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>Qorvo, the American semiconductor company, in its Q3 earnings call of fiscal 2024, discussed its financial performance and future outlook.</li><li>Even during challenging times, the company delivered improved financial results.</li><li>Qorvo demonstrated resilience through robust sales figures and significant income for the period.</li></ul>

Qorvo, the American semiconductor company, in its Q3 earnings call of fiscal 2024, discussed its financial performance and future outlook.Even during challenging times, the company delivered improved financial results.Qorvo demonstrated resilience through robust sales figures and significant income for the period.

Qorvo Inc: New Strategic Partnerships & Other Major Growth Drivers

<ul><li>Qorvo, Inc. managed to exceed analyst expectations in terms of revenue as well as earnings, surpassing the high end of the outlook.</li><li>This success is attributed to improved customer demand in the September quarter, primarily driven by a major smartphone customer OEM.</li><li>In High-Performance Analog (HPA), Qorvo benefits from increasing demand in defense and aerospace, particularly in supporting higher customer volumes requiring more electronics and integration.</li></ul>

Qorvo, Inc. managed to exceed analyst expectations in terms of revenue as well as earnings, surpassing the high end of the outlook.This success is attributed to improved customer demand in the September quarter, primarily driven by a major smartphone customer OEM.In High-Performance Analog (HPA), Qorvo benefits from increasing demand in defense and aerospace, particularly in supporting higher customer volumes requiring more electronics and integration.

Qorvo Inc.: Unleashing the Potential of IoT with Revolutionary RF Tech! - Major Drivers

Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Equity Long-Short, Semiconductors

Fabricated Knowledge

Learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Thematic (Sector/Industry)

<ul><li>This earnings season, Industrial semiconductor demand has been the biggest incremental softening in end market demand. That’s not surprising. </li><li>I have been talking about the FIFO (First-In, First-Out) cycle, and the only two remaining segments that have not had a meaningful correction are Industrial and Automotive.</li><li>We are now seeing the beginning of Industrial weakening.</li></ul>

This earnings season, Industrial semiconductor demand has been the biggest incremental softening in end market demand. That’s not surprising. I have been talking about the FIFO (First-In, First-Out) cycle, and the only two remaining segments that have not had a meaningful correction are Industrial and Automotive.We are now seeing the beginning of Industrial weakening.

External broker reports(aggregated public sources), CMB International

CMB International

External broker reports(aggregated public sources)

Incorporated in Hong Kong, supported by the mainland and targeting in global market, CMB International Capital Corporation Limited (“CMBI”) is an integrated financial institution providing comprehensive and professional services. As a wholly-owned subsidiary of China Merchants Bank ("CMB"), by leveraging on the Group’s synergy and coordination in domestic and overseas markets, as well as CMB’s strong resources and outstanding social reputation, CMBI and its subsidiaries have been actively implementing diversified business strategies and set up an overall layout of main business segments including Corporate Finance, Asset Management, Wealth Management, Global Markets and Structured Finance, etc. Adhering to the philosophy of “being clients oriented and increasing our own values by the way of creating value for clients”, CMBI endeavors to provide quality and integrated financial services to institutional, corporate and individual customers both domestic and overseas including Hong Kong IPO sponsorship and underwriting, share placement and rights issue for listed companies, financial advisors, bonds issuance services, asset management, direct investment, wealth management, equity sales and trading, etc.

<ul><li>On 10 Nov, AI Start up Humane, founded by ex-Apple engineers, has officially launched the AI Pin, an OpenAI-powered wearable.</li><li>We believe this is a promising catalyst for the imminent surge in AI-driven consumer products.</li><li>Tech giants are increasingly positioned to discover new revenue streams through integrating AI tech into consumer products, services, or in any financially sustainable manner. </li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

On 10 Nov, AI Start up Humane, founded by ex-Apple engineers, has officially launched the AI Pin, an OpenAI-powered wearable.We believe this is a promising catalyst for the imminent surge in AI-driven consumer products.Tech giants are increasingly positioned to discover new revenue streams through integrating AI tech into consumer products, services, or in any financially sustainable manner. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Will Humane’s AI-Powered Screenless Device Become the Successor to Smartphones?

<ul><li>Qorvo Inc. delivered a strong result and managed an all-around beat in the last quarter, with revenue, margin, and EPS surpassing the midpoint of the provided outlook.</li><li>With a strong presence in growth areas like sensors and ultra-wideband, Qorvo is poised to diversify its growth and expand margins.</li><li>In this report, we have carried out a fundamental analysis of the historical financial statements of the company.</li></ul>

Qorvo Inc. delivered a strong result and managed an all-around beat in the last quarter, with revenue, margin, and EPS surpassing the midpoint of the provided outlook.With a strong presence in growth areas like sensors and ultra-wideband, Qorvo is poised to diversify its growth and expand margins.In this report, we have carried out a fundamental analysis of the historical financial statements of the company.

Qorvo Inc.: 4 Growth Drivers They're Betting On Amidst Declining Demand! - Financial Forecasts

United States

Qorvo Inc, designs, develops, manufactures, and markets a variety of high performance analog and mixed signal integrated circuits for the communications markets. The Company's products are used for wireless communications applications such as cellular and PCS, cordless telephony, wireless LANs, industrial radios, wireless security and remote meter reading.

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Qorvo Inc (QRVO US)

Qorvo Inc: New Strategic Partnerships & Other Major Growth Drivers

Qorvo, the American semiconductor company, in its Q3 earnings call of fiscal 2024, discussed its financial performance and future outlook. Even...

Baptista Research

Qorvo Inc.: Unleashing the Potential of IoT with Revolutionary RF Tech! - Major Drivers

Qorvo, Inc. managed to exceed analyst expectations in terms of revenue as well as earnings, surpassing the high end of the outlook. This success...

Baptista Research

Semiconductor Cycles: Industrial and EVs

Plus my new taxonomy of cycles! Where I think each end market is in the cycle. This earnings season, Industrial semiconductor demand has been the...

Fabricated Knowledge

Will Humane’s AI-Powered Screenless Device Become the Successor to Smartphones?

On 10 Nov, AI Start up Humane, founded by ex-Apple engineers, has officially launched the AI Pin, an OpenAI-powered wearable.

CMB International

Qorvo Inc.: 4 Growth Drivers They're Betting On Amidst Declining Demand! - Financial Forecasts

Qorvo Inc. delivered a strong result and managed an all-around beat in the last quarter, with revenue, margin, and EPS surpassing the midpoint of...

Baptista Research

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