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!

<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><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

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!

<ul><li>Airbnb’s latest earnings report sent its stock surging 12.6% as investors reacted to stronger-than expected financial performance and ambitious growth plans.</li><li>Despite missing out on much of the recent travel boom, the company is now positioning itself as the “Amazon of travel” by expanding beyond its traditional short-term rental business.</li><li>CEO Brian Chesky emphasized this strategic pivot, revealing plans to invest up to $250 million in new businesses set to launch in May.</li></ul>

Airbnb’s latest earnings report sent its stock surging 12.6% as investors reacted to stronger-than expected financial performance and ambitious growth plans.Despite missing out on much of the recent travel boom, the company is now positioning itself as the “Amazon of travel” by expanding beyond its traditional short-term rental business.CEO Brian Chesky emphasized this strategic pivot, revealing plans to invest up to $250 million in new businesses set to launch in May.

Airbnb Inc.: A $250 Million Bet To Make It the Amazon of Travel?

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

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

Airbnb Inc.: A $250 Million Bet To Make It the Amazon of Travel?

Airbnb’s latest earnings report sent its stock surging 12.6% as investors reacted to stronger-than expected financial performance and ambitious...

Baptista Research

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