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>AppLovin Corporation delivered an all-around beat in the previous quarter, experiencing substantial year-over-year and quarter-over-quarter revenue growth.</li><li>As part of the portfolio optimization program, the apps sector marked its first quarter of quarter-over-quarter revenue growth, generating a total revenue of $864 million, surpassing guidance with an adjusted EBITDA of $490 million, up 63% year-over-year.</li><li>In the app segment, revenue grew 5% sequentially to $360 million, representing the initial quarter of growth since the portfolio optimization initiative began.</li></ul>

AppLovin Corporation delivered an all-around beat in the previous quarter, experiencing substantial year-over-year and quarter-over-quarter revenue growth.As part of the portfolio optimization program, the apps sector marked its first quarter of quarter-over-quarter revenue growth, generating a total revenue of $864 million, surpassing guidance with an adjusted EBITDA of $490 million, up 63% year-over-year.In the app segment, revenue grew 5% sequentially to $360 million, representing the initial quarter of growth since the portfolio optimization initiative began.

AppLovin Corporation: AI-Driven Tech Powering Advertising – A Deep Dive! - Major Drivers

<ul><li>AppLovin Corporation managed to exceed the revenue and earnings expectations of Wall Street.</li><li>The Software Platform sector achieved significant revenue of $406 million, which reflects an increase of 28% over the previous year.</li><li>With $334 million in sales from apps and $61 million in adjusted EBITDA for the second quarter, the company had an 18% margin.</li></ul>

AppLovin Corporation managed to exceed the revenue and earnings expectations of Wall Street.The Software Platform sector achieved significant revenue of $406 million, which reflects an increase of 28% over the previous year.With $334 million in sales from apps and $61 million in adjusted EBITDA for the second quarter, the company had an 18% margin.

AppLovin Corporation: A Laser-Focused Strategy That Is Paying Off Big Time! - Major Drivers

Equity Capital Markets

<ul><li>AppLovin delivered a mixed result in the recent quarter, with revenues above market expectations, but it failed to surpass the analyst consensus in terms of earnings.</li><li>The management’s belief in the resilience of mobile gaming was validated, as the category remained stable even during uncertain economic times.</li><li>The development of AXON 2, their advanced technology, has been a priority, with ongoing upgrades expected to bring significant revenue and cash flow improvements.</li></ul>

AppLovin delivered a mixed result in the recent quarter, with revenues above market expectations, but it failed to surpass the analyst consensus in terms of earnings.The management’s belief in the resilience of mobile gaming was validated, as the category remained stable even during uncertain economic times.The development of AXON 2, their advanced technology, has been a priority, with ongoing upgrades expected to bring significant revenue and cash flow improvements.

AppLovin Corporation: Extended Global Partnership with OPPO & Other Developments

<ul><li>AppLovin Corporation had a disappointing quarter as it delivered significantly wider-than-expected losses and a negative bottom-line even though its revenues were above Wall Street expectations.</li><li>Its results in the quarter included the performance of the software platform, which increased 24% year over year.</li><li>For the first quarter of the upcoming year, they anticipate total revenue and EBITDA to be roughly flat compared to the fourth quarter which implies another possible loss-making quarter.</li></ul>

AppLovin Corporation had a disappointing quarter as it delivered significantly wider-than-expected losses and a negative bottom-line even though its revenues were above Wall Street expectations.Its results in the quarter included the performance of the software platform, which increased 24% year over year.For the first quarter of the upcoming year, they anticipate total revenue and EBITDA to be roughly flat compared to the fourth quarter which implies another possible loss-making quarter.

AppLovin Corporation: Is AXON 2 The New Secret Weapon For Growth? – Key Drivers

Credit

<ul><li>AppLovin is a software major operating a renowned platform for mobile app developers, helping them with the marketing and monetization of their apps.</li><li>The management looks to inspire some confidence with a stock repurchase plan and has more than $400 million in available funds.</li><li>In this report, we have carried out a fundamental analysis of the historical financial statements of the company.</li></ul>

AppLovin is a software major operating a renowned platform for mobile app developers, helping them with the marketing and monetization of their apps.The management looks to inspire some confidence with a stock repurchase plan and has more than $400 million in available funds.In this report, we have carried out a fundamental analysis of the historical financial statements of the company.

AppLovin Corporation: Detailed Credit Analysis & Financial Strength Evaluation Report

United States

AppLovin Corporation provides software solutions. The Company offers an end-to-end software that optimizes monetization, and uses machine learning to make data-driven marketing decisions for profitable growth. AppLovin serves clients worldwide.

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AppLovin (APP US)

AppLovin Corporation: AI-Driven Tech Powering Advertising – A Deep Dive! - Major Drivers

AppLovin Corporation delivered an all-around beat in the previous quarter, experiencing substantial year-over-year and quarter-over-quarter...

Baptista Research

AppLovin Corporation: A Laser-Focused Strategy That Is Paying Off Big Time! - Major Drivers

AppLovin Corporation managed to exceed the revenue and earnings expectations of Wall Street. The Software Platform sector achieved significant...

Baptista Research

AppLovin Corporation: Extended Global Partnership with OPPO & Other Developments

AppLovin delivered a mixed result in the recent quarter, with revenues above market expectations, but it failed to surpass the analyst consensus...

Baptista Research

AppLovin Corporation: Is AXON 2 The New Secret Weapon For Growth? – Key Drivers

AppLovin Corporation had a disappointing quarter as it delivered significantly wider-than-expected losses and a negative bottom-line even though...

Baptista Research

AppLovin Corporation: Detailed Credit Analysis & Financial Strength Evaluation Report

AppLovin is a software major operating a renowned platform for mobile app developers, helping them with the marketing and monetization of their...

Baptista Research

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