Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

International Business Machines / Equity Bottom-Up

<ul><li>International Business Machines Corporation's Q1 2024 earnings demonstrated the company's solid performance with good financial results across revenue and cash flow.</li><li>These results indicate the quality of the company's portfolio and its hybrid cloud and AI strategy.</li><li>The software division performed well, with infrastructure showing strength.</li></ul>

International Business Machines Corporation's Q1 2024 earnings demonstrated the company's solid performance with good financial results across revenue and cash flow.These results indicate the quality of the company's portfolio and its hybrid cloud and AI strategy.The software division performed well, with infrastructure showing strength.

International Business Machines (IBM): What Is The Expected Impact Of Strategic Acquisitions Like HashiCorp & Software AG? - Major Drivers

<ul><li>The latest earnings of IBM revealed solid growth across all businesses for the last quarter of 2023, with a revenue growth of 3% and over $11 billion of free cash flow.</li><li>The achievements and progress noted by IBM's Chairman and Chief Executive Officer, Arvind Krishna, corroborate the company's commitment towards strengthening its diversified business model.</li><li>Key drivers of IBM's success during the year 2023 were enhancements in its software portfolio and the bolstering of its consulting position.</li></ul>

The latest earnings of IBM revealed solid growth across all businesses for the last quarter of 2023, with a revenue growth of 3% and over $11 billion of free cash flow.The achievements and progress noted by IBM's Chairman and Chief Executive Officer, Arvind Krishna, corroborate the company's commitment towards strengthening its diversified business model.Key drivers of IBM's success during the year 2023 were enhancements in its software portfolio and the bolstering of its consulting position.

IBM Corporation: Is The Infrastructure Revenue Decline A Cause For Concern? - Major Drivers

<ul><li>IBM delivered a mixed result in the recent quarter, with revenues below market expectations, but it managed to surpass the analyst consensus regarding earnings.</li><li>The last quarter demonstrated strong execution of their hybrid cloud and AI strategy, with solid growth in their software and consulting segments.</li><li>Additionally, their enterprise AI initiatives, including the Watsonx platform, show promising results with multiple use cases across various industries.</li></ul>

IBM delivered a mixed result in the recent quarter, with revenues below market expectations, but it managed to surpass the analyst consensus regarding earnings.The last quarter demonstrated strong execution of their hybrid cloud and AI strategy, with solid growth in their software and consulting segments.Additionally, their enterprise AI initiatives, including the Watsonx platform, show promising results with multiple use cases across various industries.

International Business Machines (IBM) Corporation: Strengthening IT Automation and Optimizing Technology Investments! - Key Drivers

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

<ul>
<li>Tech titans foresee the obsolescence of AI PC by Computex 2024, sparking anticipation for new technological advancements.</li>
<li>Disney and Warner's collaboration in the streaming market introduces fresh competition, shaking up the industry landscape.</li>
<li>ASML's thriving in the Angstrom Era credits its success to relentless innovation and adaptability within the semiconductor sector.</li>
</ul>


Tech titans foresee the obsolescence of AI PC by Computex 2024, sparking anticipation for new technological advancements.
Disney and Warner's collaboration in the streaming market introduces fresh competition, shaking up the industry landscape.
ASML's thriving in the Angstrom Era credits its success to relentless innovation and adaptability within the semiconductor sector.


Tech Supply Chain Tracker (18-May-2024): AI PC term will be obsolete soon, tech titans predict at pre-Computex event.

Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Equity Long-Short, Semiconductors

Fabricated Knowledge

Learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Thematic (Sector/Industry)

<ul><li>The year 2023 began with a significant downturn in the semiconductor market.</li><li>Significant capacity additions were brought on after the historic shortages due to COVID-19, and then demand wobbled as interest rates quickly rose.</li><li>Supply outpaced demand, and the market turned into a period of oversupply.</li></ul>

The year 2023 began with a significant downturn in the semiconductor market.Significant capacity additions were brought on after the historic shortages due to COVID-19, and then demand wobbled as interest rates quickly rose.Supply outpaced demand, and the market turned into a period of oversupply.

Semiconductor Outlook 2024: AI's Adolescence

United States

International Business Machines Corporation (IBM) provides computer solutions through the use of advanced information technology. The Company's solutions include technologies, systems, products, services, software, and financing. IBM offers its products through its global sales and distribution organization, as well as through a variety of third party distributors and resellers.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

International Business Machines (IBM US)

International Business Machines (IBM): What Is The Expected Impact Of Strategic Acquisitions Like HashiCorp & Software AG? - Major Drivers

International Business Machines Corporation's Q1 2024 earnings demonstrated the company's solid performance with good financial results across...

Baptista Research

IBM Corporation: Is The Infrastructure Revenue Decline A Cause For Concern? - Major Drivers

The latest earnings of IBM revealed solid growth across all businesses for the last quarter of 2023, with a revenue growth of 3% and over $11...

Baptista Research

International Business Machines (IBM) Corporation: Strengthening IT Automation and Optimizing Technology Investments! - Key Drivers

IBM delivered a mixed result in the recent quarter, with revenues below market expectations, but it managed to surpass the analyst consensus...

Baptista Research

Tech Supply Chain Tracker (18-May-2024): AI PC term will be obsolete soon, tech titans predict at pre-Computex event.

Tech titans foresee AI PCs replacing current technology; Disney and Warner's streaming partnership shakes up the market; ASML's innovation drives...

Tech Supply Chain Tracker

Semiconductor Outlook 2024: AI's Adolescence

Its time to jog your memory. We've gone through the downturn, what does an upturn look like? The year 2023 began with a significant downturn in the...

Fabricated Knowledge

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)