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>In the Fourth Quarter and Full Fiscal Year 2024 Results, PagerDuty demonstrated solid growth, indicating the company's steady progression in the market.</li><li>The full-year revenue grew 16% year over-year, and non-GAAP operating margin expanded to 13%.</li><li>Similarly, in the fourth quarter, revenue grew 10% to $111 million, exceeding the high end of the company's guidance range.</li></ul>

In the Fourth Quarter and Full Fiscal Year 2024 Results, PagerDuty demonstrated solid growth, indicating the company's steady progression in the market.The full-year revenue grew 16% year over-year, and non-GAAP operating margin expanded to 13%.Similarly, in the fourth quarter, revenue grew 10% to $111 million, exceeding the high end of the company's guidance range.

PagerDuty Inc.: Will Its Accelerated Adoption of Operations Cloud Platform Catalyze Revenue Growth In 2024 & Beyond? - Major Drivers

<ul><li>PagerDuty exceeded analyst expectations regarding revenue and earnings, surpassing the high end of their guidance ranges.</li><li>Demonstrating a commitment to profitable growth, they reported a robust 15% revenue growth and a non-GAAP operating margin of 14%, showcasing a year-over-year expansion of over 1,000 basis points.</li><li>Despite some sizable renewal issues in Q3, enterprise dollar-based net retention exceeded SMBs by more than 500 basis points, emphasizing resilience and growth in the enterprise segment.</li></ul>

PagerDuty exceeded analyst expectations regarding revenue and earnings, surpassing the high end of their guidance ranges.Demonstrating a commitment to profitable growth, they reported a robust 15% revenue growth and a non-GAAP operating margin of 14%, showcasing a year-over-year expansion of over 1,000 basis points.Despite some sizable renewal issues in Q3, enterprise dollar-based net retention exceeded SMBs by more than 500 basis points, emphasizing resilience and growth in the enterprise segment.

PagerDuty Inc.: Can The Jeli Acquisition And The New Incident Management Offerings Change The Game? - Major Drivers

<ul><li>PagerDuty Inc. managed to surpass the revenue expectations as well as the earnings expectations of Wall Street with a 19% revenue increase and a 13% non-GAAP operating margin.</li><li>The company's profitable growth was evident as the year-over-year operating margin expanded by a significant 1,700 basis points.</li><li>Notable organizations like Banco Santander, Cisco Systems, Confluent, Grammarly, DocuSign, HubSpot, and NVIDIA selected PagerDuty as their real-time operations platform.</li></ul>

PagerDuty Inc. managed to surpass the revenue expectations as well as the earnings expectations of Wall Street with a 19% revenue increase and a 13% non-GAAP operating margin.The company's profitable growth was evident as the year-over-year operating margin expanded by a significant 1,700 basis points.Notable organizations like Banco Santander, Cisco Systems, Confluent, Grammarly, DocuSign, HubSpot, and NVIDIA selected PagerDuty as their real-time operations platform.

PagerDuty Inc.: Why Major Firms are Betting Big on Their Cloud Offering - Major Drivers

<ul><li>PagerDuty delivered a mixed set of results in its most recent result, with revenues falling short of Wall Street expectations but above-par earnings.</li><li>In terms of the pipeline, the total ARR and mix from new products significantly improved.</li><li>PagerDuty AIOps offers end-to-end automation, from event intake through auto-remediation, to efficiently manage large volumes of data and events.</li></ul>

PagerDuty delivered a mixed set of results in its most recent result, with revenues falling short of Wall Street expectations but above-par earnings.In terms of the pipeline, the total ARR and mix from new products significantly improved.PagerDuty AIOps offers end-to-end automation, from event intake through auto-remediation, to efficiently manage large volumes of data and events.

PagerDuty Inc.: AIOps Launch For End-to-End Automation & 3 Other Major Drivers Influencing Its Performance – Financial Forecasts

Independent Investment Research & Investor, Maverick Equity Research

Maverick Equity Research

Independent Investment Research & Investor

Independent Investment Research & Investor: value, dividend and growth stocks. Risk management & hedging for an all weather portfolio.

Thematic (Sector/Industry)

<ul><li>All 6 ETFs positive in 2023 while ARKW ARKF ARKK ARKQ booming with 35%, 27%, 25% &amp; 17% respectively.</li><li>Risk appetite for the Innovation/Hyper Growth thematic is on!</li><li>Enhanced Price Action view: Ark 6 ETFs 2023 Returns &amp; Rebounders from their 52-week low + I added S&amp;P 500 (SPY) and the Nasdaq 100 (QQQ) for comparison</li></ul>

All 6 ETFs positive in 2023 while ARKW ARKF ARKK ARKQ booming with 35%, 27%, 25% &amp; 17% respectively.Risk appetite for the Innovation/Hyper Growth thematic is on!Enhanced Price Action view: Ark 6 ETFs 2023 Returns &amp; Rebounders from their 52-week low + I added S&amp;P 500 (SPY) and the Nasdaq 100 (QQQ) for comparison

United States

Pagerduty, Inc. provides wireless application solutions. The Company offers on call management, event intelligence, analytics, and digital operations, as well as equipment. Pagerduty serves customers worldwide.

PagerDuty Inc (PD US)

PagerDuty Inc.: Will Its Accelerated Adoption of Operations Cloud Platform Catalyze Revenue Growth In 2024 & Beyond? - Major Drivers

In the Fourth Quarter and Full Fiscal Year 2024 Results, PagerDuty demonstrated solid growth, indicating the company's steady progression in the...

Baptista Research

PagerDuty Inc.: Can The Jeli Acquisition And The New Incident Management Offerings Change The Game? - Major Drivers

PagerDuty exceeded analyst expectations regarding revenue and earnings, surpassing the high end of their guidance ranges. Demonstrating a...

Baptista Research

PagerDuty Inc.: Why Major Firms are Betting Big on Their Cloud Offering - Major Drivers

PagerDuty Inc. managed to surpass the revenue expectations as well as the earnings expectations of Wall Street with a 19% revenue increase and a...

Baptista Research

PagerDuty Inc.: AIOps Launch For End-to-End Automation & 3 Other Major Drivers Influencing Its Performance – Financial Forecasts

PagerDuty delivered a mixed set of results in its most recent result, with revenues falling short of Wall Street expectations but above-par...

Baptista Research

ARK Invest Short & Squeeze - Edition #3

All 6 ETFs positive in 2023 while ARKW ARKF ARKK ARKQ booming with 35%, 27%, 25% & 17% respectively. Risk appetite for the Innovation/Hyper Growth...

Maverick Equity Research