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>Informatica Inc. presented mixed results in its fiscal first quarter of 2025, reflecting both progress and ongoing challenges as the company transitions to a cloud-only business model.</li><li>One of the most notable achievements was a 30% year-over-year growth in cloud subscription annual recurring revenue (ARR), which now accounts for nearly 50% of the total ARR at $848 million.</li><li>This growth underscores Informatica's successful pivot from on-premises offerings, aided by new cloud workloads and expansion among existing customers.</li></ul>

Informatica Inc. presented mixed results in its fiscal first quarter of 2025, reflecting both progress and ongoing challenges as the company transitions to a cloud-only business model.One of the most notable achievements was a 30% year-over-year growth in cloud subscription annual recurring revenue (ARR), which now accounts for nearly 50% of the total ARR at $848 million.This growth underscores Informatica's successful pivot from on-premises offerings, aided by new cloud workloads and expansion among existing customers.

Informatica: An Insight Into Its Modernization Strategy, Transition Dynamics & Why It Matters!

<ul><li>Informatica is back in the headlines following renewed acquisition talks with Salesforce, reviving a potential deal that had collapsed in 2024 due to valuation disagreements.</li><li>This time, the context has shifted considerably.</li><li>Informatica’s stock soared 17% on the revived news, while Salesforce’s dipped ahead of its earnings report.</li></ul>

Informatica is back in the headlines following renewed acquisition talks with Salesforce, reviving a potential deal that had collapsed in 2024 due to valuation disagreements.This time, the context has shifted considerably.Informatica’s stock soared 17% on the revived news, while Salesforce’s dipped ahead of its earnings report.

Informatica’s Cloud Surge & AI Push: Why Salesforce Might Strike This Time!

<ul><li>Informatica Inc. reported its financial results for the fourth quarter of fiscal year 2024, reflecting a period of significant transition and mixed performance.</li><li>The company is deeply engaged in its strategic shift towards a cloud-only, consumption-driven business model, which presents both opportunities and challenges.</li><li>On the positive side, Informatica has achieved notable progress with its cloud subscription business.</li></ul>

Informatica Inc. reported its financial results for the fourth quarter of fiscal year 2024, reflecting a period of significant transition and mixed performance.The company is deeply engaged in its strategic shift towards a cloud-only, consumption-driven business model, which presents both opportunities and challenges.On the positive side, Informatica has achieved notable progress with its cloud subscription business.

Informatica: Will Its AI & Digital Transformation Initiatives Offer a Competitive Edge?

<ul><li>Investing in Informatica Inc. presents an intriguing opportunity given the detailed analysis of the fiscal year third quarter results for 2024.</li><li>The company has demonstrated consistent growth in key performance areas, indicating a strong business strategy but also pointed towards areas of vulnerability primarily tied to transitions and macroeconomic elements.</li><li>Starting with the positives, Informatica Inc. reported a solid quarter with total revenues and total Annual Recurring Revenue (ARR) growing at 3.4% and 6.7% year-over-year respectively, both coming in above the midpoint of their guidance range.</li></ul>

Investing in Informatica Inc. presents an intriguing opportunity given the detailed analysis of the fiscal year third quarter results for 2024.The company has demonstrated consistent growth in key performance areas, indicating a strong business strategy but also pointed towards areas of vulnerability primarily tied to transitions and macroeconomic elements.Starting with the positives, Informatica Inc. reported a solid quarter with total revenues and total Annual Recurring Revenue (ARR) growing at 3.4% and 6.7% year-over-year respectively, both coming in above the midpoint of their guidance range.

Informatica Inc.: How Are They Expanding Market Penetration With Diverse Offerings? - Major Drivers

<ul><li>Informatica's first quarter of 2024 demonstrates a comprehensive and robust strategic implementation highlighting its growth and expansion in cloud-centric and AI-driven solutions.</li><li>The CEO and CFO provided a detailed account of their performance along with forward-looking insights, emphasizing a shift towards a cloud only, consumption-driven strategy.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Informatica's first quarter of 2024 demonstrates a comprehensive and robust strategic implementation highlighting its growth and expansion in cloud-centric and AI-driven solutions.The CEO and CFO provided a detailed account of their performance along with forward-looking insights, emphasizing a shift towards a cloud only, consumption-driven strategy.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Informatica Inc.: Strategic Migration Services & Cloud Adaptation As A Critical Growth Catalyst! - Major Drivers

United States

Informatica Inc. provides software solutions. The Company offers an end-to-end data management platform that connects, manages, and unifies data across any multi-cloud, hybrid system, empowering enterprises to modernize and advance their data strategies. Informatica serves customers worldwide.

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Informatica (INFA US)

Informatica: An Insight Into Its Modernization Strategy, Transition Dynamics & Why It Matters!

Informatica Inc. presented mixed results in its fiscal first quarter of 2025, reflecting both progress and ongoing challenges as the company...

Baptista Research

Informatica’s Cloud Surge & AI Push: Why Salesforce Might Strike This Time!

Informatica is back in the headlines following renewed acquisition talks with Salesforce, reviving a potential deal that had collapsed in 2024 due...

Baptista Research

Informatica: Will Its AI & Digital Transformation Initiatives Offer a Competitive Edge?

Informatica Inc. reported its financial results for the fourth quarter of fiscal year 2024, reflecting a period of significant transition and...

Baptista Research

Informatica Inc.: How Are They Expanding Market Penetration With Diverse Offerings? - Major Drivers

Investing in Informatica Inc. presents an intriguing opportunity given the detailed analysis of the fiscal year third quarter results for...

Baptista Research

Informatica Inc.: Strategic Migration Services & Cloud Adaptation As A Critical Growth Catalyst! - Major Drivers

Informatica's first quarter of 2024 demonstrates a comprehensive and robust strategic implementation highlighting its growth and expansion in...

Baptista Research

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