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>Jamf Holding Corp reported robust financial performance for the fourth quarter and full year 2024, highlighting steady growth across its key business sectors.</li><li>The company achieved an 8% year-over-year increase in revenue for Q4, while the full-year revenue growth reached 12%.</li><li>Moreover, Jamf demonstrated a strong non-GAAP operating income margin of 18% in Q4, surpassing expectations.</li></ul>

Jamf Holding Corp reported robust financial performance for the fourth quarter and full year 2024, highlighting steady growth across its key business sectors.The company achieved an 8% year-over-year increase in revenue for Q4, while the full-year revenue growth reached 12%.Moreover, Jamf demonstrated a strong non-GAAP operating income margin of 18% in Q4, surpassing expectations.

Jamf Holding Corp: Will Its Focus On Apple-Specific Security Solutions Pay Off?

<ul><li>Jamf, a leading software company specializing in Apple device management and security solutions, reported strong third-quarter 2024 results, surpassing revenue and non-GAAP operating income expectations.</li><li>The company's year-over-year revenue growth reached 12%, with subscription revenue comprising a dominant 98% of total revenue.</li><li>Non-GAAP operating income rose significantly to $27.7 million, reflecting a margin improvement from 9% to 17%.</li></ul>

Jamf, a leading software company specializing in Apple device management and security solutions, reported strong third-quarter 2024 results, surpassing revenue and non-GAAP operating income expectations.The company's year-over-year revenue growth reached 12%, with subscription revenue comprising a dominant 98% of total revenue.Non-GAAP operating income rose significantly to $27.7 million, reflecting a margin improvement from 9% to 17%.

JAMF Holdings: International Expansion Powering Our Bullishness! - Major Drivers

<ul><li>When we carry out a detailed analysis of Jamf's Second Quarter 2024 Financial Results, it's evident that the company is making significant strides, yet there are areas requiring careful observation.</li><li>Jamf, specializing in management and security software for Apple devices, demonstrates firm footing in a niche market with promising growth aspects.</li><li>The company's sustained growth in annual recurring revenue (ARR) and device management points to solid demand for its specialized services.</li></ul>

When we carry out a detailed analysis of Jamf's Second Quarter 2024 Financial Results, it's evident that the company is making significant strides, yet there are areas requiring careful observation.Jamf, specializing in management and security software for Apple devices, demonstrates firm footing in a niche market with promising growth aspects.The company's sustained growth in annual recurring revenue (ARR) and device management points to solid demand for its specialized services.

Jamf Holding Corp.: Market Expansion through Security and Management Integration & Other Major Drivers

<ul><li>Jamf displayed a robust operational performance in the first quarter of 2024, with significant year over-year growth in both revenue and non-GAAP operating income.</li><li>The company's Annual Recurring Revenue (ARR) increased by 14% to $602.4 million, evidencing sustained demand for its management and security solutions tailored for Apple devices.</li><li>Notably, the security segment’s ARR elevated by 31%, contributing significantly to the total ARR and highlighting increased market trust in Jamf's integrated security offerings.</li></ul>

Jamf displayed a robust operational performance in the first quarter of 2024, with significant year over-year growth in both revenue and non-GAAP operating income.The company's Annual Recurring Revenue (ARR) increased by 14% to $602.4 million, evidencing sustained demand for its management and security solutions tailored for Apple devices.Notably, the security segment’s ARR elevated by 31%, contributing significantly to the total ARR and highlighting increased market trust in Jamf's integrated security offerings.

Jamf Holding Corp.: How They Are Strategically Harnessing The SMB Segment! - Major Drivers

IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

IPOs and Catalysts/Events

Uncompromised, Independent, Conflict-Free Research

Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/trend-micro-inc" target="_blank" data-smartkarma-citation="entities:13172:1" rel="noopener">Trend Micro Inc (4704 JP)</a> shares rose 14.8% on Friday after Reuters reported that it is exploring a sale after attracting buyout interest. </li>
<li>The interest is unsurprising due to the weak share price. Since ValueAct disclosed a stake on 8 August 2022, the shares are down 0.7% vs the Nikkei 225’s 23.6% increase.</li>
<li>The lack of a controlling shareholder and increased cybersecurity M&amp;A activity support the buyout interest. A privatisation price is likely to be around JPY9,000. Valuation is undemanding at last close.</li>
</ul>



Trend Micro Inc (4704 JP) shares rose 14.8% on Friday after Reuters reported that it is exploring a sale after attracting buyout interest. 
The interest is unsurprising due to the weak share price. Since ValueAct disclosed a stake on 8 August 2022, the shares are down 0.7% vs the Nikkei 225’s 23.6% increase.
The lack of a controlling shareholder and increased cybersecurity M&amp;A activity support the buyout interest. A privatisation price is likely to be around JPY9,000. Valuation is undemanding at last close.


Trend Micro (4704 JP): Evaluating the Privatisation Rumours

United States

Jamf Holding Corp. operates as a holding company. The Company, through its subsidiaries, focuses on technology solutions. Jamf Holding serves customers in the United States.

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Jamf Holding Corp (JAMF US)

Jamf Holding Corp: Will Its Focus On Apple-Specific Security Solutions Pay Off?

Jamf Holding Corp reported robust financial performance for the fourth quarter and full year 2024, highlighting steady growth across its key...

Baptista Research

JAMF Holdings: International Expansion Powering Our Bullishness! - Major Drivers

Jamf, a leading software company specializing in Apple device management and security solutions, reported strong third-quarter 2024 results,...

Baptista Research

Jamf Holding Corp.: Market Expansion through Security and Management Integration & Other Major Drivers

When we carry out a detailed analysis of Jamf's Second Quarter 2024 Financial Results, it's evident that the company is making significant...

Baptista Research

Jamf Holding Corp.: How They Are Strategically Harnessing The SMB Segment! - Major Drivers

Jamf displayed a robust operational performance in the first quarter of 2024, with significant year over-year growth in both revenue and non-GAAP...

Baptista Research

Trend Micro (4704 JP): Evaluating the Privatisation Rumours

The lack of a controlling shareholder and increased cybersecurity M&A activity support the buyout interest. A privatisation price is likely to be...

Arun George

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Market Cap (USDm)

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