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>Roblox just posted blockbuster Q3 2025 results that sent a clear message: this is no longer just a kids' gaming platform—it's evolving into the YouTube of gaming.</li><li>Daily active users (DAUs) surged to 151.5 million, up 70% year-over-year, with 68% of hours now spent by users aged 13 and up.</li><li>Revenue and bookings exploded, reaching $1.36 billion and $1.92 billion respectively, driven by a wave of viral, creator-built games like Grow a Garden and Steal a Brainrot.</li></ul>

Roblox just posted blockbuster Q3 2025 results that sent a clear message: this is no longer just a kids' gaming platform—it's evolving into the YouTube of gaming.Daily active users (DAUs) surged to 151.5 million, up 70% year-over-year, with 68% of hours now spent by users aged 13 and up.Revenue and bookings exploded, reaching $1.36 billion and $1.92 billion respectively, driven by a wave of viral, creator-built games like Grow a Garden and Steal a Brainrot.

Roblox Is Becoming The YouTube Of Gaming — And Wall Street Might Be Missing A 50% Upside!

<ul><li>Roblox Corporation's third-quarter results for 2025 demonstrated both significant progress and challenges as the company continues to evolve its business model in the gaming industry.</li><li>The company reported a revenue of $1.36 billion, marking a 48% year-on-year increase, and bookings rose by 70% to $1.92 billion.</li><li>This growth is attributed to the platform’s expansion and innovative enhancements, as Roblox now captures approximately 3.2% of the global gaming market, up from 2.3% the previous year.</li></ul>

Roblox Corporation's third-quarter results for 2025 demonstrated both significant progress and challenges as the company continues to evolve its business model in the gaming industry.The company reported a revenue of $1.36 billion, marking a 48% year-on-year increase, and bookings rose by 70% to $1.92 billion.This growth is attributed to the platform’s expansion and innovative enhancements, as Roblox now captures approximately 3.2% of the global gaming market, up from 2.3% the previous year.

Is Roblox Building the Metaverse 2.0? Here’s What Their AI & Creator Economy Reveal!

<ul><li>Louisiana has filed a lawsuit against Roblox, alleging that the popular gaming and social platform has allowed widespread child exploitation by prioritizing revenue growth and user engagement over user safety.</li><li>The suit, filed in Livingston Parish’s 21st Judicial District Court, accuses Roblox of “willful disregard and deceptive practices” in failing to implement adequate safeguards to protect minors, who make up the majority of its 112 million daily active users.</li><li>While Roblox has highlighted its recent rollout of AI-powered monitoring systems such as Roblox Sentinel, as well as new safety features including age estimation and parental controls, regulators allege these measures are insufficient in addressing systemic safety risks.</li></ul>

Louisiana has filed a lawsuit against Roblox, alleging that the popular gaming and social platform has allowed widespread child exploitation by prioritizing revenue growth and user engagement over user safety.The suit, filed in Livingston Parish’s 21st Judicial District Court, accuses Roblox of “willful disregard and deceptive practices” in failing to implement adequate safeguards to protect minors, who make up the majority of its 112 million daily active users.While Roblox has highlighted its recent rollout of AI-powered monitoring systems such as Roblox Sentinel, as well as new safety features including age estimation and parental controls, regulators allege these measures are insufficient in addressing systemic safety risks.

Roblox Lawsuit Shock: Profits Over Kids’ Safety?

<ul><li>Roblox Corporation's recent financial update demonstrates both promising growth metrics and certain operational challenges.</li><li>For the second quarter of 2025, the company reported a revenue of $1.1 billion, marking a 21% year-over-year increase.</li><li>More impressively, bookings rose to $1.4 billion, a substantial 51% increase compared to the previous year.</li></ul>

Roblox Corporation's recent financial update demonstrates both promising growth metrics and certain operational challenges.For the second quarter of 2025, the company reported a revenue of $1.1 billion, marking a 21% year-over-year increase.More impressively, bookings rose to $1.4 billion, a substantial 51% increase compared to the previous year.

Roblox Corporation: Building Diverse Experiences To Drive Engagement But What Profits Can We Expect?

<ul><li>Roblox Corporation's recent earnings release provided a comprehensive overview of its performance in the first quarter of 2025.</li><li>The company reported a Q1 revenue of $1.035 billion, which marked a significant 29% increase year-on-year and surpassed its guidance range of $990 million to $1.015 billion.</li><li>The bookings for the quarter were $1.207 billion, a 31% year-on-year growth, also exceeding the forecasted range of $1.125 billion to $1.15 billion.</li></ul>

Roblox Corporation's recent earnings release provided a comprehensive overview of its performance in the first quarter of 2025.The company reported a Q1 revenue of $1.035 billion, which marked a significant 29% increase year-on-year and surpassed its guidance range of $990 million to $1.015 billion.The bookings for the quarter were $1.207 billion, a 31% year-on-year growth, also exceeding the forecasted range of $1.125 billion to $1.15 billion.

Roblox Corporation: Strategic Partnerships & Brand Activations to Enhance Brand Presence & Monetization Potential On The Platform!

United States

Roblox Corporation provides entertainment products and services. The Company designs and develops a wide range of online games such as internet three-dimensional and tutorial games for kids, teens, and adults. Roblox serves customers worldwide.

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Roblox Is Becoming The YouTube Of Gaming — And Wall Street Might Be Missing A 50% Upside!

Roblox just posted blockbuster Q3 2025 results that sent a clear message: this is no longer just a kids' gaming platform—it's evolving into the...

Baptista Research

Is Roblox Building the Metaverse 2.0? Here’s What Their AI & Creator Economy Reveal!

Roblox Corporation's third-quarter results for 2025 demonstrated both significant progress and challenges as the company continues to evolve its...

Baptista Research

Roblox Lawsuit Shock: Profits Over Kids’ Safety?

Louisiana has filed a lawsuit against Roblox, alleging that the popular gaming and social platform has allowed widespread child exploitation by...

Baptista Research

Roblox Corporation: Building Diverse Experiences To Drive Engagement But What Profits Can We Expect?

Roblox Corporation's recent financial update demonstrates both promising growth metrics and certain operational challenges. For the second quarter...

Baptista Research

Roblox Corporation: Strategic Partnerships & Brand Activations to Enhance Brand Presence & Monetization Potential On The Platform!

Roblox Corporation's recent earnings release provided a comprehensive overview of its performance in the first quarter of 2025. The company...

Baptista Research

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