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>BlackBerry's second-quarter fiscal year 2026 results offer a complex picture of growth and stability as the company navigates its diversified operations in a shifting market environment.</li><li>The company's overall revenue increased by 3% year-over-year to $129.6 million, with all divisions topping the high end of their guidance areas.</li><li>The company maintained a consistent positive GAAP net income of $13.3 million and achieved a non-GAAP EPS of $0.04, surpassing expectations, despite facing significant tax payments during the quarter.</li></ul>

BlackBerry's second-quarter fiscal year 2026 results offer a complex picture of growth and stability as the company navigates its diversified operations in a shifting market environment.The company's overall revenue increased by 3% year-over-year to $129.6 million, with all divisions topping the high end of their guidance areas.The company maintained a consistent positive GAAP net income of $13.3 million and achieved a non-GAAP EPS of $0.04, surpassing expectations, despite facing significant tax payments during the quarter.

BlackBerry’s QNX Can Power the Future of Cars with Qualcomm, BMW, & NVIDIA Deals!

<ul><li>BlackBerry's fourth quarter and full fiscal year 2025 results demonstrate a combination of positive achievements and areas of uncertainty.</li><li>The company posted total revenue of $141.7 million for the quarter, surpassing the upper limit of its guidance range.</li><li>Specifically, revenues from the QNX and Secure Communications divisions also exceeded their respective expectations at $65.8 million and $67.3 million.</li></ul>

BlackBerry's fourth quarter and full fiscal year 2025 results demonstrate a combination of positive achievements and areas of uncertainty.The company posted total revenue of $141.7 million for the quarter, surpassing the upper limit of its guidance range.Specifically, revenues from the QNX and Secure Communications divisions also exceeded their respective expectations at $65.8 million and $67.3 million.

BlackBerry: QNX's Growing Role & Backlog In Automotive & Beyond to Up Their Game!

<ul><li>BlackBerry’s third-quarter fiscal results delivered a mix of optimism and caution as the company reported stronger-than-expected profitability, positive cash flow, and notable progress in its strategic transformation.</li><li>The stock surged 20% to $3.59, marking its highest close since May, as investors reacted to the earnings beat despite a downward revision in the fiscal-year guidance.</li><li>The quarter saw BlackBerry posting an adjusted profit of 2 cents per share, surpassing analysts’ expectations of a 1-cent loss.</li></ul>

BlackBerry’s third-quarter fiscal results delivered a mix of optimism and caution as the company reported stronger-than-expected profitability, positive cash flow, and notable progress in its strategic transformation.The stock surged 20% to $3.59, marking its highest close since May, as investors reacted to the earnings beat despite a downward revision in the fiscal-year guidance.The quarter saw BlackBerry posting an adjusted profit of 2 cents per share, surpassing analysts’ expectations of a 1-cent loss.

BlackBerry’s IoT Boom: Can It Outpace Challenges in Cybersecurity? - Major Drivers

<ul><li>BlackBerry, a software company specializing in security software and services, recently discussed its financial results for the first quarter of fiscal year 2025.</li><li>The company remains committed to its strategy, focusing on enhancing its Internet of Things (IoT) and cybersecurity divisions and driving cost efficiencies.</li><li>Despite facing industry headwinds and the challenge of elongated sales cycles, BlackBerry's performance this quarter reflects a robust operational momentum and strategic execution.</li></ul>

BlackBerry, a software company specializing in security software and services, recently discussed its financial results for the first quarter of fiscal year 2025.The company remains committed to its strategy, focusing on enhancing its Internet of Things (IoT) and cybersecurity divisions and driving cost efficiencies.Despite facing industry headwinds and the challenge of elongated sales cycles, BlackBerry's performance this quarter reflects a robust operational momentum and strategic execution.

BlackBerry Limited: Strategic Business Growth & Focus on IoT and Cybersecurity Driving Our 'Buy' Rating! - Major Drivers

<ul><li>BlackBerry has made several moderate advancements in the last year.</li><li>On the positive side, BlackBerry's Internet of Things (IoT) team has reportedly delivered the strongest quarterly revenue in years, despite challenges in the industry.</li><li>Revenue for the quarter increased 12% sequentially and 8% year-over-year to $55 million with a strong gross margin of 84%.</li></ul>

BlackBerry has made several moderate advancements in the last year.On the positive side, BlackBerry's Internet of Things (IoT) team has reportedly delivered the strongest quarterly revenue in years, despite challenges in the industry.Revenue for the quarter increased 12% sequentially and 8% year-over-year to $55 million with a strong gross margin of 84%.

BlackBerry Limited: Will Its Investments In AI-powered Cybersecurity Pay Off? - Key Drivers

Canada

BlackBerry Limited designs, manufactures, and markets wireless solutions for the worldwide mobile communications market. The Company provides platforms and solutions for access to email, phone, SMS messaging, Internet, and Intranet-based applications.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

BlackBerry Ltd (BB CN)

BlackBerry’s QNX Can Power the Future of Cars with Qualcomm, BMW, & NVIDIA Deals!

BlackBerry's second-quarter fiscal year 2026 results offer a complex picture of growth and stability as the company navigates its diversified...

Baptista Research

BlackBerry: QNX's Growing Role & Backlog In Automotive & Beyond to Up Their Game!

BlackBerry's fourth quarter and full fiscal year 2025 results demonstrate a combination of positive achievements and areas of uncertainty. The...

Baptista Research

BlackBerry’s IoT Boom: Can It Outpace Challenges in Cybersecurity? - Major Drivers

BlackBerry’s third-quarter fiscal results delivered a mix of optimism and caution as the company reported stronger-than-expected profitability,...

Baptista Research

BlackBerry Limited: Strategic Business Growth & Focus on IoT and Cybersecurity Driving Our 'Buy' Rating! - Major Drivers

BlackBerry, a software company specializing in security software and services, recently discussed its financial results for the first quarter of...

Baptista Research

BlackBerry Limited: Will Its Investments In AI-powered Cybersecurity Pay Off? - Key Drivers

BlackBerry has made several moderate advancements in the last year. On the positive side, BlackBerry's Internet of Things (IoT) team has...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)