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. exhibited robust performance in its third quarter of fiscal year 2025, surpassing revenue, margins, and earnings expectations.</li><li>The company reported total revenue of $14.1 billion, marking a substantial 11% year-over-year increase.</li><li>This growth was driven by significant expansion in product revenue, especially in areas such as networking, which saw an 8% increase, and security, which surged by 54%, primarily due to contributions from Splunk and SASE offerings.</li></ul>

Cisco Systems, Inc. exhibited robust performance in its third quarter of fiscal year 2025, surpassing revenue, margins, and earnings expectations.The company reported total revenue of $14.1 billion, marking a substantial 11% year-over-year increase.This growth was driven by significant expansion in product revenue, especially in areas such as networking, which saw an 8% increase, and security, which surged by 54%, primarily due to contributions from Splunk and SASE offerings.

Cisco Systems Just Smashed AI Order Expectations—Is Silicon One the Future of Cloud Infrastructure?

<ul><li>Cisco Systems, Inc. recently reported strong financial performance for the second quarter of fiscal year 2025.</li><li>The company delivered revenue, margins, and earnings per share at or above their guidance range, underscoring robust demand for its technology portfolio.</li><li>Total revenue reached $14 billion, up 9% year-over-year.</li></ul>

Cisco Systems, Inc. recently reported strong financial performance for the second quarter of fiscal year 2025.The company delivered revenue, margins, and earnings per share at or above their guidance range, underscoring robust demand for its technology portfolio.Total revenue reached $14 billion, up 9% year-over-year.

Cisco Systems Inc.: Is The Global Public Sector Strength A Sturdy Growth Foundation?

<ul><li>Cisco Systems, Inc. recently reported its first quarter results for fiscal year 2025, showcasing numerous strengths as well as areas to watch closely.</li><li>The company's revenue for the quarter reached $13.8 billion, sitting at the high end of their guidance range, though it marked a 6% decline year-over-year due to the previous year’s elevated backlog shipments.</li><li>The strength across Cisco's lines of business was evident in their recurring revenue streams, which now account for 57% of total revenue.</li></ul>

Cisco Systems, Inc. recently reported its first quarter results for fiscal year 2025, showcasing numerous strengths as well as areas to watch closely.The company's revenue for the quarter reached $13.8 billion, sitting at the high end of their guidance range, though it marked a 6% decline year-over-year due to the previous year’s elevated backlog shipments.The strength across Cisco's lines of business was evident in their recurring revenue streams, which now account for 57% of total revenue.

Cisco’s Game-Changing  NVIDIA Partnership & AI Solutions Are A Potential Masterstroke? - Major Drivers

<ul><li>Cisco Systems, Inc. reported its financial results for the fourth quarter and fiscal year 2024, demonstrating solid performance despite a challenging macroeconomic environment.</li><li>The company closed the fiscal year with $13.6 billion in revenue for the fourth quarter and $53.8 billion for the year.</li><li>Both annualized recurring revenue and subscription revenue grew, reflecting Cisco's strategic pivot towards a more sustainable, subscription-based model.</li></ul>

Cisco Systems, Inc. reported its financial results for the fourth quarter and fiscal year 2024, demonstrating solid performance despite a challenging macroeconomic environment.The company closed the fiscal year with $13.6 billion in revenue for the fourth quarter and $53.8 billion for the year.Both annualized recurring revenue and subscription revenue grew, reflecting Cisco's strategic pivot towards a more sustainable, subscription-based model.

Cisco Systems Inc.: Networking and Security Symbiosis

Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Semiconductor Analysis & Research

Thematic (Sector/Industry)

<ul>
<li>AMD &amp; NVIDIA both pocket deals to equip 500MW data centers in Saudi Arabia over the next 5 years. </li>
<li>UAE announced plans to build 5GW of data centre capacity with local champion G42 leading the charge. Microsoft and Cerebras were notable by their absence last week. </li>
<li>The Middle East deals are good news for US AI/Technology champions however the benefits will likely take years to fully accrue. </li>
</ul>


AMD &amp; NVIDIA both pocket deals to equip 500MW data centers in Saudi Arabia over the next 5 years. 
UAE announced plans to build 5GW of data centre capacity with local champion G42 leading the charge. Microsoft and Cerebras were notable by their absence last week. 
The Middle East deals are good news for US AI/Technology champions however the benefits will likely take years to fully accrue. 


US Middle East AI Splurge. A Bold Move But Also A Curious Affair

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 Just Smashed AI Order Expectations—Is Silicon One the Future of Cloud Infrastructure?

Cisco Systems, Inc. exhibited robust performance in its third quarter of fiscal year 2025, surpassing revenue, margins, and earnings...

Baptista Research

Cisco Systems Inc.: Is The Global Public Sector Strength A Sturdy Growth Foundation?

Cisco Systems, Inc. recently reported strong financial performance for the second quarter of fiscal year 2025. The company delivered revenue,...

Baptista Research

Cisco’s Game-Changing NVIDIA Partnership & AI Solutions Are A Potential Masterstroke? - Major Drivers

Cisco Systems, Inc. recently reported its first quarter results for fiscal year 2025, showcasing numerous strengths as well as areas to watch...

Baptista Research

Cisco Systems Inc.: Networking and Security Symbiosis

Cisco Systems, Inc. reported its financial results for the fourth quarter and fiscal year 2024, demonstrating solid performance despite a...

Baptista Research

US Middle East AI Splurge. A Bold Move But Also A Curious Affair

Last week's Middle East deals are good news for US AI/Technology champions however the benefits will likely take years to fully accrue.

William Keating

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