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>Airbnb's latest quarterly results for the third quarter of 2025 demonstrated a robust financial performance, marked by a 10% increase in revenue year-over-year, amounting to $4.1 billion, and achieving an all-time high adjusted EBITDA exceeding $2 billion.</li><li>Gross booking value grew by 14%, while nights and seats booked increased by 9%, largely driven by strong performance in the U.S. market.</li><li>However, the results weren't solely driven by top-line growth; they also highlighted significant strategic advancements and operational improvements.</li></ul>

Airbnb's latest quarterly results for the third quarter of 2025 demonstrated a robust financial performance, marked by a 10% increase in revenue year-over-year, amounting to $4.1 billion, and achieving an all-time high adjusted EBITDA exceeding $2 billion.Gross booking value grew by 14%, while nights and seats booked increased by 9%, largely driven by strong performance in the U.S. market.However, the results weren't solely driven by top-line growth; they also highlighted significant strategic advancements and operational improvements.

Airbnb: What Hundreds of Platform Enhancements Say About Its Global Domination Plans!

Smartkarma AI, Smartkarma

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Smartkarma AI

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

<ul>
 <li>
<a href="https://smartkarma.com/entities/airbnb-inc">Airbnb </a>stands as a dominant force in the alternative accommodations market, benefiting from a powerful brand and a robust network effect that connects millions of hosts and guests globally.</li>
 <li>The company exhibits a strong growth trajectory, with impressive revenue and net income expansion, underpinned by a resilient, cash-generative, asset-light business model.</li>
 <li>Future growth is anticipated to be driven by international market penetration, expansion of non-core offerings like 'Experiences', and leveraging technology, though the company faces significant risks from regulatory pressures and intense competition.</li>
</ul>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.


  
Airbnb stands as a dominant force in the alternative accommodations market, benefiting from a powerful brand and a robust network effect that connects millions of hosts and guests globally.
  The company exhibits a strong growth trajectory, with impressive revenue and net income expansion, underpinned by a resilient, cash-generative, asset-light business model.
  Future growth is anticipated to be driven by international market penetration, expansion of non-core offerings like 'Experiences', and leveraging technology, though the company faces significant risks from regulatory pressures and intense competition.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

<ul><li>Airbnb's second-quarter 2025 earnings call presented a mixed yet promising landscape for investment consideration.</li><li>The company reported robust financial results, marked by a notable increase in key metrics such as bookings, revenue, and margin, which indicate strong demand recovery, particularly in global markets outside the U.S. Despite a challenging economic environment at the beginning of the quarter, travel demand saw an upturn, with significant contributions from expanded offerings in home-sharing and the evolving services and experiences sector.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Airbnb's second-quarter 2025 earnings call presented a mixed yet promising landscape for investment consideration.The company reported robust financial results, marked by a notable increase in key metrics such as bookings, revenue, and margin, which indicate strong demand recovery, particularly in global markets outside the U.S. Despite a challenging economic environment at the beginning of the quarter, travel demand saw an upturn, with significant contributions from expanded offerings in home-sharing and the evolving services and experiences sector.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Airbnb Bets Big on AI But Can Its Smarter Tech Redefine Travel Planning & Customer Experience?

Podcast on In-depth Business Talks, Speedwell Research

The Synopsis

Podcast on In-depth Business Talks

Speedwell Research

Speedwell Research spends hundreds of hours researching public businesses each month and in "The Synopsis" they share their key learnings. Most business podcasts are superficial and assume their listeners are unsophisticated. In contrast, The Synopsis trusts listeners are interested in learning about complex, industry-specific issues, so long as they are explained clearly. We cover businesses from inception to current day, coupling business analysis and an investors lens. Start listening today to become a better analyst and investor.

<ul><li>Brian Chesky and Joe Gebbia, founders of Airbnb, met at the Rhode Island School of Design in 1999</li><li>Chesky's background in industrial design engineering heavily influenced Airbnb's design-centric approach</li><li>Chesky's scrappiness and founder mentality have driven Airbnb's success, with a focus on improving margins and generating free cash flow.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Brian Chesky and Joe Gebbia, founders of Airbnb, met at the Rhode Island School of Design in 1999Chesky's background in industrial design engineering heavily influenced Airbnb's design-centric approachChesky's scrappiness and founder mentality have driven Airbnb's success, with a focus on improving margins and generating free cash flow.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

<ul><li>Airbnb's financial results for the first quarter of 2025 reflect both strengths and challenges as the company continues to navigate a dynamic global travel landscape.</li><li>The company reported revenue of $2.3 billion, a 6% year-over-year increase.</li><li>However, it's worth noting that without the impact of foreign exchange and calendar factors such as Easter shifting from Q1 2024, this revenue growth would have been 11%.</li></ul>

Airbnb's financial results for the first quarter of 2025 reflect both strengths and challenges as the company continues to navigate a dynamic global travel landscape.The company reported revenue of $2.3 billion, a 6% year-over-year increase.However, it's worth noting that without the impact of foreign exchange and calendar factors such as Easter shifting from Q1 2024, this revenue growth would have been 11%.

Airbnb’s Bold New Move: AI, Apps, & Affordable Stays Driving Global Surge!

United States

Airbnb, Inc. operates an online marketplace for travel information and booking services. The Company offers lodging, home-stay, and tourism services via websites and mobile applications. Airbnb serves clients worldwide.

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Airbnb (ABNB US)

Airbnb: What Hundreds of Platform Enhancements Say About Its Global Domination Plans!

Airbnb's latest quarterly results for the third quarter of 2025 demonstrated a robust financial performance, marked by a 10% increase in revenue...

Baptista Research

Primer: Airbnb (ABNB US) - Oct 2025

Airbnb stands as a dominant force in the alternative accommodations market, benefiting from a powerful brand and a robust network effect that...

αSK

Airbnb Bets Big on AI But Can Its Smarter Tech Redefine Travel Planning & Customer Experience?

Airbnb's second-quarter 2025 earnings call presented a mixed yet promising landscape for investment consideration. The company reported robust...

Baptista Research

Company. Airbnb: Becoming a Verb

Brian Chesky and Joe Gebbia, founders of Airbnb, met at the Rhode Island School of Design in 1999 and Chesky's background in design has played a...

The Synopsis

Airbnb’s Bold New Move: AI, Apps, & Affordable Stays Driving Global Surge!

Airbnb's financial results for the first quarter of 2025 reflect both strengths and challenges as the company continues to navigate a dynamic...

Baptista Research

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