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>Masimo Corporation's first quarter of 2025 results underscore a period of strategic shifts and operational restructuring, highlighted by solid financial performance and the divestiture of its consumer audio business.</li><li>The transition reflects a recalibrated focus on its core healthcare operations, anticipated to drive future growth.</li><li>Here's a neutral analysis of the earnings report, focusing on both opportunities and challenges moving forward.</li></ul>

Masimo Corporation's first quarter of 2025 results underscore a period of strategic shifts and operational restructuring, highlighted by solid financial performance and the divestiture of its consumer audio business.The transition reflects a recalibrated focus on its core healthcare operations, anticipated to drive future growth.Here's a neutral analysis of the earnings report, focusing on both opportunities and challenges moving forward.

Masimo Corporation: Will The Sound United Divestiture & Financial Realignment Efforts Meet Their Ultimate Goal?

<ul><li>Masimo Corporation reported its fourth quarter and full-year 2024 financial results, highlighting both accomplishments and areas that require attention.</li><li>On the positive side, the company exhibited solid performance with consolidated revenues for the fourth quarter reaching $601 million, representing a 9% increase on a constant currency basis.</li><li>Healthcare revenues grew by 9% to $368 million, which was bolstered by the shipment of 65,000 technology boards and monitors, reaching the high end of expectations.</li></ul>

Masimo Corporation reported its fourth quarter and full-year 2024 financial results, highlighting both accomplishments and areas that require attention.On the positive side, the company exhibited solid performance with consolidated revenues for the fourth quarter reaching $601 million, representing a 9% increase on a constant currency basis.Healthcare revenues grew by 9% to $368 million, which was bolstered by the shipment of 65,000 technology boards and monitors, reaching the high end of expectations.

Masimo Corporation: The Strong Contracting

<ul><li>Masimo Corporation, a global technology company focused on experienced healthcare solutions, recently reported its financial results for the third quarter of 2024.</li><li>The company's healthcare segment demonstrated robust performance, with revenues reaching $343 million, showcasing a 12% year-over-year growth.</li><li>This growth was attributed to increased consumable and service revenues, although partially offset by a decline in capital equipment sales.</li></ul>

Masimo Corporation, a global technology company focused on experienced healthcare solutions, recently reported its financial results for the third quarter of 2024.The company's healthcare segment demonstrated robust performance, with revenues reaching $343 million, showcasing a 12% year-over-year growth.This growth was attributed to increased consumable and service revenues, although partially offset by a decline in capital equipment sales.

Masimo Corporation: Here Are the 6 Most Critical Factors Shaping Its Performance in 2025 & Beyond! - Major Drivers

<ul><li>Masimo Corporation's second quarter of 2024 earnings conference call came with updates that carry implications of both strength and ongoing challenges.</li><li>The company, primarily known for its healthcare technologies, showed a robust performance in its healthcare segment, with a noticeable 23% year-on-year growth in healthcare revenues, totaling $344 million for the quarter.</li><li>This growth is supported by a 29% increase in consumables and service revenue, reflecting strong demand for Masimo sensors, driven by hospital conversions and normalization of installations.</li></ul>

Masimo Corporation's second quarter of 2024 earnings conference call came with updates that carry implications of both strength and ongoing challenges.The company, primarily known for its healthcare technologies, showed a robust performance in its healthcare segment, with a noticeable 23% year-on-year growth in healthcare revenues, totaling $344 million for the quarter.This growth is supported by a 29% increase in consumables and service revenue, reflecting strong demand for Masimo sensors, driven by hospital conversions and normalization of installations.

Masimo Corporation: Expansion into Consumer Health Products & Other Major Drivers

<ul><li>Masimo Corporation reported its first quarter 2024 results with both encouraging and modest aspects.</li><li>The company achieved a consolidated revenue of $493 million with healthcare revenues at the high end of guidance at $340 million, representing a 2% decline compared to the previous year.</li><li>This figure aligns with the challenging comparison against the prior year's performance, particularly in a period following intense COVID-19 related activities.</li></ul>

Masimo Corporation reported its first quarter 2024 results with both encouraging and modest aspects.The company achieved a consolidated revenue of $493 million with healthcare revenues at the high end of guidance at $340 million, representing a 2% decline compared to the previous year.This figure aligns with the challenging comparison against the prior year's performance, particularly in a period following intense COVID-19 related activities.

Masimo Corporation: Proposed Separation of Consumer Health Division & Major Developments

United States

Masimo Corporation designs, develops and licenses medical signal processing and sensor technology for the noninvasive monitoring of physiological parameters. The Company's first products are designed to improve the effectiveness of pulse oximetry by overcoming the inability of current monitors to precisely measure the levels of arterial blood oxygen saturation and low arterial blood flow.

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Masimo Corp (MASI US)

Masimo Corporation: Will The Sound United Divestiture & Financial Realignment Efforts Meet Their Ultimate Goal?

Masimo Corporation's first quarter of 2025 results underscore a period of strategic shifts and operational restructuring, highlighted by solid...

Baptista Research

Masimo Corporation: The Strong Contracting

Masimo Corporation reported its fourth quarter and full-year 2024 financial results, highlighting both accomplishments and areas that require...

Baptista Research

Masimo Corporation: Here Are the 6 Most Critical Factors Shaping Its Performance in 2025 & Beyond! - Major Drivers

Masimo Corporation, a global technology company focused on experienced healthcare solutions, recently reported its financial results for the third...

Baptista Research

Masimo Corporation: Expansion into Consumer Health Products & Other Major Drivers

Masimo Corporation's second quarter of 2024 earnings conference call came with updates that carry implications of both strength and ongoing...

Baptista Research

Masimo Corporation: Proposed Separation of Consumer Health Division & Major Developments

Masimo Corporation reported its first quarter 2024 results with both encouraging and modest aspects. The company achieved a consolidated revenue...

Baptista Research

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