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, the global leader in AI-powered customer relationship management (CRM), has made headlines once again with its definitive agreement to acquire Qualified, a specialist in agentic AI marketing solutions.</li><li>This move aligns with Salesforce’s growing ambitions in agent-based enterprise solutions, particularly through its Agentforce suite.</li><li>Qualified’s flagship product uses agentic AI to autonomously engage inbound website visitors, qualify leads, and schedule meetings—an ideal fit for Salesforce’s vision of “agentifying” the modern revenue organization.</li></ul>

Salesforce, the global leader in AI-powered customer relationship management (CRM), has made headlines once again with its definitive agreement to acquire Qualified, a specialist in agentic AI marketing solutions.This move aligns with Salesforce’s growing ambitions in agent-based enterprise solutions, particularly through its Agentforce suite.Qualified’s flagship product uses agentic AI to autonomously engage inbound website visitors, qualify leads, and schedule meetings—an ideal fit for Salesforce’s vision of “agentifying” the modern revenue organization.

Salesforce.Com Inc - Salesforce Snaps Up Qualified—A Silent Threat to Legacy MarTech Stacks?

<ul><li>Salesforce's latest financial results and strategic direction highlight several key aspects for potential investors to consider.</li><li>For Q2 fiscal 2026, Salesforce reported revenue of $10.25 billion, representing a 10% year-over-year increase.</li><li>This growth was driven primarily by strong sales execution, particularly in substantial deal closures, and the expansion into new customer segments and services.</li></ul>

Salesforce's latest financial results and strategic direction highlight several key aspects for potential investors to consider.For Q2 fiscal 2026, Salesforce reported revenue of $10.25 billion, representing a 10% year-over-year increase.This growth was driven primarily by strong sales execution, particularly in substantial deal closures, and the expansion into new customer segments and services.

CRM US - Salesforce + Spindle AI: The Game-Changing Duo That Could Dominate Enterprise AI!

CRM US - Salesforce’s Strategic Acquisitions: Will Bets on Startups Like Regrello Pay Off Big?

<ul><li>Salesforce is charging deeper into the AI frontier.</li><li>On August 18, 2025, the CRM titan announced a definitive agreement to acquire Regrello, an AI-native startup that specializes in transforming fragmented business processes into orchestrated, automated workflows.</li><li>The deal, expected to close in Salesforce’s fiscal Q3 2026, underscores the company’s commitment to building out its “agentic enterprise” vision—where human workers and AI agents collaborate in real time.</li></ul>

Salesforce is charging deeper into the AI frontier.On August 18, 2025, the CRM titan announced a definitive agreement to acquire Regrello, an AI-native startup that specializes in transforming fragmented business processes into orchestrated, automated workflows.The deal, expected to close in Salesforce’s fiscal Q3 2026, underscores the company’s commitment to building out its “agentic enterprise” vision—where human workers and AI agents collaborate in real time.

CRM US - Salesforce Bets On Agentic Automation: What The Regrello Acquisition Could Unlock!

<ul><li>Salesforce reported revenue of $9.83 billion for the quarter, representing 8% year-over-year growth in both nominal and constant currency terms.</li><li>Subscription and support revenue grew by 9% in constant currency, while operating cash flow totaled $6.5 billion, a 4% increase over the prior year.</li><li>Remaining performance obligations rose to $60.9 billion, up 13% year-over-year, and current RPO increased 12% in nominal terms and 11% in constant currency.</li></ul>

Salesforce reported revenue of $9.83 billion for the quarter, representing 8% year-over-year growth in both nominal and constant currency terms.Subscription and support revenue grew by 9% in constant currency, while operating cash flow totaled $6.5 billion, a 4% increase over the prior year.Remaining performance obligations rose to $60.9 billion, up 13% year-over-year, and current RPO increased 12% in nominal terms and 11% in constant currency.

Salesforce.Com Inc - Salesforce’s AI Bet Is Getting Bigger—But Can It Outrun Its Own Margins?

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.

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Salesforce.Com Inc (CRM US)

Salesforce.Com Inc - Salesforce Snaps Up Qualified—A Silent Threat to Legacy MarTech Stacks?

Salesforce, the global leader in AI-powered customer relationship management (CRM), has made headlines once again with its definitive agreement to...

Baptista Research

CRM US - Salesforce + Spindle AI: The Game-Changing Duo That Could Dominate Enterprise AI!

Salesforce's latest financial results and strategic direction highlight several key aspects for potential investors to consider. For Q2 fiscal...

Baptista Research

CRM US - Salesforce’s Strategic Acquisitions: Will Bets on Startups Like Regrello Pay Off Big?

Salesforce's latest financial results and strategic direction highlight several key aspects for potential investors to consider. For Q2 fiscal...

Baptista Research

CRM US - Salesforce Bets On Agentic Automation: What The Regrello Acquisition Could Unlock!

Salesforce is charging deeper into the AI frontier. On August 18, 2025, the CRM titan announced a definitive agreement to acquire Regrello, an...

Baptista Research

Salesforce.Com Inc - Salesforce’s AI Bet Is Getting Bigger—But Can It Outrun Its Own Margins?

Salesforce reported revenue of $9.83 billion for the quarter, representing 8% year-over-year growth in both nominal and constant currency...

Baptista Research

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