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WANdisco

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FY2012 Annual Report · WANdisco
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In this report

Business review

Governance

Financial statements

01   Highlights
02 

 Chairman and Chief 
Executive Officer’s report

04  Our technology in use
06  Financial review

08  Board of Directors
10  Directors’ report
14  Remuneration Committee report
15  Corporate governance
 Statement of Directors’ 
18 
responsibilities

19    Independent auditor’s report
20    Consolidated statement 

21 

of comprehensive income
 Consolidated statement  
of financial position
22    Consolidated statement  
of changes in equity

23    Consolidated statement of cash flows
24     Notes to the consolidated 
financial statements

44  Four year record
45    Notice of first Annual General Meeting
IBC  Secretary and advisers

Find out more at 
wandisco.com

WANdisco 
stands for Wide 
Area Network 
Distributed 
Computing

Bookings 
($’000s)

2011: $4,618

Our solutions enable globally distributed 
organisations to meet today’s data challenges 
of secure storage, scalability and availability. 
WANdisco’s products are differentiated by the 
company’s pattented, non-stoop data replication 
technollogy, seerving crucial hhigh availability 
requiremments, including Hadoop Big Data and 
Application Lifecycle Management (ALM).

Highlights

“ We are incredibly pleased with the progress achieved since our IPO in June. 
Our revenues have almost doubled during this period in a fast growing market. 
Our major investments in talented people and complementary IP during 2012 
have enabled us to launch new products for the high growth big data market, 
which we believe ideally positions WANdisco for long-term sustained growth.”

David Richards  
Chairman and Chief Executive Officer

Revenue 
($’000s)

Deferred revenue 
($’000s)

Net cash 
($’000s)

2011: $3,878

2011: $4,466

2011: $74

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Successful Admission to AIM: 

Post period end1

 IPO successfully completed, raising $26 million in significantly 
oversubscribed Placing

Major IPO milestones met:

 Awarded US patent for core Active-Active Data Replication technology 

 Footprint extended into China, with office established and first 
customers secured

 Expansion of enterprise sales team, with key hires from IBM, 
HP and other global technology firms

 Acquired AltoStor, accelerating product development for the 
fast-growing Hadoop big data market

 Opened new development centre in Belfast, Northern Ireland to accelerate 
product delivery and development

 New customers secured in numerous markets across 
multiple product sets: 

 New customers include: Apple, Cap Gemini, Cisco, Delta Systems, 
E-Signal, FINRA, Fujitsu, General Dynamics, Georgia Tech, Honeywell, 
Huawei, Huntington Bank, McAfee, Nokia, Penn State University, 
Pioneer Investments, Pitney Bowes, and Ricoh 

Continued strong up-sell to existing customers:

 Additional subscription licenses purchased by Emerson, EMC, Fiserv, 
Hewlett Packard, John Deere, Prudential, Sherwin Williams, Syniverse, 
Wal-Mart and Wells Fargo

 Subscription renewal rate of 114%:

Strong financial momentum 
maintained:

   Q1 2013 cash bookings of $3.035 million, 

representing an increase of 96% 
year-on-year (Q1 2012: $1.545 million) 
and annualised subscription renewal 
rate of 134% 

Successfully entered big data 
market with new products, 
solutions and partnerships:

   Launched four big data products 

including WANdisco Distro, our first 
big data product and the foundation 
for WANdisco’s range of enterprise 
big data solutions, as well as ‘Non-Stop 
NameNode’, our flagship solution

   Filed three new additional patents 

related to distributed computing with 
applications in big data 

   Established the Non-Stop Alliance 
Partner Program, with founding 
partners Hyve Solutions and SUSE

 Renewals received for customers including Cisco Systems, Disney, 
Juniper Networks, McGraw Hill and Vanguard 

1  Post period end financial information 
is unaudited.

WANdisco plc Annual Report and Accounts 2012   01

 
 
 
 
 
 
 
 
 
 
Chairman and Chief Executive Officer’s report

Deelivering oon our commitments

Within product development we intend to invest 
in high quality engineers, notably to realise our ambitions 
in the big data market and continue our rapid growth in 
the software development market.

Introduction
Following the IPO of the Company on 
1 June 2012, the Group has consistently 
delivered on its commitments as a pub-
licly  traded  company  on  London’s 
Alternative Investment Market (“AIM”). Our 
initial aspirations, which were laid out as 
part of our admission to AIM, have been 
more than realised and we are excited 
about the prospects for sustained long-
term growth, which we believe are now 
greater  than  initially  anticipated  1 1 
months ago.

Delivering on our IPO commitments
At the time of the IPO, the Group set out 
a number of short and medium-term ob-
jectives, including two key targets related 
to sales team expansion and extending 
the product range. Not only have these all 
been delivered, they have also occurred 
more quickly than originally planned. 

Sales and marketing expansion
Prio r  to  b eco min g  a  lis te d  G ro up, 
WANdisco had operated with a small sales 
team, which did not have the resources to 
pursue actively the opportunities that 
were arising from the rapid success of our 
products within the Application Lifecycle 
Management (ALM) market. The sales 
team has now been greatly enhanced 
with some key hires from companies that 
operate in adjacent markets and through 
the opening of a sales and support office 
in Chengdu, China. 

We now boast a global sales team in ex-
cess of twenty staff, the majority of whom 
are in North America aligned to our larg-
est  market  but  with  an  increasingly 
international footprint. The result of this 
expansion is only partly reflected in the 
re s u l t s   h e re ,   b u t   t h e   7 1 %   g ro w t h 
in year-on-year bookings in 2012 serves 
to  highlight  the  potential  for  further 
sales growth.

Product development 
During the second half of the year, the 
Group  broadened  its  product  range 
through both investment in new software, 
such as the purchase of smartSVN, and 
through the recruitment of specialist tal-
ent by way of our acquisition of AltoStor 
on 16 November. 

Having identified a major growth oppor-
t u n i t y  t h ro u g h  t h e  a p p l i c at i o n  of 
WANdisco’s patented “active-active repli-
cation” technology within the big data 
market, the Group set about investing 
in complementary IP and expertise to  
develop  new  products  for  this  fast 
growing market. 

The acquisition of AltoStor and its found-
ers, Dr Konstantin Shvachko and Jagane 
Sundar, provided WANdisco with unri-
valled expertise in Apache Hadoop –  
the proven open source big data technology 
which is the backbone of many of the world’s 
largest and most important databases.

This investment in Hadoop expertise, in 
addition to our own in-house develop-
ment capacity and the opening of the 
new cost effective development office in 
Belfast, gave us the ability to deliver our 
new portfolio of products for the big data 
market substantially ahead of schedule.

Employees
In line with our growth ambitions we have 
considerably expanded our employee 
base across both our main operating lo-
cations in Sheffield, United Kingdom, and 
in San Ramon, United States. Our newly 
opened  offices  in  Belfast,  Northern 
Ireland, and Chengdu, China, have further 
added to the Group’s wealth of expertise 
in software engineering and sales. We 
now  have  more  than  100  employees 
across the globe and a strong culture 
which we believe will help us continue to 
attract employees of the highest calibre. 

02   WANdisco plc Annual Report and Accounts 2012

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Outlook
The rapid sales growth of our existing 
products, combined with the increased 
potential of our big data products, which 
launched ahead of schedule, means the 
Board expects to deliver higher customer 
bookings than initially anticipated in 2013. 
Our continued investment in our sales 
and development teams should help to 
accelerate growth further in the medium 
term. The reception that our big data 
products have received within this fast 
growing sector provides confidence of 
rapid adoption for highly critical applica-
tions. Consequently, the Board believes 
that sales in this area will be significant 
and will be delivered in the relatively 
short term.

Our rapid growth within the ALM market 
continues as a result of the widespread 
adoption of our DConE replication tech-
nology  via  our  Subversion  Multisite 
products. 

T h e   B o a r d   l o o k s   t o   t h e   f u t u r e 
with confidence.

David Richards
Chairman and Chief Executive Officer

In order to expand the possible routes to 
market for our new product suite, we have 
established the Non-Stop Alliance Partner 
Programme  to  provide  partners  with 
the technology, resources, expertise and 
support for global Apache Hadoop deploy-
ments. Founding partners participating in 
the Non-Stop Alliance Partner Programme 
include Hyve Solutions and SUSE.

First quarter 2013 trading update1 
Underpinning our confidence for 2013 is 
the strong momentum we have witnessed 
in the business during the first quarter.

While delivery of new products to support 
Apache Hadoop has been progressing 
ahead of expectations, the growth of our 
Subversion Multisite products has also 
been better than expected. In the first 
quarter of 2013, bookings have risen by 
96% to $3.035 million when compared to 
the $1.545 million achieved in the same 
quarter last year.

Notable new customers signed in the first 
quar ter  included  G eneral  Atomics, 
FutureWei (a division of Huawei), Société 
Générale and Maxim. In addition, the 
Group saw significant growth in existing 
customer  accounts  including  Home 
Depot, Nokia, John Deere and McAfee, all 
of whom expanded their use of WANdisco 
products within their organisations.

The annualised renewal rate by booking 
value was 134%. Renewals included Sony, 
McGraw Hill, Raytheon, Vanguard, Borg 
Gais and Blue Shield. When one particu-
larly large increased renewal is excluded 
the underlying rate of renewal is 117%.

Focus and opportunity
Since the year end, the growth potential 
of the Group has been highlighted further 
with the rapid launch of new products for 
use within the big data industry. 

Independent analyst firm Wikibon has 
stated that the overall big data market 
reached $11.4 billion in 2012, ahead of 
Wikibon’s previous forecast. The big data 
market is projected to reach $18.1 billion 
in 2013, an annual growth of 61%. This 
puts it on target to exceed $50 billion by 
2017. That translates to a 33% compound 
annual growth rate over the five-year pe-
riod. Apache Hadoop is described by 
independent  analyst  firm  IDC  as  the 
“de facto big data platform” and is used by 
companies such as Yahoo!, Facebook, 
Twitter, LinkedIn and many others.

This growth is fuelled by an increased 
awareness  among  enterprises  that 
big data can yield huge benefits in many 
diverse markets, notably financial servic-
es, pharmaceuticals and retail. These 
mainstream markets require enterprise 
features  such  as  high  availability  and 
disaster recovery.

By utilising our core, patented DConE 
replication technology, which forms the 
basis of our products for the ALM market, 
and combining it with the unparalleled 
exper tise  that  we  now  have  within 
the  Apache  Hadoop  community,  we 
have been able to deliver a series of enter-
prise-ready Apache Hadoop products for 
Big Data.

The WANdisco Distro forms the founda-
tion for the Group’s enterprise-level big 
data products, and when combined with 
our Non-Stop NameNode it guarantees 
availability for Apache Hadoop users. 

1  Post period end financial information 
is unaudited.

WANdisco plc Annual Report and Accounts 2012   03

 
Our technology in use
ESO reaches for the stars

The European Southern Observatory (ESO) is Europe’s 
foremost inter-governmental astronomy organisation and 
the world’s most productive astronomical observatory.

Atacama Large Millimeter/submillimeter Array (ALMA), one of ESO’s key 
projects, is a state-of-the-art telescope located 5,000 metres above sea level 
in the Chilean Andes and it is used to study light with wavelengths of around 
a millimeter, between infrared light and radio waves. This telescope helped 
in the discovery of a new planetary system.

Performance and reliability 
requirements:

Software developers working on the project 
are based at ALMA in the Chilean Andes, at three 
additional observation sites in Chile, and at locations 
in the United States, Japan and Germany. 
They would all access a single server in Munich, 
Germany,  facing long wait times due to poor 
and unpredictable wide area network performance, 
which resulted in delayed research efforts. In 
addition, the network was unreliable and downtime 
was frequent, especially at the distant remote 
observatory site, leaving developers without 
server access for several hours at a time.

“Slow and unreliable satellite-based network 
access from our remote observatory, located 5,000 
metres above sea level in the Chilean Andes made 
access to the source code repository in Germany 
quite unpredictable for our developers based there,” 
said Erik Allaert, European Divisional Software 
Manager for ESO. “At the same time, we needed to 
improve network performance between all of our 
development sites in America, Japan and Europe.” 

Global 24/7 high-speed 
operations achieved 

WANdisco’s 
replication at ALMA

After looking at leading version control solutions, 
ESO selected WANdisco. WANdisco turns distributed 
servers into mirrors of each other, so every server 
is in sync. Developers at every location enjoy 
LAN-speed performance for all operations and 
have access to the most up-to-date changes, 
regardless of where those changes originated. 

rkkkk 

WANdisco enables LAN-speed collaboration 
between ESO’s globally distributed developers 
from any location, allowing them to work as if they 
were all at one location. With WANdisco’s patented 
replication technology, all repositories are fully 
readable, writeable and continuously in sync and 
downtime and data loss are completely eliminated 
because the repositories are turned into mirrors of 
each other, providing continuous hot-backup and 
automatic failover across every site.

04   WANdisco plc Annual Report and Accounts 2012

Socorro

Munich

Chajnantor

Responding to catastrophe

The March 2011 tsunami in Japan was 
disastrous, claiming more than 15,000 
lives. In addition, it had catastrophic 
results for ESO, causing a three-month 
outage for the organisation’s Tokyo 
location. However, with WANdisco’s 
patented replication solution in place, 

users there simply connected to ESO 
servers in Germany. When the Tokyo 
servers were brought back online, they 
were immediately and automatically 
re-synchronised with servers at other 
sites in less than two hours.

To read more about 
our work and to see 
more examples of 
what we have done for 
other customers visit 
wandisco.com

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WANdisco Results for ESO

   All users at every site globally have LAN-speed 

access to most up-to-date source code.

   WANdisco eliminates single point of failure, 
performance bottleneck and WAN latency.

   Checkouts that once took hours from remote 

sites take minutes.

   ESO now has a daily continuous build process 

– no more waiting till the end of the week.

   Merge conflicts and other issues are 

resolved quickly, before project  
deadlines are impacted.

   ESO operates 24/7 – no more  

downtime, even for maintenance.

WANdisco’s solution 
enabled us to achieve 
what we were after with 
dramatically improved 
efficiency and 
productivity globally, 
without any downtime.

Erik Allaert 
Divisional Software Manager, 
ESO

Tokyookyooo

ESO site: ALMA antennas under the Milky Way.

José Francisco Salgado, ESO Photo Ambassador

WANdisco plc Annual Report and Accounts 2012   05

 
 
Financial review

Suubbstantial growth across the boooardd

The Group has delivered a strong financial performance 
driven by substantial growth in subscriptions.

 › Bookings increase by 71% to 

$7.916 million (2011: $4.618 million) 

 › Revenue increases by 56% to 

$6.031 million (2011: $3.878 million)

 › Deferred revenue increased to 

$6.368 million (2011: $4.466 million)

 › Net cash balances at year end of 

$14.5 million

As  our  full  year  results  highlight,  the 
Group has experienced rapid growth in 
2012. This growth is expected to continue 
as the products achieve wider adoption 
throughout both the software developer 
community and the big data industry.

The admission of the company’s shares 
to  the  Alternative  Investment  Market 
in London on 1 June 2012 was a transfor-
mational event, affording the Group an 
opportunity to raise significant amounts 
of financial resources which in turn gave 
the Group the capacity to expand its sales 
team and product base. New funds raised 
at the time of the IPO were $23.2 million 
through  the  issue  of  8,333,334  new 
Ordinary  Shares  at  a  placing  price  of 
180 pence per share. In consequence, 
the Group is now broadly owned as to 
50% by the professional investing com-
munity and 50% by current and former 
employees of the Company. 

Immediately following the IPO, the cash 
available for investment was $23.5 million. 
The table on the following page demon-
strates how these funds were utilised over 
t h e   s u b s e q u e n t   s e v e n   m o n t h s   to 
31  December 2012.

Since the IPO there have been two signifi-
cant corporate transactions. The investment 
of $1.0 million in the smartSVN software 
products has proven to be advantageous 
in terms of broadening the Group’s prod-
u c t   o f f e r i n g   fo r   t h e   A L M   m a r k e t . 
Furthermore, the $4.9 million paid to the 
vendors of the AltoStor, Inc. business (of 
which $1.5 million was paid in cash im-
mediately  on  completion)  has  been 
invaluable  in  terms  of  improving  the 
Group’s knowledge base of the Apache 
Hadoop technology, as well as rapidly ac-
celerating our ability to launch products 
designed to overcome some of the major 
issues in the big data marketplace. 

The AltoStor acquisition was partly funded 
through the issue of 525,911 new Ordinary 
Shares and $1.5 million by way of cash. 
The cash consideration has been treated 
as initial purchase consideration, as well 
as $0.8 million of the share consideration, 
of which $0.3 million was made available 
to the vendors immediately on comple-
tion, and $0.5 million is deferred. The 
balance of the amount paid to the ven-
dors ($2.6 million) is to be treated under 
IFRS  2  as  a  share-based  payment  in 
the post acquisition period, due to the 
conditionality that attaches to the release 
of the shares to the vendors.

The subscription model for selling the 
Group’s products has once again proved 
its worth in that each renewal gives us the 
opportunity to extend our engagement 
with our customers. This model also pro-
vides us with a high degree of confidence 
in terms of forecasting future revenues. As 
a result of cash bookings increasing year-
on-year  by  71%,  the  balance  on  the 
deferred revenue account has also in-
creased from $4.466 million to $6.368 
million, a rise of 43%.

The subscription 
model for selling 
the Group’s products 
has once again 
proved its worth

06   WANdisco plc Annual Report and Accounts 2012

Cash bookings

+71%

2011: $4.6m // 2012: $7.9m

Revenue

0m

+56%

2011: $3.9m // 2012: $6.0m

$’000

253
23,197
(1,000)
(1,500)
3,609
(2,374)
(3,572)
(1,412)
(2,656)

14,545

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The substantial investment in the sales 
team and software engineers since the 
IPO has resulted in an accounting loss in 
terms of underlying EBITDA. While the 
Group was EBITDA positive on this basis in 
the year to 31 December 2011, when it 
had limited funds to invest in growth, the 
recent level of investment has resulted 
in an adjusted loss before interest, tax,  
d e p re ci a t i o n  a n d  a m o r t i s a t i o n  o f 
$3.002 million. 

The adoption of the Group’s products by 
our target customers continues apace 
which is a testament to the quality of the 
software and individuals that develop and 
support it. As a result it is clear that wider 
adoption will transform the financial posi-
tion of the Group going forward and help 
to build upon the successful IPO.

Nick Parker
Chief Financial Officer

Cash flows since IPO on 1 June 2012

Pre IPO cash
Cash raised from IPO (net of costs)
Syntevo software purchase
AltoStor Acquisition
Cash receipts
UK Payroll costs
US Payroll costs
Operating working capital 
IPO costs

Cash at year end

Revenue  for  the  year  under  review 
was $6.031 million, representing a 56% 
increase  over  the  prior  year  result  of 
$3.878 million.

During the year, as in previous years, 
the  Group  has  invested  substantially 
in new product development. This invest-
m e nt  h a s  co n t r i b u te d  s t ro n g l y  to 
the growth in revenues and it is anticipat-
ed that such investment will continue. In 
the year ended 31 December 2012, the 
total capitalised development expenditure 
was $2.912 million, resulting in an intangi-
ble asset in the statement of financial 
position of $2.454 million. This asset is 
being amortised over two years.

Clearly, as a result of, inter alia, the IPO 
and its associated costs, the Group has in-
curred a number of exceptional costs 
during the year amounting to $2.656 mil-
lion. These have been excluded from the 
calculation of the underlying results, as 
has the exceptional gain of $776,000 aris-
i n g  f ro m  t h e  t r a ns l at i o n a l  fo re i g n 
exchange difference due to the sterling 
cash deposits that the Group held at the 
year end. In consequence, the net excep-
tional costs charged in the year amounted 
to $1.880 million.

“ The adoption of the Group’s products by our 
target customers continues apace which is a 
testament to the quality of the software and 
individuals that develop and support it.”

WANdisco plc Annual Report and Accounts 2012   07

 
Board of Directors

WANdisco is led by a seasoned team of software executives 
who have served on the boards and advisory boards of a number 
of Silicon Valley start-up ventures and large corporates. The 
team consists of individuals who have built companies from 
inception to successful exit and people who are regarded as 
worldwide authorities in the field of distributed computing, 
network protocols and Java development.

1. David Richards

Position
President, CEO  
and Co-founder

Committees
Remuneration

Experience
David is CEO, President and co-founder 
of WANdisco and has quickly estab-
lished WANdisco as one of the world’s 
most promising technology companies.

Since co-founding the Company in 
Silicon Valley in 2005, David has led 
WANdisco on a course for rapid interna-
tional expansion, opening offices in the 
UK, Japan and China. David spearhead-
ed the acquisition of AltoStor, which 
a cce le r ate d  th e  d eve lo p m e nt  of 
WANdisco’s first products for the big 
data market. The majority of WANdisco’s 
core technology is now produced out 
of the Company’s flourishing software 
development base in David’s home-
town  of  Sheffield,  England,  and  in 
Belfast, Northern Ireland.

David has become recognised as a 
champion of British technology and 
entrepreneurship.  In  2012,  he  led 
WANdisco to a hugely successful listing 
on London Stock Exchange (WAND:LSE), 
r a isin g  ove r  $23  m i lli o n  to  d r i ve  
business growth.

With over 15 years’ executive experi-
ence in the software industry, David sits 
on a number of advisory and executive 
boards of Silicon Valley start-up ven-
t u re s .  A  p a s s i o n ate  a d vo c ate  of 
entrepreneurship, he has established 
many successful start-up companies in 
enterprise software and is recognised 
as an industry leader in enterprise ap-
plication integration and its standards.

David is a frequent commentator on 
a range of business and technology is-
sues, appearing regularly on Bloomberg 
and CNBC. Profiles of David have ap-
peared in a range of leading publications 
including the Financial Times, the Daily 
Telegraph and the Daily Mail.

David holds a BSc degree in computer 
s c i e n c e   f r o m   t h e   U n i v e r s i t y   o f 
Huddersfield, England.

2. James Campigli 

Position
Chief Operating Officer 
and Co-founder

Committees
Audit

Experience
James has over 25 years of software in-
dustry experience at both early-stage and 
public companies. In his current role 
James is responsible for WANdisco’s op-
erational  management,  including 
oversight of marketing, human resources, 
and legal affairs. In his previous role as a 
founder and chief technology officer 
(CTO) of Librados, an application integra-
tion  software  provider,  James  was 
responsible for overall product strategy 
and product messaging. James was also 
a member of the management team that 
led  the  company’s  acquisition  by 
NetManage, Inc. Following its acquisition, 
James joined NetManage as CTO for the 
Librados products group.

Prior to Librados, James was the vice 
president of product management for 
Insevo, a middleware company special-
izing in enterprise application integration. 
James also held senior product manage-
ment, product marketing and consulting 
management positions at BEA Systems 
and SAP AG. James holds a BA from the 
University of California, Berkeley.

08   WANdisco plc Annual Report and Accounts 2012

For biographies of our 
full management team 
visit our website  
wandisco.com

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3. Nick Parker

Position
Chief Financial Officer 
and Company Secretary 

Committees
N/A

4. Paul Walker 

Position
Non-executive Director  

5. Ian Duncan 

Position
Non-executive Director  

Committees
Remuneration and Audit

Committees
Remuneration and Audit

Experience
Nick has over 25 years of experience in 
finance positions and in particular in 
London Stock Exchange listed compa-
nies. Nick is an experienced business 
professional and chartered accountant 
(Institute of Chartered Accountants in 
England and Wales) and today serves as 
WANdisco’s CFO, where he oversees 
the Group’s finance, accounting and 
investor relations functions. Prior to 
WANdisco, Nick was the Dyson Group 
PLC  CFO  for  over  eight  years  from 
2000 to 2008. He was previously, from 
2008 to 2011, the chief executive of 
Sheffield Wednesday Football Club, 
where he was involved in the sale of the 
English football team to private inves-
tors, and was also the vice president of 
corporate development at Carclo PLC, 
where he oversaw numerous acquisi-
tions  and  disposals  in  both  the  UK 
and overseas. Nick holds a BA in ac-
countancy and economics from the 
University of Exeter, UK.

Experience
Paul served as chief executive officer of 
The Sage Group Plc from 1994 to 2010. 
Paul joined Sage Group Plc as company 
accountant in 1984 and served as its fi-
nance director from 1987 until 1994. Paul 
has been a non-executive director of 
Experian plc since June 2010 and has 
been a non-executive director of Diageo 
Plc since June 2002. He has also served 
as non-executive chairman of Perform 
plc since 2011, is currently chair of the 
Newcastle Science City Partnership and 
is a director of the Entrepreneurs’ Forum. 
Paul previously served as a non-executive 
director of MyTravel Group Plc from 
December 2000 to December 2004. 

Experience
Ian was group finance director of Royal 
Mail Holdings plc from 2006 to 2010. 
Prior to Royal Mail Holdings plc, Ian 
served for eight years as chief financial 
officer and senior vice president of 
Westinghouse Electric Company LLC in 
Pennsylvania, US. Between 1993 and 
1998 Ian was at British Nuclear Fuels plc 
latterly as corporate finance director. 
Prior to this Ian was an associate direc-
tor at Lloyds Merchant Bank Limited and 
a  manager  at  Dresdner  Kleinwor t 
Wasserstein Limited. Ian qualified as 
a  chartered  accountant  at  Deloitte 
and Touche in 1985. Ian is currently a 
non-executive director and Chair of the 
a u d i t   c o m m i t t e e   a t   B a b c o c k 
International Group plc, Fiberweb plc 
and the Mouchel Group.

WANdisco plc Annual Report and Accounts 2012   09

 
Directors’ report
The Directors present their report and the audited financial statements 
for the year ended 31 December 2012.

Principal activity
The principal activity of the Group is the development and provision 
of global collaboration software.

Substantial shareholders
The  Company  is  informed  that,  at  25  April  2013,  individual 
registered  shareholdings  of  more  than  3%  of  the  Company’s 
issued share capital were as follows:

Business review and future developments
A review of the Group’s operations and future developments is 
covered in the Chairman and Chief Executive Officer’s Report on 
pages 2 and 3. This report includes sections on strategy and 
markets and considers key risks and key performance indicators.

Financial results
Details of the Group’s financial results are set out in the Consolidated 
Income Statement and other components on pages 20 to 43.

Dr Yeturu Aahlad
Cazenove Capital
Legal & General Investment 
Management Ltd
Blackrock Investment Management
Mr Mohammad Naeem Akhtar

Number
of
shares

3,425,091
1,627,473

1,595,676
697,080
692,454

% of issued 
Ordinary
Share
capital

15.99%
7.60%

7.45%
3.25%
3.23%

Dividends
The Directors do not recommend the payment of a dividend.

Directors’ shareholdings

Going concern
After making enquiries, the Directors have confidence the Group 
has adequate resources to continue in operational existence for 
the foreseeable future. For this reason they continue to adopt the 
going concern basis in preparing the Report and Accounts. This 
is described in more detail in Note 1.

Annual General Meeting
On page 45 is the notice of the Company’s first Annual General 
Meeting to be held at 12.00 noon on 12 June 2013 at the offices 
of DLA Piper UK LLP in Sheffield.

Directors
The Directors who served on the Board and on Board Committees 
during the year are set out on pages 8 and 9.

Under the Articles of Association of the Company, no person 
who was a Director as at the date of Admission shall be required 
to retire at the Company’s Annual General Meeting following 
Admission. In future years one-third of the Directors are required 
to retire at the Annual General Meeting and can offer themselves 
for re-election. 

The Directors benefited from qualifying third party indemnity 
provisions in place during the financial year and at the date of  
this report.

Information  on  Directors’  remuneration  and  share  option  rights 
is given in the Remuneration Committee Report on page 14.

The beneficial interests of the Directors in the share capital of the 
Company  at  31  December  2012  and  at  25  April  2013  were 
as follows:

Executive Directors
David Richards
James Campigli
Non-Executive Directors
Paul Walker

Number
of
shares

% of Ordinary
issued
share
capital

3,383,153
1,844,143

15.79%
8.61%

111,111

0.52%

None of the Directors had any interest in the share capital of any 
subsidiary  company.  Further  details  of  options  held  by  the 
Directors are set out in the Remuneration Committee Report on 
page 14.

The middle market price of the Company’s Ordinary Shares on 
31 December 2012 was 440 pence and the range during the 
period since admisson to AIM and the year end was 180 pence 
to 455 pence with an average price of 329 pence.

Research and development
The Group expended $2,912,000 during the year (2011: $1,207,000) 
on research and development of which $2,912,000 (2011: $1,207,000) 
was capitalised within intangible assets and $nil (2011: $nil) was 
charged to the income statement. In addition, an amortisation 
charge  of  $1,801,000  (2011:  $980,000)  has  been  recognised 
against previously capitalised costs.

10   WANdisco plc Annual report and accounts 2012

Derivatives and financial instruments
The  Group’s  policy  and  exposure  to  derivatives  and  financial 
instruments is set out in Note 21.

Employee involvement
It  is  the  Group’s  policy  to  involve  employees  in  its  progress, 
development and performance. Applications for employment 
by  disabled  persons  are  fully  considered,  bearing  in  mind 
the respective aptitudes and abilities of the applicants concerned. 
The  Group  is  a  committed  equal  opportunities  employer 
and has engaged employees with broad backgrounds and skills.

It is the policy of the Group that the training, career development 
and promotion of a disabled person should, as far as possible, be 
identical to that of a person who is fortunate enough not to suffer 
from  a  disability.  In  the  event  of  members  of  staff  becoming 
disabled, every effort is made to ensure that their employment 
with the Group continues.

Political and charitable donations
During  the  year  ended  31  December  2012  the  group  made 
political donations of $nil (2011: $nil) and charitable donations 
of $nil (2011: $nil).

Supplier payment policy and practice
The  Group  does  not  operate  a  standard  code  in  respect  of 
payments to suppliers. The Group agrees terms of payment with 
suppliers  at  the  start  of  business  and  then  makes  payments 
in accordance with contractual and other legal obligations.

The ratio, expressed in days, between the amount invoiced to 
the Group by its suppliers during the year to 31 December 2012 and 
the amount owed to its trade creditors at 31 December 2012 was 45 
days (2011: 43 days).

Risks relating to the Group and its business
Technological risks

The  Group’s  business  is  dependent  upon  technology  which 
could be superseded by superior technology, more competitively 
priced technology or a shift in working practices which could 
affect both the potential profitability and saleability of the Group’s 
product offering. Staying abreast of technological changes may 
require substantial investment. 

The  Group’s  existing  software  products  need  to  develop 
continually  in  order  to  meet  customer  requirements.  The 
technology used in the Group’s products and used in Subversion 
is still evolving and is highly complex and may change rapidly. 
Research  and  development  by  other  companies  may  render 
any  of  the  Group’s  products  in  development  or  currently 
available obsolete.

Intellectual property protection

The Group protects its intellectual property through a variety of 
methods,  including  proprietary  information  and  invention 
agreements  and  non-disclosure  agreements  entered  into  by 
WANdisco and its employees through the Group’s terms and 
conditions of software licence agreements. 

The Group also has a patent in the US and a number of patents that 
it has applied for and a number of trade marks registered in the US. 
Any failure to protect the Group’s intellectual property may result 
in  another  party  copying  or  otherwise  obtaining  and  using 
its proprietary technology without authorisation. 

There  may  not  be  adequate  protection  for  the  intellectual 
property in every country in which the Group sells its products 
and policing unauthorised use of proprietary information is difficult 
and expensive. 

Due to the Group’s size and previously limited cash resources, 
it  has  historically  taken  only  limited  action  to  protect  its  key 
intellectual property and it may not be able to detect and prevent 
infringement  of  its  intellectual  property.  Should  a  third  party 
successfully demonstrate priority over any of these rights, it could 
inhibit the Group from selling products in certain territories. 

The  steps,  which  the  Group  has  taken  and  intends  to  take  to 
protect its intellectual property, may be inadequate to prevent the 
misappropriation of its proprietary technology. Any misappropriation 
of the Group’s intellectual property could have a negative impact 
on the Group’s business and its operating results. 

Furthermore, the Group may need to take legal action to enforce 
its intellectual property, to protect trade secrets or to determine 
the validity or scope of the proprietary rights of others. Litigation 
relating to the Group’s intellectual property, whether instigated by 
the Group to protect its rights or arising out of alleged infringement 
of third party rights, may result in substantial costs and the diversion 
of  resources  and  management  attention  and  there  can  be  no 
guarantees as to the outcome of any such litigation, or that it can be 
effectively used to enforce the Group’s rights.

Dependence on key executives and personnel

The Group’s future success is dependent on its senior management 
and  key  technical  personnel.  Whilst  much  of  the  Group’s 
proprietary know-how is documented, members of the technical 
team each contribute valuable skills and know-how to the business 
and, despite contractual confidentiality agreements in favour of 
the Group, there can be no guarantee that those individuals will 
not  join  the  Group’s  competitors  or  establish  themselves 
in competition with the Group in the future. 

Failure to retain the services of any of these people may adversely 
affect the Group’s business and growth prospects. Additionally, 
the  future  success  of  the  Group  is  dependent  on  the  ability 
to continue to attract, retain and motivate qualified personnel 
and failure to do so could materially affect the Group’s business.

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WANdisco plc Annual report and accounts 2012   11

Directors’ report
continued

Risks relating to the Group and its business continued
Competition risk

There can be no guarantee that the Group’s competitors (including 
those who license software which competes with Subversion or 
CVS)  have  not  already  developed  and/or  will  not  develop 
products and services which are competitive to those supplied 
by the Group or which reduce the appeal of Subversion and there 
can be no assurances that the availability of any such products 
and  services  will  not  adversely  affect  future  demand  for  the 
Group’s own products and services. 

The Group’s competitors may have or develop greater financial, 
marketing and technological resources than the Group, enabling 
them to develop products and services which are competitive to 
those of the Group and to promote them more successfully than 
the Group.

Open source software

WANdisco’s  products  are  currently  designed  for  use  with 
Subversion and CVS, both of which are open source software 
products. As open source products are developed by a wider 
community, the Group does not solely control their development, 
and changes to the structure of the products may significantly 
impair the effectiveness of the Group’s products. As the core 
open  source  software  on  which  the  Group’s  products  and 
services currently depend are licensed for free, the Group’s ability 
to sell its products and services may be curtailed by potential 
customers not understanding the incremental benefits of the 
Group’s offering or seeking to rely purely on the open source 
software available.

WANdisco’s products contain products licensed under free and 
open source software code (FOSS). As with any type of software 
licence,  WANdisco  must  abide  by  the  terms  of  the  relevant 
licences.  The  FOSS  products  used  by  WANdisco  are  a  mix  of 
“permissive” and “copyleft” licences, with the vast majority being 
permissive. There is an inherent risk for any business that uses 
FOSS with a copyleft effect that it may be obliged to release the 
source code to its proprietary software. This is sometimes referred 
to as “contamination”. This risk cannot be entirely eliminated but 
WANdisco has implemented a FOSS policy which includes the 
following provisions to reduce significantly and mitigate the risk 
of contamination:

 › WANdisco favours the use of permissive (non-copyleft) FOSS 
licences, which do not pose a contamination risk (specifically, 
the  form  of  copyleft  licence  that  poses  the  highest  risk 
(the GPL) is not used by WANdisco);

 ›

if there is any question about how appropriate a FOSS licence 
is  (for  example  it  is  unknown  whether  it  is  a  permissive 
or  copyleft  licence),  then  it  will  seek  to  agree  a  suitable 
method for re-licensing with the licensor or it will seek specific 
legal advice;

 › when  packaging  any  FOSS,  the  terms  of  licence  will  always 
be placed in a licences file or folder contained in the product; and

 › WANdisco  will  use  “dynamic”  rather  than  “static”  linking  to 
FOSS code wherever this is possible (and WANdisco confirms 
that dynamic linking is currently exclusively used in practice), 
the use of which is generally accepted in the market to reduce 
the risk of contamination by the FOSS products WANdisco 
currently uses.

If  WANdisco  does  not  comply  with  its  FOSS  policy  then  the  risk 
of contamination by FOSS with a copyleft effect is increased. No 
instances of such non-compliance have been identified by WANdisco.

Exchange rate risk

Exchange rate fluctuations could have a material adverse effect 
on the Group’s profitability or the price competitiveness of its 
products and services. There can be no guarantee that the Group 
would be able to compensate or hedge against such adverse 
effects and therefore negative exchange rate effects could have 
a material adverse effect on the Group’s business and prospects, 
and its financial performance.

Product risks

The Group’s products and the software on which they are based 
are  complex  and  may  contain  undetected  defects  when  first 
introduced and problems may be discovered from time to time 
in  existing,  new  or  enhanced  products.  Undetected  defects 
could  damage  the  Group’s  reputation,  ultimately  leading 
to an increase in the Group’s costs or reduction in its revenues.

Security and privacy breaches

The  Group’s  security  and  testing  measures  may  not  prevent 
security breaches that could harm the Group’s or its customers 
businesses. For example, a number of the Group’s users provide 
the Group with credit card and other confidential information 
and authorise the Group to bill their credit card accounts directly 
for the Group’s products and services. Typically, the Group relies 
on encryption and authentication technology licensed from third 
parties  to  enhance  the  transmission  and  storage  security 
of confidential information.

Advances in computer capabilities, new discoveries in the field 
of cryptography, inadequate facility security or other developments 
may result in a compromise or breach of the technology used 
by  the  Group  to  protect  customer  and  proprietary  data. 
Any compromise of the Group’s security could harm its reputation 
or financial condition and, therefore, the business.

In addition, a party who is able to circumvent the Group’s security 
measures could, among other effects, misappropriate proprietary 
information, cause interruptions in the Group’s operations or 
expose  customers  to  computer  viruses  or  other  disruptions. 
Actual or perceived vulnerabilities may lead to claims against the 
Group. While the Group’s customer agreements typically contain 
provisions  that  seek  to  limit  the  Group’s  liability,  there  is  no 
assurance that these provisions will be enforceable and effective 
under applicable law.

12   WANdisco plc Annual report and accounts 2012

Risks relating to the Group and its business continued
Reliance on key systems

General risks
Economic conditions and current economic weakness

Any economic downturn either globally or locally in any area in 
which the Group operates may have an adverse effect on the 
demand for the Group’s products. A more prolonged economic 
downturn may lead to an overall decline in the volume of the 
Group’s sales, restricting the Group’s ability to realise a profit.

The markets in which the Group offers its services are directly 
affected  by  many  national  and  international  factors  that  are 
beyond the Group’s control.

Disclosure of information to auditor
The  Directors  who  held  office  at  the  date  of  approval  of  this 
Directors’ Report confirm that, so far as they are aware, there is 
no relevant audit information of which the Company’s auditor is 
unaware; and each Director has taken all the steps that he or she 
ought to have taken to make himself or herself aware of any 
relevant audit information and to establish that the Company’s 
auditor is aware of that information.

Auditor
A  resolution  for  the  re-appointment  of  KPMG  LLP  as  auditor 
of  the  Company  is  to  be  proposed  at  the  forthcoming 
Annual General Meeting.

By order of the Board

Nick Parker
Chief Financial Officer and Company Secretary
25 April 2013

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The Group’s dependency upon technology exposes the Group 
to  significant  risk  in  the  event  that  such  technology  or 
systems experience any form of damage, interruption or failure. 
Any malfunctioning of the Group’s technology and systems, even 
for a short period of time, could result in a lack of confidence in 
the Group’s services and a possible loss of existing customers to 
its  competitors,  with  a  consequential  material  adverse  effect 
on the Group’s operations and results.

The Group’s systems are vulnerable to damage or interruption 
from natural disasters, power loss, telecommunication failures, 
terrorist attacks, computer viruses, computer denial of service 
attacks and other events. The Group’s systems are also subject 
to break-ins, sabotage and international acts of vandalism by 
internal employees and contractors as well as third parties. Any 
interruption in the availability of the Group website, support site 
or  telephone  systems  would  create  a  business  interruption 
and large volume of customer complaints.

Transfer pricing

There is a risk that amounts paid or received under intra-group 
arrangements in the past and/or the future could be deemed 
for tax purposes to be lower or higher, as the case may be, or be 
disregarded  for  the  purposes  of  calculating  tax,  which  may 
increase the Group’s taxable income or decrease the amount of 
relief available to the Group with a consequential negative effect 
on its financial and operating results.

Key customer dependency

The  Group  currently  generates  a  significant  proportion  of  its 
revenue  from  certain  customers.  In  2012,  the  Group’s  top 
20 customers accounted for 56.0% of total revenue. The loss of 
all or a substantial proportion of the business provided by one or 
more of the Group’s top customers could have a material adverse 
effect on the Group’s business.

Regulation risk

Regulation of the internet and e-commerce is rapidly evolving 
and there are an increasing number of directly applicable laws 
and regulations. It is possible that additional laws and regulations 
may be enacted with respect to the internet, covering issues such 
as  user  privacy,  law  enforcement,  pricing,  taxation,  content 
liability,  data  encryption,  copyright  protection,  and  quality 
of products and services. 

The requirement to comply with and the adoption of such new 
or  revised  regulations,  or  new  or  changed  interpretations  or 
enforcement of existing regulations, may have a material adverse 
effect on the Group’s business and on the results of its operations.

WANdisco plc Annual report and accounts 2012   13

Remuneration Committee report

As an AIM company, WANdisco plc is required to comply with 
Schedule  8  to  the  Large  and  Medium-sized  Companies  and 
Groups (Accounts and Report) Regulations 2008. The content 
of this report is unaudited unless stated.

Remuneration Committee
The  Remuneration  Committee  comprises  the  Non-executive 
Chairman (Paul Walker), the Independent Non-executive Director 
(Ian  Duncan)  and  the  Group  Chairman  and  Chief  Executive 
Officer (David Richards).

The Remuneration Committee reviews the performance of the 
Executive Directors and makes recommendations to the Board 
on matters relating to remuneration, terms of service, granting 
of share options and other equity incentives.

The Remuneration Committee meets at least twice a year.

Remuneration policy
The  objectives  of  the  remuneration  policy  are  to  ensure  that 
the  overall  remuneration  of  Executive  Directors  is  aligned  with 
the performance of the Group and preserves an appropriate balance 
of income and shareholder value.

Non-executive Directors
Remuneration of the Non-executive Directors is determined by 
the Executive Directors. Non-executive Directors are not entitled 
to  pensions,  annual  bonuses  or  employee  benefits.  They  are 
entitled to participate in share option arrangements relating to 
the Company’s shares but neither of them does at this time. Each 
of  the  Non-executive  Directors  has  a  letter  of  appointment 
stating  his  annual  fee  and  that  his  appointment  is  initially  for 
a term of three years. Their appointment may be terminated with 
three months’ written notice at any time.

Directors’ remuneration
The normal remuneration arrangements for Executive Directors 
consist of Directors’ fees, basic salary and annual performance-related 
bonuses. In addition, they receive private health care and, in the case 
of Nick Parker, a pension contribution.

Directors’ emoluments
In the year ended 31 December 2012 the basis of the executive bonus 
scheme was as laid out in the Admission document, being based 
upon the level of growth in the customer bookings number in 2012 
relative to that achieved in 2011. That bonus scheme also included 

Executive
David Richards
James Campigli
Nick Parker

Non-Executive
Paul Walker
Ian Duncan

Total

14   WANdisco plc Annual report and accounts 2012

arrangements for the subsequent two years to 31 December 2014. 
Following  the  Admission  of  the  shares  to  listing  on  AIM,  it  was 
considered appropriate to review these arrangements and assess the 
extent to which they were in line with best practice for the current and 
subsequent years. It was agreed by the Remuneration Committee 
and the Board as a whole that, while bonuses of up to 150% might 
reflect not only the operational performance of the Group during 
the  period  but  also  the  achievement  of  significant  corporate 
objectives  such  as  the  successful  IPO,  in  terms  of  operational 
parameters a maximum bonus of 100% of base salary seemed more 
appropriate. In consequence a new bonus scheme is to be introduced 
for the current year. The new bonus scheme will incorporate a target 
bonus of 75% of salary with a maximum bonus of 100% of salary. The 
level of the bonus will be dependent upon the customer bookings 
achieved during the year.

Directors’ interests
Details of the Directors’ shareholdings are included in the Directors’ 
report on page 10.

Directors’ share options
Aggregate  emoluments  disclosed  above  do  not  include  any 
amounts for the value of options to acquire ordinary shares in the 
Company granted to or held by the Directors. Details of options 
for Directors who served during the year are as follows:

Executive
David Richards
James Campigli
Nick Parker
Non-executive
Paul Walker
Ian Duncan

Number of
options at
31 December
2012

—
—
400,000

—
—

Exercise
price

—
—
$0.36

—
—

Paul Ashton Walker
Chairman of the Remuneration Committee
25 April 2013

Salary/fees

$’000

350
300
277

927

42
42

84

Bonus

$’000

500
429
562

1,491

—
—

—

 1,011 

 1,491 

Benefits

$’000

49
28
40

117

—
—

—

117

31 December

31 December

2012

Total

$’000

899
757
879

 2,535 

42
42

84

2011

Total

$’000

229
211
53

493

—
—

—

 2,619 

493

Corporate governance

2012 FRC UK Corporate Governance Code
Whilst the Company is listed on the AIM, it is not required to adopt 
the  provisions  of  the  Code  on  Corporate  Governance 
(“the  Code”).  The  Board,  however,  is  committed  to  the 
maintenance  of  high  standards  of  corporate  governance 
and after due consideration it has adopted many aspects of the 
Code as described below.

The Board of Directors and Committees 
of the Board of Directors
The Board comprises three Executive and two Non-executive 
members as at 25 April 2013. This ensures compliance with the 
Code which states that a smaller company should have at least 
two independent directors. The Board met regularly throughout 
period from 1 June 2012, the date of Admission to AIM, and the 
year end, with ad hoc meetings also being held. The role of the 
Board is to provide leadership of the Group and to set strategic 
aims but within a framework of prudent and effective controls 
which enable risk to be managed. The Board has agreed the 
Schedule  of  Matters  reserved  for  its  decision  which  includes 
ensuring that the necessary financial and human resources are 
in place to meet its obligations to its shareholders and others. It 
also approves acquisitions and disposals of businesses, major 
capital expenditure, annual financial budgets and recommends 
interim and final dividends. It receives recommendations from 
the  Audit  Committee  in  relation  to  the  appointment  of  the 
auditor, its remuneration and the policy relating to non-audit 
services. The Board agrees the framework for Executive Directors’ 
remuneration with the Remuneration Committee and determines 
fees paid to Non-executive Directors. Board papers are circulated 
before Board meetings in sufficient time to be meaningful.

The performance of the Board is evaluated on an ongoing basis 
informally with reference to all aspects of its operation including, 
but not limited to: the appropriateness of its skill level; the way its 
meetings are conducted and administered (including the content 
of those meetings); the effectiveness of the various Committees; 
whether corporate governance issues are handled in a satisfactory 
manner; and whether there is a clear strategy and objectives.

A new Director, on appointment, is briefed on the activities of the 
Group. Professional induction training is also given as appropriate. 
The Chairman briefs Non-executive Directors on issues arising at 
Board meetings if required and Non-executive Directors have 
access to the Chairman at any time. Ongoing training is provided 
as needed. Directors are updated on a frequent and regular basis 
on the Group’s business and on issues covering employment, 
social,  ethical,  environmental  and  health  and  safety  matters 
by means of Board presentations.

In the furtherance of his duties or in relation to acts carried out by 
the Board or the Company, each Director has been informed that 
he is entitled to seek independent professional advice at the expense 
of the Company. The Company maintains appropriate cover under 
a Directors’ and Officers’ insurance policy in the event of legal action 
being taken against any Director.

Each Director is appraised through the normal appraisal process. 
The Executive Board members are appraised by both the Chief 
Executive  and  the  Senior  Independent  Director  and  the 
Non-executive  Board  members  by  the  Chairman.  Under 
the  leadership  of  the  Senior  Independent  Director,  the 
Non-executive  Board  members  hold  a  meeting  without  the 
Chairman being present to appraise the Chairman’s performance. 
Each  Director  has  access  to  the  services  of  the  Company 
Secretary if required.

The Non-executive Directors are considered by the Board to be 
independent  of  management  and  are  free  to  exercise 
independence of judgement. They have never been employees of 
the Company nor do they participate in the Company’s bonus 
arrangements.  They  receive  no  other  remuneration  from  the 
Company other than the Directors’ fees. 

It is recognised that the Code does not treat the Chairman as 
independent and it is considered best practice that he should not 
sit on the Remuneration Committee. The Board, however, takes 
the view that as the number of Non-executive Directors is only 
two  and  as  the  Chairman  does  not  chair  the  Remuneration 
Committee, his participation will continue.

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The  table  below  shows  the  number  of  Board  meetings  and  Audit  Committee  and  the  Remuneration  Committee  meetings 
held between the date the Company was admitted to AIM on 1 June 2012 and the year end and the attendance of each Director.

Executive Directors
David Richards
James Campigli
Nick Parker
Non-executive Directors
Paul Walker
Ian Duncan

Board meetings

Committee meetings

Audit

Remuneration

Possible

Attended

Possible

Attended

Possible

Attended

3
3
3

3
3

3
3
3

3
3

—
2
—

2
2

—
2
—

2
2

2
—
—

2
2

2
—
—

2
2

WANdisco plc Annual report and accounts 2012   15

Corporate governance
continued

The Audit Committee 
The Audit Committee (“the Committee”) is established by and 
is responsible to the Board. It has written terms of reference. 
Its main responsibilities are:

 ›

 ›

 ›

 ›

to monitor and be satisfied with the truth and fairness of the 
Group’s financial statements before submission to the Board 
for approval, ensuring their compliance with the appropriate 
accounting standards, the law and the Listing Rules of the 
Financial Services Authority;

to monitor and review the effectiveness of the Group’s system 
of internal control;

to  make  recommendations  to  the  Board  in  relation  to  the 
appointment  of  the  external  auditor  and  its  remuneration, 
following  appointment  by  the  shareholders  in  general 
meeting,  and  to  review  and  be  satisfied  with  the  auditor’s 
independence, objectivity and effectiveness on an ongoing 
basis; and

to implement the policy relating to any non-audit services 
performed by the external auditor.

Ian  Duncan  is  the  Chairman  of  the  Committee.  The  other 
members of the Committee are Paul Walker and James Campigli, 
both  of  whom  have  gained  wide  experience  in  regulatory 
and risk issues.

The Audit Committee meets with external auditors, without the 
Executive Directors being present, at least once a year. 

The Committee is authorised by the Board to seek and obtain any 
information it requires from any officer or employee of the Group 
and to obtain external legal or other independent professional 
advice as is deemed necessary by it.

Meetings of the Committee are held at least three times per year 
to coincide with the review of the scope of the external audit and 
observations arising from their work in relation to internal control 
and to review the financial statements. The external auditor is 
invited to these meetings and meets with the Audit Committee 
at least three times a year. At its meeting, it carries out a full review 
of the year-end financial statements and of the audit, using as a 
basis the Report to the Audit Committee prepared by the external 
auditor  and  taking  into  account  any  significant  accounting 
policies, any changes to them and any significant estimates or 
judgements.  Questions  are  asked  of  management  of  any 

significant  or  unusual  transactions  where  the  accounting 
treatment could be open to different interpretations.

The  Committee  receives  reports  from  management  on  the 
effectiveness of the system of internal controls. It also receives 
from the external auditor a report of matters arising during the 
course of the audit which the auditor deems to be of significance 
for the Committee’s attention. The statement on internal controls 
and the management of risk, which is included in the Annual 
Report, is approved by the Committee.

The 1998 Public Interest Disclosure Act (“the Act”) aims to promote 
greater openness in the workplace and ensures “whistle blowers” are 
protected. The Group voluntarily maintains a policy in accordance 
with  the  Act,  which  allows  employees  to  raise  concerns  on  a 
confidential basis if they have reasonable grounds in believing that 
there is serious malpractice within the Group. The policy is designed 
to deal with concerns, which must be raised without malice and 
in good faith, in relation to specific issues which are in the public 
interest and which fall outside the scope of other Group policies and 
procedures. There is a specific complaints procedure laid down and 
action will be taken in those cases where the complaint is shown to 
be justified. The individual making the disclosure will be informed of 
what action is to be taken and a formal written record will be kept of 
each stage of the procedure. Any issues arising under this policy are 
reported to the Audit Committee.

The external auditor is required to give the Committee information 
about policies and processes for maintaining its independence 
and compliance regarding the rotation of audit partners and staff. 
The Committee considers all relationships between the external 
auditor and the Company to ensure that they do not compromise 
the auditor’s judgement or independence particularly with the 
provision of non-audit services.

The Remuneration Committee
The Remuneration Committee is chaired by Paul Walker; the other 
members of the Committee are Ian Duncan and David Richards. 
The Committee meets at least twice a year with the other Board 
members in attendance as appropriate. It has written terms of 
reference. The Committee agrees the framework for Executive 
Directors’ remuneration with the Board.

16   WANdisco plc Annual report and accounts 2012

Re-election
With the exception of the Annual General Meeting following the 
Admission to AIM, Directors are subject to re-election at the Annual 
General Meeting following their appointment. In addition, at each 
Annual General Meeting one-third (or whole number less than 
one-third) of the Directors will retire by rotation.

Shareholder communications
The Chairman and the Chief Financial Officer regularly meet with 
institutional  shareholders  to  foster  a  mutual  understanding 
of objectives. 

The Directors encourage the participation of all shareholders, 
including private investors, at the Annual General Meeting and as 
a matter of policy the level of proxy votes (for, against and vote 
withheld) lodged on each resolution is declared at the meeting.

The  Annual  Report  and  Accounts  is  published  on  the 
Company’s website, www.wandisco.com, and can be accessed 
by shareholders.

Internal controls
The Board is responsible for the Group’s system of internal controls 
and for reviewing its effectiveness. Such a system is designed to 
manage rather than eliminate the risk of failure to achieve business 
objectives  and  can  only  provide  reasonable  and  not  absolute 
assurance against material misstatement or loss.

The  Group  highlights  potential  financial  and  non-financial 
risks which may impact on the business as part of the quarterly 
management  reporting  procedures.  The  Board  receives 
these quarterly management reports and monitors the position 
at Board meetings.

The  Board  confirms  that  there  are  ongoing  processes  for 
identifying, evaluating and mitigating the significant risks faced 
by the Group. The processes have been in place from the date of 
Admission to AIM up to the date of approval of the Annual Report 
and  Accounts,  consistent  with  the  guidance  for  Directors 
on internal control issued by the Turnbull Committee.

The  Group’s 
procedures include:

internal  financial  control  and  monitoring 

 › clear  responsibility  on  the  part  of  line  and  financial 
management for the maintenance of good financial controls 
and  the  production  of  accurate  and  timely  financial 
management information;

 ›

the  control  of  key  financial  risks  through  appropriate 
authorisation levels and segregation of accounting duties;

 › detailed  monthly  budgeting  and  reporting  of  trading  results, 
balance  sheets  and  cash  flows,  with  regular  review 
by management of variances from budget;

 ›

 ›

reporting  on  any  non-compliance  with  internal  financial 
controls and procedures; and 

review of reports issued by the external auditor.

The Audit Committee on behalf of the Board reviews reports 
from the external auditor together with management’s response 
regarding proposed actions. In this manner they have reviewed 
the effectiveness of the system of internal controls for the period 
covered by the accounts.

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Statement of Directors’ responsibilities
in respect of the Annual Report and the financial statements

The  Directors  are  responsible  for  keeping  proper  accounting 
records that disclose with reasonable accuracy at any time the 
financial position of the Company and enable them to ensure 
that the financial statements comply with the Companies (Jersey) 
Law 1991. They are also responsible for safeguarding the assets 
of  the  Company  and  hence  for  taking  reasonable  steps  for 
the prevention and detection of fraud and other irregularities.

The  Directors  are  responsible  for  preparing  the  financial 
statements in accordance with applicable law and International 
Financial Reporting Standards.

Company  law  requires  the  Directors  to  prepare  financial 
statements for each financial year which give a true and fair view 
of the state of affairs of the Company and of the profit or loss of 
the  Company  for  that  period.  In  preparing  these  financial 
statements, the Directors are required to:

select suitable accounting policies and apply them consistently;

 ›
 › make  judgements  and  estimates  which  are  reasonable 

and prudent;

 ›

state  whether  applicable  accounting  standards  have  been 
followed,  subject  to  any  material  departures  disclosed 
and explained in the financial statements; and

 › prepare the financial statements on the going concern basis 
unless  it  is  inappropriate  to  presume  that  the  company 
will continue in business.

18   WANdisco plc Annual report and accounts 2012

Independent auditor’s report 
to the members of WANdisco plc

We have audited the Group financial statements of WANdisco plc 
for  the  year  ended  31  December  2012  which  comprise  the 
Consolidated  Statement  of  Comprehensive  Income,  the 
Consolidated Statement of Financial Position, the Consolidated 
Cash Flow Statement, the Consolidated Statement of Changes in 
Equity and the related notes. The financial reporting framework 
that has been applied in their preparation is applicable law and 
International Financial Reporting Standards as adopted by the EU.

This report is made solely to the Company’s members, as a body, 
in accordance with Article 113A of the Companies (Jersey) Law 
1991. Our audit work has been undertaken so that we might state 
to the Company’s members those matters we are required to 
state to them in an auditor’s report and for no other purpose. To 
the fullest extent permitted by law, we do not accept or assume 
responsibility  to  anyone  other  than  the  Company  and  the 
Company’s members as a body, for our audit work, for this report, 
or for the opinions we have formed. 

Respective responsibilities of Directors and auditors
As  explained  more  fully  in  the  Statement  of  Directors’ 
Responsibilities set out on page 18, the Directors are responsible 
for the preparation of financial statements which give a true and 
fair view. Our responsibility is to audit, and express an opinion on, 
the financial statements in accordance with applicable law and 
International  Standards  on  Auditing  (UK  and  Ireland).  Those 
standards  require  us  to  comply  with  the  Auditing  Practices 
Board’s Ethical Standards for Auditors.

Scope of the audit of the financial statements
An audit involves obtaining evidence about the amounts and 
disclosures  in  the  financial  statements  sufficient  to  give 
reasonable assurance that the financial statements are free from 
material misstatement, whether caused by fraud or error. This 
includes an assessment of: whether the accounting policies are 
appropriate  to  the  Group’s  circumstances  and  have  been 
consistently applied and adequately disclosed; the reasonableness 
of significant accounting estimates made by the Directors; and 
the overall presentation of the financial statements. In addition, 
we read all the financial and non-financial information in the 
Annual  Report  to  identify  material  inconsistencies  with  the 
audited financial statements. If we become aware of any apparent 
material  misstatements  or  inconsistencies  we  consider  the 
implications for our report.

Opinion on financial statements
In our opinion the financial statements:

 › give  a  true  and  fair  view,  in  accordance  with  International 
Financial Reporting Standards as adopted by the EU of the 
state of the Group’s affairs as at 31 December 2012 and of the 
Group’s loss for the year then ended; and

 › have  been  properly  prepared  in  accordance  with  the 

Companies (Jersey) Law 1991.

Other matter – prior period financial statements 
In forming our opinion on the financial statements, which is not 
modified we note that the prior period consolidated financial 
statements  were  not  audited.  Consequently,  International 
Standards on Auditing (UK and Ireland) require the auditor to state 
that  the  corresponding  figures  contained  within  these 
consolidated financial statements are unaudited. 

Matters on which we are required to report by exception
We have nothing to report in respect of the following matters 
where the Companies (Jersey) Law 1991 requires us to report to 
you if, in our opinion:

 › proper  accounting  records  have  not  been  kept  by  the 

Company; or

 › proper returns adequate for our audit have not been received 

from branches not visited by us; or

 ›

the Company financial statements are not in agreement with 
the accounting records and returns; or

 › we have not received all the information and explanations we 

require for our audit.

Johnathan Pass
for and on behalf of KPMG LLP
Chartered Accountants
25 April 2013

Notes
 ›

 The maintenance and integrity of the WANdisco.com website is the responsibility of 
the Directors; the work carried out by auditors does not involve consideration of these 
matters and accordingly, KPMG LLP accepts no responsibility for any changes that may 
have occurred to the financial statements or our audit report since 25 April 2013. KPMG 
LLP has carried out no procedures of any nature subsequent to 25 April 2013 which in 
any way extends this date.

 ›

 Legislation  in  Jersey  governing  the  preparation  and  dissemination  of  financial 
statements may differ from legislation in other jurisdictions. The Directors shall remain 
responsible for establishing and controlling the process for doing so, and for ensuring 
that the financial statements are complete and unaltered in any way.

WANdisco plc Annual report and accounts 2012   19

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Consolidated statement of comprehensive income
for the year ended 31 December 2012

Year ended 31 December 2012

Year ended 31 December 2011

Revenue
Cost of sales

Gross profit
Operating expenses

Loss from operations
Finance (expense)/income

Loss before tax
Taxation

Loss for the year

Other comprehensive income
Foreign currency translation 
differences – foreign operations

Other comprehensive income 
for the period net of tax

Total comprehensive income 
for the period

Loss per share
Basic and diluted

Pre-
exceptional
$’000

Exceptional
items
$’000

Notes

6, 8

8, 9

11

6,031
(497)

5,534
(11,419)

(5,885)
(216)

(6,101)
—

(6,101)

16

—

Total
$’000

6,031
(497)

5,534
(14,075)

(8,541)
560

(7,981)
—

(7,981)

— 
—

—
(2,656)

(2,656) 
 776 

(1,880) 

—

(1,880)

—

—

16

—

Pre-
exceptional
$’000

Exceptional
items
$’000

3,878
(303)

3,575
(4,524)

(949)
(75)

(1,024)
25

(999)

(7)

—

—
(95)

(95)
(110)

(205)
—

(205)
—

(205)

—

—

Total
$’000

3,878
(398)

3,480
(4,634) 

(1,154)
(75)

(1,229)
25

(1,204)

(7)

—

(6,085) 

(1,880) 

(7,965) 

(1,006) 

(205)

(1,211) 

12

$0.49

$0.26

20   WANdisco plc Annual report and accounts 2012

Consolidated statement of financial position
as at 31 December 2012

Assets
Intangible assets
Property, plant and equipment

Total non-current assets

Trade and other receivables
Cash and cash equivalents

Total current assets

Total assets

Liabilities
Loans and borrowings
Trade and other payables
Deferred income
Deferred government grant
Provisions

Total current liabilities

Loans and borrowings
Deferred tax

Non-current liabilities

Total liabilities

Net assets/(liabilities)

Equity
Share capital
Share premium
Translation reserve
Merger reserve
Retained earnings

Total equity/(deficit)

Notes

13
14

16
18

19
17
17

20

19
11

22
22
22
22
22

2012
$’000

5,541
129

5,670

2,486
14,545

17,031

22,701

— 
(3,665)
(6,368)
(36)
(393) 

2011
$’000

1,343
43

1,386

1,188
74

1,262

2,648

(705)
(2,566)
(4,466)
—
(414)

(10,462) 

(8,151) 

—
(5)

(5)

(10,467) 

12,234 

3,388
23,332
6
1,247
(15,739)

12,234

(65)
(5)

(70)

(8,221) 

(5,573) 

448
—
(10)
—
(6,011)

(5,573)

The financial statements on pages 20 to 43 were approved by the Board of Directors on 25 April 2013 and signed on its behalf by:

David Richards  
Chief Executive Officer 

Nick Parker
Chief Financial Officer

Company registered number 110497

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WANdisco plc Annual report and accounts 2012   21

 
 
 
 
Consolidated statement of changes in equity 
for the year ended 31 December 2012

Share
premium
$’000

Translation
reserve
$’000

Merger
reserve
$’000

Share
capital
$’000

448

—

—

—

—
—

—
—
—

—

448

448

—
—

 — 

2,761

(1,247)
1,289
—

54

83
—

—

—

—

—

—
—

—
—
—

—

—

 — 

—
—

 — 

—

—
21,908
(1,946)

95

3,275
—

2,940

3,388

 23,332 

 23,332 

Retained
earnings
$’000

(5,054)

Total
$’000

(4,609) 

(1,204)

(1,204) 

—

(7)

(1,204) 

(1,211) 

—
174

—
—
73

247

(6,011) 

(6,011)

—
174

—
—
73

247

(5,573) 

(5,573) 

(7,981)
—

(7,981)
16

—

—

—

—

—
—

—
—
—

—

—

 — 

—
—

 — 

(7,981)

(7,965)

—

1,247
—
—

—

—
—

—

—
—
—

—

(2,560)
813

2,761

—
23,197
(1,946)

149

798
813

 1,247 

 1,247 

(1,747)

25,772

(15,739)

 12,234 

(3)

—

(7)

(7)

—
—

—
—
—

—

(10)

(10) 

—
16

16

—

—
—
—

—

—
—

 — 

 6 

Balance at 1 January 2011
Total comprehensive 
income for the period
Loss for the year
Foreign currency 
translation differences

Total comprehensive 
income for the period
Transactions with owners 
recorded directly in equity
Issue of shares 
Waiver of loan from shareholders 
Shares issued in exchange for 
WANdisco, Inc. shares 
Share issue costs
Share-based payments charge

Total contributions by and 
distributions to owners

Balance at 31 December 2011

Balance at 1 January 2012
Total comprehensive 
income for the period 
Loss for the year 
Other comprehensive income 

Total comprehensive 
income for the period 
Transactions with owners 
recorded directly in equity 
Issue of shares by WANdisco Inc.
Shares issued by WANdisco plc in 
exchange for WANdisco Inc. shares
Shares issued by WANdisco plc
Share issue costs 
Shares allotted under 
share option scheme
Shares issued as part 
of AltoStor acquisition
Share-based payments charge

Total contributions by and 
distributions to owners

Balance at 31 December 2012

22   WANdisco plc Annual report and accounts 2012

Consolidated statement of cash flows 
for the year ended 31 December 2012

Cash flows from operating activities
Loss before taxation
Adjustments for:
Depreciation
Amortisation of intangibles
Finance costs
Foreign exchange

Change in trade and other receivables
Change in trade and other payables
Change in deferred income
Grant income received
Grant income released
Change in provisions
Share-based payment charge
Interest paid

Net cash (used in)/generated from operating activities

Cash flows from investing activities
Purchase of property, plant and equipment
Purchase of intangible assets
Acquisition of subsidiary
Development expenditure in respect of intangible assets

Net cash used in investing activities

Cash flow from financing activities
Net proceeds from share issue
Proceeds from loans
Repayment of borrowings

Net cash generated from financing activities

Net increase/(decrease) in cash and cash equivalents
Effect of exchange rate fluctuations on cash and cash equivalents
Cash and cash equivalents at the start of the period

Cash and cash equivalents at the end of the period

Notes

2012
$’000

2011
$’000

(7,981)

(1,229)

52
2,017
216
(776)
(1,394)
1,093
1,902
139
(105)
(21)
813
(101)

(4,146)

(138)
(1,000)
(1,500)
(2,912)

(5,550) 

24,161
—
(770)

23,391

 13,695 
776
74

 14,545 

46
980
75
(6)
(959)
1,007
740
—
—
246
73
(75)

898

(7)
—
—
(1,207)

(1,214) 

362
(51)

311

(5) 
—
79

 74

27

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Notes to the consolidated financial statements

1. Reporting entity
WANdisco plc is a public limited company incorporated and domiciled in Jersey. The Company’s ordinary shares are traded on AIM. 
The consolidated financial statements of the Company for the year ended 31 December 2012 comprise the Company and its 
subsidiaries (together referred to as “the Group”).

2. Basis of preparation
(a) Statement of compliance

The financial statements have been prepared in accordance with International Financial Reporting Standards (IFRSs) as endorsed by 
the EU, IFRIC Interpretations, and under the historical cost accounting convention, and with those parts of Jersey Law (1991) applicable 
to companies under IFRS.

WANdisco plc was incorporated on 16 April 2012. On 16 May 2012 WANdisco plc acquired WANdisco, Inc. The acquisition of 
WANdisco, Inc. by WANdisco plc has been accounted for as a reverse acquisition and the consolidated IFRS financial information is 
therefore a continuation of the financial information of the WANdisco business, which was previously wholly owned by the WANdisco, 
Inc. group. On 18 May 2012 WANdisco plc acquired the whole of the issued share capital of WANdisco International Limited from 
WANdisco, Inc.

Unaudited comparative financial information

The 2011 comparative information represents the consolidated results of the former WANdisco Inc. group consisting of WANdisco Inc. 
and WANdisco International Limited, prior to the acquisition of WANdisco Inc. by WANdisco plc. KPMG LLP has not issued a statutory 
audit opinion on this comparative information as there was previously no requirement for an audit.

Under article 105(11) of the Companies (Jersey) Law 1991, a parent company preparing consolidated financial statements need not 
present solus (parent company only) financial information, unless required to do so by an ordinary resolution of the company’s members.

(b) Going concern

As at 31 December 2012 the Group had net assets of $12,234,000 (31 December 2011: net liabilities of $5,573,000) as set out in the 
Consolidated Statement of Financial Position on page 21. Following the admission of the Ordinary Shares to trading on AIM, WANdisco 
plc has considerable financial resources. The Directors have prepared detailed forecasts of the Group’s performance over the coming 
years. As a consequence, the Directors believe that WANdisco plc and the Group are well placed to manage its business risks 
successfully despite the current uncertain economic outlook. After making enquiries the Directors have a reasonable expectation 
that WANdisco plc and the Group have sufficient working capital available for its present requirements, that is for the next twelve 
months from the date of this report. Accordingly, they continue to adopt the going concern basis in preparing the Group financial statements.

(c) Functional and presentational currency

The consolidated financial statements are presented in US dollars, which is also the presentational currency of the Group. Billings to the 
Group’s customers during the year were all in US dollars by WANdisco, Inc. with certain costs being incurred by WANdisco International 
Limited in sterling. All financial information has been rounded to the nearest thousand US dollars unless otherwise stated.

(d) Use of estimates and judgements

The preparation of financial information in conformity with adopted IFRSs requires management to make judgements, estimates and 
assumptions that affect the application of accounting policies and the reported amounts of assets, liabilities, income and expenses. 
Actual results may differ from these estimates.

Estimates and underlying assumptions are reviewed on an ongoing basis. Revisions to accounting estimates are recognised in the 
period in which the estimates are revised and in any future periods affected.

The accounting policy descriptions set out the areas where judgement needs to be exercised, the most significant of which are 
revenue recognition, research and development and intangible assets.

‘Information about significant areas of estimation uncertainty in applying accounting policies that have the most significant effect 
on the amounts recognised in the consolidated financial information is included in the following Notes:

 › Note 13 – valuation of intangible assets
 › Note 20 – provisions
 › Note 23 – valuation of share-based payments

24   WANdisco plc Annual report and accounts 2012

3. Significant accounting policies
The accounting policies set out below have been applied consistently to all periods presented in these consolidated financial statements.

(a) Basis of consolidation

The Group financial statements consolidate those of the company and its subsidiary undertakings. Subsidiaries are entities controlled 
by the Group. Control exists when the Group has the power, directly or indirectly, to govern the financial and operating policies of 
an entity so as to obtain benefits from its activities. In assessing control, potential voting rights that are currently exercisable or 
convertible are taken into account. The financial information of subsidiaries is included from the date that control commences until 
the date that control ceases.

Intra-group balances and transactions, and any unrealised income and expenses arising from intra-group transactions, are eliminated 
in preparing the consolidated financial information.

Business combinations

All business combinations are accounted for by applying the acquisition method. Business combinations are accounted for using 
the acquisition method as at the acquisition date, which is the date on which control is transferred to the Group. 

Acquisitions on or after 1 January 2009

For acquisitions on or after 1 January 2009, the Group measures goodwill at the acquisition date as:

 ›
 ›
 ›
 ›

the fair value of the consideration transferred; plus 

the recognised amount of any non-controlling interests in the acquiree; plus

the fair value of the existing equity interest in the acquiree; less

the net recognised amount (generally fair value) of the identifiable assets acquired and liabilities assumed. 

When the excess is negative, the negative goodwill is recognised immediately in profit or loss.

Costs related to the acquisition, other than those associated with the issue of debt or equity securities, are expensed as incurred.

(b) Foreign currency

(i) Foreign currency transactions

Transactions in foreign currencies are translated to the respective functional currencies of Group entities at the foreign exchange 
rate ruling at the date of the transaction. Monetary assets and liabilities denominated in foreign currencies at the balance sheet date 
are retranslated to the functional currency at the foreign exchange rate ruling at that date. Foreign exchange differences arising on 
translation are recognised in the income statement. Non-monetary assets and liabilities that are measured in terms of historical cost 
in a foreign currency are translated using the exchange rate at the date of the transaction. Non-monetary assets and liabilities 
denominated in foreign currencies that are stated at fair value are retranslated to the functional currency at foreign exchange rates 
ruling at the dates the fair value was determined.

(ii) Foreign operations

The assets and liabilities of foreign operations, including goodwill and fair value adjustments arising on consolidation, are translated 
to the Group’s presentational currency, US dollars, at foreign exchange rates ruling at the balance sheet date. The revenues and 
expenses of foreign operations are translated at an average rate for the year, where this rate approximates to the foreign exchange 
rates ruling at the dates of the transactions.

Exchange differences arising from this translation of foreign operations are reported as an item of other comprehensive income and 
accumulated in the translation reserve or non-controlling interest, as the case may be. 

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WANdisco plc Annual report and accounts 2012   25

 
Notes to the consolidated financial statements
continued

3. Significant accounting policies continued
(c) Financial instruments

(i) Non-derivative financial instruments

Non-derivative financial instruments comprise trade and other receivables, cash and cash equivalents, loans and borrowings, and 
trade and other payables.

Trade and other receivables

Trade and other receivables are recognised initially at fair value. Subsequent to initial recognition they are measured at amortised cost 
using the effective interest method, less any impairment losses.

Trade and other payables

Trade and other payables are recognised initially at fair value. Subsequent to initial recognition they are measured at amortised cost 
using the effective interest method.

Cash and cash equivalents

Cash and cash equivalents comprise cash balances and call deposits. Bank overdrafts that are repayable on demand and form 
an integral part of the Group’s cash management are included as a component of cash and cash equivalents.

Interest-bearing borrowings

Interest-bearing borrowings are recognised initially at fair value less attributable transaction costs. Subsequent to initial recognition, 
interest-bearing borrowings are stated at amortised cost using the effective interest method, less any impairment losses.

(ii) Classification of financial instruments issued by the Group

Following the adoption of IAS 32, financial instruments issued by the Group are treated as equity only to the extent that they meet 
the following two conditions: 

(a)   they include no contractual obligations upon the Group to deliver cash or other financial assets or to exchange financial assets 

or financial liabilities with another party under conditions that are potentially unfavourable to the Group; and 

(b)   where the instrument will or may be settled in the Group’s own equity instruments, it is either a non-derivative that includes no 
obligation to deliver a variable number of the Company’s own equity instruments or is a derivative that will be settled by the 
Company’s exchanging a fixed amount of cash or other financial assets for a fixed number of its own equity instruments.

To the extent that this definition is not met, the proceeds of issue are classified as a financial liability. Where the instrument so classified 
takes the legal form of the Company’s own shares, the amounts presented in these financial statements for called up share capital 
and share premium account exclude amounts in relation to those shares. 

(d) Property, plant and equipment

(i) Recognition and measurement

Items of property, plant and equipment are measured at cost less accumulated depreciation and accumulated impairment losses. 
The cost of property, plant and equipment at 1 January 2009, the Group’s date of transition to IFRS, was determined by reference to 
its carrying value under UK and US Generally Accepted Accounting Principles.

(ii) Depreciation

Depreciation is recognised in profit or loss on a straight-line basis over the estimated useful lives of each part of an item of property, 
plant and equipment.

The estimated useful lives for the current and comparative periods are as follows:

 › computer equipment  
 › fixtures and fittings 
 ›

leasehold improvements  –  3 years

–  3 years

–  3 years

Depreciation methods, useful lives and residual values are reviewed at each reporting date.

(e) Intangible assets and goodwill

(i) Goodwill

Goodwill is stated at cost less any accumulated impairment losses. Goodwill is allocated to cash-generating units and is not amortised 
but is tested annually for impairment.

26   WANdisco plc Annual report and accounts 2012

 
3. Significant accounting policies continued
(e) Intangible assets and goodwill continued
(ii) Research and development

Expenditure  on  research  activities,  undertaken  with  the  prospect  of  gaining  new  technical  knowledge  and  understanding,  is 
recognised in profit or loss when incurred.

Development activities relate to software development and involve a plan or design for the production of new or substantially 
improved products and processes. Development expenditure is capitalised only if development costs can be measured reliably, the 
product or process is technically and commercially feasible, future economic benefits are probable, and the Group intends to, and 
has sufficient resources to, complete development and to use or sell the asset.

The expenditure capitalised includes direct labour and overhead costs that are directly attributable to preparing the asset for its 
intended use.

Capitalised development expenditure is measured at cost less accumulated amortisation and accumulated impairment losses.

(iii) Amortisation

Amortisation of capitalised research and development costs is recognised in profit or loss on a straight-line basis over the estimated 
useful life of two years.

Intangibles in relation to acquired software are amortised over an estimated useful life of two years.

Amortisation of the intangible asset recognised on the acquisition of AltoStor is recognised in profit or loss on a straight-line basis 
over the estimated useful life of three years. 

(f) Impairment (excluding deferred tax assets)

Financial assets (including receivables)

A financial asset not carried at fair value through profit or loss is assessed at each reporting date to determine whether there is 
objective evidence that it is impaired. A financial asset is impaired if objective evidence indicates that a loss event has occurred after 
the initial recognition of the asset and that the loss event had a negative effect on the estimated future cash flows of that asset that 
can be estimated reliably.

An impairment loss in respect of a financial asset measured at amortised cost is calculated as the difference between its carrying 
amount and the present value of the estimated future cash flows discounted at the asset’s original effective interest rate. Interest on 
the impaired asset continues to be recognised through the unwinding of the discount. When a subsequent event causes the amount 
of impairment loss to decrease, the decrease in impairment loss is reversed through profit or loss.

Non-financial assets

The carrying amounts of the Group’s non-financial assets are reviewed at each reporting date to determine whether there is 
any indication of impairment. If any such indication exists, then the asset’s recoverable amount is estimated. For goodwill, and 
intangible assets that have indefinite useful lives or that are not yet available for use, the recoverable amount is estimated each year 
at the same time.

The recoverable amount of an asset or cash-generating unit is the greater of its value in use and its fair value less costs to sell. In 
assessing value in use, the estimated future cash flows are discounted to their present value using a pre-tax discount rate that reflects 
current market assessments of the time value of money and the risks specific to the asset. For the purpose of impairment testing, 
assets that cannot be tested individually are grouped together into the smallest group of assets that generates cash inflows from 
continuing use that are largely independent of the cash inflows of other assets or groups of assets (the “cash-generating unit”). The 
goodwill acquired in a business combination, for the purpose of impairment testing, is allocated to cash-generating units (CGUs). 
Subject to an operating segment ceiling test, for the purposes of goodwill impairment testing, CGUs to which goodwill has been 
allocated are aggregated so that the level at which impairment is tested reflects the lowest level at which goodwill is monitored for 
internal reporting purposes. Goodwill acquired in a business combination is allocated to groups of CGUs that are expected to benefit 
from the synergies of the combination.

An impairment loss is recognised if the carrying amount of an asset or its CGU exceeds its estimated recoverable amount. Impairment 
losses are recognised in profit or loss. Impairment losses recognised in respect of CGUs are allocated first to reduce the carrying 
amount of any goodwill allocated to the units and then to reduce the carrying amounts of the other assets in the unit (group of units) 
on a pro rata basis.

An impairment loss in respect of goodwill is not reversed. In respect of other assets, impairment losses recognised in prior periods 
are assessed at each reporting date for any indications that the loss has decreased or no longer exists. An impairment loss is reversed 
if there has been a change in the estimates used to determine the recoverable amount. An impairment loss is reversed only to the 
extent that the asset’s carrying amount does not exceed the carrying amount that would have been determined, net of depreciation 
or amortisation, if no impairment loss had been recognised.

WANdisco plc Annual report and accounts 2012   27

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Notes to the consolidated financial statements
continued

3. Significant accounting policies continued
(g) Employee benefits

(i) Pension plans

There are no Group pension schemes to which the Group entities contribute or have any liabilities.

The Group is not obliged to make any contributions to the UK stakeholder scheme and it currently has no members.

(ii) Termination benefits

Termination  benefits  are  recognised  as  an  expense  when  the  Group  is  demonstrably  committed,  without  realistic  possibility 
of withdrawal, to a formal detailed plan to either terminate employment before the normal retirement date or to provide termination 
benefits as a result of an offer made to encourage voluntary redundancy.

(iii) Short-term benefits

Short-term employee benefit obligations are measured on an undiscounted basis and are expensed as the related service is provided.

A liability is recognised for the amount expected to be paid under short-term cash bonus or commission plans where the Group has 
a present legal or constructive obligation to pay this amount as a result of past service provided by the employee and the obligation 
can be estimated reliably.

(iv) Share-based payment transactions

The grant date fair value of share-based payment awards granted to employees is recognised as an employee expense, with 
a corresponding increase in equity, over the period that the employees unconditionally become entitled to the awards. The amount 
recognised as an expense is adjusted to reflect the number of awards for which the related service and non-market vesting conditions 
are expected to be met, such that the amount ultimately recognised as an expense is based on the number of awards that do meet 
the related service and non-market performance conditions at the vesting date. For share-based payment awards with non-vesting 
conditions, the grant date fair value of the share-based payment is measured to reflect such conditions and there is no true-up for 
differences between expected and actual outcomes.

Share-based payment arrangements in which the Group receives goods or services as consideration for its own equity instruments are 
accounted for as equity-settled share-based payment transactions, regardless of how the equity instruments are obtained by the Group.

No cash settled share-based payment awards have been granted to employees.

(h) Revenue recognition

(i) Software licences

Sales of software licences are recognised once the licence has been granted and the customer has been provided with access to 
the software. Revenue derived from sales of licences is spread over the period of the licence. Where licences are perpetual, revenue 
is recognised in full once the agreement is in place.

(ii) Support subscriptions

Sales of support subscriptions are recognised on a straight-line basis over the period of the contract.

(iii) Maintenance, training and other services

Sales of maintenance, training and other services are recognised on a straight-line basis over the period of the contract.

(iv) Customer bookings

Customer bookings are the amounts invoiced to customers for software licences, subscriptions and services, net of discounts and 
sales taxes.

The operating cycle of the business is up to 36 months. 

(i) Operating lease payments

Payments made under operating leases are recognised in profit or loss on a straight-line basis over the term of the lease.

(j) Finance income and expenses

Finance expenses comprise interest expense on borrowings and the use of debt factoring facilities.

(k) Taxation

Income tax expense comprises current and deferred tax. Income tax expense is recognised in profit or loss except to the extent that 
it relates to items recognised directly in equity, in which case it is recognised in equity.

Current tax is the expected tax payable on the taxable income for the year, using tax rates enacted or substantively enacted at the 
reporting date, and any adjustment to tax payable in respect of previous years.

28   WANdisco plc Annual report and accounts 2012

3. Significant accounting policies continued
(k) Taxation continued
Deferred tax is recognised using the statement of financial position method, providing for temporary differences between the carrying 
amounts of assets and liabilities for financial reporting purposes and the amounts used for taxation purposes. Deferred tax is not 
recognised in respect of temporary differences, relating to investments in subsidiaries to the extent that it is probable that they will 
not reverse in the foreseeable future. Deferred tax is measured at the tax rates that are expected to be applied to temporary differences 
when they reverse, based on the laws that have been enacted or substantively enacted by the reporting date.

A deferred tax asset is recognised to the extent that it is probable that future taxable profits will be available against which the 
temporary difference can be utilised. Deferred tax assets are reviewed at each reporting date and are reduced to the extent that it is 
no longer probable that the related tax benefit will be realised.

(l) Government grants

Government grants are recognised where there is reasonable assurance that the grant will be received and all attaching conditions 
will be complied with.

When the grant relates to an expense item, it is recognised as income over the period necessary to match the grant on a systematic 
basis to the costs that it is intended to compensate. Where the grant relates to an asset , the fair value is credited to a deferred income 
account and is released to the statement of comprehensive income over the expected useful life of the assets.

(m) Segmental reporting

The Directors consider there to be one operating segment, being that of development and sale of licences for software and 
related maintenance.

The Group has adopted IFRS 8 “Operating Segments” from the date of transition to IFRS. IFRS 8 requires the Group to determine and 
present its operating segments based on information which is provided internally to the chief operating decision maker (“the CODM”). 
The CODM, who is responsible for allocating resources and assessing the performance of the operating segment, has been identified 
as the Chief Executive Officer.

(n) Provisions

Provisions are created where the Group has a present legal or constructive obligation as a result of a past event, where it is probable 
it will result in an outflow from the Group.

(o) Cost of sales

Cost of sales includes commissions earned on sales and direct costs relating to software supply.

(p) Exceptional items

Exceptional items comprise items of income and expense that are material in amount and unlikely to recur and which merit separate 
disclosure in order to provide an understanding of the Group’s underlying financial performance.

(q) New accounting standards and amendments

(i) New and amended standards adopted by the Group

There are no new IFRSs or IFRIC interpretations that are effective for the first time for the financial year beginning on or after 1 January 2012 
that would be expected to have a material impact on the Group.

(ii) New standards, amendments and interpretations issued but not effective for the financial year beginning 1 January 2012 
and not early adopted

IAS 1 “Presentation of Items of Other Comprehensive Income” requires an entity to present the items of other comprehensive income 
that may be recycled to profit or loss in the future if certain conditions are met, separately from those that would never be recycled 
to profit or loss. The Group is yet to assess IAS 1’s full impact and intends to adopt IAS 1 no later than the accounting period beginning 
on or after 1 July 2012, subject to endorsement by the EU.

IAS 19 “Employee Benefits” was amended in June 2011. The amendment does not impact the Group.

IFRS 10 “Consolidated Financial Statements” builds on existing principles by identifying the concept of control as the determining 
factor in whether an entity should be included within the consolidated financial statements of the parent company. The Group is yet 
to assess IFRS 10’s full impact and intends to adopt IFRS 10 no later than the accounting period beginning on or after 1 January 2014, 
subject to endorsement by the EU.

IFRS 13 “Fair Value Measurement”. This is a new standard to replace existing guidance on fair value measurement in different IFRSs. 
This will be adopted by the Group from 1 January 2013.

IAS 32 “Offsetting Financial Assets and Financial Liabilities”. This will be adopted by the Group from 1 January 2014.

WANdisco plc Annual report and accounts 2012   29

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Notes to the consolidated financial statements
continued

4. Determination of fair values
A number of the Group’s accounting policies and disclosures require the determination of fair value, for both financial and non-financial assets 
and liabilities. Fair values have been determined for measurement and/or disclosure purposes based on the following methods. When 
applicable, further information about the assumptions made in determining fair values is disclosed in the notes specific to that asset or liability.

(a) Intangible assets

Whilst development costs are valued at cost less amortisation, their carrying values are assessed to ensure that they do not exceed 
the recoverable amount at the end of each reporting period. The recoverable amount of other intangible assets is based on the 
discounted cash flows expected to be derived from the use and eventual sale of products developed.

(b) Trade and other receivables

The fair value of short-term trade and other receivables is deemed to be its book value less any impairment provision. The effect of 
discounting is considered to be immaterial.

(c) Non-derivative financial liabilities

Fair value, which is determined for disclosure purposes, is calculated based on the present value of future principal and interest cash 
flows, discounted at the market rate of interest at the reporting date.

5. Segmental analysis
Operating segments

The Directors consider there to be one operating segment, being that of development and sale of licences for software and related maintenance.

Geographical segments

The Group recognises revenue in three geographical regions based on the location of customers, as set out in the following table:

North America
Europe
Rest of the world

Total

2012
$’000 

5,257
589
185

6,031

2011
$’000 

3,028
662
188

3,878

Management makes no allocation of costs, assets or liabilities between these segments since all trading activities are operated as a 
single business unit.

The Group has two customers representing individually over 10% each and in aggregate over 28% of revenue at $1,741,243.

6. Operating expenses
Loss for the year has been arrived at after charging:

Staff costs (see Note 10)
Research and development – amortisation charge
Amortisation of intangibles
Depreciation of fixed assets
Auditor’s remuneration (see Note 7)

2012
$’000

5,911
1,801
216
52
 1,178 

Reconciliation of operating loss to earnings before interest, taxation, depreciation and amortisation (EBITDA)

Operating loss
Adjusted for:
Amortisation and depreciation
Exceptional items within operating expenses

EBITDA before exceptional items
Adjusted for share-based payments

Adjusted EBITDA before exceptional items

30   WANdisco plc Annual report and accounts 2012

2012
$’000

(8,541)

2,070
2,656

(3,815)
813

(3,002)

2011
$’000

2,317
980
— 
46
—

2011
$’000

(1,154)

1,026
205

77
73

150

7. Auditor’s remuneration

Audit of these financial statements
Amounts receivable by auditor in respect of:
Audit of financial statements of subsidiaries pursuant to legislation
Other services related to taxation
Advisory work in respect of AIM listing
Other services pursuant to legislation

2012
$’000

79

16
41
1,020
22

 1,178 

2011
$’000

— 

—
—
—
—

—

In accordance with the relevant prevailing legislation, none of the Group entities were required to have an audit of their financial 
statements for the year ended 31 December 2011.

$1,089,000 of the auditor’s remuneration is included with the exceptional cost line (see note 8).

8. Exceptional items

Exceptional items comprise the following:
Expenses related to Admission to AIM
Penalties levied by US state and federal tax authorities
Provision for claims by former employees
Redundancy costs
Currency exchange gain
Amounts waived by supplier

2012
$’000

2,656
— 
—
—
(776)
— 

1,880

2011
$’000

—
151
95
24
—
(65)

205

The Group incurred one-off legal and professional fees in the year ended 31 December 2012 in relation to the placing of Ordinary 
Shares and Admission to AIM.

Penalties levied by US state and federal tax authorities relate to charges for late payment of payroll taxes.

Redundancy costs relate to certain specific organisational change activities in both the UK and the US.

The exchange gain is a result of the fact the majority of the Group cash balance is held in sterling denominated accounts.

Following a dispute with a supplier it was agreed that all monies due to them would be waived.

9. Net finance costs (pre-exceptionals)

Interest receivable – bank
Interest receivable – promissory notes (see Note 26)
Exchange losses
Interest payable on bank borrowings
Charges on debt factoring

2012
$’000

(79)
(1)
215
44
37

216

2011
$’000

—
—
—
44
31

75

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WANdisco plc Annual report and accounts 2012   31

 
Notes to the consolidated financial statements
continued

10. Staff numbers and costs

Wages and salaries
Social security costs
Other pension costs
Share-based payments (see Note 23)
Less capitalised costs

Total staff costs

2012
$’000

6,888
647
145
813
(2,582)

5,911

2011
$’000

2,913
298
100
73
(1,067)

2,317

The average number of persons employed by the Group (including Directors), analysed by category, was as follows:

Software development
Selling and distribution
Administration

Total number of employees

Remuneration of key management personnel

Short-term employee benefits of key management personnel

2012
Number

2011
Number

41
18
8

67

2012
Total
$’000

3,298

24
12
4

40

2011
Total
$’000

1,141

There were no other long-term benefits, post-employment benefits or termination benefits in the year ended 31 December 2012 
(2011: $nil).

In addition to the above a share-based payment charge of $441,380, in relation to share options granted to key management 
personnel, was incurred in the year ended 31 December 2012 (2011: $33,371).

Further details on the remuneration, share options and pension entitlement of the Directors is included in the Remuneration Report 
on page 14.

11. Taxation

Current tax expense
Current year
Adjustment for prior years

Deferred tax expense
Origination and reversal of timing differences
Impact of changes in tax rates
Adjustment in respect of prior years

Total tax credit

Reconciliation of effective tax rate

Loss before taxation
Expected tax credit based on the Group’s domestic tax rate of 40% 
Effects of:
Non-deductible expenses
Tax rates in foreign jurisdictions
R&D tax credits
Losses not recognised for current or deferred tax

Taxation credit for the year

2012
%

40%

(16.6%)
(0.1%)
2.9%
(26.1%)

—

2012
$’000

7,981
3,192

(1,327)
(11)
229
(2,083)

—

32   WANdisco plc Annual report and accounts 2012

2012
$’000

2011
$’000

—
—

—
—
—

—

—

2011
%

40%

(30.3%)
1.8%
2.0%
(11.5%)

2.0%

25
—

—
—
—

—

25

2011
$’000

1,229
492

(372)
22
24
(141)

25

11. Taxation continued
Factors affecting the current and future tax charges

The 2012 Budget on 21 March 2012 announced that the UK corporation tax rate will reduce to 22% by 2014.

Reductions in the rate from 26% to 24% (effective from 1 April 2012) and 23% (effective from 1 April 2013) were substantially enacted 
on 26 March 2012 and 3 July 2012 respectively. 

This will reduce the Group’s future current tax charge accordingly. The deferred taxation liability for UK tax resident members of the 
Group at 31 December 2012 has been calculated based on the rate of 23% substantively enacted at the balance sheet date.

It has not yet been possible to quantify the full anticipated effect of the announced further 1% rate reduction, although this will further 
reduce the Group’s future current tax charge and reduce the Group’s deferred taxation liability accordingly.

Deferred tax assets and liabilities

Deferred tax liabilities are attributable to the following temporary differences in respect of property, plant and equipment:

Deferred tax liability at 1 January
Recognised in profit or loss

Deferred tax liabilities at 31 December

2012
$’000

(5)
—

(5)

2011
$’000

(5)
—

(5)

The Group has unrecognised deferred tax assets of $1,505,000 (2011: $681,000) in respect of tax losses arising in the Group.

The Directors consider that there is not sufficient certainty over the availability of future taxable profits against which these losses 
may be offset and no asset has therefore been recognised.

12. Loss per share
Basic loss per share

Basic loss per share is calculated based on the loss attributable to Ordinary Shareholders and a weighted average number of Ordinary 
Shares outstanding:

Loss for the year attributable to Ordinary Shareholders

Weighted average number of Ordinary Shares

At start of year
Effect of shares issued in the year

Weighted average number of Ordinary Shares during the year

Basic loss per share

Adjusted loss per share

2012
$’000

7,981

2012
‘000s
of shares

4,549
11,831

16,380

$

0.49

2011
$’000

1,204

2011
‘000s
of shares

4,541
8

4,549

$

0.26

Adjusted loss per share is based on the result attributable to Ordinary Shareholders before exceptional items and the cost of share-based 
payments, and the weighted average number of Ordinary Shares outstanding:

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Loss for the year attributable to Ordinary Shareholders
Add back:
Exceptional items
Share-based payments

Adjusted basic loss

Adjusted loss per share

2012
$’000

7,981

(1,880)
(813)

5,288

$

0.33

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2011
$’000

1,204

(205)
(73)

926

$

0.20

WANdisco plc Annual report and accounts 2012   33

 
Notes to the consolidated financial statements
continued

12. Loss per share continued
Diluted loss per share

Due to the Group having losses in each of the periods, the fully diluted loss per share for disclosure purposes, as shown in the 
Consolidated Statement of Comprehensive Income, is the same as for the basic loss per share.

Other
intangible
$'000

Development
costs
$’000

Software
$’000

Total
$’000

—
—
—
—
—

—

—
2,298
10
—
—
—

2,308

—
—
—
—
—

—

—
(94)
—
—
—

(94)

—

2,214

2,185
—
—
1,207
—

3,392

3,392
—
—
2,912
—
—

6,304

(1,069)
(980)
—
—
—

(2,049)

(2,049)
(1,801)
—
—
—

(3,850)

1,343

2,454

—
—
—
—
—

—

—
—
1,000
—
(5)
—

995

—
—
—
—
—

—

—
(122)
—
—
—

(122)

—

873

 2,185 
—
—
 1,207 
—

 3,392 

 3,392 
2,298
1,010
 2,912 
(5)
 — 

 9,607 

(1,069) 
(980) 
 — 
 — 
 — 

(2,049) 

(2,049) 
(2,017) 
 — 
 — 
 — 

(4,066)

 1,343 

 5,541

13. Intangible assets

Cost
At 1 January 2011
Acquisitions through business combinations
Additions – externally purchased
Additions – own work capitalised
Disposals

At 31 December 2011

At 1 January 2012
Acquisitions through business combinations (Note 27)
Additions – externally purchased
Additions – own work capitalised
Effect of movement in foreign exchange
Disposals

At 31 December 2012

Amortisation
At 1 January 2011
Amortisation charge for the year
Impairment charge for the year
Effect of movement in foreign exchange
Disposals

At 31 December 2011

At 1 January 2012
Amortisation charge for the year
Impairment charge for the year
Effect of movement in foreign exchange
Disposals

At 31 December 2012

Net book value 
At 31 December 2011

At 31 December 2012

34   WANdisco plc Annual report and accounts 2012

13. Intangible assets continued
The carrying amount of the intangible assets is allocated across cash-generating units (CGUs). A CGU is defined as the smallest group 
of assets that generate cash inflows from continuing use, that are largely independent of the cash inflows of other assets or groups 
thereof. The recoverable amount of the CGUs are determined using Value In Use (VIU) calculations. As at 31 December 2012 the Group 
had one CGU, the DConE CGU. The Group’s patented DConE replication technology forms the basis of the Group’s products for the 
ALM market. This technology also underpins the enterprise-ready, Apache-Hadoop products we have developed for the big data market.

Development costs are predominantly capitalised staff costs associated with new products and services. Development costs 
are allocated to the DConE CGU. The recoverable amount of the DConE CGU has been calculated on a VIU basis at both 31 December 
2012 and 31 December 2011. These calculations use cash flow projections based on financial forecasts and appropriate long-term 
growth rates. To prepare VIU calculations, the cash flow forecasts are discounted back to present value using a pre-tax discount rate 
of 8.0% The Directors have reviewed the recoverable amount of the CGU and do not consider there to be any indication of impairment.

Other intangibles arose as part of the acquisition of AltoStor, Inc. for further details see note 27. The intangibles arising as part of the AltoStor 
acquisition are allocated to the DConE CGU. The recoverable amount of which has been determined on a VIU basis as described above.

On 19 September 2012 WANdisco International Limited purchased an item of software from Syntevo GmBH for consideration of 
$1 million. This software is being amortised over a period of two years and is allocated to the DConE CGU as described above.

The above amortisation charge forms part of operating expenses in the Statement of Comprehensive Income. 

14. Property, plant and equipment

Cost
At 1 January 2011
Additions
Disposals

At 31 December 2011 

At 1 January 2012
Additions
Disposals

At 31 December 2012

Depreciation
At 1 January 2011
Depreciation charge for the year
Effect of movement in foreign exchange
Disposals

At 31 December 2011 

At 1 January 2012
Depreciation charge for the year
Effect of movement in foreign exchange
Disposals

At 31 December 2012

Net book value 
At 31 December 2011 

At 31 December 2012

Leasehold
improvements
$’000

Fixtures and 
fittings
$’000

Computers
$’000

—
—
—

—

—
30
—

30

—
—
—
—

—

—
(2)
—
—

(2)

—

28

86
—
—

86

86
65
—

151

(24)
(26)
—
—

(50)

(50)
(28)
—
—

(78)

36

73

76
7
—

83

83
43
(18)

108

(56)
(20)
—
—

(76)

(76)
(22)
—
18

(80)

7

28

Total
$’000

162
7
—

169

169
138
(18)

289

(80)
(46)
—
—

(126)

(126)
(52)
—
18

(160)

43

129

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Notes to the consolidated financial statements
continued

15. Investments in subsidiaries
The Group has the following investments in subsidiaries:

WANdisco International Limited

WANdisco, Inc.

AltoStor, Inc.

Country of
incorporation

Holding

Proportion
of shares held

UK

US

US

Ordinary Shares

100%

Ordinary Shares

100%

Ordinary Shares

100%

All of the above entities are included in the consolidated financial statements.

For details of the acquisition of AltoStor, Inc. see Note 27.

16. Trade and other receivables

Nature of business

Development and 
provision of global 
collaboration software
Development and 
provision of global 
collaboration software
Development and 
provision of global 
collaboration software

Trade receivables
Other receivables
Corporation tax
Prepayments

None of the Group’s receivables fall due after more than one year.

The Directors consider that the carrying amount of trade and other receivables approximates to their fair value.

Ageing of trade receivables:
Due from current month
Due from previous month
Due from earlier months

Total trade receivables

All trade receivables are denominated in US dollars.

17. Trade and other payables

Trade payables
Other payables and accruals
Deferred income

Deferred income

Deferred income represents invoiced sales for which services to customers will be provided in future years.

The movement on the deferred income balance is as follows:

At 1 January
Customer bookings
Released to revenue

At 31 December

2012
$’000

2,301
82
—
103

2,486

2012
$’000

2,248
8
45

2,301

2012
$’000

830
2,835
6,368

 10,033 

2012
$’000

4,466
7,916
(6,014)

6,368

2011
$’000

992
50
96
50

 1,188 

2011
$’000

954
24
14

992

2011
$’000

306
2,260
4,466

 7,032

2011
$’000

3,726
4,618
(3,878)

4,466

Included in the 31 December 2012 year-end balance are amounts falling due after more than one year of $2,166,000 (2011: $1,548,000).

36   WANdisco plc Annual report and accounts 2012

18. Cash and cash equivalents

Cash at bank and in hand
Short-term deposits

Total cash and cash equivalents

2012
$’000

1,158
13,387

14,545

2011
$’000

74
—

74

At 31 December 2012 the Group had $13,387,000 on short-term deposit. This balance matured in two instalments, $6,693,500 on 
8 February 2013 and $6,693,500 on 14 March 2013.

19. Interest-bearing loans and borrowings

Non-current liabilities:
Secured bank loans

Current liabilities:
Current portion of secured bank loans
Current portion of other loans

Total current loans and borrowings

Total loans and borrowings

Terms and debt repayment schedule

Terms and conditions of outstanding loans were as follows:

Secured bank loans:
Citibank business credit account
Citibank instalment loan account
Other loans:
Loans from shareholders
Loans from related party*

Nominal
interest rate

Year of
maturity

5.00%
5.50%

0.51%
—

2012
2016

2012
—

2012

Face
value
$’000

Carrying
amount
$’000

—
—

—
—

—
—

—
—

* There were no written arrangements on the terms or interest rates on the loans from related parties.

Following the Admission to trading on AIM, all outstanding loan balances were settled in full.

2012
$’000

—

—
—

—

—

2011 

Face
value
$’000

150
85

112
423

20. Provisions

At 1 January 2011
Provisions established in the year
Provisions utilised in the year
Provisions released in the year

At 31 December 2011 

At 1 January 2012
Provisions established in the year
Provisions utilised in the year
Provisions released in the year

At 31 December 2012

Employee claim
$’000

US penalties
$’000

Reorganisation
$’000

—
95
—
—

95

95
—
(95)
—

—

168
151
—
—

319

319
—
(187)
—

132

—
—
—
—

—

—
468
(207)
—

261

2011
$’000

65

170
535

705

770

Carrying
amount
$’000

150
85

112
423

Total
$’000

168
246
—
—

414

414
468
(489)
—

393

Penalties levied by US state and federal tax authorities relate to charges for late payment of payroll taxes. An estimate has been made 
of the likely liability based on the current legislation in place which the directors believe is a realistic assessment. The timing of the 
cash flow associated with these penalties is not certain and is dependent upon the progress of discussions with the relevant authorities.

The reorganisation provision is the Directors’ best estimate of the costs associated with the IPO process and the related Group reorganisation.

A full settlement was agreed and made in the year ended 31 December 2012 in relation to the claim from a former employee.

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Notes to the consolidated financial statements
continued

21. Financial instruments and risk management
The Group’s principal financial instruments are cash and trade receivables.

The Group has exposure to the following risks from its use of financial instruments:

Market risk

The Group may be affected by general market trends, which are unrelated to the performance of the Group itself. The Group’s success 
will depend on market acceptance of the Group’s products and there can be no guarantee that this acceptance will be forthcoming. 
Market opportunities targeted by the Group may change and this could lead to an adverse effect upon its revenue and earnings.

Credit risk

Credit risk arises from cash and cash equivalents and credit exposure to the Group’s customers.

Credit ratings of institutions which hold the Group’s financial assets are regularly monitored to ensure they meet the minimum credit 
criteria set by the Board through the Group treasury policy.

The credit quality of customers is assessed by taking into account their financial position, past experience and other factors.

Liquidity risk

Liquidity risk is the risk that the Group will not be able to meet its financial obligations as they fall due. The Board is responsible for 
ensuring that the Group has sufficient liquidity to meet its financial liabilities as they fall due and does so by monitoring cash flow 
forecasts and budgets. The Board has considered the cash flow forecasts for the next twelve months which show that the Group 
expects to operate within its working capital facilities throughout the year. 

Any excess cash balances are held in short-term, interest-bearing deposit accounts.

Capital management 

The Group defines the capital that it manages as its total equity. The Group’s objectives when managing capital are to safeguard 
the Group’s ability to continue as a going concern and support the growth of the business.

Foreign currency risk

The Group’s operations are split between the US, UK, mainland Europe and China, and as a result the Group incurs costs in currencies 
other than its presentational currency of US dollars. The Group also holds cash and cash equivalents in non-US Dollar denominated 
bank accounts. 

The following table shows the denomination of the year-end cash and cash equivalents balance:

2012 cash and cash equivalents
2011 cash and cash equivalents

GBP
$’000

14,258
(4)

US Dollar
$’000

287
78

Total
$’000

14,545
74

Had the foreign exchange rate between US$ and £ sterling changed by 5%, this would affect the loss for the year and net assets of the 
Group by $712,000.

Fair values of financial assets and financial liabilities

There are no material differences between the fair value and the book value of the Group’s financial assets and liabilities. 

38   WANdisco plc Annual report and accounts 2012

22. Share capital and reserves

Share capital
Allotted and fully paid

The ordinary share capital of WANdisco plc is designated in sterling.

At 1 January 2011
Loss for the year
Share-based payment charge
Loan waiver
Foreign exchange 

At 31 December 2011

At 1 January 2012
Loss for the year
Shares issued by WANdisco Inc.
Shares issued by WANdisco plc in exchange 
for WANdisco Inc. shares
Shares issued by WANdisco plc
Share issue costs 
Shares allotted under option scheme
Shares issued in AltoStor acquisition
Foreign exchange
Share-based payment charge

Share
capital
$’000

448
—
—
—
—

448

448
—
2,761

(1,247)
1,289
—
54
83
—
—

2012
Number

2012
$’000

2011
Number

21,420,788

3,388

4,549,254

Share
premium
$’000

Translation
reserve
$’000

Merger
reserve
$’000

—
—
—
—
—

—

—
—
—

—
21,908
(1,946)
95
3,275
—
—

(3)
—
—
—
(7)

(10)

(10)
—
—

—
—
—
—
—
16
—

6

—
—
—
—
—

—

—
—
—

1,247
—
—
—
—
—
—

2011
$’000

448

Retained
losses
$’000

(5,054)
(1,204)
73
174
—

(6,011)

(6,011)
(7,981)
—

—
—
—
—
(2,560)
—
813

At 31 December 2012

 3,388 

 23,332 

 1,247 

(15,739)

Share capital and share premium

On 16 May 2012 WANdisco plc acquired the entire share capital of WANdisco, Inc. As a result of this transaction, the shareholders in 
WANdisco, Inc. received shares in WANdisco plc in direct proportion to their original shareholdings in WANdisco, Inc., with one share 
issued for each share held. The shares in WANdisco plc have a nominal value of 10 pence. Therefore, from 16 May 2012, the share 
capital represents that of WANdisco plc and in the prior periods represents that of WANdisco, Inc.

On 1 June 2012 the Company’s shares were admitted to AIM. In conjunction with the admission to AIM, the Company made an initial 
public offering (IPO) of 8,333,334 new 10 pence shares at a price of 180 pence per share.

Costs relating directly to the new issue of shares have been deducted from the share premium account. Attributable IPO costs 
are allocated between share premium and the Income Statement in proportion to the number of shares traded on Admission. 

Translation reserve

The translation reserve comprises all foreign exchange differences arising from the translation of the financial statements of foreign operations.

Merger reserve

The acquisition by WANdisco plc of the entire share capital of WANdisco, Inc. has been accounted for as a reverse acquisition. 
Consequently the previously recognised book values and assets and liabilities have been retained and the consolidated financial 
information for the period to 16 May 2012 has been presented as a continuation of the WANdisco business which was previously 
wholly owned by the WANdisco Inc. Group. 

The share capital for the period covered by these consolidated financial statements and the comparative periods is stated at the nominal 
value of the shares issued pursuant to the above share arrangement. The difference between the nominal value of these shares and the 
nominal value of WANdisco, Inc. shares at the time of the acquisition has been transferred to the reverse acquisition reserve.

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Notes to the consolidated financial statements
continued

23. Share-based payments
WANdisco plc operates share option plans for qualifying employees of the Group. Options in the plans are settled in equity in the 
Company and are normally subject to a vesting schedule but not conditional on any performance criteria being achieved.

On 16 May 2012, in connection with the acquisition of WANdisco, Inc., options were granted to employees to replace options that 
they held over the shares of WANdisco, Inc. The terms of these replacement options and the number of shares under option are the 
same as the options that each employee previously held. The exercise price is equivalent to the exercise price for the WANdisco, Inc. 
shares translated at the exchange rate on the day the replacement options were issued. On 21 June 2012 and 7 December 2012 new 
options were granted to certain employees.

The terms and conditions of the grants were as follows:

Date of grant

16 May 2012
16 May 2012
16 May 2012
16 May 2012
16 May 2012
16 May 2012
16 May 2012
16 May 2012
16 May 2012
16 May 2012
16 May 2012
16 May 2012
16 May 2012
16 May 2012
16 May 2012
16 May 2012
16 May 2012
16 May 2012
21 June 2012
7 December 2012

Expected
term 
(years)

Exercisable between

Commencement

Lapse

1
5
6
7
7
7
8
8
8
9
9
9
9
9
9
9
10
10
10
10

16 May 2012
16 May 2012
16 May 2012
16 May 2012
16 May 2012
16 May 2012
16 May 2012
16 May 2012
16 May 2012
16 May 2012
16 May 2012
16 May 2012
11 July 2012
22 July 2012
22 July 2012
1 August 2012
13 January 2013
13 January 2013
21 June 2015
7 December 2012

30 November 2012
9 November 2017
26 September 2018
5 January 2019
3 August 2019
3 August 2019
15 September 2020
7 October 2020
7 October 2020
14 September 2021
20 September 2021
20 September 2021
20 September 2021
14 September 2021
20 September 2021
20 September 2021
12 January 2022
30 January 2022
21 June 2022
7 December 2022

The following vesting schedule applies:

1. Fully vested as date of grant.

Vesting
schedule
(see below)

Outstanding 
at
31 December
2012

1
1
1
2
2
2
2
2
2
2
2
3
3
3
3
3
3
3
4
5

—
—
3,500
—
1,146
7,500
50,000
200,000
31,782
2,000
15,167
1,000
2,000
85,000
129,500
2,000
458,000
913,000
64,875
715,000

Exercise
price

£0.24
$0.36
$0.36
$0.36
£0.24
$0.36
$0.36
$0.36
£0.45
$0.36
£0.46
£0.46
£0.46
$0.36
£0.46
£0.46
$0.36
£0.23
£2.00
£4.55

2. Partially vested at grant date; 1/48 of granted option shares vest monthly thereafter.

3. 25% of option vests on exercisable commencement date; 1/48 of granted option shares vest monthly thereafter.

4. Option vests on third anniversary of the date of grant.

5.  Option vests 25% on first anniversary of the vesting commencement date, with the balance vesting monthly thereafter until final 

vesting date.

AltoStor related share-based payments

As part of the acquisition of AltoStor Inc. (see note 27) a total of 375,651 restricted shares have been issued to the former owners 
of the AltoStor Inc. business. These shares have been treated as contingent consideration and have been accounted for under IFRS 2 
“Share-based Payments” rather than as part of the acquisition consideration under IFRS 3 ‘Business Combinations’.

A share-based payment charge of $193,000 has been recognised in the year ended 31 December 2012 in relation to these restricted shares.

40   WANdisco plc Annual report and accounts 2012

23. Share-based payments continued
The number and weighted average exercise price of share options (including previous options in WANdisco, Inc.) were as follows:

Balance at the start of the period
Granted (WANdisco, Inc.)
Forfeited (WANdisco, Inc.)
Lapsed (WANdisco, Inc.)
Exercised (WANdisco, Inc.)
Granted (WANdisco plc)
Forfeited (WANdisco plc)
Exercised (WANdisco plc)

Balance at the end of the period 

Exercisable at the end of the period 

Vested at the end of the period 

Weighted average exercise price for:
Shares granted (WANdisco, Inc.)
Shares forfeited (WANdisco, Inc.)
Options exercised (WANdisco, Inc.)
Shares granted (WANdisco plc)
Shares forfeited (WANdisco plc)
Options exercised (WANdisco plc)

Exercise price in the range:
From
To

Weighted average contractual life remaining

2012
Number

6,909,912
3,084,000
(14,500)
—
(7,669,522)
811,525
(99,678)
(340,267)

2011
Number

6,679,412
255,500
(17,188)
—
(7,812)
—
—
—

2,681,470

6,909,912

201,397

214,927

6,909,912

6,332,547

2012
$

0.36
0.58
0.36
6.71
1.26
0.38

0.36
7.19

2012
Years

9.1

2011
$

0.72
0.45
0.40
—
—
—

0.40
0.72

2011
Years

6.3

The fair value of each option grant is estimated on the date of grant using the Black-Scholes option-pricing model with the following 
weighted average assumptions:

Dividend yield
Risk-free interest rate
Stock price volatility
Expected life (years)
Weighted average fair value of options granted during the period:
WANdisco, Inc.
WANdisco plc

2012

0.00%
3.50%
40%
5

$0.15
$2.46

2011

0.00%
3.50%
40%
5

$0.29
n/a

The dividend yield is based on the Company’s forecast dividend rate and the current market price of the underlying common stock 
at the date of grant.

Expected life in years is determined from the average of the time between the date of grant and the date on which the options lapse.

Expected volatility is based on the historical volatility of shares of listed companies with a similar profile to the Company.

The risk-free interest rate is based on the treasury bond rates for the expected life of the option.

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Notes to the consolidated financial statements
continued

24. Commitments
Operating lease commitments

The total amounts payable under non-cancellable operating leases are as follows:

Land and buildings

Within one year
Between two and five years
In five years or more

Capital commitments

2012
$’000

340
781
—

 1,121 

2011
$’000

235
622
75

932

At 31 December 2012 the Group had no capital commitments (2011: $nil).

25. Contingent liabilities
Given the nature of the business there are potentially claims which could arise against the Group. The Directors have made a provision 
for any known claims based on their assessment of the likely outcome.

26. Related parties and related party transactions
Identity of related parties 

The Group has a related party relationship with its subsidiaries and with its Directors.

Transactions with subsidiaries

WANdisco plc recharges certain costs to its subsidiaries for provision of management services. In addition the costs incurred for 
software development in WANdisco International Limited have been recharged to WANdisco Inc.

Transactions with Directors

During the year ended 31 December 2012 certain Directors held positions in another private entity that resulted in them having control 
or significant influence over the financial or operating policies of that entity. The entity transacted with the Group in the reporting period.

The aggregate value of transactions and outstanding balances relating to related party transactions between the Company and the 
related entity were as follows:

Creditor at the start of the year
Loan advances
Loan repayments
Loans waived

Creditor at the end of the year

2012
$’000

535
 —
 (535)
 —

 —

2011
$’000

633
112
 (36)
 (174)

535

David Richards together with James Campigli, Mohammad Akhtar and Dr. Yeturu Aahlad exercised a number of stock options that 
they held in WANdisco, Inc. on 17 January 2012 and 16 February 2012. The exercise of 500,000 shares for David Richards and 450,000 
shares for James Campigli was paid for in cash totalling $342,000. The exercise of a further 2,299,904 shares for David Richards, 
1,346,851 shares for James Campigli, 2,179,047 shares for Dr Yeturu Aahlad and 737,262 shares for Mohammad Akhtar were funded 
by the issue of certain promissory notes to each of these individuals by WANdisco, Inc.

The promissory notes were for a three-year period and had an interest rate of 0.21% per annum. They were secured by a pledge given 
by each of the individuals over the number of shares that were issued upon exercise of the options.

The aggregate value of transactions and outstanding balances relating to the promissory notes were as follows:

Balance at the start of the year
Issue of promissory notes
Interest
Repayment of promissory notes

42   WANdisco plc Annual report and accounts 2012

2012
$’000

 —
2,363
1
 (2,364)

 —

2011
$’000

 —
 —
 —
 —

 —

27. Acquisitions
On 16 November 2012 the Group acquired 100% of the issued share capital of AltoStor Inc. for a total consideration of $2,298,444, 
of  which  $1,500,000  was  paid  in  cash,  $256,001  was  issued  in  shares  at  the  date  of  acquisition,  and  $542,443  is  deferred 
share consideration.

The fair value of the assets and liabilities of AltoStor, Inc. at the date of acquisition were:

Property, plant and equipment
Intangible assets
Current assets
Current liabilities

Net assets acquired
Consideration

Satisfied by:
Cash and cash equivalents
Shares issued at date of acquisition
Deferred consideration

Net cash outflow on acquisition of subsidiary 
Consideration paid in cash
Less: cash and cash equivalents acquired

Net cash outflow

$’000

—
2,298
—
—

2,298
2,298

Fair value
$'000

1,500
256
542

2,298

1,500
—

1,500

Number
of shares
000's

—
38
113

AltoStor is a small software development company that has deep expertise in the big data market and in particular Apache Hadoop 
development. The acquisition of AltoStor will enable the Group to launch products into the big data market quickly and efficiently.

The following table shows the shares that were issued as part of the transaction and the fair value of those shares at the acquisition date:

Share type

Issued immediately
Pledged shares
Restricted shares

Number

Fair value

37,564
112,695
375,651

$256,001
$542,443
$2,560,008

The pledged shares have been treated as deferred consideration and will be released to the AltoStor founders four years and three 
months after the acquisition date, but contain no contingency clauses related to post acquisition performance criteria.

The restricted shares have been treated as share-based payments as they have conditions attached relating to employment post 
acquisitions and have been accounted for under IFRS 2 “Share-based Payments”. The SBP charge will be recognised over the three-year 
vesting period of the shares.

AltoStor Inc. did not generate any revenues or profits or losses during the period from acquisition to 31 December 2012. Prior to 
acquisition AltoStor Inc. generated revenue of $60,000 and profits of $70,000.

28. Post-balance sheet events
There are no significant or disclosable post-balance sheet events.

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Four year record 

31 December

Customer bookings
Bookings growth

Revenue
Revenue growth

Deferred revenue
Growth in deferred revenue

Net cash

Operating loss
Development costs and software amortised
Depreciation
Exceptional items

EBITDA before exceptional costs
Add back share-based payment charges

Adjusted EBITDA before exceptional items

Capitalised development costs

2009
$’000

2,310
n/a

2,476
n/a

3,437
n/a

(163)

(2,172)
308
18
6

(1,840)
325

(1,515)

602

2010
$’000

3,080
33%

2,984
21%

3,726
8%

(554)

(1,860)
597
49
204

(1,010)
182

(828)

1,103

2011
$’000

4,618
50%

3,878
30%

4,466
20%

74

(1,154)
980
46
205

77
73

150

1,207

2012
$’000

7,916
71%

6,031
56%

6,368
43%

14,545

(8,541)
2,018
52
2,656

(3,815)
813

(3,002)

2,912

Note: Customer bookings in 2009 excludes one unusually large booking of $3.25 million.

44   WANdisco plc Annual report and accounts 2012

Notice of first Annual General Meeting

Notice is given that the first annual general meeting of WANdisco plc ("the Company") will be held at the offices of DLA Piper UK LLP, 
1 St Paul's Place, Sheffield S1 2JX on 12 June 2013 at 12:00pm for the following purposes:

To consider and, if thought fit, to pass the following resolutions as ordinary resolutions:

1. 

 That the Company's Annual Accounts and Directors' and Auditor’s Reports for the year ended 31 December 2012 be received 
and considered.

2.  That KPMG LLP be re-appointed as auditor of the Company.

3.  That the Directors be authorised to determine the remuneration of the auditor.

4. 

 That in substitution for all existing authorities but without prejudice to any allotment, offer or agreement already made pursuant 
thereto, the Directors be and are hereby generally and unconditionally authorised pursuant to Article 2.3 of the Company's Articles 
of Association ("Articles") to exercise all powers of the Company to allot, grant options over or otherwise dispose of relevant 
securities (as that term is defined in the Articles) in respect of up to an aggregate nominal amount of £685,070, provided that 
(unless previously revoked, varied or renewed) this authority shall expire on the earlier of the date which is 15 months after the 
date the resolution was passed and the conclusion of the next Annual General Meeting of the Company, save that the Company 
may before such expiry make an offer or agreement which would or might require relevant securities to be allotted after such 
expiry and the Directors may allot equity securities in pursuance of such an offer or agreement as if the power had not expired.

To consider and, if thought fit, to pass the following resolutions as special resolutions:

5. 

 That, subject to the passing of resolution 4 and pursuant to Article 2.10 of the Articles, the Directors be and are hereby generally 
empowered to allot, grant options over or otherwise dispose of equity securities (within the meaning of the Articles) wholly for 
cash, pursuant to the general authority described in resolution 4 above, as if pre-emption rights did not apply to any such 
allotment, such power being limited to:

5.1 

 the allotment of equity securities in connection with a rights issue, open offer or pre-emptive offer to holders on the register 
of the ordinary shares in the capital of the Company ("Ordinary Shares") on a date fixed by the Directors where the equity 
securities respectively attributable to the interests of all those shareholders are proportionate (as nearly as practicable) to 
their respective holdings on that date subject to any exclusions or other arrangements as the Directors may consider 
necessary or expedient in relation to fractional entitlements, legal or practical problems under the law of any territory or the 
regulations or requirements of any relevant regulatory authority or stock exchange in any territory; and

5.2 

 the allotment (other than pursuant to resolution 5.1 above) wholly for cash or otherwise wholly for cash or otherwise 
of Ordinary Shares up to an aggregate nominal amount of £205,521, 

 provided that (unless previously revoked, varied or renewed), such authorities shall expire on the earlier of the date which is 
15 months after the date the resolution was passed and the conclusion of the next Annual General Meeting of the Company, save 
that the Company may before such expiry make an offer or agreement which would or might require equity securities to be 
allotted after such expiry and the Directors may allot equity securities in pursuance of such an offer or agreement as if the power 
had not expired.

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WANdisco plc Annual report and accounts 2012   45

 
 
 
 
Notice of first Annual General Meeting
continued

6.   That the Directors be and are hereby authorised pursuant to Article 13 of the Articles and Article 57 of the Companies (Jersey) 

Law 1991, as amended ("the Law") to make market purchases of Ordinary Shares, subject to the following conditions:

6.1 

 the maximum number of Ordinary Shares authorised to be purchased may not be more than 15% of the issued share capital 
of the Company as at the date of this notice;

6.2 

the minimum price (exclusive of expenses) which may be paid for an Ordinary Share is £0.001; and

6.3 

the maximum price (exclusive of expenses) which may be paid for an Ordinary Share shall not exceed:

6.3.1 

 an amount equal to 105% of the average middle market quotation for Ordinary Shares taken from the London 
Stock Exchange plc Daily Official List for the five business days immediately preceding the date on which such 
shares are to be contracted to be purchased; and

6.3.2 

 the higher of the price of the last independent trade and the highest current independent bid on the London Stock 
Exchange plc Daily Official List at the time,

 such authority to expire on the earlier of the date which is 15 months after the date the resolution was passed and the conclusion 
of the next Annual General Meeting of the Company, unless such authority is varied, revoked or renewed prior to such date.

To consider and, if thought fit, to pass the following resolution as an ordinary resolution:

7. 

 That, pursuant to Article 58A(1)(b) of the Law and Article 13 of the Articles, an Ordinary Share purchased pursuant to resolution 6 
above may be held by the Company as treasury shares in accordance with Articles 58A and 58B of the Law.

By order of the Board

Nick Parker
Company Secretary 
25 April 2013 

Registered in Jersey under the Companies (Jersey) Law 1991 with company number 110497

Registered office
47 Esplanade 
St Helier
Jersey 
JE1 0BD

46   WANdisco plc Annual report and accounts 2012

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Notes
Entitlement to attend and vote

1. 

 In accordance with Article 40(1) of the Companies (Uncertificated Securities) (Jersey) Order 1999, the right to vote at the meeting 
is determined by reference to the register of members. Only those shareholders registered in the register of members of the 
Company as at 6:00pm on 10 June 2013 (or, if the meeting is adjourned, 6:00pm on the date which is two working days before 
the date of the adjourned meeting) shall be entitled to attend and vote at the meeting in respect of the number of shares registered 
in their name at that time. Changes in entries in the register of members after that time shall be disregarded in determining 
the rights of any person to attend or vote (and the number of votes they may cast) at the meeting.

Proxies

2. 

 A shareholder is entitled to appoint another person as his or her proxy to exercise all or any of his or her rights to attend and 
to speak and vote at the meeting and on a poll, vote instead of him or her. A proxy need not be a shareholder of the Company.

 A shareholder may appoint more than one proxy in relation to the meeting, provided that each proxy is appointed to exercise the 
rights attached to a different share or shares held by that shareholder. Failure to specify the number of shares each proxy 
appointment relates to or specifying a number which when taken together with the numbers of shares set out in the other proxy 
appointments is in excess of the number of shares held by the shareholder may result in the proxy appointment being invalid.

 A special resolution means a resolution passed by a majority of three-quarters of the holders who (being entitled to do so) vote 
in person, or by proxy, at a general meeting of the Company or at a separate meeting of a class of members of the Company.

3.  A proxy may only be appointed in accordance with the procedures set out in Note 4 and the notes to the proxy form.

The appointment of a proxy will not preclude a shareholder from attending and voting in person at the meeting.

 CREST members who wish to appoint a proxy or proxies or to give an instruction to a proxy (whether previously appointed or 
otherwise) by utilising the capital and CREST electronic proxy appointment service may do so in relation to the meeting, and any 
adjournment(s) thereof, by utilising the procedures described in the CREST Manual. In order for a proxy appointment made by 
means of CREST to be valid, the appropriate CREST message must be transmitted via the CREST system so as to be received by 
Neville Registrars Limited (whose CREST ID is 7RA11) by the latest time for receipt of proxy appointments specified above. For this 
purpose, the time of receipt will be taken to be the time (as determined by the time stamp applied to the message by the CREST 
Applications Host) from which the Company's agent is able to retrieve the message by enquiry to CREST in the manner prescribed. 
The Company may treat as invalid a CREST Proxy Instruction in the circumstances set out in the Companies (Uncertificated 
Securities) (Jersey) Order 1999.

 A proxy does not need to be a member of the Company but must attend the Annual General Meeting to represent you. Details 
of how to appoint the Chairman of the Annual General Meeting or another person as your proxy using the proxy form are set out 
in the notes to the proxy form. You may appoint more than one proxy to attend on the same occasion.

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WANdisco plc Annual report and accounts 2012   47

 
 
 
 
 
 
Notice of first Annual General Meeting
continued

Notes continued
Proxies continued

4. 

 A  form  of  proxy  is  enclosed.  When  appointing  more  than  one  proxy,  complete  a  separate  proxy  form  in  relation  to  each 
appointment. Additional proxy forms may be obtained by the proxy form being photocopied. State clearly on each proxy form 
the number of shares in relation to which the proxy is appointed.

 A vote withheld is not a vote in law, which means that the vote will not be counted in the calculation of votes for or against the 
resolution. If no voting indication is given in the proxy form, your proxy will vote or abstain from voting at his or her discretion. 
Your proxy will vote (or abstain from voting) as he or she thinks fit in relation to any other matter which is put before the AGM.

 In the case of joint holders, where more than one of the joint holders purports to appoint a proxy, only the appointment submitted 
by the most senior holder will be accepted. Seniority is determined by the order in which the names of the joint holders appear 
in the Company's register of members in respect of the joint holding (the first-named being the most senior).

 To be valid, a proxy form must be received by post or (during normal business hours only) by hand at the offices of the Company's 
registrar, Neville Registrars Limited, 18 Laurel Lane, Halesowen, West Midlands B63 3DA, no later than 12.00pm on 10 June 2013 
(or, if the meeting is adjourned, no later than 48 hours (excluding any part of a day that is not a working day) before the time of any 
adjourned meeting).

 To change your proxy instructions simply submit a new proxy appointment using the methods set out above. Any amended proxy 
appointment received after the time specified above will be disregarded.

 Where you have appointed a proxy using the hard-copy proxy form and would like to change the instructions using another 
hard-copy proxy form, please contact Neville Registrars Limited.

 If you submit more than one valid proxy appointment, the appointment received last before the latest time for the receipt 
of proxies will take precedence.

 In order to revoke a proxy instruction you will need to inform the Company by sending a signed hard-copy notice clearly stating 
your intention to revoke your proxy appointment to Neville Registrars Limited. In the case of a member which is a company, the 
revocation notice must be executed under its common seal or signed on its behalf by a duly authorised officer of the company 
or an attorney for the company. Any power of attorney or any other authority under which the revocation notice is signed (or a 
notarially certified copy of such power or authority) must be included with the revocation notice. The revocation notice must be 
received by Neville Registrars Limited no later than the commencement of the Annual General Meeting or adjourned meeting at 
which the vote is given or, in the case of a poll taken more than 48 hours after it is demanded, before the time appointed for taking 
the poll.

 If  you  attempt  to  revoke  your  proxy  appointment  but  the  revocation  is  received  after  the  time  specified  then  your  proxy 
appointment will remain valid.

Corporate representatives

5. 

 A shareholder which is a corporation may authorise one or more persons to act as its representative(s) at the meeting. Each such 
representative may exercise (on behalf of the corporation) the same powers as the corporation could exercise if it were an 
individual shareholder, provided that (where there is more than one representative and the vote is otherwise than on a show of 
hands) they do not do so in relation to the same shares. A director, the secretary or other person authorised for the purpose by 
the secretary may require all or any such persons to produce a copy of the resolution of authorisation certified by an officer of the 
corporation before permitting him to exercise his powers.

Method of voting

6.   Voting on all resolutions will be decided on a show of hands unless, before or on declaration of the result of, a vote on the show 

of hands, or on the withdrawal of any other demand for a poll, a poll is duly demanded.

Documents available for inspection

7. 

 The following documents will be available for inspection during normal business hours at the registered office of the Company 
and at the Company's business address, Electric Works, Sheffield Digital Campus, Sheffield S1 2BJ, from the date of this notice 
until the time of the meeting. They will also be available for inspection at the place of the meeting from at least 15 minutes before 
the meeting until it ends:

7.1 

copies of the service contracts of the Executive Directors; and

7.2  copies of the letters of appointment of the Non-executive Directors.

48   WANdisco plc Annual report and accounts 2012

 
 
 
 
 
 
 
 
 
 
Secretary and advisers

Bankers
Barclays Bank PLC

St Paul’s Place 
121 Norfolk Street 
Sheffield S1 2JW

Lloyds Banking Group Bank plc

14 Church Street 
Sheffield S1 1HP

Registrars
Neville Registrars Limited

18 Laurel Lane 
Halesowen 
West Midlands B63 3DA

T. 0121 585 1131

Secretary
Nick Parker

UK office
Electric Works 
Sheffield Digital Campus 
Sheffield S1 2BJ

US office
5000 Executive Parkway 
Suite 270 
San Ramon CA 94583 USA

Registered office
47 Esplanade 
St. Helier 
Jersey JE1 0BD

Nominated adviser and broker
Panmure Gordon & Co

One New Change  
London EC4M 9AF

Auditor
KPMG LLP

1 The Embankment 
Neville Street 
Leeds LS1 4DW

Legal advisers
DLA Piper UK LLP

1 St Paul’s Place 
Sheffield S1 2JX

Carey Olsen

47 Esplanade 
St. Helier 
Jersey JE1 0BD

WANdisco plc  
Electric Works 
Sheffield Digital Campus 
Sheffield S1 2BJ

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