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>Netflix's recent earnings revealed several key insights about its performance, strategic directions, and challenges.</li><li>The company demonstrated robust engagement and viewership metrics, setting records in its core markets like the U.S. and the U.K. Netflix reported a notable increase in ad sales, with expectations to more than double ad revenue for the year, marking it as the best quarter for ad sales so far.</li><li>This growth reflects a positive response to the expansion efforts in advertising, including increased upfront commitments and the development of the Netflix Ads Suite.</li></ul>

Netflix's recent earnings revealed several key insights about its performance, strategic directions, and challenges.The company demonstrated robust engagement and viewership metrics, setting records in its core markets like the U.S. and the U.K. Netflix reported a notable increase in ad sales, with expectations to more than double ad revenue for the year, marking it as the best quarter for ad sales so far.This growth reflects a positive response to the expansion efforts in advertising, including increased upfront commitments and the development of the Netflix Ads Suite.

Netflix Is Going After Warner Bros.—And Splitting Its Stock for Good Measure!

Netflix Powers Ahead With Denzel, Bridgerton, & a Global Content Blitz; What Lies Ahead!

<ul><li>Netflix shares dropped 5.1% despite beating earnings expectations and raising full-year guidance—a reminder that strong results don't always satisfy a market pricing in perfection.</li><li>The stock is up 36% in 2025 and trades at 44 times forward earnings, just below a three-year high.</li><li>While the selloff may have stemmed from revenue gains partially driven by foreign exchange effects rather than robust U.S. growth, the underlying business performance remains solid.</li></ul>

Netflix shares dropped 5.1% despite beating earnings expectations and raising full-year guidance—a reminder that strong results don't always satisfy a market pricing in perfection.The stock is up 36% in 2025 and trades at 44 times forward earnings, just below a three-year high.While the selloff may have stemmed from revenue gains partially driven by foreign exchange effects rather than robust U.S. growth, the underlying business performance remains solid.

Netflix Is Crushing It Globally—Why Wall Street Still Isn’t Impressed?

<ul><li>Netflix, once the poster child for prestige TV and high-budget scripted series, is now rewriting its own playbook.</li><li>In a strategic pivot to broaden its appeal, the streaming giant is aggressively moving into unscripted entertainment, including music competitions, celebrity interviews, global live events, and talent shows.</li><li>Among the most notable developments, Netflix is set to debut Building the Band, a reality competition blending the secrecy of Love Is Blind with the structure of The Voice, hosted by Backstreet Boys’ AJ McLean.</li></ul>

Netflix, once the poster child for prestige TV and high-budget scripted series, is now rewriting its own playbook.In a strategic pivot to broaden its appeal, the streaming giant is aggressively moving into unscripted entertainment, including music competitions, celebrity interviews, global live events, and talent shows.Among the most notable developments, Netflix is set to debut Building the Band, a reality competition blending the secrecy of Love Is Blind with the structure of The Voice, hosted by Backstreet Boys’ AJ McLean.

Netflix Is Going Unscripted: Music Shows, Live Events & Reality TV Shake-Up Its Strategy!

<ul><li>In a turbulent 2025, Netflix has emerged as one of the most closely watched tech stocks, not just for its market performance but also for its evolving business strategy.</li><li>The streamer’s share price is up over 30% year-to-date, nearing a $500 billion market cap, outpacing the broader S&P 500 by a wide margin.</li><li>Amid global macro uncertainty and shifting consumer behavior, Netflix is experimenting aggressively — hosting live NFL games, expanding into gaming, leveraging artificial intelligence in content production, and responding to a proposed 100% tariff on foreign-produced films.</li></ul>

In a turbulent 2025, Netflix has emerged as one of the most closely watched tech stocks, not just for its market performance but also for its evolving business strategy.The streamer’s share price is up over 30% year-to-date, nearing a $500 billion market cap, outpacing the broader S&P 500 by a wide margin.Amid global macro uncertainty and shifting consumer behavior, Netflix is experimenting aggressively — hosting live NFL games, expanding into gaming, leveraging artificial intelligence in content production, and responding to a proposed 100% tariff on foreign-produced films.

Netflix Faces The Heat & The Spotlight: Is The Streaming Giant Still A Safe Bet?

United States

Netflix Inc. is an Internet subscription service for watching tv shows and movies. Subscribers can instantly watch unlimited TV shows and movies streamed over the Internet to their TVs, computers and mobile devices and in the United States, subscribers can receive standard definition DVDs and Blu-ray Discs delivered to their homes.

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Netflix Inc (NFLX US)

Netflix Is Going After Warner Bros.—And Splitting Its Stock for Good Measure!

Netflix's recent earnings revealed several key insights about its performance, strategic directions, and challenges. The company demonstrated...

Baptista Research

Netflix Powers Ahead With Denzel, Bridgerton, & a Global Content Blitz; What Lies Ahead!

Netflix's recent earnings revealed several key insights about its performance, strategic directions, and challenges. The company demonstrated...

Baptista Research

Netflix Is Crushing It Globally—Why Wall Street Still Isn’t Impressed?

Netflix shares dropped 5.1% despite beating earnings expectations and raising full-year guidance—a reminder that strong results don't always...

Baptista Research

Netflix Is Going Unscripted: Music Shows, Live Events & Reality TV Shake-Up Its Strategy!

Netflix, once the poster child for prestige TV and high-budget scripted series, is now rewriting its own playbook. In a strategic pivot to broaden...

Baptista Research

Netflix Faces The Heat & The Spotlight: Is The Streaming Giant Still A Safe Bet?

In a turbulent 2025, Netflix has emerged as one of the most closely watched tech stocks, not just for its market performance but also for its...

Baptista Research

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