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

Hewlett Packard Enterprise  / Equity Bottom-Up

<ul><li>Hewlett Packard Enterprise (HPE) presents a blend of performance, strategic acquisitions, and segment-specific growth dynamics that potential investors might carefully evaluate.</li><li>The company's fiscal 2025 third quarter results demonstrate notable achievements and areas of focus, albeit with challenges that require attention.</li><li>In this quarter, HPE reported a record revenue of $9.1 billion, marking an 18% increase year-over-year, driven by robust engagements in AI, networking, and hybrid cloud.</li></ul>

Hewlett Packard Enterprise (HPE) presents a blend of performance, strategic acquisitions, and segment-specific growth dynamics that potential investors might carefully evaluate.The company's fiscal 2025 third quarter results demonstrate notable achievements and areas of focus, albeit with challenges that require attention.In this quarter, HPE reported a record revenue of $9.1 billion, marking an 18% increase year-over-year, driven by robust engagements in AI, networking, and hybrid cloud.

Hewlett Packard Enterprise’s (HPE) Post-Juniper Win: Networking & AI Integration Has Become A Critical Growth Lever!

<ul><li>Hewlett Packard Enterprise's fiscal 2025 second quarter performance presents a mixed bag of outcomes, reflecting both areas of improvement and ongoing challenges.</li><li>Revenue reached $7.6 billion, showing a 7% year-over-year increase, which exceeded the upper bound of the company's guidance.</li><li>This growth was driven by strong revenue performance across all product segments, notably in AI systems and Intelligent Edge.</li></ul>

Hewlett Packard Enterprise's fiscal 2025 second quarter performance presents a mixed bag of outcomes, reflecting both areas of improvement and ongoing challenges.Revenue reached $7.6 billion, showing a 7% year-over-year increase, which exceeded the upper bound of the company's guidance.This growth was driven by strong revenue performance across all product segments, notably in AI systems and Intelligent Edge.

Hewlett Packard Enterprise (HPE) Cuts Jobs—Why Is The Management Focused On Building A Leaner Tech Giant?

<ul><li>Hewlett Packard Enterprise (HPE) reported mixed first-quarter fiscal 2025 earnings, highlighting both strong revenue growth and significant challenges that impacted profitability.</li><li>The company achieved a 17% year-over year increase in total revenue, reaching $7.85 billion, largely driven by a 29% surge in its Server segment and an 11% increase in Hybrid Cloud services.</li><li>However, despite these gains, the company’s earnings per share came in at 49 cents, slightly below Wall Street’s expectations of 50 cents per share.</li></ul>

Hewlett Packard Enterprise (HPE) reported mixed first-quarter fiscal 2025 earnings, highlighting both strong revenue growth and significant challenges that impacted profitability.The company achieved a 17% year-over year increase in total revenue, reaching $7.85 billion, largely driven by a 29% surge in its Server segment and an 11% increase in Hybrid Cloud services.However, despite these gains, the company’s earnings per share came in at 49 cents, slightly below Wall Street’s expectations of 50 cents per share.

Hewlett Packard Enterprise (HPE): AI Boom Can’t Save The Company Amidst Weak Forecast

<ul><li>Hewlett Packard Enterprise's fiscal fourth quarter results for 2024 demonstrated a robust performance, highlighted by record quarterly revenue of $8.5 billion, marking a 15% year-over-year increase.</li><li>This growth was driven largely by the continued success of HPE GreenLake and a notable acceleration in AI system revenues.</li><li>The company's results surpassed expectations across key financial metrics, including revenue, diluted net earnings per share, and free cash flow.</li></ul>

Hewlett Packard Enterprise's fiscal fourth quarter results for 2024 demonstrated a robust performance, highlighted by record quarterly revenue of $8.5 billion, marking a 15% year-over-year increase.This growth was driven largely by the continued success of HPE GreenLake and a notable acceleration in AI system revenues.The company's results surpassed expectations across key financial metrics, including revenue, diluted net earnings per share, and free cash flow.

Hewlett Packard Enterprise (HPE): Can It Really Capitalize On The Intelligent Edge & Networking Opportunities? - Major Drivers

Global TMT Analyst, Ex-PM, 30 years experience

Neil Campling

Thematic (Sector/Industry)

<ul>
<li>Generative AI seen through the lens of corporate earnings shows a lack of ROI or growth drivers in applications <a href="https://www.smartkarma.com/entities/broadcom-inc" target="_blank" data-smartkarma-citation="entities:998:1" rel="noopener">Broadcom (AVGO US)</a><a href="https://www.smartkarma.com/entities/hewlett-packard-enterprise-co" target="_blank" data-smartkarma-citation="entities:26511:1" rel="noopener">Hewlett Packard Enterprise (HPE US)</a>  <a href="https://www.smartkarma.com/entities/alphabet-inc" target="_blank" data-smartkarma-citation="entities:33361:1" rel="noopener">Alphabet (GOOGL US)</a> </li>
<li>U.S. semi equipment restrictions to China could negatively impact Tokyo Electron, ASML results in 2025 <a href="https://www.smartkarma.com/entities/asml-holding-nv" target="_blank" data-smartkarma-citation="entities:21097:1" rel="noopener">ASML Holding NV (ASML NA)</a><a href="https://www.smartkarma.com/entities/tokyo-electron-device-ltd" target="_blank" data-smartkarma-citation="entities:10301:1" rel="noopener">Tokyo Electron Device (2760 JP)</a> </li>
<li>Flagship global Tech conference in NYC suggests interest has picked up in global software above hardware in a notable shift</li>
</ul>


Generative AI seen through the lens of corporate earnings shows a lack of ROI or growth drivers in applications Broadcom (AVGO US)Hewlett Packard Enterprise (HPE US)  Alphabet (GOOGL US) 
U.S. semi equipment restrictions to China could negatively impact Tokyo Electron, ASML results in 2025 ASML Holding NV (ASML NA)Tokyo Electron Device (2760 JP) 
Flagship global Tech conference in NYC suggests interest has picked up in global software above hardware in a notable shift


Global Tech Weekly - Focus on AI, Semis, China V U.S., Software V Hardware. AI Party Ending?

United States

Hewlett Packard Enterprise Company provides information technology solutions. The Company offers enterprise security, analytics and data management, applications development and testing, data center care, cloud consulting, and business process services. Hewlett Packard Enterprise serves customers worldwide.

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Hewlett Packard Enterprise (HPE US)

Hewlett Packard Enterprise’s (HPE) Post-Juniper Win: Networking & AI Integration Has Become A Critical Growth Lever!

Hewlett Packard Enterprise (HPE) presents a blend of performance, strategic acquisitions, and segment-specific growth dynamics that potential...

Baptista Research

Hewlett Packard Enterprise (HPE) Cuts Jobs—Why Is The Management Focused On Building A Leaner Tech Giant?

Hewlett Packard Enterprise's fiscal 2025 second quarter performance presents a mixed bag of outcomes, reflecting both areas of improvement and...

Baptista Research

Hewlett Packard Enterprise (HPE): AI Boom Can’t Save The Company Amidst Weak Forecast

Hewlett Packard Enterprise (HPE) reported mixed first-quarter fiscal 2025 earnings, highlighting both strong revenue growth and significant...

Baptista Research

Hewlett Packard Enterprise (HPE): Can It Really Capitalize On The Intelligent Edge & Networking Opportunities? - Major Drivers

Hewlett Packard Enterprise's fiscal fourth quarter results for 2024 demonstrated a robust performance, highlighted by record quarterly revenue of...

Baptista Research

Global Tech Weekly - Focus on AI, Semis, China V U.S., Software V Hardware. AI Party Ending?

AI related earnings exhibit a lack of ROI or uplift. Is the AI euphoria coming to an end? More U.S. sanctions could hurt Japan & European...

Neil Campling

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