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>Alphabet’s second-quarter 2025 earnings report marked a pivotal moment in the company’s pursuit of AI-driven growth, delivering strong results alongside escalating investment challenges.</li><li>The company posted a 14% yearover-year revenue increase, reaching a record $96.4 billion, bolstered by significant gains in its cloud, search, and YouTube businesses.</li><li>Earnings per share rose to $2.31, beating Wall Street expectations of $2.18 and up from $1.89 a year ago.</li></ul>

Alphabet’s second-quarter 2025 earnings report marked a pivotal moment in the company’s pursuit of AI-driven growth, delivering strong results alongside escalating investment challenges.The company posted a 14% yearover-year revenue increase, reaching a record $96.4 billion, bolstered by significant gains in its cloud, search, and YouTube businesses.Earnings per share rose to $2.31, beating Wall Street expectations of $2.18 and up from $1.89 a year ago.

Alphabet Just Shocked Wall Street with Its AI Surge — But at What Cost?

Equity Derivatives and Volatility Specialist, Clifton Derivatives

John Ley

Equity Derivatives and Volatility Specialist

Clifton Derivatives

Independent derivative and volatility research firm focusing on events/catalysts, earnings, relative value and cross asset volatility strategies.

Equity Derivatives

<ul>
<li>GOOGL is set to release Q2 earnings on Wednesday, July 23 after the close, having rallied 15.39% since Q1 results.</li>
<li>Q2 has historically delivered strong average returns and the largest average absolute 1-day move.</li>
<li>We explore how volatility and past earnings reactions frame expectations for the upcoming release.</li>
</ul>


GOOGL is set to release Q2 earnings on Wednesday, July 23 after the close, having rallied 15.39% since Q1 results.
Q2 has historically delivered strong average returns and the largest average absolute 1-day move.
We explore how volatility and past earnings reactions frame expectations for the upcoming release.


GOOGL: Q2 Vol Pricing, Performance Trends, and Earnings Setup

<ul><li>In a move that could redefine the future of web browsing and digital advertising, OpenAI is reportedly preparing to launch a new AI-powered browser that directly challenges Google Chrome—Alphabet’s flagship browser and a crucial pipeline for search traffic and user data.</li><li>While the browser is still under wraps, reports indicate that it will feature a ChatGPT-like interface where users complete tasks and search queries within the app, bypassing traditional website clicks altogether.</li><li>This launch follows similar innovations by AI search players like Perplexity, and represents OpenAI’s broader ambition to embed its AI across personal and professional user touchpoints.</li></ul>

In a move that could redefine the future of web browsing and digital advertising, OpenAI is reportedly preparing to launch a new AI-powered browser that directly challenges Google Chrome—Alphabet’s flagship browser and a crucial pipeline for search traffic and user data.While the browser is still under wraps, reports indicate that it will feature a ChatGPT-like interface where users complete tasks and search queries within the app, bypassing traditional website clicks altogether.This launch follows similar innovations by AI search players like Perplexity, and represents OpenAI’s broader ambition to embed its AI across personal and professional user touchpoints.

Alphabet’s Grip on Search Faces Its Greatest Test Yet: OpenAI’s Browser Threat EXPLAINED!

<ul><li>Alphabet is making headlines once again—this time for a groundbreaking deal that could reshape the future of clean energy.</li><li>In one of the largest commercial commitments yet to nuclear fusion, Google has signed an agreement with Commonwealth Fusion Systems (CFS) to purchase 200 megawatts of electricity from the company’s first commercial fusion power plant, ARC, currently under development in Chesterfield County, Virginia.</li><li>This deal marks a major endorsement of fusion power as a viable long-term solution to the surging energy needs of hyperscale technology companies.</li></ul>

Alphabet is making headlines once again—this time for a groundbreaking deal that could reshape the future of clean energy.In one of the largest commercial commitments yet to nuclear fusion, Google has signed an agreement with Commonwealth Fusion Systems (CFS) to purchase 200 megawatts of electricity from the company’s first commercial fusion power plant, ARC, currently under development in Chesterfield County, Virginia.This deal marks a major endorsement of fusion power as a viable long-term solution to the surging energy needs of hyperscale technology companies.

Alphabet’s Billion-Dollar Bet on Fusion Energy: What’s Powering Google’s Latest Moonshot?

<ul><li>Alphabet’s Q1 2025 results painted a picture of strength—double-digit revenue growth in Search, the massive rollout of AI Overviews to 1.5 billion monthly users, and momentum across Cloud and YouTube.</li><li>Yet beneath the surface, the Search business—long Alphabet’s cash machine—faces unprecedented disruption.</li><li>The rise of AI native platforms like OpenAI’s ChatGPT and Perplexity AI is quietly reshaping user behavior.</li></ul>

Alphabet’s Q1 2025 results painted a picture of strength—double-digit revenue growth in Search, the massive rollout of AI Overviews to 1.5 billion monthly users, and momentum across Cloud and YouTube.Yet beneath the surface, the Search business—long Alphabet’s cash machine—faces unprecedented disruption.The rise of AI native platforms like OpenAI’s ChatGPT and Perplexity AI is quietly reshaping user behavior.

Is This the Beginning of the End for Google Search? Alphabet’s Future Hangs in the Balance!

United States

Alphabet Inc. operates as a holding company. The Company, through its subsidiaries, provides web-based search, advertisements, maps, software applications, mobile operating systems, consumer content, enterprise solutions, commerce, and hardware products.

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Alphabet (GOOGL US)

Alphabet Just Shocked Wall Street with Its AI Surge — But at What Cost?

Alphabet’s second-quarter 2025 earnings report marked a pivotal moment in the company’s pursuit of AI-driven growth, delivering strong results...

Baptista Research

GOOGL: Q2 Vol Pricing, Performance Trends, and Earnings Setup

With Q2 earnings approaching, we examine GOOGL’s vol setup, historical reactions, and how the market is framing expectations.

John Ley

Alphabet’s Grip on Search Faces Its Greatest Test Yet: OpenAI’s Browser Threat EXPLAINED!

In a move that could redefine the future of web browsing and digital advertising, OpenAI is reportedly preparing to launch a new AI-powered...

Baptista Research

Alphabet’s Billion-Dollar Bet on Fusion Energy: What’s Powering Google’s Latest Moonshot?

Alphabet is making headlines once again—this time for a groundbreaking deal that could reshape the future of clean energy. In one of the largest...

Baptista Research

Is This the Beginning of the End for Google Search? Alphabet’s Future Hangs in the Balance!

Alphabet’s Q1 2025 results painted a picture of strength—double-digit revenue growth in Search, the massive rollout of AI Overviews to 1.5 billion...

Baptista Research

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