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>NCR Voyix's latest earnings offers crucial insights into the company's strategic position and operational performance over the fourth quarter of 2024.</li><li>The company reported a decline in revenue, notably from its hardware division, aligning with expectations of a challenging market environment.</li><li>The total revenue stood at $682 million, with adjusted EBITDA showing a significant increase by 75% to $114 million, aided by cost-cutting measures and a focus on recurring revenue streams.</li></ul>

NCR Voyix's latest earnings offers crucial insights into the company's strategic position and operational performance over the fourth quarter of 2024.The company reported a decline in revenue, notably from its hardware division, aligning with expectations of a challenging market environment.The total revenue stood at $682 million, with adjusted EBITDA showing a significant increase by 75% to $114 million, aided by cost-cutting measures and a focus on recurring revenue streams.

NCR Voyix: How Its Gradual Transition to a Recurring Revenue Model Is Panning Out In Terms Of Financial Impact!

<ul><li>NCR Voyix's third quarter 2024 earnings result highlights significant strategic maneuvers aimed at reshaping the company's future, accompanied by a mixed financial performance.</li><li>On the positive front, the company completed the sale of its Digital Banking unit earlier than expected, generating $2.45 billion in gross proceeds.</li><li>This move allows for a simplified business model and the reduction of debt by approximately $1.8 billion, cutting annual cash interest expenses by around $95 million.</li></ul>

NCR Voyix's third quarter 2024 earnings result highlights significant strategic maneuvers aimed at reshaping the company's future, accompanied by a mixed financial performance.On the positive front, the company completed the sale of its Digital Banking unit earlier than expected, generating $2.45 billion in gross proceeds.This move allows for a simplified business model and the reduction of debt by approximately $1.8 billion, cutting annual cash interest expenses by around $95 million.

NCR Voyix Corporation: Debt Reduction & Financial Stability Driving Our Optimism! - Major Drivers

<ul><li>NCR Voyix's Q2 2024 earnings highlighted a series of strategic shifts, including the sale of its Digital Banking business to Veritas Capital for $2.45 billion and the shift toward an Original Design Manufacturer (ODM) model with Ennoconn Corp for outsourced hardware manufacturing.</li><li>These moves are part of a broader strategy to enhance long-term shareholder value and decrease operating costs.</li><li>CEO David Wilkinson and CFO Brian Webb-Walsh detailed these initiatives and their expected impacts on the company's financials and operational focus.</li></ul>

NCR Voyix's Q2 2024 earnings highlighted a series of strategic shifts, including the sale of its Digital Banking business to Veritas Capital for $2.45 billion and the shift toward an Original Design Manufacturer (ODM) model with Ennoconn Corp for outsourced hardware manufacturing.These moves are part of a broader strategy to enhance long-term shareholder value and decrease operating costs.CEO David Wilkinson and CFO Brian Webb-Walsh detailed these initiatives and their expected impacts on the company's financials and operational focus.

NCR Voyix Corporation: The Tale Of ARR Growth and Platform Adoption! - Major Drivers

<ul><li>NCR Voyix Corporation, a leader in the technology sector with a focus on single cell and spatial biology, recently provided an overview of its latest quarterly performance and strategic developments.</li><li>The company achieved solid sales results across its segments, securing nearly 300 new customers and expanding its footprint with existing customers.</li><li>Notably, NCR Voyix has converted approximately 61,000 retail and restaurant platform sites, representing 18% of its total customer sites, contributing to a 5% growth in total segment Annual Recurring Revenue (ARR) and a 6% growth in software ARR.</li></ul>

NCR Voyix Corporation, a leader in the technology sector with a focus on single cell and spatial biology, recently provided an overview of its latest quarterly performance and strategic developments.The company achieved solid sales results across its segments, securing nearly 300 new customers and expanding its footprint with existing customers.Notably, NCR Voyix has converted approximately 61,000 retail and restaurant platform sites, representing 18% of its total customer sites, contributing to a 5% growth in total segment Annual Recurring Revenue (ARR) and a 6% growth in software ARR.

NCR Voyix Corporation: How Are They Executing Strategic Customer Expansion and Retention! - Major Drivers

<ul><li>NCR Voyix's latest earnings show a strong focus on driving growth from its software and services revenue streams.</li><li>This strategy is supported by NCR Voyix's market-leading position across its three segments, reflecting a global customer base and its products and services across restaurant, retail, and digital banking.</li><li>In 2023, NCR Voyix witnessed growth in its software and services revenue which now represents over 70% of total company revenue.</li></ul>

NCR Voyix's latest earnings show a strong focus on driving growth from its software and services revenue streams.This strategy is supported by NCR Voyix's market-leading position across its three segments, reflecting a global customer base and its products and services across restaurant, retail, and digital banking.In 2023, NCR Voyix witnessed growth in its software and services revenue which now represents over 70% of total company revenue.

NCR Voyix Corporation Retail Industry Leadership and Expansion

United States

NCR Corporation manufactures financial transaction machines and other products. The Company produces automated teller machines (ATM), self-checkout and self-service kiosks, point-of-sale workstations and scanners; manufactures printer consumable products; and manages networks and servers for ATMs and kiosks.

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Ncr Corporation (NCR US)

NCR Voyix: How Its Gradual Transition to a Recurring Revenue Model Is Panning Out In Terms Of Financial Impact!

NCR Voyix's latest earnings offers crucial insights into the company's strategic position and operational performance over the fourth quarter of...

Baptista Research

NCR Voyix Corporation: Debt Reduction & Financial Stability Driving Our Optimism! - Major Drivers

NCR Voyix's third quarter 2024 earnings result highlights significant strategic maneuvers aimed at reshaping the company's future, accompanied by...

Baptista Research

NCR Voyix Corporation: The Tale Of ARR Growth and Platform Adoption! - Major Drivers

NCR Voyix's Q2 2024 earnings highlighted a series of strategic shifts, including the sale of its Digital Banking business to Veritas Capital for...

Baptista Research

NCR Voyix Corporation: How Are They Executing Strategic Customer Expansion and Retention! - Major Drivers

NCR Voyix Corporation, a leader in the technology sector with a focus on single cell and spatial biology, recently provided an overview of its...

Baptista Research

NCR Voyix Corporation Retail Industry Leadership and Expansion

NCR Voyix's latest earnings show a strong focus on driving growth from its software and services revenue streams. This strategy is supported by...

Baptista Research

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