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>Akamai Technologies, Inc.</li><li>reported robust Q4 2023 results, with revenue reaching an impressive $995 million, and non-GAAP operating margin at 30%.</li><li>Year-over-year non-GAAP earnings per share increased by 23% and by 22% in constant currency, demonstrating the company's steady progress.</li></ul>

Akamai Technologies, Inc.reported robust Q4 2023 results, with revenue reaching an impressive $995 million, and non-GAAP operating margin at 30%.Year-over-year non-GAAP earnings per share increased by 23% and by 22% in constant currency, demonstrating the company's steady progress.

Akamai Technologies - Can The Strong Potential in AI Inferencing Services Catalyze Revenue Growth? - Major Drivers

<ul><li>Akamai Technologies, Inc. exceeded analyst expectations in terms of revenue as well as earnings, with a revenue surge to $965 million, marking a substantial 9% year-over-year growth.</li><li>The non-GAAP operating margin stood impressively at 31%, while non-GAAP earnings per share reached $1.63, reflecting a remarkable 29% year-over-year increase.</li><li>Akamai's security segment experienced a notable 20% year-over-year growth in Q3.</li></ul>

Akamai Technologies, Inc. exceeded analyst expectations in terms of revenue as well as earnings, with a revenue surge to $965 million, marking a substantial 9% year-over-year growth.The non-GAAP operating margin stood impressively at 31%, while non-GAAP earnings per share reached $1.63, reflecting a remarkable 29% year-over-year increase.Akamai's security segment experienced a notable 20% year-over-year growth in Q3.

Akamai Technologies Inc.: Paving the Way for a Safer

<ul><li>Akamai Technologies, Inc. delivered a positive result and managed an all-around beat last quarter.</li><li>Akamai is pursuing a completely different approach to cloud computing, making it fully distributed with many more points of presence than typical systems provide.</li><li>In this report, we have carried out a fundamental analysis of the historical financial statements of the company.</li></ul>

Akamai Technologies, Inc. delivered a positive result and managed an all-around beat last quarter.Akamai is pursuing a completely different approach to cloud computing, making it fully distributed with many more points of presence than typical systems provide.In this report, we have carried out a fundamental analysis of the historical financial statements of the company.

Akamai Technologies Inc.: The True Reasons Behind the Acquisition from StackPath! - Major Drivers

<ul><li>Akamai Technologies managed to exceed analyst expectations in terms of revenue as well as earnings.</li><li>Revenue grew, and non-GAAP operating margin expanded.</li><li>This complements the API security portfolio of Akamai by extending its capabilities in the rapidly growing API security market.</li></ul>

Akamai Technologies managed to exceed analyst expectations in terms of revenue as well as earnings.Revenue grew, and non-GAAP operating margin expanded.This complements the API security portfolio of Akamai by extending its capabilities in the rapidly growing API security market.

Akamai Technologies: The Acquisition-Led Growth Continues With Neosec – Key Drivers

Covering IPOs, Healthcare and Technology Stocks

Andrei Zakharov

Equity Capital Markets

<ul>
<li>Baishan Cloud, China’s independent edge cloud service provider, filed to go public in Hong Kong. CICC and investment bank Haitong are the lead underwriters in this offering.</li>
<li>Founded in 2015, <a href="https://www.smartkarma.com/entities/beijing-baishancloud-technology-co-ltd" target="_blank" data-smartkarma-citation="entities:40988:1" rel="noopener">BaishanCloud (1568617D HK)</a> is led by its CEO and Founder, Mr. HUO Tao, and a highly experienced founding team.</li>
<li>I believe the company will achieve a break-even this year, coupled with a strong international expansion, potential revenue acceleration and gross margin improvement as the business continues to scale up.</li>
</ul>


Baishan Cloud, China’s independent edge cloud service provider, filed to go public in Hong Kong. CICC and investment bank Haitong are the lead underwriters in this offering.
Founded in 2015, BaishanCloud (1568617D HK) is led by its CEO and Founder, Mr. HUO Tao, and a highly experienced founding team.
I believe the company will achieve a break-even this year, coupled with a strong international expansion, potential revenue acceleration and gross margin improvement as the business continues to scale up.


Baishan Cloud IPO Preview: Break-Even Is Likely To Be Achieved in 2024

United States

Akamai Technologies, Inc. provides services for accelerating and improving the delivery of content and applications over the Internet; ranging from live and on-demand streaming video capabilities to conventional content on websites, to tools that help people transact business and reach out to new and existing customers.

Akamai Technologies (AKAM US)

Akamai Technologies - Can The Strong Potential in AI Inferencing Services Catalyze Revenue Growth? - Major Drivers

Akamai Technologies, Inc. reported robust Q4 2023 results, with revenue reaching an impressive $995 million, and non-GAAP operating margin at...

Baptista Research

Akamai Technologies Inc.: Paving the Way for a Safer

Akamai Technologies, Inc. exceeded analyst expectations in terms of revenue as well as earnings, with a revenue surge to $965 million, marking a...

Baptista Research

Akamai Technologies Inc.: The True Reasons Behind the Acquisition from StackPath! - Major Drivers

Akamai Technologies, Inc. delivered a positive result and managed an all-around beat last quarter. Akamai is pursuing a completely different...

Baptista Research

Akamai Technologies: The Acquisition-Led Growth Continues With Neosec – Key Drivers

Akamai Technologies managed to exceed analyst expectations in terms of revenue as well as earnings. Revenue grew, and non-GAAP operating margin...

Baptista Research

Baishan Cloud IPO Preview: Break-Even Is Likely To Be Achieved in 2024

Baishan Cloud, a founder-led edge cloud service provider in China, filed to list IPO on HKEX. The company develops AI-empowered edge cloud platform...

Andrei Zakharov