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>Digital Turbine delivered a mixed set of results for the previous quarter, with revenues above analyst expectations but below-par earnings.</li><li>The company had an 11% decline in fiscal '23 revenue due to soft advertiser spending and macro headwinds impacting their On Device Solutions and App Growth Platform businesses.</li><li>Digital Turbine aims to build alternative app stores with equity positions in companies like Aptoide, easing app porting and payment management and tapping into the in-app purchasing market.</li></ul>

Digital Turbine delivered a mixed set of results for the previous quarter, with revenues above analyst expectations but below-par earnings.The company had an 11% decline in fiscal '23 revenue due to soft advertiser spending and macro headwinds impacting their On Device Solutions and App Growth Platform businesses.Digital Turbine aims to build alternative app stores with equity positions in companies like Aptoide, easing app porting and payment management and tapping into the in-app purchasing market.

Digital Turbine Inc.: 4 Critical Factors Impacting The Company’s Recent Performance – Financial Forecasts

<ul><li>Digital Turbine's Q3 results were a major disappointment as the company failed to meet the revenue expectations as well as the earnings expectations of Wall Street.</li><li>In the quarter, revenue decreased by 25% from the prior year to $162.3 million which was unexpected.</li><li>Regarding ad placement kinds, the company has kept a portfolio that is evenly distributed among banner, interstitial, and video ads.</li></ul>

Digital Turbine's Q3 results were a major disappointment as the company failed to meet the revenue expectations as well as the earnings expectations of Wall Street.In the quarter, revenue decreased by 25% from the prior year to $162.3 million which was unexpected.Regarding ad placement kinds, the company has kept a portfolio that is evenly distributed among banner, interstitial, and video ads.

Research Firm with a Qualitative Overlay, Pearl Gray Equity and Research

Pearl Gray Equity and Research

Research Firm with a Qualitative Overlay

Quantitative fund & research firm with a qualitative overlay. 

Our coverage: General U.S. with a skew towards the primary sector. 

Methods: Smart Beta/Factor Pricing, Neural Networks, Street Gossip, and Common Sense.

<ul>
<li>Digital Turbine, Inc.'s misfortunes are about to pivot, providing ad spending reverts to its average growth trajectory.</li>
<li>The company has a novel business model, and constant expansion by integrating growth ideas such as a Shopify-esque platform could yield substantial financial benefits, according to the company.</li>
<li>Digital Turbine, Inc. (<span class="ticker-hover-wrapper">NASDAQ:APPS</span>) stock has suffered from a trying time during the past year, conveyed by its more than 70% year-over-year drawdown.</li>
</ul>


Digital Turbine, Inc.'s misfortunes are about to pivot, providing ad spending reverts to its average growth trajectory.
The company has a novel business model, and constant expansion by integrating growth ideas such as a Shopify-esque platform could yield substantial financial benefits, according to the company.
Digital Turbine, Inc. (NASDAQ:APPS) stock has suffered from a trying time during the past year, conveyed by its more than 70% year-over-year drawdown.


<ul><li>Digital Turbine delivered a solid set of results in the last quarter surpassing Wall Street expectations on all counts.</li><li>The company has witnessed a strong demand for its offerings and they also went ahead and improved their SingleTap licensing product.</li><li>The management’s goal is to start generating revenue in the current quarter and ramp up the product in the third quarter.</li></ul>

Digital Turbine delivered a solid set of results in the last quarter surpassing Wall Street expectations on all counts.The company has witnessed a strong demand for its offerings and they also went ahead and improved their SingleTap licensing product.The management’s goal is to start generating revenue in the current quarter and ramp up the product in the third quarter.

Credit

<ul><li>Digital Turbine is a major mobile growth platform provider across the globe and is operating in expansion mode as evident from its recent results as well as its acquisition-oriented strategy.</li><li>However, in recent quarters, the investors of Digital Turbine have turned against various technology-focused assets, and its stock price also lost much value.</li><li>Digital Turbine recently unveiled a single strategy and a unified corporate brand for its partners and clients.</li></ul>

Digital Turbine is a major mobile growth platform provider across the globe and is operating in expansion mode as evident from its recent results as well as its acquisition-oriented strategy.However, in recent quarters, the investors of Digital Turbine have turned against various technology-focused assets, and its stock price also lost much value.Digital Turbine recently unveiled a single strategy and a unified corporate brand for its partners and clients.

Digital Turbine Inc.: Detailed Credit Analysis & Financial Strength Evaluation Report

United States

Digital Turbine, Inc. delivers a mobile services platform that works with mobile operators and third-party publishers to provide portal management, user interface, content development and billing technology that enables the responsible distribution of mobile entertainment.

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Digital Turbine (APPS US)

Digital Turbine Inc.: 4 Critical Factors Impacting The Company’s Recent Performance – Financial Forecasts

Digital Turbine delivered a mixed set of results for the previous quarter, with revenues above analyst expectations but below-par earnings. The...

Baptista Research

Digital Turbine Inc.: Major Drivers

Digital Turbine's Q3 results were a major disappointment as the company failed to meet the revenue expectations as well as the earnings...

Baptista Research

Digital Turbine: A Pivot Is In Sight

Digital Turbine, Inc. (NASDAQ:APPS) stock has suffered from a trying time during the past year, conveyed by its more than 70% year-over-year drawdown.

Pearl Gray Equity and Research

Digital Turbine Inc: Major Drivers

Digital Turbine delivered a solid set of results in the last quarter surpassing Wall Street expectations on all counts. The company has witnessed...

Baptista Research

Digital Turbine Inc.: Detailed Credit Analysis & Financial Strength Evaluation Report

Digital Turbine is a major mobile growth platform provider across the globe and is operating in expansion mode as evident from its recent results...

Baptista Research

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