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>Confluent, Inc. reported its Q1 2025 earnings that highlighted both the company's achievements and areas of caution within the current economic environment.</li><li>Positively, the company experienced a growth in its subscription revenue by 26% to $261 million.</li><li>Additionally, Confluent Cloud revenue increased by 34% to $143 million, indicating strong demand for its data streaming services.</li></ul>

Confluent, Inc. reported its Q1 2025 earnings that highlighted both the company's achievements and areas of caution within the current economic environment.Positively, the company experienced a growth in its subscription revenue by 26% to $261 million.Additionally, Confluent Cloud revenue increased by 34% to $143 million, indicating strong demand for its data streaming services.

Confluent: An Insight Into Its Cloud & Hybrid Strategy & Other Major Drivers!

<ul><li>Confluent, Inc. exhibited several key strengths and challenges in its recent financial performance.</li><li>The company's subscription revenue for the fiscal year grew by 24% to $250.6 million, driven by a 38% increase in Confluent Cloud revenue and a 10% growth in Confluent Platform revenue.</li><li>This reflects continued strong demand for enterprise-grade data streaming solutions, particularly in regulated industries.</li></ul>

Confluent, Inc. exhibited several key strengths and challenges in its recent financial performance.The company's subscription revenue for the fiscal year grew by 24% to $250.6 million, driven by a 38% increase in Confluent Cloud revenue and a 10% growth in Confluent Platform revenue.This reflects continued strong demand for enterprise-grade data streaming solutions, particularly in regulated industries.

Confluent Inc.: Expanding Product Offerings To Possibly Disrupt the Market!

<ul><li>Confluent's third quarter 2024 financial results reveal a blend of positives and negatives for investors.</li><li>The company demonstrated strong subscription revenue growth, particularly in its cloud operations, but some broader business challenges warrant careful consideration.</li><li>On the positive side, Confluent reported a significant year-over-year subscription revenue increase of 27%, totaling $240 million, with Confluent Cloud revenue growing even more impressively by 42% to $130 million.</li></ul>

Confluent's third quarter 2024 financial results reveal a blend of positives and negatives for investors.The company demonstrated strong subscription revenue growth, particularly in its cloud operations, but some broader business challenges warrant careful consideration.On the positive side, Confluent reported a significant year-over-year subscription revenue increase of 27%, totaling $240 million, with Confluent Cloud revenue growing even more impressively by 42% to $130 million.

Confluent Inc.: AI Integration & Expanding Use Cases For A Competitive Edge! - Major Drivers

<ul><li>Confluent Inc. experienced a solid second quarter in 2024, surpassing expectations in terms of revenue and margin performance.</li><li>The company reported a subscription revenue growth of 27%, reaching $225 million, while Confluent Cloud revenue increased by 40% to $117 million.</li><li>These figures align with the company's strategic focus on improving the operational metrics, as non-GAAP operating margin also turned positive, further reinforcing their financial groundwork amid an uncertain economic landscape.</li></ul>

Confluent Inc. experienced a solid second quarter in 2024, surpassing expectations in terms of revenue and margin performance.The company reported a subscription revenue growth of 27%, reaching $225 million, while Confluent Cloud revenue increased by 40% to $117 million.These figures align with the company's strategic focus on improving the operational metrics, as non-GAAP operating margin also turned positive, further reinforcing their financial groundwork amid an uncertain economic landscape.

Confluent Inc.: These 5 Growth Levers Are Driving Their Performance In 2025 & Beyond! - Major Drivers

Global TMT Analyst, Ex-PM, 30 years experience

Neil Campling

Thematic (Sector/Industry)

<ul>
<li>Apple iPhone 16 pre-orders weak and Questions on Apple Intelligence remain</li>
<li>Big software investor days. Expect AI to feature big on hype, but what to expect from TAM to ARR to products?</li>
<li>Semis: Samsung challenges, Intel relief but pressures remain, TSM momentum, this time with ByteDance </li>
</ul>


Apple iPhone 16 pre-orders weak and Questions on Apple Intelligence remain
Big software investor days. Expect AI to feature big on hype, but what to expect from TAM to ARR to products?
Semis: Samsung challenges, Intel relief but pressures remain, TSM momentum, this time with ByteDance 


TMT Daily:Apple, TikTok, PINS, Semis (TSM, Samsung, Intel), Software (EA, CRM, CRWD, WDAY, HUBS),EVs

United States

Confluent, Inc. operates as a software company. The Company develops cloud-native platform is designed to unleash real-time data. Confluent serves customers worldwide

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Confluent (CFLT US)

Confluent: An Insight Into Its Cloud & Hybrid Strategy & Other Major Drivers!

Confluent, Inc. reported its Q1 2025 earnings that highlighted both the company's achievements and areas of caution within the current economic...

Baptista Research

Confluent Inc.: Expanding Product Offerings To Possibly Disrupt the Market!

Confluent, Inc. exhibited several key strengths and challenges in its recent financial performance. The company's subscription revenue for the...

Baptista Research

Confluent Inc.: AI Integration & Expanding Use Cases For A Competitive Edge! - Major Drivers

Confluent's third quarter 2024 financial results reveal a blend of positives and negatives for investors. The company demonstrated strong...

Baptista Research

Confluent Inc.: These 5 Growth Levers Are Driving Their Performance In 2025 & Beyond! - Major Drivers

Confluent Inc. experienced a solid second quarter in 2024, surpassing expectations in terms of revenue and margin performance. The company...

Baptista Research

TMT Daily:Apple, TikTok, PINS, Semis (TSM, Samsung, Intel), Software (EA, CRM, CRWD, WDAY, HUBS),EVs

Apple iPhone 16 pre-orders disappointing. Big software investor days AI hype and product expectations. Challenges for Samsung, Intel relief short...

Neil Campling

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Confluent: An Insight Into Its Cloud & Hybrid Strategy & Other Major Drivers!

Confluent, Inc. reported its Q1 2025 earnings that highlighted both the company's achievements and areas of caution within the current economic...

Baptista Research

Confluent Inc.: Expanding Product Offerings To Possibly Disrupt the Market!

Confluent, Inc. exhibited several key strengths and challenges in its recent financial performance. The company's subscription revenue for the...

Baptista Research

Confluent Inc.: AI Integration & Expanding Use Cases For A Competitive Edge! - Major Drivers

Confluent's third quarter 2024 financial results reveal a blend of positives and negatives for investors. The company demonstrated strong...

Baptista Research

Confluent Inc.: These 5 Growth Levers Are Driving Their Performance In 2025 & Beyond! - Major Drivers

Confluent Inc. experienced a solid second quarter in 2024, surpassing expectations in terms of revenue and margin performance. The company...

Baptista Research

TMT Daily:Apple, TikTok, PINS, Semis (TSM, Samsung, Intel), Software (EA, CRM, CRWD, WDAY, HUBS),EVs

​Apple iPhone 16 pre-orders disappointing. Big software investor days AI hype and product expectations. Challenges for Samsung, Intel relief short...

Neil Campling

Apple iPhone 16 pre-orders disappointing. Big software investor days AI hype and product expectations. Challenges for Samsung, Intel relief short...