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>Oracle Corporation has reported a strong performance for its fourth quarter and fiscal year 2025, surpassing expectations in terms of both revenue and earnings per share (EPS).</li><li>The company's results reflect significant momentum in its cloud transition, which has been a strategic focus for several years.</li><li>On the positive side, Oracle has demonstrated robust growth across its cloud offerings.</li></ul>

Oracle Corporation has reported a strong performance for its fourth quarter and fiscal year 2025, surpassing expectations in terms of both revenue and earnings per share (EPS).The company's results reflect significant momentum in its cloud transition, which has been a strategic focus for several years.On the positive side, Oracle has demonstrated robust growth across its cloud offerings.

Oracle Corporation: Is The Demand for Oracle Databases Across Cloud Platforms Enough To Warrant Any Optimism?

<ul><li>Oracle Corporation's third quarter fiscal year 2025 earnings report indicated significant strategic advancements and robust financial performance, balanced by some challenges.</li><li>On the positive side, the company reported a record $48 billion addition to its backlog, bringing the remaining performance obligations (RPO) to $130 billion, which represents a 63% increase year-over-year.</li><li>This growth suggests strong demand for Oracle's cloud services, which is a key positive indicator for future revenue streams.</li></ul>

Oracle Corporation's third quarter fiscal year 2025 earnings report indicated significant strategic advancements and robust financial performance, balanced by some challenges.On the positive side, the company reported a record $48 billion addition to its backlog, bringing the remaining performance obligations (RPO) to $130 billion, which represents a 63% increase year-over-year.This growth suggests strong demand for Oracle's cloud services, which is a key positive indicator for future revenue streams.

Oracle Is Quietly Dominating AI Cloud — 57% OCI Surge and a Game-Changing Data Platform!

<ul><li>Oracle Corporation's recent earnings for the second quarter of fiscal year 2025 highlighted a strong performance driven by significant growth in their cloud services segment.</li><li>Total revenue reached $14.1 billion, reflecting a 9% increase from the previous year, while non-GAAP earnings per share were reported at $1.47, marking a 10% growth year-over-year.</li><li>Such results slightly surpassed expectations, given the challenging currency fluctuations owing to a strengthening U.S. dollar.</li></ul>

Oracle Corporation's recent earnings for the second quarter of fiscal year 2025 highlighted a strong performance driven by significant growth in their cloud services segment.Total revenue reached $14.1 billion, reflecting a 9% increase from the previous year, while non-GAAP earnings per share were reported at $1.47, marking a 10% growth year-over-year.Such results slightly surpassed expectations, given the challenging currency fluctuations owing to a strengthening U.S. dollar.

Oracle’s Astonishing SaaS Expansion Promises to Catapult Stock Prices! - Major Drivers

Mostly Borrowed Ideas Deep Dives, MBI Deep Dives

MBI Deep Dives

Mostly Borrowed Ideas Deep Dives

MBI is the abbreviation for “Mostly Borrowed Ideas”. Why “Mostly Borrowed Ideas?” As a generalist, I do not have a background in any particular sector. I enjoy navigating across industries, businesses, and countries to learn, understand, and connect the dots. In any case, most ideas and innovations are incremental in nature. Very few of us are smart enough to come up with truly original or groundbreaking ideas. I am Abdullah Al-Rezwan. I was born and brought up in Bangladesh. I went to University of Dhaka for my undergrad and majored in Finance. After working three and half years in Equity Research (Sell-side) covering Financial Sector in Bangladesh, I left Bangladesh to pursue my MBA in the US. I graduated within top 10% of the class from Cornell University's two-year MBA program and worked on the buy-side following my graduation. During my time at Cornell, I won two stock pitch competitions and also became finalists in four other competitions. I thoroughly enjoyed my stint as a generalist in the US large cap team at Madison Investments and covered a wide range of companies from UnitedHealth to Amazon and Boeing before US immigration reality paused my career in investment management. As my work authorization expired, I moved to Canada in January, 2021. Then in early 2022, I was able to return to the US.

<ul><li>This addiction to competing even for the sake of it has served Larry Ellison, the Co-founder of Oracle, exceedingly well in life.</li><li>Ellison, along with Bob Miner and Ed Oates, started Oracle with just $2,000 in 1977; Larry contributed $1,200.</li><li>They never raised money from venture capital and Ellison was largely allergic to raise equity. </li></ul>

This addiction to competing even for the sake of it has served Larry Ellison, the Co-founder of Oracle, exceedingly well in life.Ellison, along with Bob Miner and Ed Oates, started Oracle with just $2,000 in 1977; Larry contributed $1,200.They never raised money from venture capital and Ellison was largely allergic to raise equity. 

Oracle: Ellison's Voyage to Software and Beyond

<ul><li>Oracle Corporation's Q1 FY 2025 results demonstrated a robust performance, underscored by significant revenue growth and strategic expansions in their cloud offerings.</li><li>The total revenue for the quarter was $13.3 billion, marking an 8% year-over-year increase.</li><li>Cloud revenue was a standout with SaaS and IaaS generating $5.6 billion, reflecting a 22% increase.</li></ul>

Oracle Corporation's Q1 FY 2025 results demonstrated a robust performance, underscored by significant revenue growth and strategic expansions in their cloud offerings.The total revenue for the quarter was $13.3 billion, marking an 8% year-over-year increase.Cloud revenue was a standout with SaaS and IaaS generating $5.6 billion, reflecting a 22% increase.

Oracle’s Cloud Wars: The Story Of Its Expansion and the Challenges That Could Threaten Its Growth! (9/24)

United States

Oracle Corporation supplies software for enterprise information management. The Company offers databases and relational servers, application development and decision support tools, and enterprise business applications. Oracle's software runs on network computers, personal digital assistants, set-top devices, PCs, workstations, minicomputers, mainframes, and massively parallel computers.

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Oracle Corp (ORCL US)

Oracle Corporation: Is The Demand for Oracle Databases Across Cloud Platforms Enough To Warrant Any Optimism?

Oracle Corporation has reported a strong performance for its fourth quarter and fiscal year 2025, surpassing expectations in terms of both revenue...

Baptista Research

Oracle Is Quietly Dominating AI Cloud — 57% OCI Surge and a Game-Changing Data Platform!

Oracle Corporation's third quarter fiscal year 2025 earnings report indicated significant strategic advancements and robust financial performance,...

Baptista Research

Oracle’s Astonishing SaaS Expansion Promises to Catapult Stock Prices! - Major Drivers

Oracle Corporation's recent earnings for the second quarter of fiscal year 2025 highlighted a strong performance driven by significant growth in...

Baptista Research

Oracle: Ellison's Voyage to Software and Beyond

Ellison, along with Bob Miner and Ed Oates, started Oracle with just $2,000 in 1977; Larry contributed $1,200. They never raised money from venture...

MBI Deep Dives

Oracle’s Cloud Wars: The Story Of Its Expansion and the Challenges That Could Threaten Its Growth! (9/24)

Oracle Corporation's Q1 FY 2025 results demonstrated a robust performance, underscored by significant revenue growth and strategic expansions in...

Baptista Research

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