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>AT&T's latest financial performance in the fourth quarter of 2024 shows a balanced overview of strengths and challenges that shape its investment profile.</li><li>Positively, the company has demonstrated solid growth in its core operations, particularly in the Mobility and Consumer Wireline segments.</li><li>Postpaid phone net additions totaled approximately 1.7 million with a service revenue growth of 3.5% for Mobility, contributing to AT&T likely leading the industry in postpaid phone churn for most of the past sixteen quarters.</li></ul>

AT&T's latest financial performance in the fourth quarter of 2024 shows a balanced overview of strengths and challenges that shape its investment profile.Positively, the company has demonstrated solid growth in its core operations, particularly in the Mobility and Consumer Wireline segments.Postpaid phone net additions totaled approximately 1.7 million with a service revenue growth of 3.5% for Mobility, contributing to AT&T likely leading the industry in postpaid phone churn for most of the past sixteen quarters.

AT&T: Will Its Fiber Infrastructure Expansion Be A Game-Changer Or A Costly Mistake? - Major Drivers

<ul><li>AT&T's Q3 2024 earnings painted a picture of a company strategically holding firm on its path, aimed at leadership in converged connectivity achieved through its investments in 5G and fiber networks.</li><li>The earnings report underscored AT&T’s focus on sustainable subscriber growth in its mobility segment and continued strong additions in its broadband offerings, particularly fiber.</li><li>Positively, the company reported robust growth in the 5G subscriber base, with 403,000 postpaid phone net adds.</li></ul>

AT&T's Q3 2024 earnings painted a picture of a company strategically holding firm on its path, aimed at leadership in converged connectivity achieved through its investments in 5G and fiber networks.The earnings report underscored AT&T’s focus on sustainable subscriber growth in its mobility segment and continued strong additions in its broadband offerings, particularly fiber.Positively, the company reported robust growth in the 5G subscriber base, with 403,000 postpaid phone net adds.

AT&T Inc.: An Insight Into Its Fixed-Line Network Synergies

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

<ul><li>AT&amp;T offers a range of telecommunications services, including wireless, fiber, and broadband</li><li>The company's market position, technological advancements, and capital return potential make it a strong investment opportunity</li><li>Despite being undervalued, AT&amp;T has a significant presence in Latin America and expects steady EBITDA growth</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. This article was originally published 3 months ago on Value Investors Club.</em></p>

AT&amp;T offers a range of telecommunications services, including wireless, fiber, and broadbandThe company's market position, technological advancements, and capital return potential make it a strong investment opportunityDespite being undervalued, AT&amp;T has a significant presence in Latin America and expects steady EBITDA growthThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

<ul><li>AT&T's Q2 2024 earnings revealed mixed results as the telecom giant continues to push boundaries in its wireless and broadband sectors.</li><li>The net additions of high-value wireless and broadband subscribers underscore a robust influence of its investment-driven growth strategy, even as the company witnessed minor downshifts in other service areas.</li><li>In the wireless segment, AT&T reported an encouraging addition of 419,000 postpaid phone subscribers.</li></ul>

AT&T's Q2 2024 earnings revealed mixed results as the telecom giant continues to push boundaries in its wireless and broadband sectors.The net additions of high-value wireless and broadband subscribers underscore a robust influence of its investment-driven growth strategy, even as the company witnessed minor downshifts in other service areas.In the wireless segment, AT&T reported an encouraging addition of 419,000 postpaid phone subscribers.

AT&T Inc.: Enhanced Fiber Infrastructure Expansion & Strategic Deployment of Internet Air Taking Them Forward! - Major Drivers

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

<ul><li>Micron is sampling MRDIMMs for AI and HPC applications, exploring innovative solutions for data processing needs.</li><li>Hyundai Motors plans to add 300 new charging stations to support the expansion of their hydrogen bus fleet, promoting eco-friendly transportation options.</li><li>German electrification struggle worsens with supplier bankruptcy up 60%, hindering the widespread adoption of electric vehicles and renewable energy technologies.</li></ul>

Micron is sampling MRDIMMs for AI and HPC applications, exploring innovative solutions for data processing needs.Hyundai Motors plans to add 300 new charging stations to support the expansion of their hydrogen bus fleet, promoting eco-friendly transportation options.German electrification struggle worsens with supplier bankruptcy up 60%, hindering the widespread adoption of electric vehicles and renewable energy technologies.

Tech Supply Chain Tracker (20-Jul-2024): Micron samples MRDIMMs for AI, HPC.

United States

AT&T Inc. is a communications holding company. The Company, through its subsidiaries and affiliates, provides local and long-distance phone service, wireless and data communications, Internet access and messaging, IP-based and satellite television, security services, telecommunications equipment, and directory advertising and publishing.

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AT&T (T US)

AT&T: Will Its Fiber Infrastructure Expansion Be A Game-Changer Or A Costly Mistake? - Major Drivers

AT&T's latest financial performance in the fourth quarter of 2024 shows a balanced overview of strengths and challenges that shape its...

Baptista Research

AT&T Inc.: An Insight Into Its Fixed-Line Network Synergies

AT&T's Q3 2024 earnings painted a picture of a company strategically holding firm on its path, aimed at leadership in converged connectivity...

Baptista Research

AT&T INC (T) - Monday, Apr 29, 2024

The company's market position, technological advancements, and capital return potential make it a strong investment opportunity

Value Investors Club (VIC)

AT&T Inc.: Enhanced Fiber Infrastructure Expansion & Strategic Deployment of Internet Air Taking Them Forward! - Major Drivers

AT&T's Q2 2024 earnings revealed mixed results as the telecom giant continues to push boundaries in its wireless and broadband sectors. The...

Baptista Research

Tech Supply Chain Tracker (20-Jul-2024): Micron samples MRDIMMs for AI, HPC.

Micron samples MRDIMMs for AI/HPC, Hyundai adds 300 charging stations for hydrogen buses, German electrification woes, India's semiconductor...

Tech Supply Chain Tracker

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