........
Consensus Ratings for Sphere 3D Corp. (NASDAQ:ANY) (?)
Ratings Breakdown: 1 Buy Rating(s)
Consensus Rating: Buy (Score: 3.00)
Consensus Price Target: $8.00 (149.22% upside)
Analysts' Ratings History for Sphere 3D Corp. (NASDAQ:ANY)
Show:
Date Firm Action Rating Price Target Actions
8/14/2015 Roth Capital Reiterated Rating Buy View Rating Details Tweet This Rating Share This Rating on StockTwits
6/24/2015 Roth Capital Initiated Coverage Buy $8.00 View Rating Details Tweet This Rating Share This Rating on StockTwits
The effectiveness filing is not for 30 days
2nd half
Gross margin adjustments on fly offset and leveled off European macro conditions....believe Europe back on track...all other regions grew...
Expect large OEMs to improve in 2015....
Answered most meaningful revenue is end to end solution...partners like OEMs, MS, Techdata..........as you build these out you white paper and market will recognize acceleration as it kicks in.
GW side - migrated much of legacy products to new comtemporary products...part of virtual fabric...
GW will live in hyper V...GW can be deployed in HP, IBM, etc. machine....hoping Simon, etc. can provide insights to speed revenues
Channel model you take a hit on overall margin but trade off is co branding/marketing....all partners this applies to...
adoption rates of GW ...future of company....if didn't believe it would put the effort forward...GW is a platform to improve all of portfolio...
100% saw interest in GW at MS shows......eliminates pain points......quite confident in market interest
AZURE GW is imminent a second time.........heavy lifting done..now fun begins (eric's words).....
Shelf is good housekeeping to be opportunistic with good financing...effective after 30 days earliest...........
said they haven't seen price impacts on other company shelf offering..
Max SH Val - example Imation should help SH value..
committed to SH value......additional non mgt
resources
Patrick - Handshake on run rate as driver of investment - company clear they are not commenting on guidance because they can't comment on guidance....not revising it...need to modify sensitive partner info to speak on the guidance.....
Peter said cognizant of last few weeks share price.....they are not reacting to price but build business so volatility goes away......
Very large cloud company who didn't disclose segment info for 9 years cloud business and when they did it was $5B......
Quick margin growth from RDX and scale
Capacity to scale w/ full China manu facility....G Series plus GW now hyperconverged.....intro in Edu starts from $10K and goes up with recurring licenses component....
Big market all of above...ISV, verticles, horizontals,,,function of marketing monie....going where they have specific use cases...
Fortune X companies looking at this as enterprise solution...Govt, HC, education like this as data sits behind firewall not local computer or laptop..Education reduced online testing cost built in..some like cloud and others not hence hybrid...
Forklift OS into Cloud....seamless....no complex middleware...
yes intend to market and drive cross selling...product for sale but value prop comes more compelling with AZURE GW....
tired now sorry for missing stuff..
I listened a second time to the call....I will say the call was very good once I could sit back and listen closely. Pulling the Feb guidance was explained in a reasonable manner, competitive, nda and other concerns....not sure it's the end of the world.
Like that gross margins are climbing which is great.....
More synergies, $4M will be fully in by 2016.....they are doing a great job on the cost side to eliminate redundancies....
Rev slow down was in Europe due to economic conditions which everyone has felt...but it will be short term....
lots of cross selling opportunities......longer term engagement and repeat customers are characteristics they are focused on.
With appliance model and the nearing Azure availability.....can leverage multiple go to market strategies......
Near term hybrid snap cloud.....
RDX will allow Sphere customers to increase storage archive without increasing data center footprint...expand sales base and cross sells....
They said they are moving in right direction...both new and legacy customers see product benefits.
Large OEM with rev softness they expect revenue to return to normal once OEM internally restructures this year.
....will generate rev this quarter on snapcloud and GW appliance.
Peter said literally imminent on AZURE GLASSWARE....
Expect this quarter and further next reduced cash burn
Peter used the term new and disruptive tech for their snap cloud
Peter mentioned going to AZURE and pulling down an instance from AZURE into XP.
400 sites potential endpoints of 100s or 1000s of end points for every health care location......see bigger opp than Novorad end points..
RDX may have value to transporting encrypted data in HC verticle........scale without data center footprint......which is a huge ROI.....RDX will be embedded...RDX can be deployed as flash array not a hard drive in cloud...versatile....no competition........can put marketing money into growth as no competition
first half of call...apologize for errors.........
3:20
We have two ways this can go tonight..
- we get the mute treatment from ANY mgt....we all recall that fiasco of a call awhile back...stealth mode I believe..
- we get some great insights on progress and updated projections (or goals)......
Ok added a few....if Eric can add 1M shares that is good enough for me.......I do assume this experienced team did secure upfront monies..........
Folks know what your own...this is a life changer that will disrupt the tech world and cloud computing as we know it.........
SE awaiting your confirmation of today's bottom...bring it on....