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>Autodesk managed to exceed the revenue expectations as well as the earnings expectations of Wall Street in the third quarter.</li><li>Total revenue exhibited a 10% and 13% growth in constant currency, revealing positive results across product categories and regional segments.</li><li>Free cash flow, constrained by the transition to annual billings, was reported at $13 million.</li></ul>

Autodesk managed to exceed the revenue expectations as well as the earnings expectations of Wall Street in the third quarter.Total revenue exhibited a 10% and 13% growth in constant currency, revealing positive results across product categories and regional segments.Free cash flow, constrained by the transition to annual billings, was reported at $13 million.

Autodesk Inc.: Recent Market Dynamics & The New Transaction Model's Strategic Significance - Major Drivers

<ul><li>Autodesk Inc. delivered a solid result and managed an all-around beat in the last quarter.</li><li>The company's transition from upfront to annual billings for multiyear contracts continued, impacting billings but increasing deferred revenue.</li><li>Autodesk managed its capital allocation efficiently, repurchasing shares and focusing on disciplined profit and cash flow growth.</li></ul>

Autodesk Inc. delivered a solid result and managed an all-around beat in the last quarter.The company's transition from upfront to annual billings for multiyear contracts continued, impacting billings but increasing deferred revenue.Autodesk managed its capital allocation efficiently, repurchasing shares and focusing on disciplined profit and cash flow growth.

Autodesk Inc.: 4 Reasons Why The Company Plays Indispensable Role In AEC Industries

Equity Capital Markets

<ul><li>The last quarter was decent for Autodesk as it managed to meet the revenue expectations as well as the earnings expectations of Wall Street.</li><li>Key indicators remained consistent with the previous quarter, with modest growth in product usage, record bid activity on BuildingConnected, and improved renewal rates.</li><li>Autodesk is driving innovation and transformation, shifting from products to capabilities, exemplified by the successful launch of the AEC industry cloud, Forma.</li></ul>

The last quarter was decent for Autodesk as it managed to meet the revenue expectations as well as the earnings expectations of Wall Street.Key indicators remained consistent with the previous quarter, with modest growth in product usage, record bid activity on BuildingConnected, and improved renewal rates.Autodesk is driving innovation and transformation, shifting from products to capabilities, exemplified by the successful launch of the AEC industry cloud, Forma.

Autodesk Inc.: Next-Generation Building Design On the Cloud – Key Drivers

<ul><li>Despite pandemic, geopolitical, policy, and macroeconomic headwinds, Autodesk gave a strong financial performance in the quarter and delivered an all-around beat.</li><li>The product subscription renewal rate and its net revenue retention rate remain strong.</li><li>The company continues to make excellent progress in its strategic initiatives, which drives accelerating the adoption of the Autodesk Construction Cloud.</li></ul>

Despite pandemic, geopolitical, policy, and macroeconomic headwinds, Autodesk gave a strong financial performance in the quarter and delivered an all-around beat.The product subscription renewal rate and its net revenue retention rate remain strong.The company continues to make excellent progress in its strategic initiatives, which drives accelerating the adoption of the Autodesk Construction Cloud.

Autodesk Inc.: Launch of Moxion Rooms & Other Drivers

<ul><li>In a challenging macroeconomic environment, Autodesk delivered a decent quarterly result and has performed in line with expectations in terms of revenues as well as earnings.</li><li>Its strong competitive performance, new business growth, and resilient subscription renewal rates were partly offset, given the geopolitical, macroeconomic policy-related headwinds.</li><li>We provide the stock of Autodesk with a ‘Hold’ rating with a revision in the target price.</li></ul>

In a challenging macroeconomic environment, Autodesk delivered a decent quarterly result and has performed in line with expectations in terms of revenues as well as earnings.Its strong competitive performance, new business growth, and resilient subscription renewal rates were partly offset, given the geopolitical, macroeconomic policy-related headwinds.We provide the stock of Autodesk with a ‘Hold’ rating with a revision in the target price.

Autodesk Inc: Reorganization of Cloud Offerings & Other Developments

United States

Autodesk, Inc. supplies PC software and multimedia tools. The Company's two-dimensional and three-dimensional products are used across industries and in the home for architectural design, mechanical design, geographic information systems and mapping, and visualization applications. Autodesk's software products are sold worldwide through a network of dealers and distributors.

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Autodesk Inc (ADSK US)

Autodesk Inc.: Recent Market Dynamics & The New Transaction Model's Strategic Significance - Major Drivers

Autodesk managed to exceed the revenue expectations as well as the earnings expectations of Wall Street in the third quarter. Total revenue...

Baptista Research

Autodesk Inc.: 4 Reasons Why The Company Plays Indispensable Role In AEC Industries

Autodesk Inc. delivered a solid result and managed an all-around beat in the last quarter. The company's transition from upfront to annual...

Baptista Research

Autodesk Inc.: Next-Generation Building Design On the Cloud – Key Drivers

The last quarter was decent for Autodesk as it managed to meet the revenue expectations as well as the earnings expectations of Wall Street. Key...

Baptista Research

Autodesk Inc.: Launch of Moxion Rooms & Other Drivers

Despite pandemic, geopolitical, policy, and macroeconomic headwinds, Autodesk gave a strong financial performance in the quarter and delivered an...

Baptista Research

Autodesk Inc: Reorganization of Cloud Offerings & Other Developments

In a challenging macroeconomic environment, Autodesk delivered a decent quarterly result and has performed in line with expectations in terms of...

Baptista Research

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