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>Samsara Inc. reported its financial results for the first quarter of fiscal year 2026, showing notable performance in various aspects of its business.</li><li>The company achieved a strong start to the fiscal year, surpassing $1.5 billion in Annual Recurring Revenue (ARR), reaching $1.54 billion by the end of the quarter.</li><li>This represented a 31% year-over-year growth, adjusting for constant currency.</li></ul>

Samsara Inc. reported its financial results for the first quarter of fiscal year 2026, showing notable performance in various aspects of its business.The company achieved a strong start to the fiscal year, surpassing $1.5 billion in Annual Recurring Revenue (ARR), reaching $1.54 billion by the end of the quarter.This represented a 31% year-over-year growth, adjusting for constant currency.

Samsara Inc Is Attempting To Revolutionize Efficiency with Cutting-Edge AI & Predictive Analytics Innovations; What Lies Ahead In 2025?

<ul><li>Samsara Inc.'s latest earnings for the fourth quarter of fiscal year 2025 showcases a performance characterized by sustained growth, operational efficiency, and robust customer expansion dynamics, accompanied by a few potential challenges typical in scaling large enterprises.</li><li>Samsara's Annualized Recurring Revenue (ARR) reached $1.46 billion, marking a 32% year-over-year growth rate, underpinned by their growing enterprise customer base.</li><li>Notable is the 36% year-over-year increase in customers contributing more than $100,000 in ARR, tallying up to 2,506 clients.</li></ul>

Samsara Inc.'s latest earnings for the fourth quarter of fiscal year 2025 showcases a performance characterized by sustained growth, operational efficiency, and robust customer expansion dynamics, accompanied by a few potential challenges typical in scaling large enterprises.Samsara's Annualized Recurring Revenue (ARR) reached $1.46 billion, marking a 32% year-over-year growth rate, underpinned by their growing enterprise customer base.Notable is the 36% year-over-year increase in customers contributing more than $100,000 in ARR, tallying up to 2,506 clients.

Samsara Inc.: Asset Tags & New Product Offerings to Expand Iot Platform Capabilities & Market Reach!

<ul><li>Samsara Inc. reported strong financial and operational performance in the third quarter of fiscal 2025, highlighting its continued growth and strategic advancements in a dynamic market.</li><li>Samsara ended the quarter with an annualized recurring revenue (ARR) of $1.35 billion, representing a 35% year-over-year growth, and achieved a record 10% adjusted free cash flow margin.</li><li>The growth in ARR was driven by signing high-profile clients across various sectors, including significant deals with companies like Papa John's and Fortune 500 firms, indicating Samsara's ability to attract large, complex organizations seeking digital transformation of physical operations.</li></ul>

Samsara Inc. reported strong financial and operational performance in the third quarter of fiscal 2025, highlighting its continued growth and strategic advancements in a dynamic market.Samsara ended the quarter with an annualized recurring revenue (ARR) of $1.35 billion, representing a 35% year-over-year growth, and achieved a record 10% adjusted free cash flow margin.The growth in ARR was driven by signing high-profile clients across various sectors, including significant deals with companies like Papa John's and Fortune 500 firms, indicating Samsara's ability to attract large, complex organizations seeking digital transformation of physical operations.

Samsara Inc.: International Expansion Opportunities Driving Our ‘Outperform’ Rating! - Major Drivers

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>Samsara is focused on monitoring and optimizing operations through its technology</li><li>Strong revenue growth and market potential attract investors</li><li>Becoming the "system of record" for operational intelligence could lead to increased customer retention and expansion opportunities</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Samsara is focused on monitoring and optimizing operations through its technologyStrong revenue growth and market potential attract investorsBecoming the "system of record" for operational intelligence could lead to increased customer retention and expansion opportunitiesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

<ul><li>Samsara's second quarter fiscal 2025 earnings report reflects a period of substantial growth and profitability, underscoring the company’s strategic positioning and operational efficiency in the Internet of Things (IoT) and connected operations market.</li><li>The company announced annual recurring revenue (ARR) of $1.26 billion, marking a significant year-over-year increase of 36%.</li><li>Additionally, a notable achievement includes a quarterly record for non-GAAP operating margin, which highlights Samsara's ability to scale profitably.</li></ul>

Samsara's second quarter fiscal 2025 earnings report reflects a period of substantial growth and profitability, underscoring the company’s strategic positioning and operational efficiency in the Internet of Things (IoT) and connected operations market.The company announced annual recurring revenue (ARR) of $1.26 billion, marking a significant year-over-year increase of 36%.Additionally, a notable achievement includes a quarterly record for non-GAAP operating margin, which highlights Samsara's ability to scale profitably.

Samsara Inc.:  Market Expansion through Customer ROI and New Segments & Other Major Drivers

United States

Samsara Inc. develops hardware-software platform. The Company offers GPS fleet tracking, dash cam, reefer monitoring, and wifi hotspot services. Samsara serves clients in the United States and the United Kingdom.

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Samsara (IOT US)

Samsara Inc Is Attempting To Revolutionize Efficiency with Cutting-Edge AI & Predictive Analytics Innovations; What Lies Ahead In 2025?

Samsara Inc. reported its financial results for the first quarter of fiscal year 2026, showing notable performance in various aspects of its...

Baptista Research

Samsara Inc.: Asset Tags & New Product Offerings to Expand Iot Platform Capabilities & Market Reach!

Samsara Inc.'s latest earnings for the fourth quarter of fiscal year 2025 showcases a performance characterized by sustained growth, operational...

Baptista Research

Samsara Inc.: International Expansion Opportunities Driving Our ‘Outperform’ Rating! - Major Drivers

Samsara Inc. reported strong financial and operational performance in the third quarter of fiscal 2025, highlighting its continued growth and...

Baptista Research

Samsara Inc (IOT) - Sunday, Jun 30, 2024

Samsara is focused on monitoring and optimizing operations through its technology. Strong revenue growth and market potential attract investors

Value Investors Club

Samsara Inc.: Market Expansion through Customer ROI and New Segments & Other Major Drivers

Samsara's second quarter fiscal 2025 earnings report reflects a period of substantial growth and profitability, underscoring the company’s...

Baptista Research

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