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>Clarivate's first quarter of 2025 showed a mix of strategic advancements and financial performance amid an evolving business landscape.</li><li>The company is navigating a significant transformation, focusing on optimizing revenue, enhancing sales execution, and accelerating product innovation.</li><li>This shift is highlighted by their transition to a more subscription-centric model as part of their Value Creation Plan.</li></ul>

Clarivate's first quarter of 2025 showed a mix of strategic advancements and financial performance amid an evolving business landscape.The company is navigating a significant transformation, focusing on optimizing revenue, enhancing sales execution, and accelerating product innovation.This shift is highlighted by their transition to a more subscription-centric model as part of their Value Creation Plan.

Clarivate Plc: Will The Management Focus On A Subscription-First Model Deliver Solid Growth?

<ul><li>Clarivate is navigating a transformative phase, presenting both challenges and opportunities for potential investors.</li><li>In its latest earnings call, company leaders emphasized a strategic shift under the Value Creation Plan (VCP) aimed at revamping Clarivate's business model towards focusing more on predictable recurring revenue streams and accelerating organic growth.</li><li>Despite challenges, the overall messaging highlighted a mix of positive strategic initiatives alongside existing operational difficulties.</li></ul>

Clarivate is navigating a transformative phase, presenting both challenges and opportunities for potential investors.In its latest earnings call, company leaders emphasized a strategic shift under the Value Creation Plan (VCP) aimed at revamping Clarivate's business model towards focusing more on predictable recurring revenue streams and accelerating organic growth.Despite challenges, the overall messaging highlighted a mix of positive strategic initiatives alongside existing operational difficulties.

Clarivate Plc: The Expansion of Recurring Revenue Streams & Other Major Drivers

<ul><li>Clarivate's third-quarter 2024 earnings call highlighted several challenges and strategic decisions facing the company as it seeks to realign its business for better performance.</li><li>The quarter saw disappointing financial results, causing the management to reevaluate its guidance and strategy moving forward.</li><li>Revenues for the third quarter were reported at $622 million, marking a $25 million decrease compared to the same quarter the previous year.</li></ul>

Clarivate's third-quarter 2024 earnings call highlighted several challenges and strategic decisions facing the company as it seeks to realign its business for better performance.The quarter saw disappointing financial results, causing the management to reevaluate its guidance and strategy moving forward.Revenues for the third quarter were reported at $622 million, marking a $25 million decrease compared to the same quarter the previous year.

Clarivate Inc.: Portfolio Rationalization & Cost Optimization Driving Our Bullishness! - Major Drivers

<ul><li>Clarivate recently conducted its Q2 2024 Earnings Conference Call, marked by significant leadership changes and a detailed overview of strategic adjustments aimed at revitalizing growth and improving operational efficiency.</li><li>With the transition of Jonathan Gear to a nonexecutive role and the introduction of Matti Shem Tov as the incoming Chief Executive Officer, Clarivate is positioning itself to enhance its core business segments and capitalize on emerging opportunities through product innovation and customer engagement.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Clarivate recently conducted its Q2 2024 Earnings Conference Call, marked by significant leadership changes and a detailed overview of strategic adjustments aimed at revitalizing growth and improving operational efficiency.With the transition of Jonathan Gear to a nonexecutive role and the introduction of Matti Shem Tov as the incoming Chief Executive Officer, Clarivate is positioning itself to enhance its core business segments and capitalize on emerging opportunities through product innovation and customer engagement.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Clarivate Plc: Initiation Of Coverage - Does It Have A Sustainable Competitive Advantage? - Major Drivers

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>Clarivate charges fees for ongoing access to patent and trademark data</li><li>Faces competition from other information services companies and technological advancements</li><li>Stock has struggled due to concerns about growth prospects and capital structure</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>

Clarivate charges fees for ongoing access to patent and trademark dataFaces competition from other information services companies and technological advancementsStock has struggled due to concerns about growth prospects and capital structureThis 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.

Clarivate Plc (CLVT) - Wednesday, Jun 5, 2024

United States

Clarivate PLC is a provider of proprietary and comprehensive information, analytics, professional services, and workflow solutions. The Company offers scientific and academic research, biopharma, medtech, IP intelligence, consulting, and data products and services. Clarivate serves customers worldwide.

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Clarivate (CLVT US)

Clarivate Plc: Will The Management Focus On A Subscription-First Model Deliver Solid Growth?

Clarivate's first quarter of 2025 showed a mix of strategic advancements and financial performance amid an evolving business landscape. The...

Baptista Research

Clarivate Plc: The Expansion of Recurring Revenue Streams & Other Major Drivers

Clarivate is navigating a transformative phase, presenting both challenges and opportunities for potential investors. In its latest earnings call,...

Baptista Research

Clarivate Inc.: Portfolio Rationalization & Cost Optimization Driving Our Bullishness! - Major Drivers

Clarivate's third-quarter 2024 earnings call highlighted several challenges and strategic decisions facing the company as it seeks to realign its...

Baptista Research

Clarivate Plc: Initiation Of Coverage - Does It Have A Sustainable Competitive Advantage? - Major Drivers

Clarivate recently conducted its Q2 2024 Earnings Conference Call, marked by significant leadership changes and a detailed overview of strategic...

Baptista Research

Clarivate Plc (CLVT) - Wednesday, Jun 5, 2024

Clarivate charges fees for ongoing access to patent and trademark data. Faces competition from other information services companies and...

Value Investors Club

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