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>T-Mobile US has demonstrated impressive performance in its Q1 2024 earnings, showing continuous growth and advancing its guidance for the year.</li><li>A key highlight is that the company's postpaid phone net additions are consistent with the same period last year, even as the industry's net adds have reduced by a double-digit percentage.</li><li>This shows that T-Mobile's best network value proposition is popular among customers, as evidenced by the growth in postpaid phone gross adds over the past four quarters and record-low Q1 postpaid phone churn.</li></ul>

T-Mobile US has demonstrated impressive performance in its Q1 2024 earnings, showing continuous growth and advancing its guidance for the year.A key highlight is that the company's postpaid phone net additions are consistent with the same period last year, even as the industry's net adds have reduced by a double-digit percentage.This shows that T-Mobile's best network value proposition is popular among customers, as evidenced by the growth in postpaid phone gross adds over the past four quarters and record-low Q1 postpaid phone churn.

T-Mobile US: Is The 5G Home Internet (FWA) Expansion Giving It An Edge Over Competitors? - Major Drivers

<ul><li>During 2023, T-Mobile added over 3.1 million postpaid phone net additions, driven by the highest postpaid phone gross additions in the company's history.</li><li>As a result, they achieved their highest share of postpaid phone net additions within the industry as a whole.</li><li>A high point was reached in Q4, with 934,000 postpaid phone net additions, representing the highest in the industry by a wide margin.</li></ul>

During 2023, T-Mobile added over 3.1 million postpaid phone net additions, driven by the highest postpaid phone gross additions in the company's history.As a result, they achieved their highest share of postpaid phone net additions within the industry as a whole.A high point was reached in Q4, with 934,000 postpaid phone net additions, representing the highest in the industry by a wide margin.

Can T-Mobile Be the Stealthiest Investment of 2024: Growth Strategies Unveiled!  - Major Drivers

<ul><li>T-Mobile delivered a mixed set of results for the previous quarter, with revenues below the analyst consensus.</li><li>Additionally, free cash flow increased and the free cash flow to service revenue margin was the greatest among their competitors year to date.</li><li>The company also enjoyed a significant quarter for T-Mobile for Business, with its lowest phone churn and best-ever phone net additions.</li></ul>

T-Mobile delivered a mixed set of results for the previous quarter, with revenues below the analyst consensus.Additionally, free cash flow increased and the free cash flow to service revenue margin was the greatest among their competitors year to date.The company also enjoyed a significant quarter for T-Mobile for Business, with its lowest phone churn and best-ever phone net additions.

T-Mobile US Inc.: Exploring the Massive Growth

<ul><li>T-Mobile delivered a mixed set of results in the first quarter with revenues below Wall Street expectations but it managed an earnings beat.</li><li>The company's sustained growth in postpaid accounts and ARPU produced the strongest year-over-year postpaid service revenue growth in the market, up 6%.</li><li>This quarter, the company added 287,000 net postpaid account additions.</li></ul>

T-Mobile delivered a mixed set of results in the first quarter with revenues below Wall Street expectations but it managed an earnings beat.The company's sustained growth in postpaid accounts and ARPU produced the strongest year-over-year postpaid service revenue growth in the market, up 6%.This quarter, the company added 287,000 net postpaid account additions.

T-Mobile US Inc.: Acquisition of Ka’ena Corporation & Other Drivers

Value Investing

Vladimir Dimitrov, CFA

Verizon Communications / Equity Bottom-Up

<ul>
<li>Verizon is scheduled to report its quarterly results next week.</li>
<li>Verizon's share price has become oversold, according to analysts.</li>
<li>The company is set to report quarterly results for the first time in two years next week, and investors should know what to expect.</li>
</ul>


Verizon is scheduled to report its quarterly results next week.
Verizon's share price has become oversold, according to analysts.
The company is set to report quarterly results for the first time in two years next week, and investors should know what to expect.


Verizon: Key Considerations For Dividend Investors And The Upcoming Quarterly Results

United States

T-Mobile US, Inc. is one of four national wireless carriers in the US. The company was created as the combination of T-Mobile USA and MetroPCS.

T Mobile Us Inc (TMUS US)

T-Mobile US: Is The 5G Home Internet (FWA) Expansion Giving It An Edge Over Competitors? - Major Drivers

T-Mobile US has demonstrated impressive performance in its Q1 2024 earnings, showing continuous growth and advancing its guidance for the year. A...

Baptista Research

Can T-Mobile Be the Stealthiest Investment of 2024: Growth Strategies Unveiled! - Major Drivers

During 2023, T-Mobile added over 3.1 million postpaid phone net additions, driven by the highest postpaid phone gross additions in the company's...

Baptista Research

T-Mobile US Inc.: Exploring the Massive Growth

T-Mobile delivered a mixed set of results for the previous quarter, with revenues below the analyst consensus. Additionally, free cash flow...

Baptista Research

T-Mobile US Inc.: Acquisition of Ka’ena Corporation & Other Drivers

T-Mobile delivered a mixed set of results in the first quarter with revenues below Wall Street expectations but it managed an earnings beat. The...

Baptista Research

Verizon: Key Considerations For Dividend Investors And The Upcoming Quarterly Results

Verizon is scheduled to report its quarterly results next week. Verizon's share price has become oversold, according to analysts.

Vladimir Dimitrov, CFA