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>F5 Networks Inc. delivered an all-around beat in the most recent quarterly result.</li><li>F5 also continues to observe increased maintenance attach rates on older deployments due to customers worrying about their existing assets.</li><li>Their product revenue increased by 1%, their systems revenue increased by 5%, and their software revenue decreased by 3%.</li></ul>

F5 Networks Inc. delivered an all-around beat in the most recent quarterly result.F5 also continues to observe increased maintenance attach rates on older deployments due to customers worrying about their existing assets.Their product revenue increased by 1%, their systems revenue increased by 5%, and their software revenue decreased by 3%.

F5 Networks Inc: The Future Of Networking & AI Integration! - Major Drivers

Equity Capital Markets

<ul><li>F5 managed an all-around beat in its second quarter results despite ongoing macro-uncertainty.</li><li>Global Services revenue increased by 8% to $363 million, owing to high maintenance renewals and the effects of the price increase implemented in Q4 of last year.</li><li>Product sales increased 14% year on year, reflecting strong system shipments compared to a more difficult comparison in the previous quarter.</li></ul>

F5 managed an all-around beat in its second quarter results despite ongoing macro-uncertainty.Global Services revenue increased by 8% to $363 million, owing to high maintenance renewals and the effects of the price increase implemented in Q4 of last year.Product sales increased 14% year on year, reflecting strong system shipments compared to a more difficult comparison in the previous quarter.

F5 Inc.: A Resilient Performer Amidst Macro Uncertainty – Key Drivers

<ul><li>Against the backdrop of the continued tough competition, F5 delivered an all-around beat in the recent result.</li><li>The company experienced more pervasive deal delays and heightened budget in the quarter across all geographies.</li><li>Among new launches, F5 launched a cloud workload protection solution named F5 Distributed Cloud AIP (App Infrastructure Protection) to accelerate application protection and observability to cloud-native infrastructures.</li></ul>

Against the backdrop of the continued tough competition, F5 delivered an all-around beat in the recent result.The company experienced more pervasive deal delays and heightened budget in the quarter across all geographies.Among new launches, F5 launched a cloud workload protection solution named F5 Distributed Cloud AIP (App Infrastructure Protection) to accelerate application protection and observability to cloud-native infrastructures.

F5 Networks: F5 Distributed Cloud AIP & Other Drivers

<ul><li>This is our first report on F5 Inc, a well-known provider of multi-cloud security and application delivery that helps businesses connect to their customers.</li><li>In the quarter, F5 saw a good demand as customers secured, scaled, and added their applications as demand for security fuel sales.</li><li>Service providers have driven recent demand as secure 4G cores and customers scale and start to move 5G cores in production.</li></ul>

This is our first report on F5 Inc, a well-known provider of multi-cloud security and application delivery that helps businesses connect to their customers.In the quarter, F5 saw a good demand as customers secured, scaled, and added their applications as demand for security fuel sales.Service providers have driven recent demand as secure 4G cores and customers scale and start to move 5G cores in production.

F5 Inc: Initiation of Coverage – Business Strategy & Key Drivers

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

<p>In today's report we highlight key levels and several metrics we are watching that will provide us clues as to where the S&amp;P 500 is headed next. We also highlight several attractive stocks from a relative strength perspective across Sectors.</p>

In today's report we highlight key levels and several metrics we are watching that will provide us clues as to where the S&amp;P 500 is headed next. We also highlight several attractive stocks from a relative strength perspective across Sectors.

U.S. Equities: Upside Momentum Lost, But Not Breaking Down

United States

F5 Networks, Inc. provides integrated Internet traffic management solutions designed to improve the availability and performance of mission-critical Internet-based servers and applications.  The Company's software-based solutions manage, control and optimize Internet traffic and content.  F5's solutions automatically deliver Internet content for service providers and e-businesses.

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F5 Networks Inc (FFIV US)

F5 Networks Inc: The Future Of Networking & AI Integration! - Major Drivers

F5 Networks Inc. delivered an all-around beat in the most recent quarterly result. F5 also continues to observe increased maintenance attach rates...

Baptista Research

F5 Inc.: A Resilient Performer Amidst Macro Uncertainty – Key Drivers

F5 managed an all-around beat in its second quarter results despite ongoing macro-uncertainty. Global Services revenue increased by 8% to $363...

Baptista Research

F5 Networks: F5 Distributed Cloud AIP & Other Drivers

Against the backdrop of the continued tough competition, F5 delivered an all-around beat in the recent result. The company experienced more...

Baptista Research

F5 Inc: Initiation of Coverage – Business Strategy & Key Drivers

This is our first report on F5 Inc, a well-known provider of multi-cloud security and application delivery that helps businesses connect to their...

Baptista Research

U.S. Equities: Upside Momentum Lost, But Not Breaking Down

In today's report we highlight key levels and several metrics we are watching that will provide us clues as to where the S&P 500 is headed...

Vermilion Research

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