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>Commvault Systems, Inc. reported a fiscal year 2026 marked by solid subscription and SaaS growth, improved profitability, and record free cash flow.</li><li>Subscription Annual Recurring Revenue (ARR) increased 27% year-over-year, reaching $989 million, driven notably by SaaS ARR growth of 42% to $400 million.</li><li>Total ARR, which includes subscription ARR and maintenance revenue linked to perpetual licenses, expanded by 21% to $1.12 billion.</li></ul>

Commvault Systems, Inc. reported a fiscal year 2026 marked by solid subscription and SaaS growth, improved profitability, and record free cash flow.Subscription Annual Recurring Revenue (ARR) increased 27% year-over-year, reaching $989 million, driven notably by SaaS ARR growth of 42% to $400 million.Total ARR, which includes subscription ARR and maintenance revenue linked to perpetual licenses, expanded by 21% to $1.12 billion.

Commvault Software: Why Are Hyperscaler Partnerships Becoming A Game-Changer For Cloud-Native Protection?

<ul><li>Commvault has suddenly become a takeover story after reports that the company is exploring a sale following interest from private equity firms and strategic buyers, with Thoma Bravo named among interested parties and IBM identified by one analyst as the most logical strategic fit.</li><li>But the more revealing angle is not simply whether shareholders could get a 30% premium.</li><li>It is whether the public market had already pushed the company’s valuation so low that acquisition interest became a natural consequence of the disconnect.</li></ul>

Commvault has suddenly become a takeover story after reports that the company is exploring a sale following interest from private equity firms and strategic buyers, with Thoma Bravo named among interested parties and IBM identified by one analyst as the most logical strategic fit.But the more revealing angle is not simply whether shareholders could get a 30% premium.It is whether the public market had already pushed the company’s valuation so low that acquisition interest became a natural consequence of the disconnect.

Commvault’s Collapse And Comeback Narrative Is Drawing Buyers—Here’s What The Market Missed !

<ul><li>Commvault delivered a solid performance for Q3 of fiscal 2026, showcasing significant growth driven primarily by its subscription revenue.</li><li>Subscription revenue saw a 30% increase, amounting to $206 million, fuelled by the addition of 700 new subscription customers.</li><li>Meanwhile, subscription Annual Recurring Revenue (ARR) rose by 28% to $941 million.</li></ul>

Commvault delivered a solid performance for Q3 of fiscal 2026, showcasing significant growth driven primarily by its subscription revenue.Subscription revenue saw a 30% increase, amounting to $206 million, fuelled by the addition of 700 new subscription customers.Meanwhile, subscription Annual Recurring Revenue (ARR) rose by 28% to $941 million.

Commvault’s SaaS Pivot Is Gaining Speed — But Is Hybrid Complexity Becoming Its Secret Weapon?

<ul><li>Commvault's recent earnings call revealed a performance marked by strong growth across key metrics, although accompanied by some challenges that necessitate a careful examination of the investment landscape.</li><li>The company reported an 18% increase in total revenue to $276 million, notably driven by a 22% year-over-year growth in total annual recurring revenue (ARR), which reached $1.04 billion.</li><li>Particularly noteworthy was the 30% rise in Subscription ARR to $894 million and a 56% growth in SaaS ARR, reaching $336 million.</li></ul>

Commvault's recent earnings call revealed a performance marked by strong growth across key metrics, although accompanied by some challenges that necessitate a careful examination of the investment landscape.The company reported an 18% increase in total revenue to $276 million, notably driven by a 22% year-over-year growth in total annual recurring revenue (ARR), which reached $1.04 billion.Particularly noteworthy was the 30% rise in Subscription ARR to $894 million and a 56% growth in SaaS ARR, reaching $336 million.

Commvault Inside: Will Its Focus On Cyber Resilience & SaaS Expansion Pay Off?

<ul><li>Commvault Systems, Inc. has demonstrated a strong start to its fiscal year, highlighting substantial growth in various areas during its first-quarter results.</li><li>Total annual recurring revenue (ARR) grew by 24% to $996 million, with subscription ARR witnessing a 33% rise to $844 million.</li><li>The company's SaaS platform showed impressive momentum, with ARR climbing 63% to $307 million.</li></ul>

Commvault Systems, Inc. has demonstrated a strong start to its fiscal year, highlighting substantial growth in various areas during its first-quarter results.Total annual recurring revenue (ARR) grew by 24% to $996 million, with subscription ARR witnessing a 33% rise to $844 million.The company's SaaS platform showed impressive momentum, with ARR climbing 63% to $307 million.

Commvault Expands Global Footprint With Powerhouse Partnerships & Cloud Expansion!

United States

CommVault Systems, Inc. provides data management software applications and related services. The Company develops, markets, and sells a suite of data management software applications designed to protect and manage data throughout its lifecycle.

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Commvault Systems (CVLT US)

Commvault Software: Why Are Hyperscaler Partnerships Becoming A Game-Changer For Cloud-Native Protection?

Commvault Systems, Inc. reported a fiscal year 2026 marked by solid subscription and SaaS growth, improved profitability, and record free cash...

Baptista Research

Commvault’s Collapse And Comeback Narrative Is Drawing Buyers—Here’s What The Market Missed !

Commvault has suddenly become a takeover story after reports that the company is exploring a sale following interest from private equity firms and...

Baptista Research

Commvault’s SaaS Pivot Is Gaining Speed — But Is Hybrid Complexity Becoming Its Secret Weapon?

Commvault delivered a solid performance for Q3 of fiscal 2026, showcasing significant growth driven primarily by its subscription...

Baptista Research

Commvault Inside: Will Its Focus On Cyber Resilience & SaaS Expansion Pay Off?

Commvault's recent earnings call revealed a performance marked by strong growth across key metrics, although accompanied by some challenges that...

Baptista Research

Commvault Expands Global Footprint With Powerhouse Partnerships & Cloud Expansion!

Commvault Systems, Inc. has demonstrated a strong start to its fiscal year, highlighting substantial growth in various areas during its...

Baptista Research

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