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>The New York Times Company reported strong operational and financial performance in the second quarter of 2026, demonstrating progress across its strategic priorities.</li><li>The company continued to leverage its journalistic strengths by covering significant global and cultural events while expanding its presence in video content.</li><li>It launched new features such as a shows tab in its flagship app to enhance user engagement and broadened its video offerings, producing thousands of new videos each quarter.</li></ul>

The New York Times Company reported strong operational and financial performance in the second quarter of 2026, demonstrating progress across its strategic priorities.The company continued to leverage its journalistic strengths by covering significant global and cultural events while expanding its presence in video content.It launched new features such as a shows tab in its flagship app to enhance user engagement and broadened its video offerings, producing thousands of new videos each quarter.

New York Times’ 13.4 Million Subscriber Engine: Can Video Unlock The Next Growth Wave?

<ul><li>The New York Times Company reported its first quarter results for 2026, demonstrating continued momentum across its digital subscription base, advertising revenues, and content expansion initiatives.</li><li>The company added 310,000 net new digital-only subscribers, bringing the total digital subscriber base to over 13 million, moving closer to the midterm target of 15 million.</li><li>Digital-only subscription revenue grew approximately 16% year-over-year to $389 million, driven by both subscriber growth and a 2.4% rise in average revenue per user (ARPU), reflecting successful pricing strategies and transitions from promotional rates.</li></ul>

The New York Times Company reported its first quarter results for 2026, demonstrating continued momentum across its digital subscription base, advertising revenues, and content expansion initiatives.The company added 310,000 net new digital-only subscribers, bringing the total digital subscriber base to over 13 million, moving closer to the midterm target of 15 million.Digital-only subscription revenue grew approximately 16% year-over-year to $389 million, driven by both subscriber growth and a 2.4% rise in average revenue per user (ARPU), reflecting successful pricing strategies and transitions from promotional rates.

The New York Times Company’s Amazon AI Partnership Signals A New Content Rights Play!

<ul><li>When Warren Buffett’s Berkshire Hathaway disclosed a new 5-million-share stake in The New York Times Company, it didn’t exactly shake Wall Street.</li><li>At roughly $350–$375 million, it’s tiny by Berkshire standards—especially compared with its still-massive Apple and American Express holdings.</li><li>But the context matters.</li></ul>

When Warren Buffett’s Berkshire Hathaway disclosed a new 5-million-share stake in The New York Times Company, it didn’t exactly shake Wall Street.At roughly $350–$375 million, it’s tiny by Berkshire standards—especially compared with its still-massive Apple and American Express holdings.But the context matters.

The New York Times Just Got Buffett’s Attention — Here’s Why!

<ul><li>The New York Times Company reported a successful third quarter of 2025, characterized by substantial growth in digital subscribers, revenue, and advertising.</li><li>With a net addition of 460,000 digital subscribers, the company's total subscriber count reached 12.3 million, further advancing its goal toward a milestone of 15 million subscribers.</li><li>Digital subscription revenue rose by 14%, a testament to The New York Times Company's effective engagement strategies across multiple platforms.</li></ul>

The New York Times Company reported a successful third quarter of 2025, characterized by substantial growth in digital subscribers, revenue, and advertising.With a net addition of 460,000 digital subscribers, the company's total subscriber count reached 12.3 million, further advancing its goal toward a milestone of 15 million subscribers.Digital subscription revenue rose by 14%, a testament to The New York Times Company's effective engagement strategies across multiple platforms.

New York Times Adds 460,000 Subscribers—The Growth Story No One Expected!

Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Semiconductor Analysis & Research

Thematic (Sector/Industry)

<ul>
<li>The EU has just launched the World's first AI Act</li>
<li>OpenAI claims the NYT tried to hack ChatGPT in order to prove they used their archive material during  one of its training phases. </li>
<li>Google's licensing of Reddit's content in advance of the latter's impending IPO is a win-win for both, and likely how content creators can expect to be rewarded in the future</li>
</ul>


The EU has just launched the World's first AI Act
OpenAI claims the NYT tried to hack ChatGPT in order to prove they used their archive material during  one of its training phases. 
Google's licensing of Reddit's content in advance of the latter's impending IPO is a win-win for both, and likely how content creators can expect to be rewarded in the future


Generative AI. Innovation Turns To Litigation, Licensing & Regulation

United States

The New York Times Company operates media businesses.  The Company publishes daily newspapers and operates Internet websites.  The newspapers and websites distribute news and entertainment.

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New York Times Co A (NYT US)

New York Times’ 13.4 Million Subscriber Engine: Can Video Unlock The Next Growth Wave?

The New York Times Company reported strong operational and financial performance in the second quarter of 2026, demonstrating progress across its...

Baptista Research

The New York Times Company’s Amazon AI Partnership Signals A New Content Rights Play!

The New York Times Company reported its first quarter results for 2026, demonstrating continued momentum across its digital subscription base,...

Baptista Research

The New York Times Just Got Buffett’s Attention — Here’s Why!

When Warren Buffett’s Berkshire Hathaway disclosed a new 5-million-share stake in The New York Times Company, it didn’t exactly shake Wall...

Baptista Research

New York Times Adds 460,000 Subscribers—The Growth Story No One Expected!

The New York Times Company reported a successful third quarter of 2025, characterized by substantial growth in digital subscribers, revenue, and...

Baptista Research

Generative AI. Innovation Turns To Litigation, Licensing & Regulation

EU has launched the World's first AI Act. OpenAI claims the NYT hacked ChatGPT in order to prove they used their archive material during its...

William Keating

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Market Cap (USDm)

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