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. recently reported its second-quarter results for 2025, revealing a solid financial performance that surpassed its guidance across key metrics.</li><li>The company achieved a revenue of $1.043 billion, reflecting a 7% year-over-year growth as reported, and 6% in constant currency.</li><li>Non-GAAP earnings per share (EPS) rose to $1.73, marking a 9% year-over-year increase.</li></ul>

Akamai Technologies, Inc. recently reported its second-quarter results for 2025, revealing a solid financial performance that surpassed its guidance across key metrics.The company achieved a revenue of $1.043 billion, reflecting a 7% year-over-year growth as reported, and 6% in constant currency.Non-GAAP earnings per share (EPS) rose to $1.73, marking a 9% year-over-year increase.

Akamai Technologies: The 6 Most Significant Forces Steering Its Performance into 2025 & Beyond!

<ul><li>Akamai Technologies reported a solid performance for the first quarter of 2025, with revenue reaching $1.015 billion, marking a 3% year-over-year increase.</li><li>Notably, their non-GAAP earnings per share surpassed expectations at $1.70, benefiting from lower-than-expected TSA costs and reduced payroll taxes.</li><li>This robust revenue performance was bolstered by significant growth in the security and compute sectors, which combined accounted for nearly 69% of total revenue, highlighting Akamai's transition from content delivery network (CDN) capabilities to a broader focus on cybersecurity and cloud computing.</li></ul>

Akamai Technologies reported a solid performance for the first quarter of 2025, with revenue reaching $1.015 billion, marking a 3% year-over-year increase.Notably, their non-GAAP earnings per share surpassed expectations at $1.70, benefiting from lower-than-expected TSA costs and reduced payroll taxes.This robust revenue performance was bolstered by significant growth in the security and compute sectors, which combined accounted for nearly 69% of total revenue, highlighting Akamai's transition from content delivery network (CDN) capabilities to a broader focus on cybersecurity and cloud computing.

Akamai Technologies Is Betting Big on Cloud & Security—Will It Be Enough to Outrun Rivals?

<ul><li>The fourth quarter earnings results of Akamai Technologies, Inc. reveal a mixed performance with notable strengths and areas of concern.</li><li>Akamai reported revenue of $1.02 billion for Q4 2024, marking a 3% increase both on a reported and constant currency basis.</li><li>Non-GAAP earnings per share exceeded guidance at $1.66.</li></ul>

The fourth quarter earnings results of Akamai Technologies, Inc. reveal a mixed performance with notable strengths and areas of concern.Akamai reported revenue of $1.02 billion for Q4 2024, marking a 3% increase both on a reported and constant currency basis.Non-GAAP earnings per share exceeded guidance at $1.66.

Akamai Technologies: Expanding Security Offerings to Augment Product Capabilities & Market Reach!

<ul><li>Akamai Technologies, Inc. reported its financial results for the third quarter of 2024, revealing several key achievements and ongoing challenges.</li><li>The company's total revenue for the quarter surpassed $1 billion for the first time, marking a 4% increase year-over-year, both as reported and in constant currency.</li><li>A significant milestone was achieved with the company's total annual revenue run rate exceeding $4 billion and its security revenue crossing $2 billion.</li></ul>

Akamai Technologies, Inc. reported its financial results for the third quarter of 2024, revealing several key achievements and ongoing challenges.The company's total revenue for the quarter surpassed $1 billion for the first time, marking a 4% increase year-over-year, both as reported and in constant currency.A significant milestone was achieved with the company's total annual revenue run rate exceeding $4 billion and its security revenue crossing $2 billion.

Akamai Technologies: Cloud Computing Expansion As A Primary Growth Accelerator! - Major Drivers

<ul><li>Akamai Technologies' second quarter of 2024 earnings presentation highlighted a mix of sustained growth and evolving strategic focus amidst industry challenges.</li><li>The company reported a 5% increase in total revenue year over-year, amounting to $980 million, reflecting steady growth particularly in its security and compute sectors, despite ongoing macroeconomic and geopolitical challenges.</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>

Akamai Technologies' second quarter of 2024 earnings presentation highlighted a mix of sustained growth and evolving strategic focus amidst industry challenges.The company reported a 5% increase in total revenue year over-year, amounting to $980 million, reflecting steady growth particularly in its security and compute sectors, despite ongoing macroeconomic and geopolitical challenges.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.

Akamai Technologies: Will The Acquisition of API Security Leader Noname Security Be A Game Changer? - Major Drivers

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.

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Akamai Technologies (AKAM US)

Akamai Technologies: The 6 Most Significant Forces Steering Its Performance into 2025 & Beyond!

Akamai Technologies, Inc. recently reported its second-quarter results for 2025, revealing a solid financial performance that surpassed its...

Baptista Research

Akamai Technologies Is Betting Big on Cloud & Security—Will It Be Enough to Outrun Rivals?

Akamai Technologies reported a solid performance for the first quarter of 2025, with revenue reaching $1.015 billion, marking a 3% year-over-year...

Baptista Research

Akamai Technologies: Expanding Security Offerings to Augment Product Capabilities & Market Reach!

The fourth quarter earnings results of Akamai Technologies, Inc. reveal a mixed performance with notable strengths and areas of concern. Akamai...

Baptista Research

Akamai Technologies: Cloud Computing Expansion As A Primary Growth Accelerator! - Major Drivers

Akamai Technologies, Inc. reported its financial results for the third quarter of 2024, revealing several key achievements and ongoing...

Baptista Research

Akamai Technologies: Will The Acquisition of API Security Leader Noname Security Be A Game Changer? - Major Drivers

Akamai Technologies' second quarter of 2024 earnings presentation highlighted a mix of sustained growth and evolving strategic focus amidst...

Baptista Research

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