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>Tenable Inc. reported its Q3 2025 financial results, showcasing a mixed performance that highlights both opportunities and challenges ahead for the cybersecurity firm.</li><li>Let's delve into the notable aspects of the earnings call to understand the company's current positioning and future prospects.</li><li>On the positive side, Tenable demonstrated robust financial performance by exceeding all its guided metrics for the quarter.</li></ul>

Tenable Inc. reported its Q3 2025 financial results, showcasing a mixed performance that highlights both opportunities and challenges ahead for the cybersecurity firm.Let's delve into the notable aspects of the earnings call to understand the company's current positioning and future prospects.On the positive side, Tenable demonstrated robust financial performance by exceeding all its guided metrics for the quarter.

Tenable Holdings Breaks Records with 437 New Enterprise Clients—What’s Driving the Surge?

<ul><li>Tenable Inc.'s earnings for the second quarter of 2025 reflected both strengths and areas for continued focus, showcasing the company's efforts in expanding its exposure management platform.</li><li>With a reported 12% year-over-year revenue growth reaching $247.3 million, the company's momentum is attributed to the increased adoption of its exposure management platform, Tenable One.</li><li>Of particular note, Tenable One comprised 40% of new sales for the quarter, emphasizing a growing customer demand to unify risk visibility and management across various cyber domains.</li></ul>

Tenable Inc.'s earnings for the second quarter of 2025 reflected both strengths and areas for continued focus, showcasing the company's efforts in expanding its exposure management platform.With a reported 12% year-over-year revenue growth reaching $247.3 million, the company's momentum is attributed to the increased adoption of its exposure management platform, Tenable One.Of particular note, Tenable One comprised 40% of new sales for the quarter, emphasizing a growing customer demand to unify risk visibility and management across various cyber domains.

Tenable Holdings: Its Tenable One Platform Traction As A Pivotal Growth Driver!

<ul><li>Tenable, Inc.'s financial performance for the first quarter of 2025 demonstrated robust results, characterized by exceeding guidance metrics both in revenue and operational outcomes.</li><li>The company reported an 11% yearover-year increase in revenue, reaching $239.1 million, and a 36% unlevered free cash flow margin, reflecting a strong operational grip despite challenging macroeconomic conditions.</li><li>Such results underline Tenable's balanced growth approach, particularly evident with the successful traction of its exposure management platform, Tenable One.</li></ul>

Tenable, Inc.'s financial performance for the first quarter of 2025 demonstrated robust results, characterized by exceeding guidance metrics both in revenue and operational outcomes.The company reported an 11% yearover-year increase in revenue, reaching $239.1 million, and a 36% unlevered free cash flow margin, reflecting a strong operational grip despite challenging macroeconomic conditions.Such results underline Tenable's balanced growth approach, particularly evident with the successful traction of its exposure management platform, Tenable One.

Tenable Holdings: Cloud Security Expansion & Integration Is A Key Strategic Growth Enabler!

<ul><li>Tenable Network Security's latest quarterly performance reflects a series of strategic moves aimed at solidifying its position in the cybersecurity industry, aligning business growth with shareholder returns.</li><li>The company reported robust financial results, exceeding expectations across several key metrics such as calculated current billings (CCB) growth, operating margin, and unlevered free cash flow.</li><li>On the positive side, Tenable's revenue for the quarter was $235.7 million, a year-over-year increase of 11%, which surpassed the anticipated midpoint of their guidance.</li></ul>

Tenable Network Security's latest quarterly performance reflects a series of strategic moves aimed at solidifying its position in the cybersecurity industry, aligning business growth with shareholder returns.The company reported robust financial results, exceeding expectations across several key metrics such as calculated current billings (CCB) growth, operating margin, and unlevered free cash flow.On the positive side, Tenable's revenue for the quarter was $235.7 million, a year-over-year increase of 11%, which surpassed the anticipated midpoint of their guidance.

Tenable Holdings: What Is Its Cloud Security and Hybrid Environment Strategy?

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Finimize Research

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Thematic (Sector/Industry)

<ul>
<li>Cybersecurity is the place where technology, geopolitics, and business strategy meet – and it’s evolving faster than almost any other sector.</li>
<li>Every year, cyberattacks grow more sophisticated, businesses become more dependent on digital infrastructure, and governments step up regulations, making security an absolute necessity, not a luxury.</li>
<li>So when it comes to long-term investment themes that offer growth and resilience, cybersecurity seems like, well, a lock.</li>
</ul>


Cybersecurity is the place where technology, geopolitics, and business strategy meet – and it’s evolving faster than almost any other sector.
Every year, cyberattacks grow more sophisticated, businesses become more dependent on digital infrastructure, and governments step up regulations, making security an absolute necessity, not a luxury.
So when it comes to long-term investment themes that offer growth and resilience, cybersecurity seems like, well, a lock.


Threats Are Rising. So Here’s How To Invest In Cybersecurity.

United States

Tenable Holdings, Inc. operates as a holding company. The Company, through its subsidiaries, offers application and cloud based security solutions for finance, healthcare, retail, energy, and educational sectors. Tenable Holdings serves customers worldwide.

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Tenable Holdings Inc (TENB US)

Tenable Holdings Breaks Records with 437 New Enterprise Clients—What’s Driving the Surge?

Tenable Inc. reported its Q3 2025 financial results, showcasing a mixed performance that highlights both opportunities and challenges ahead for...

Baptista Research

Tenable Holdings: Its Tenable One Platform Traction As A Pivotal Growth Driver!

Tenable Inc.'s earnings for the second quarter of 2025 reflected both strengths and areas for continued focus, showcasing the company's efforts in...

Baptista Research

Tenable Holdings: Cloud Security Expansion & Integration Is A Key Strategic Growth Enabler!

Tenable, Inc.'s financial performance for the first quarter of 2025 demonstrated robust results, characterized by exceeding guidance metrics both...

Baptista Research

Tenable Holdings: What Is Its Cloud Security and Hybrid Environment Strategy?

Tenable Network Security's latest quarterly performance reflects a series of strategic moves aimed at solidifying its position in the...

Baptista Research

Threats Are Rising. So Here’s How To Invest In Cybersecurity.

Cyber threats are relentless, making cybersecurity a must-have for businesses and governments. Revenues are resilient, with global investment...

Finimize Research

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