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>Cisco Systems Inc.'s fiscal second-quarter results demonstrated a mix of positives and negatives, balanced by the company's flexible strategic route and shifting market conditions.</li><li>Revenue for the quarter edged at the high end of the company's guidance range, owing to robust operating leverage across business segments that surpassed margin expectations and facilitated better-than-expected earnings per share.</li><li>A total of $2.8 billion value was returned to investors through dividends and share buybacks, evidencing Cisco's ongoing commitment to its shareholders.</li></ul>

Cisco Systems Inc.'s fiscal second-quarter results demonstrated a mix of positives and negatives, balanced by the company's flexible strategic route and shifting market conditions.Revenue for the quarter edged at the high end of the company's guidance range, owing to robust operating leverage across business segments that surpassed margin expectations and facilitated better-than-expected earnings per share.A total of $2.8 billion value was returned to investors through dividends and share buybacks, evidencing Cisco's ongoing commitment to its shareholders.

Cisco Systems: How Successful Are Their Efforts Of Digging Into AI? - Major Drivers

<ul><li>Cisco Systems, Inc. delivered an all-around beat in the previous quarter.</li><li>In terms of quarterly performance, Cisco reported strong revenues in Q1, driven by broad-based investments in generative AI, cloud, security, and full-stack observability.</li><li>Additionally, Cisco introduced a new security firewall solution in the quarter, anticipating meaningful positive results in the coming quarters.</li></ul>

Cisco Systems, Inc. delivered an all-around beat in the previous quarter.In terms of quarterly performance, Cisco reported strong revenues in Q1, driven by broad-based investments in generative AI, cloud, security, and full-stack observability.Additionally, Cisco introduced a new security firewall solution in the quarter, anticipating meaningful positive results in the coming quarters.

Cisco Systems Inc.: How AI and Security Are Making Them an Industry Titan! - Major Drivers

<ul><li>Cisco Systems delivered an all-around beat in the previous quarter, accomplishing the company's financial and operational goals.</li><li>Additionally, Cisco produced solid margins, a significant operational cash flow, and solid shareholder value, returning $10.6 billion through share repurchases and rising cash dividends.</li><li>Cisco Systems generated approximately $57 billion in sales, up 11% from the previous year and the fastest annual revenue growth rate in more than ten years.</li></ul>

Cisco Systems delivered an all-around beat in the previous quarter, accomplishing the company's financial and operational goals.Additionally, Cisco produced solid margins, a significant operational cash flow, and solid shareholder value, returning $10.6 billion through share repurchases and rising cash dividends.Cisco Systems generated approximately $57 billion in sales, up 11% from the previous year and the fastest annual revenue growth rate in more than ten years.

Cisco Systems Inc.: Acquisition Of Oort & Other Major Developments

<ul><li>Cisco Systems delivered a solid result and managed an all-around beat in the last quarter.</li><li>Cisco also delivered significant quarterly performance, with high revenue and non-GAAP earnings per share, reflecting their solid operating discipline.</li><li>We give Cisco Systems, Inc. a 'Hold' rating with a revised target price.</li></ul>

Cisco Systems delivered a solid result and managed an all-around beat in the last quarter.Cisco also delivered significant quarterly performance, with high revenue and non-GAAP earnings per share, reflecting their solid operating discipline.We give Cisco Systems, Inc. a 'Hold' rating with a revised target price.

Cisco Systems: The Lightspin Acquisition Is A Major Boost For Cloud Security – Key Drivers

Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Equity Long-Short, Semiconductors

Fabricated Knowledge

Learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Thematic (Sector/Industry)

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<ul>
<li>The Internet and Telecom bubble. Lessons in leverage, rates, and a smattering of fraud. What can we learn from that period to compare it to the current AI infrastructure build?</li>
<li>It’s time for a history piece. I didn’t touch the internet and telecom bubbles in my last history piece, but I wanted to save an entire piece for it.</li>
<li>I think it’s the best analogy for the historic boom in AI and infrastructure. Let’s see if there are lessons to learn from the past.</li>
</ul>









The Internet and Telecom bubble. Lessons in leverage, rates, and a smattering of fraud. What can we learn from that period to compare it to the current AI infrastructure build?
It’s time for a history piece. I didn’t touch the internet and telecom bubbles in my last history piece, but I wanted to save an entire piece for it.
I think it’s the best analogy for the historic boom in AI and infrastructure. Let’s see if there are lessons to learn from the past.


Lessons from History: The Rise and Fall of the Telecom Bubble

United States

Cisco Systems, Inc. designs, manufactures, and sells Internet Protocol (IP)-based networking and other products related to the communications and information technology (IT) industry and provide services associated with these products and their use. The Company provides products for transporting data, voice, and video within buildings, across campuses, and globally.

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Cisco Systems (CSCO US)

Cisco Systems: How Successful Are Their Efforts Of Digging Into AI? - Major Drivers

Cisco Systems Inc.'s fiscal second-quarter results demonstrated a mix of positives and negatives, balanced by the company's flexible strategic...

Baptista Research

Cisco Systems Inc.: How AI and Security Are Making Them an Industry Titan! - Major Drivers

Cisco Systems, Inc. delivered an all-around beat in the previous quarter. In terms of quarterly performance, Cisco reported strong revenues in Q1,...

Baptista Research

Cisco Systems Inc.: Acquisition Of Oort & Other Major Developments

Cisco Systems delivered an all-around beat in the previous quarter, accomplishing the company's financial and operational goals. Additionally,...

Baptista Research

Cisco Systems: The Lightspin Acquisition Is A Major Boost For Cloud Security – Key Drivers

Cisco Systems delivered a solid result and managed an all-around beat in the last quarter. Cisco also delivered significant quarterly performance,...

Baptista Research

Lessons from History: The Rise and Fall of the Telecom Bubble

The Internet and Telecom bubble. Lessons in leverage, rates, and a smattering of fraud. What can we learn from that period to compare it to the...

Fabricated Knowledge

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