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>Lumen Technologies' latest earnings reveals a company engaged in an ambitious transformation, illustrated by both promising developments and notable challenges.</li><li>The organization executed well on its strategy to drive operational efficiency, enhance its AI infrastructure, and transition its telecommunications model to a cloud based system.</li><li>These areas contributed to better-than-expected financial outcomes for the first quarter of 2025.</li></ul>

Lumen Technologies' latest earnings reveals a company engaged in an ambitious transformation, illustrated by both promising developments and notable challenges.The organization executed well on its strategy to drive operational efficiency, enhance its AI infrastructure, and transition its telecommunications model to a cloud based system.These areas contributed to better-than-expected financial outcomes for the first quarter of 2025.

Lumen Technologies: Recent Divestiture Of Consumer Fiber Business To AT&T

<ul><li>Lumen Technologies' latest financial results for the fourth quarter and full year of 2024 reveal several key factors affecting the company's current standing and future trajectory.</li><li>In 2024, Lumen made considerable progress in strengthening its financial position by reducing debt.</li><li>The company successfully lowered debt by $1.6 billion and sent redemption notices for an additional $200 million, indicating a focus on financial restructuring.</li></ul>

Lumen Technologies' latest financial results for the fourth quarter and full year of 2024 reveal several key factors affecting the company's current standing and future trajectory.In 2024, Lumen made considerable progress in strengthening its financial position by reducing debt.The company successfully lowered debt by $1.6 billion and sent redemption notices for an additional $200 million, indicating a focus on financial restructuring.

Lumen Technologies: The Top 6 Influences On Its Performance for 2025 & The Future!

<ul><li>Lumen Technologies' third-quarter 2024 performance outlines its strategic efforts and current challenges as it navigates a transformative phase to reposition the company within the digital networking and AI infrastructure sectors.</li><li>The company reported a revenue decline, reflecting ongoing headwinds from legacy business sectors, even as it strives to pivot its offerings toward newer, more competitive markets.</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>

Lumen Technologies' third-quarter 2024 performance outlines its strategic efforts and current challenges as it navigates a transformative phase to reposition the company within the digital networking and AI infrastructure sectors.The company reported a revenue decline, reflecting ongoing headwinds from legacy business sectors, even as it strives to pivot its offerings toward newer, more competitive markets.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.

Lumen Technologies Shakes Up the Industry with a Strategic Consumer–Enterprise Split! - Major Drivers

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>Lumen recently experienced a stock jump and has entered into an agreement with Microsoft to improve backhaul connections into Microsoft's data warehouses</li><li>Corning will sell their new AI fiber to Lumen, fulfilling Microsoft's need for more AI fiber which allows for more fiber strands to be packed into a smaller cable, increasing capacity within limited conduits</li><li>The author disagrees with this thesis for two reasons, which are not specified in the summary</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Lumen recently experienced a stock jump and has entered into an agreement with Microsoft to improve backhaul connections into Microsoft's data warehousesCorning will sell their new AI fiber to Lumen, fulfilling Microsoft's need for more AI fiber which allows for more fiber strands to be packed into a smaller cable, increasing capacity within limited conduitsThe author disagrees with this thesis for two reasons, which are not specified in the summaryThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Lumen Technologies Inc (LUMN) - Friday, Aug 2, 2024

<ul><li>Lumen Technologies provided a comprehensive overview of their strategic advances and financial performance in their latest quarterly earnings call.</li><li>The discussion revealed a company at a pivotal juncture, keen on leveraging emerging technologies and enhancing infrastructure to bolster its market position.</li><li>However, like any transformation of this magnitude, the journey involves both potential and challenges.</li></ul>

Lumen Technologies provided a comprehensive overview of their strategic advances and financial performance in their latest quarterly earnings call.The discussion revealed a company at a pivotal juncture, keen on leveraging emerging technologies and enhancing infrastructure to bolster its market position.However, like any transformation of this magnitude, the journey involves both potential and challenges.

Lumen Technologies: Exploitation Of Digital Infrastructure Capabilities & Other Major Drivers

United States

Lumen Technologies, Inc. provides digital solutions for home and business premises. The Company offers communications, network security, cloud solutions, voice, and managed services. Lumen Technologies serves customers worldwide.

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Lumen Technologies (LUMN US)

Lumen Technologies: Recent Divestiture Of Consumer Fiber Business To AT&T

Lumen Technologies' latest earnings reveals a company engaged in an ambitious transformation, illustrated by both promising developments and...

Baptista Research

Lumen Technologies: The Top 6 Influences On Its Performance for 2025 & The Future!

Lumen Technologies' latest financial results for the fourth quarter and full year of 2024 reveal several key factors affecting the company's...

Baptista Research

Lumen Technologies Shakes Up the Industry with a Strategic Consumer–Enterprise Split! - Major Drivers

Lumen Technologies' third-quarter 2024 performance outlines its strategic efforts and current challenges as it navigates a transformative phase to...

Baptista Research

Lumen Technologies Inc (LUMN) - Friday, Aug 2, 2024

Lumen recently experienced a stock jump and has entered into an agreement with Microsoft to improve backhaul connections into Microsoft's data...

Value Investors Club

Lumen Technologies: Exploitation Of Digital Infrastructure Capabilities & Other Major Drivers

Lumen Technologies provided a comprehensive overview of their strategic advances and financial performance in their latest quarterly earnings...

Baptista Research

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Market Cap (USDm)

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