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, 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

<ul><li>This is our first report on wireless communications player, InterDigital.</li><li>The management brought to light the significant progress the company has made, facilitating an investment discussion around it.</li><li>The year 2023 was particularly outstanding for InterDigital, with the firm accomplishing milestones across the business, contributing to a substantial increase in annual revenue and net income.</li></ul>

This is our first report on wireless communications player, InterDigital.The management brought to light the significant progress the company has made, facilitating an investment discussion around it.The year 2023 was particularly outstanding for InterDigital, with the firm accomplishing milestones across the business, contributing to a substantial increase in annual revenue and net income.

InterDigital Inc.: Initiation Of Coverage - Its Expanding Reach In AI Technology Market Is A Real Game Changer? - Major Drivers

Equity Long-Short Analyst

Pyari Menon

Thematic (Sector/Industry)

<ul>
<li>The companies that are best positioned to take advantage of the 5G growth are a mix of equipment vendors, chipset companies, device makers, and enterprise solution providers. </li>
<li>The top ten companies to benefit from 5G rollout based on innovation and citation count are <strong>Samsung Electronics, Qualcomm, LG Electronics, AT&amp;T, Huawei, Intel, Google, Ericsson, Apple,</strong> and <strong>Nokia </strong>
</li>
<li>A stand-out in 5G technology rankings is <a href="https://www.smartkarma.com/entities/lg-electronics-inc" target="_blank" data-smartkarma-citation="entities:8814:1" rel="noopener">LG Electronics (066570 KS)</a> which is punching well above its current market share in the industry. </li>
</ul>


The companies that are best positioned to take advantage of the 5G growth are a mix of equipment vendors, chipset companies, device makers, and enterprise solution providers. 
The top ten companies to benefit from 5G rollout based on innovation and citation count are Samsung Electronics, Qualcomm, LG Electronics, AT&amp;T, Huawei, Intel, Google, Ericsson, Apple, and Nokia 

A stand-out in 5G technology rankings is LG Electronics (066570 KS) which is punching well above its current market share in the industry. 


Stock Ideas from Data Mining Technical Publications: A Look at 5G

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 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

InterDigital Inc.: Initiation Of Coverage - Its Expanding Reach In AI Technology Market Is A Real Game Changer? - Major Drivers

This is our first report on wireless communications player, InterDigital. The management brought to light the significant progress the company has...

Baptista Research

Stock Ideas from Data Mining Technical Publications: A Look at 5G

5G connectivity is expected to spawn new business and services across sectors. We review the technological positioning of companies competing in...

Pyari Menon

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