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

<ul><li>Salesforce delivered an all-around beat in the previous quarter.</li><li>The company's non-GAAP operating margin increased in the quarter.</li><li>Salesforce also had fantastic victories throughout the quarter with JPMorgan, Bayer, FedEx, Maersk, as well as the Department of Veterans Affairs.</li></ul>

Salesforce delivered an all-around beat in the previous quarter.The company's non-GAAP operating margin increased in the quarter.Salesforce also had fantastic victories throughout the quarter with JPMorgan, Bayer, FedEx, Maersk, as well as the Department of Veterans Affairs.

Salesforce Inc.: Can The New Starter CRM Put Salesforce On A Different Level Of Growth? - Major Drivers

<ul><li>Salesforce managed to exceed analyst expectations in terms of revenue as well as earnings.</li><li>Due to this, it significantly exceeded its margin target for this quarter and delivered an increase in operating margin.</li><li>In revenue, Salesforce delivered 8.2 billion.</li></ul>

Salesforce managed to exceed analyst expectations in terms of revenue as well as earnings.Due to this, it significantly exceeded its margin target for this quarter and delivered an increase in operating margin.In revenue, Salesforce delivered 8.2 billion.

Salesforce.com Inc.: What Is Its Biggest Competitive Advantage? – Key Drivers

Value Investing

Vladimir Dimitrov, CFA

<ul>
<li>Most of the red flags that I have outlined before are now being taken care of, but I remain cautious for the time being.</li>
<li>The market continues to react negatively to what was in my view a very good quarter, says Salesforce's chief executive.</li>
<li>A lot has changed since I first covered Salesforce (<span class="ticker-hover-wrapper">NYSE:CRM</span>), back in December of 2020.</li>
</ul>


Most of the red flags that I have outlined before are now being taken care of, but I remain cautious for the time being.
The market continues to react negatively to what was in my view a very good quarter, says Salesforce's chief executive.
A lot has changed since I first covered Salesforce (NYSE:CRM), back in December of 2020.


Salesforce: The Market Is Once Again Missing The Forest For The Trees

Equity Capital Markets

Salesforce.Com Inc / Equity Capital Markets

<ul><li>Salesforce had another strong quarter and delivered an all-around beat.</li><li>Besides, the Data cloud became their most crucial cloud, enhancing each Salesforce cloud and enhancing the automation, intelligence, and real-time of every aspect of their Customer 360.</li><li>With native integration of Tableau and Data Cloud, they recently released Tableau plus Data Cloud.</li></ul>

Salesforce had another strong quarter and delivered an all-around beat.Besides, the Data cloud became their most crucial cloud, enhancing each Salesforce cloud and enhancing the automation, intelligence, and real-time of every aspect of their Customer 360.With native integration of Tableau and Data Cloud, they recently released Tableau plus Data Cloud.

<ul>
<li>Share buybacks and stock-based compensation also will be an important part of the upcoming earnings release.</li>
<li>GAAP operating profitability will be in the spotlight as the company lays off a significant amount of its workforce.</li>
<li>The level of share buybacks will be a key part of Salesforce's growth strategy.</li>
</ul>


Share buybacks and stock-based compensation also will be an important part of the upcoming earnings release.
GAAP operating profitability will be in the spotlight as the company lays off a significant amount of its workforce.
The level of share buybacks will be a key part of Salesforce's growth strategy.


Salesforce.com's Upcoming Earnings: 3 Things You Need To Know

United States

salesforce.com, inc. provides software on demand. The Company supplies a customer relationship management service to businesses worldwide providing a technology platform for customers and developers to build and run business applications. Clients use salesforce.com to manage their customer, sales and operational data.

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

Salesforce.Com Inc (CRM US)

Salesforce Inc.: Can The New Starter CRM Put Salesforce On A Different Level Of Growth? - Major Drivers

Salesforce delivered an all-around beat in the previous quarter. The company's non-GAAP operating margin increased in the quarter. Salesforce also...

Baptista Research

Salesforce.com Inc.: What Is Its Biggest Competitive Advantage? – Key Drivers

Salesforce managed to exceed analyst expectations in terms of revenue as well as earnings. Due to this, it significantly exceeded its margin...

Baptista Research

Salesforce: The Market Is Once Again Missing The Forest For The Trees

Most of the red flags that I have outlined before are now being taken care of, but I remain cautious for the time being.

Vladimir Dimitrov, CFA

Salesforce Inc.: Major Drivers

Salesforce had another strong quarter and delivered an all-around beat. Besides, the Data cloud became their most crucial cloud, enhancing each...

Baptista Research

Salesforce.com's Upcoming Earnings: 3 Things You Need To Know

GAAP operating profitability will be in the spotlight as the company lays off a significant amount of its workforce. The level of share buybacks...

Vladimir Dimitrov, CFA

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)