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

International Business Machines / Equity Bottom-Up

<ul><li>International Business Machines Corporation (IBM) recently concluded its latest earnings presentation, providing valuable insights into its financial performance, strategic progress, and market outlook.</li><li>The results exhibit a mixed bag with notable strengths and areas warranting cautious attention.</li><li>In the second quarter, IBM achieved considerable success, reporting $17 billion in revenue, which reflects a growth of over 5% at constant currency.</li></ul>

International Business Machines Corporation (IBM) recently concluded its latest earnings presentation, providing valuable insights into its financial performance, strategic progress, and market outlook.The results exhibit a mixed bag with notable strengths and areas warranting cautious attention.In the second quarter, IBM achieved considerable success, reporting $17 billion in revenue, which reflects a growth of over 5% at constant currency.

IBM Is Quietly Builds a Cloud Powerhouse with Red Hat

<ul><li>International Business Machines Corporation (IBM) delivered solid performance in its first-quarter 2025 results, exhibiting a combination of strengths and challenges as it continues to pursue its strategic focus on hybrid cloud and artificial intelligence (AI).</li><li>IBM reported a total revenue of $14.5 billion for the quarter, marking a 2% increase at constant currency from the previous year.</li><li>This growth was primarily driven by robust performance in the Software segment which rose by 9% thanks to advancements across Red Hat, Automation, Data, and Transaction Processing.</li></ul>

International Business Machines Corporation (IBM) delivered solid performance in its first-quarter 2025 results, exhibiting a combination of strengths and challenges as it continues to pursue its strategic focus on hybrid cloud and artificial intelligence (AI).IBM reported a total revenue of $14.5 billion for the quarter, marking a 2% increase at constant currency from the previous year.This growth was primarily driven by robust performance in the Software segment which rose by 9% thanks to advancements across Red Hat, Automation, Data, and Transaction Processing.

Is IBM the Dark Horse of AI? $6 Billion in Bookings Signal a New Era!

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

<ul><li>Intel CEO position vacant; speculation rises after management shake-up at GF. </li><li>Alibaba's Qwen model outperforms DeepSeek V3 in new benchmark test. </li><li>Taiwan notebook market set for growth in 4th quarter of 2024; Global economic slowdown impacting Microchip sales.</li></ul>

Intel CEO position vacant; speculation rises after management shake-up at GF. Alibaba's Qwen model outperforms DeepSeek V3 in new benchmark test. Taiwan notebook market set for growth in 4th quarter of 2024; Global economic slowdown impacting Microchip sales.

Tech Supply Chain Tracker (08-Feb-2025): Intel CEO vacancy fuels speculation after GF shuffle.

<ul><li>International Business Machines Corporation (IBM) showcased a mixed set of results and strategic narratives during its fourth quarter 2024 earnings call.</li><li>The company reported an overall revenue growth of 3% for the year and generated $12.7 billion in free cash flow, highlighting both accomplishments and opportunities for improvement.</li><li>IBM's software segment posted impressive growth rates, with a 9% spike in 2024.</li></ul>

International Business Machines Corporation (IBM) showcased a mixed set of results and strategic narratives during its fourth quarter 2024 earnings call.The company reported an overall revenue growth of 3% for the year and generated $12.7 billion in free cash flow, highlighting both accomplishments and opportunities for improvement.IBM's software segment posted impressive growth rates, with a 9% spike in 2024.

IBM Is Expanding Consulting Opportunities With AI To Shape the Future! - Major Drivers

<ul><li>TCL chairman announces readiness to launch tri-fold smartphone tech pending market demand, aiming to disrupt phone industry.</li><li>South Korea's FuriosaAI enters global AI chip race with 'RNGD', positioning itself to be a major player in AI industry.</li><li>TSMC's Kumamoto fab prepares to produce chips for 2024, dominating semiconductor market as new players rise in tech industry.</li></ul>

TCL chairman announces readiness to launch tri-fold smartphone tech pending market demand, aiming to disrupt phone industry.South Korea's FuriosaAI enters global AI chip race with 'RNGD', positioning itself to be a major player in AI industry.TSMC's Kumamoto fab prepares to produce chips for 2024, dominating semiconductor market as new players rise in tech industry.

Tech Supply Chain Tracker (17-Dec-2024): TCL chair: tri-fold smartphone ready; launch depends on demand.

United States

International Business Machines Corporation (IBM) provides computer solutions through the use of advanced information technology. The Company's solutions include technologies, systems, products, services, software, and financing. IBM offers its products through its global sales and distribution organization, as well as through a variety of third party distributors and resellers.

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International Business Machines (IBM US)

IBM Is Quietly Builds a Cloud Powerhouse with Red Hat

International Business Machines Corporation (IBM) recently concluded its latest earnings presentation, providing valuable insights into its...

Baptista Research

Is IBM the Dark Horse of AI? $6 Billion in Bookings Signal a New Era!

International Business Machines Corporation (IBM) delivered solid performance in its first-quarter 2025 results, exhibiting a combination of...

Baptista Research

Tech Supply Chain Tracker (08-Feb-2025): Intel CEO vacancy fuels speculation after GF shuffle.

Intel CEO position vacant; GF management shake-up fuels speculation. Alibaba's Qwen model outperforms DeepSeek V3 in new performance benchmark....

Tech Supply Chain Tracker

IBM Is Expanding Consulting Opportunities With AI To Shape the Future! - Major Drivers

International Business Machines Corporation (IBM) showcased a mixed set of results and strategic narratives during its fourth quarter 2024...

Baptista Research

Tech Supply Chain Tracker (17-Dec-2024): TCL chair: tri-fold smartphone ready; launch depends on demand.

TCL chair ready for tri-fold smartphone launch, FuriosaAI enters AI chip race, TSMC Kumamoto fab preps for 2024 production, India imports more...

Tech Supply Chain Tracker

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