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>InterDigital, a company specializing in technology development and licensing, reported a strong start to 2025, surpassing expectations with its first-quarter financial results.</li><li>The company achieved revenue of $211 million for the quarter, exceeding both the initial guidance range of $116 million to $206 million and the prior year's revenue of $264 million, which had been bolstered by a significant Samsung TV license.</li><li>This performance was primarily driven by newly signed licensing agreements with Vivo Mobile, a major smartphone manufacturer, and HP, which license personal computers to InterDigital's WiFi and video decoding technologies.</li></ul>

InterDigital, a company specializing in technology development and licensing, reported a strong start to 2025, surpassing expectations with its first-quarter financial results.The company achieved revenue of $211 million for the quarter, exceeding both the initial guidance range of $116 million to $206 million and the prior year's revenue of $264 million, which had been bolstered by a significant Samsung TV license.This performance was primarily driven by newly signed licensing agreements with Vivo Mobile, a major smartphone manufacturer, and HP, which license personal computers to InterDigital's WiFi and video decoding technologies.

InterDigital Just Secured 80% of Smartphone Market—Will $500 Million in Recurring Revenue Become A Reality?

<ul><li>InterDigital's financial performance in the fourth quarter of 2024 and the entire year was notably strong, with the company achieving record revenue levels.</li><li>The revenue in Q4 surged by 140% year-over-year to $253 million, driven significantly by new licensing agreements, such as those with OPPO, Lenovo, and ZTE.</li><li>The full-year revenue grew by nearly 60%, reaching $869 million, marking the highest annual revenue in the company's history.</li></ul>

InterDigital's financial performance in the fourth quarter of 2024 and the entire year was notably strong, with the company achieving record revenue levels.The revenue in Q4 surged by 140% year-over-year to $253 million, driven significantly by new licensing agreements, such as those with OPPO, Lenovo, and ZTE.The full-year revenue grew by nearly 60%, reaching $869 million, marking the highest annual revenue in the company's history.

InterDigital’s Streaming Wars Strategy: Suing Disney & Monetizing The Next $100 Billion Market!

<ul><li>InterDigital, Inc.'s third-quarter 2024 results reveal a blend of strategic progress and financial growth, marking a potentially positive trajectory for the company, though not without challenges.</li><li>Key achievements include surpassing their revenue, adjusted EBITDA, and EPS targets, which catalyzed an upward revision of their 2024 revenue guidance by $145 million to $860 million.</li><li>This growth is primarily attributed to new license agreements with major industry players like OPPO Group, which now includes coverage of their branded devices, thereby resolving pending litigations.</li></ul>

InterDigital, Inc.'s third-quarter 2024 results reveal a blend of strategic progress and financial growth, marking a potentially positive trajectory for the company, though not without challenges.Key achievements include surpassing their revenue, adjusted EBITDA, and EPS targets, which catalyzed an upward revision of their 2024 revenue guidance by $145 million to $860 million.This growth is primarily attributed to new license agreements with major industry players like OPPO Group, which now includes coverage of their branded devices, thereby resolving pending litigations.

InterDigital Inc.: These Are The 6 Biggest Factors Impacting Its Performance In 2025 & Beyond! - Major Drivers

<ul><li>InterDigital, a technology research and development company, has reported strong financial results for the second quarter of 2024, with several noteworthy achievements and advancements in its licensing and litigation activities.</li><li>This report provides a balanced overview of the positive aspects and challenges faced by the company based on the details presented in the most recent earnings call.</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>

InterDigital, a technology research and development company, has reported strong financial results for the second quarter of 2024, with several noteworthy achievements and advancements in its licensing and litigation activities.This report provides a balanced overview of the positive aspects and challenges faced by the company based on the details presented in the most recent earnings call.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.

InterDigital Inc.: Versatile Video Coding (VVC) & Technology Diversification Through 5G & Wi-Fi Patent Portfolios! - Major Drivers

<ul><li>InterDigital, a technology research and development company specializing in wireless and video systems, has reported a robust first quarter for the fiscal year 2024, marking notable achievements and advancements in their business operations.</li><li>The company announced a 30% year-over-year growth in first-quarter revenue, reaching $264 million.</li><li>This increase is testament to InterDigital’s successful execution of its strategic licenses and initiatives in both consumer electronics and IT sectors, particularly highlighted by a significant licensing agreement with Samsung for the television business.</li></ul>

InterDigital, a technology research and development company specializing in wireless and video systems, has reported a robust first quarter for the fiscal year 2024, marking notable achievements and advancements in their business operations.The company announced a 30% year-over-year growth in first-quarter revenue, reaching $264 million.This increase is testament to InterDigital’s successful execution of its strategic licenses and initiatives in both consumer electronics and IT sectors, particularly highlighted by a significant licensing agreement with Samsung for the television business.

InterDigital Inc.: Will The Diversification into Consumer Electronics & IoT Work Well For The Bottom-line? - Major Drivers

United States

InterDigital, Inc. develops technology for advanced digital wireless telecommunications applications.  The Company offers both time division multiple access and wide band code division multiple access proprietary and standards compliant digital wireless technology to customers, licensees, and companies.

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Interdigital Inc (IDCC US)

InterDigital Just Secured 80% of Smartphone Market—Will $500 Million in Recurring Revenue Become A Reality?

InterDigital, a company specializing in technology development and licensing, reported a strong start to 2025, surpassing expectations with its...

Baptista Research

InterDigital’s Streaming Wars Strategy: Suing Disney & Monetizing The Next $100 Billion Market!

InterDigital's financial performance in the fourth quarter of 2024 and the entire year was notably strong, with the company achieving record...

Baptista Research

InterDigital Inc.: These Are The 6 Biggest Factors Impacting Its Performance In 2025 & Beyond! - Major Drivers

InterDigital, Inc.'s third-quarter 2024 results reveal a blend of strategic progress and financial growth, marking a potentially positive...

Baptista Research

InterDigital Inc.: Versatile Video Coding (VVC) & Technology Diversification Through 5G & Wi-Fi Patent Portfolios! - Major Drivers

InterDigital, a technology research and development company, has reported strong financial results for the second quarter of 2024, with several...

Baptista Research

InterDigital Inc.: Will The Diversification into Consumer Electronics & IoT Work Well For The Bottom-line? - Major Drivers

InterDigital, a technology research and development company specializing in wireless and video systems, has reported a robust first quarter for...

Baptista Research

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