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Granite Bay Capital

An innovation focussed investment company

Granite Bay Capital is an innovation focussed investment company with a deep focus on the companies at the leading edge of innovation across major themes such as AI, ubiquitous computing, sustainability, automation and longevity.

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<p>Headline Developments On the back of the Epic v Apple case, documents were released highlighting that Google (GOOG) had considered buying Epic outright.  During the case, Epic Games outlined Google’s plans to develop “a series of internal projects to address the ‘contagion’ it perceived from efforts by Epic and others to offer consumers and developers competitive alternatives and has even contemplated buying some or all of Epic to squelch this threat”.</p>

Headline Developments On the back of the Epic v Apple case, documents were released highlighting that Google (GOOG) had considered buying Epic outright.  During the case, Epic Games outlined Google’s plans to develop “a series of internal projects to address the ‘contagion’ it perceived from efforts by Epic and others to offer consumers and developers competitive alternatives and has even contemplated buying some or all of Epic to squelch this threat”.

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, a leading provider of real-time data streaming infrastructure, has reportedly initiated a sale process amid renewed takeover interest from private equity firms and strategic technology buyers.</li><li>According to Reuters, the company is working with an investment bank to explore options, though discussions remain in early stages with no guarantee of a deal.</li><li>The interest comes as Confluent navigates a turbulent stretch in its public market journey—its stock plunged 33% in July 2025 after losing a major AI-native customer, yet it remains an essential enabler of AI-driven applications, processing vast volumes of real-time data.</li></ul>

Confluent, a leading provider of real-time data streaming infrastructure, has reportedly initiated a sale process amid renewed takeover interest from private equity firms and strategic technology buyers.According to Reuters, the company is working with an investment bank to explore options, though discussions remain in early stages with no guarantee of a deal.The interest comes as Confluent navigates a turbulent stretch in its public market journey—its stock plunged 33% in July 2025 after losing a major AI-native customer, yet it remains an essential enabler of AI-driven applications, processing vast volumes of real-time data.

Confluent Up For Grabs? AI Infrastructure Giant Eyes Sale Amid Industry Frenzy!

<ul><li>Confluent's second-quarter results for 2025 reveal a mix of growth opportunities and challenges, reflecting the dynamic nature of the data streaming market.</li><li>The company reported a 21% increase in subscription revenue, driven by a 28% growth in Confluent Cloud revenue and a 12% rise in Confluent Platform revenue.</li><li>The nonGAAP operating margin improved by 6 percentage points, reaching 6.3%.</li></ul>

Confluent's second-quarter results for 2025 reveal a mix of growth opportunities and challenges, reflecting the dynamic nature of the data streaming market.The company reported a 21% increase in subscription revenue, driven by a 28% growth in Confluent Cloud revenue and a 12% rise in Confluent Platform revenue.The nonGAAP operating margin improved by 6 percentage points, reaching 6.3%.

Confluent Secures Massive Multiyear Deals—Enterprise Clients Go All In!

<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!

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)

Weekly Innovation Review (WIRE) #44

Headline Developments On the back of the Epic v Apple case, documents were released highlighting that Google (GOOG) had considered buying Epic...

Granite Bay Capital

Confluent Up For Grabs? AI Infrastructure Giant Eyes Sale Amid Industry Frenzy!

Confluent, a leading provider of real-time data streaming infrastructure, has reportedly initiated a sale process amid renewed takeover interest...

Baptista Research

Confluent Secures Massive Multiyear Deals—Enterprise Clients Go All In!

Confluent's second-quarter results for 2025 reveal a mix of growth opportunities and challenges, reflecting the dynamic nature of the data...

Baptista Research

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

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