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>Bumble Inc.'s fourth-quarter 2024 earnings highlighted several positive aspects and ongoing challenges facing the company.</li><li>For the quarter, Bumble reported revenues at the upper end of its forecasted range, achieving $262 million in total revenue, with the Bumble App contributing $212 million.</li><li>Despite revenues being at the high end, Bumble faced a decline of 9% in Average Revenue per Paying User (ARPPU) due to geographic mix shifts, reflecting a 4% year-over-year decrease in Bumble App revenues.</li></ul>

Bumble Inc.'s fourth-quarter 2024 earnings highlighted several positive aspects and ongoing challenges facing the company.For the quarter, Bumble reported revenues at the upper end of its forecasted range, achieving $262 million in total revenue, with the Bumble App contributing $212 million.Despite revenues being at the high end, Bumble faced a decline of 9% in Average Revenue per Paying User (ARPPU) due to geographic mix shifts, reflecting a 4% year-over-year decrease in Bumble App revenues.

Bumble Inc.: These Are The Biggest Factors That Are Helping Them Transform Matchmaking!

<ul><li>Bumble, the parent company of the popular dating app, recently released its third-quarter earnings for 2024.</li><li>The results reflect a mixed quarter where Bumble managed to meet its revenue expectations but still operates within the challenges of an evolving business.</li><li>On the positive side, Bumble achieved total revenue of $274 million, which, while representing a slight 1% decline, fell within the provided outlook range.</li></ul>

Bumble, the parent company of the popular dating app, recently released its third-quarter earnings for 2024.The results reflect a mixed quarter where Bumble managed to meet its revenue expectations but still operates within the challenges of an evolving business.On the positive side, Bumble achieved total revenue of $274 million, which, while representing a slight 1% decline, fell within the provided outlook range.

Bumble Inc. Delivers a Game-Changing Marketing Blitz to Captivate Gen Z Women & Supercharge Brand Loyalty! - Major Drivers

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>Enhancing app growth through revamping Badoo and leveraging Fruitz</li><li>International expansion into Europe, Asia, and Latin America</li><li>Potential M&amp;A opportunities to expand user base and ecosystem, leading to improved ROIC and EPS 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>

Enhancing app growth through revamping Badoo and leveraging FruitzInternational expansion into Europe, Asia, and Latin AmericaPotential M&amp;A opportunities to expand user base and ecosystem, leading to improved ROIC and EPS growth.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.

Bumble Inc (BMBL) - Thursday, Jun 6, 2024

<ul><li>Bumble's first quarter of 2024 demonstrated notable financial and operational achievements, reflecting a dynamic approach under the new CEO’s leadership.</li><li>The key highlights include a 10% year-over-year revenue increase totaling $268 million, primarily led by the Bumble app which generated $216 million, marking an 11% increase.</li><li>This growth was supported by a significant rise in paying users for both Bumble and Badoo apps, with Bumble App observing an addition of 42,000 users during the quarter.</li></ul>

Bumble's first quarter of 2024 demonstrated notable financial and operational achievements, reflecting a dynamic approach under the new CEO’s leadership.The key highlights include a 10% year-over-year revenue increase totaling $268 million, primarily led by the Bumble app which generated $216 million, marking an 11% increase.This growth was supported by a significant rise in paying users for both Bumble and Badoo apps, with Bumble App observing an addition of 42,000 users during the quarter.

Bumble Inc.: Leveraging Artificial Intelligence for User Experience Enhancement! - Major Drivers

Global TMT Analyst, Ex-PM, 30 years experience

Neil Campling

Thematic (Sector/Industry)

<ul>
<li>EV demand slump prompts CATL production cuts, lithium prices fall below breakeven</li>
<li>What happened to Nvidia's MOAT? AMD is gaining inference traction </li>
<li>Samsung issues at 2nm and 4nm and TSM continues to widen tech leadership. TSM as a Monopsony could hurt TEL and ASML in time</li>
</ul>


EV demand slump prompts CATL production cuts, lithium prices fall below breakeven
What happened to Nvidia's MOAT? AMD is gaining inference traction 
Samsung issues at 2nm and 4nm and TSM continues to widen tech leadership. TSM as a Monopsony could hurt TEL and ASML in time


TMT Daily - EVs, CATL, AMD V NVDA, Samsung V TSM Tokyo Electron, ASML, Telco, Shopify, Match, Bumble

United States

Bumble Inc. develops application software. The Company offers an online dating application that enables users to meet new people for dating, friendship, and relationship. Bumble serves customers worldwide.

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Bumble (BMBL US)

Bumble Inc.: These Are The Biggest Factors That Are Helping Them Transform Matchmaking!

Bumble Inc.'s fourth-quarter 2024 earnings highlighted several positive aspects and ongoing challenges facing the company. For the quarter, Bumble...

Baptista Research

Bumble Inc. Delivers a Game-Changing Marketing Blitz to Captivate Gen Z Women & Supercharge Brand Loyalty! - Major Drivers

Bumble, the parent company of the popular dating app, recently released its third-quarter earnings for 2024. The results reflect a mixed quarter...

Baptista Research

Bumble Inc (BMBL) - Thursday, Jun 6, 2024

Enhancing app growth through revamping Badoo and leveraging Fruitz. International expansion into Europe, Asia, and Latin America

Value Investors Club

Bumble Inc.: Leveraging Artificial Intelligence for User Experience Enhancement! - Major Drivers

Bumble's first quarter of 2024 demonstrated notable financial and operational achievements, reflecting a dynamic approach under the new CEO’s...

Baptista Research

TMT Daily - EVs, CATL, AMD V NVDA, Samsung V TSM Tokyo Electron, ASML, Telco, Shopify, Match, Bumble

CATL cuts as lithium falls below cash cost as EVs slump. AMD traction in inference v Nvidia. Samsung woes at both 4nm and 2nm, TSM widens lead....

Neil Campling

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Bumble Inc.: These Are The Biggest Factors That Are Helping Them Transform Matchmaking!

Bumble Inc.'s fourth-quarter 2024 earnings highlighted several positive aspects and ongoing challenges facing the company. For the quarter, Bumble...

Baptista Research

Bumble Inc. Delivers a Game-Changing Marketing Blitz to Captivate Gen Z Women & Supercharge Brand Loyalty! - Major Drivers

Bumble, the parent company of the popular dating app, recently released its third-quarter earnings for 2024. The results reflect a mixed quarter...

Baptista Research

Bumble Inc (BMBL) - Thursday, Jun 6, 2024

Enhancing app growth through revamping Badoo and leveraging Fruitz. International expansion into Europe, Asia, and Latin America

Value Investors Club

Bumble Inc.: Leveraging Artificial Intelligence for User Experience Enhancement! - Major Drivers

Bumble's first quarter of 2024 demonstrated notable financial and operational achievements, reflecting a dynamic approach under the new CEO’s...

Baptista Research

TMT Daily - EVs, CATL, AMD V NVDA, Samsung V TSM Tokyo Electron, ASML, Telco, Shopify, Match, Bumble

​CATL cuts as lithium falls below cash cost as EVs slump. AMD traction in inference v Nvidia. Samsung woes at both 4nm and 2nm, TSM widens lead....

Neil Campling

CATL cuts as lithium falls below cash cost as EVs slump. AMD traction in inference v Nvidia. Samsung woes at both 4nm and 2nm, TSM widens lead....