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>Box delivered a strong result and managed an all-around beat last quarter.</li><li>In the quarter, their sales force and marketing initiatives continued producing results, expanding their customer base and adding many new logos.</li><li>Box introduced major improvements to the Box for Microsoft 365 integrations, including Box for Teams and Box for Microsoft Office desktops.</li></ul>

Box delivered a strong result and managed an all-around beat last quarter.In the quarter, their sales force and marketing initiatives continued producing results, expanding their customer base and adding many new logos.Box introduced major improvements to the Box for Microsoft 365 integrations, including Box for Teams and Box for Microsoft Office desktops.

Box Inc.: How They're Transforming Workflows with New Integrations! - Major Drivers

Equity Capital Markets

<ul><li>Box had a successful third quarter and delivered an all-around beat with accelerating revenue growth, an operating margin of 21%, and RPO growth of 25%.</li><li>Box's net retention rate was 109%, with 97 deals over $100,000 and a 63% attach rate of Suites over $100,000 in the quarter.</li><li>Box is seeing early success in customer adoption and use of Box Sign, with leading organizations replacing their incumbent signature solutions with Box Sign.</li></ul>

Box had a successful third quarter and delivered an all-around beat with accelerating revenue growth, an operating margin of 21%, and RPO growth of 25%.Box's net retention rate was 109%, with 97 deals over $100,000 and a 63% attach rate of Suites over $100,000 in the quarter.Box is seeing early success in customer adoption and use of Box Sign, with leading organizations replacing their incumbent signature solutions with Box Sign.

Box Inc: Benefitting From The Hybrid Work Era With Phenomenal Retention – Key Drivers

<ul><li>Box had a mixed third quarter, with revenue below Wall Street expectations but stronger than expected earnings.</li><li>Their leading security and data governance tools, Box Governance and Box Shield have received many significant upgrades.</li><li>The Box Shield ethical wall feature was also made public during the quarter.</li></ul>

Box had a mixed third quarter, with revenue below Wall Street expectations but stronger than expected earnings.Their leading security and data governance tools, Box Governance and Box Shield have received many significant upgrades.The Box Shield ethical wall feature was also made public during the quarter.

Box Inc: Major Drivers, Financial Forecasts, DCF & Comparables Valuation, Key Risks (12/22)

<ul><li>The effectiveness of Box’s Content Cloud strategy was manifested in its last result as it reported a sales increase of 15% year over year in the second quarter surpassing Wall Street expectations.</li><li>Box’s Content Cloud strategy looks to unify the whole content life cycle on a single platform.</li><li>Besides, the company launched more features for Box Relay, Box Sign, and API improvements in Q2.</li></ul>

The effectiveness of Box’s Content Cloud strategy was manifested in its last result as it reported a sales increase of 15% year over year in the second quarter surpassing Wall Street expectations.Box’s Content Cloud strategy looks to unify the whole content life cycle on a single platform.Besides, the company launched more features for Box Relay, Box Sign, and API improvements in Q2.

Box Inc: Major Drivers, Financial Forecasts, DCF & Comparables Valuation, ESG & Other Risks (09/22)

<ul><li>This is our first report on cloud content management platform provider, Box Inc.</li><li>The company operates on a SaaS model and has achieved accelerating revenue growth, RPO growth, and operating margin since the start of 2022.</li><li>The strong customer matrices are the main indicators of the success of the platform strategy and product as customers are turning to Box for securing content management.</li></ul>

This is our first report on cloud content management platform provider, Box Inc.The company operates on a SaaS model and has achieved accelerating revenue growth, RPO growth, and operating margin since the start of 2022.The strong customer matrices are the main indicators of the success of the platform strategy and product as customers are turning to Box for securing content management.

Box Inc.: Initiation of Coverage – Business Strategy

United States

Box, Inc. develops internet applications software. The Company operates a content sharing platform that enables users to share, access, and manage content in the cloud, as well as provides mobile access, online file storage, and online collaboration solutions. Box serves customers worldwide.

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Box Inc Class A (BOX US)

Box Inc.: How They're Transforming Workflows with New Integrations! - Major Drivers

Box delivered a strong result and managed an all-around beat last quarter. In the quarter, their sales force and marketing initiatives continued...

Baptista Research

Box Inc: Benefitting From The Hybrid Work Era With Phenomenal Retention – Key Drivers

Box had a successful third quarter and delivered an all-around beat with accelerating revenue growth, an operating margin of 21%, and RPO growth...

Baptista Research

Box Inc: Major Drivers, Financial Forecasts, DCF & Comparables Valuation, Key Risks (12/22)

Box had a mixed third quarter, with revenue below Wall Street expectations but stronger than expected earnings. Their leading security and data...

Baptista Research

Box Inc: Major Drivers, Financial Forecasts, DCF & Comparables Valuation, ESG & Other Risks (09/22)

The effectiveness of Box’s Content Cloud strategy was manifested in its last result as it reported a sales increase of 15% year over year in the...

Baptista Research

Box Inc.: Initiation of Coverage – Business Strategy

This is our first report on cloud content management platform provider, Box Inc. The company operates on a SaaS model and has achieved...

Baptista Research

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