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>Twilio's recent quarterly results highlighted that the company exceeded its revenue and Non-GAAP income from operations targets for Q4 2023 by generating nearly $1.1 billion in revenue and $173 million in Non-GAAP income from operations.</li><li>The free cash flow was $211 million.</li><li>The company achieved $4.2 billion in revenue for the full year and improved its Non-GAAP operating results from a Non-GAAP operating loss of $4 million in 2022 to Non-GAAP operating income of $533 million in 2023.</li></ul>

Twilio's recent quarterly results highlighted that the company exceeded its revenue and Non-GAAP income from operations targets for Q4 2023 by generating nearly $1.1 billion in revenue and $173 million in Non-GAAP income from operations.The free cash flow was $211 million.The company achieved $4.2 billion in revenue for the full year and improved its Non-GAAP operating results from a Non-GAAP operating loss of $4 million in 2022 to Non-GAAP operating income of $533 million in 2023.

Twilio Inc: Growth Opportunities through Partnerships and Omnichannel Authentication Catalyzing Growth? - Major Drivers

<ul><li>Twilio Inc. managed to surpass the revenue and earnings expectations of Wall Street, surpassing revenue and non-GAAP profitability targets.</li><li>The quarter saw a significant non-GAAP income from operations and free cash flow, totaling $136 million and $195 million, respectively.</li><li>The company achieved a remarkable $1.034 billion in revenue, reflecting the efficiency gains and fundamental strength of the Communications business, constituting 88% of Q3 revenue.</li></ul>

Twilio Inc. managed to surpass the revenue and earnings expectations of Wall Street, surpassing revenue and non-GAAP profitability targets.The quarter saw a significant non-GAAP income from operations and free cash flow, totaling $136 million and $195 million, respectively.The company achieved a remarkable $1.034 billion in revenue, reflecting the efficiency gains and fundamental strength of the Communications business, constituting 88% of Q3 revenue.

Twilio Inc.: What Is The Role Of AI In Amplifying Its Value? - Major Drivers

<ul><li>Twilio Inc. delivered a positive result and managed an all-around beat in the last quarter, exceeding its revenue and profit targets and producing a significant quarterly non-GAAP revenue from operations of $120 million.</li><li>Twilio had a successful quarter in communications and continues to see encouraging signs of stabilization across its client base.</li><li>Their management believes that bookings will recover toward the end of the year and that revenue growth will resume throughout 2024.</li></ul>

Twilio Inc. delivered a positive result and managed an all-around beat in the last quarter, exceeding its revenue and profit targets and producing a significant quarterly non-GAAP revenue from operations of $120 million.Twilio had a successful quarter in communications and continues to see encouraging signs of stabilization across its client base.Their management believes that bookings will recover toward the end of the year and that revenue growth will resume throughout 2024.

Twilio Inc.: Surprising Signals of Growth and Stabilization You Need to Know! - Major Drivers

<ul><li>Twilio delivered an all-around beat in the previous quarter.</li><li>It was a challenging quarter as the company navigated through changes and headwinds in a demanding macro environment.</li><li>The management acknowledged the moderation in consumer-facing usage patterns and the impact of lapping peak crypto usage from the previous year.</li></ul>

Twilio delivered an all-around beat in the previous quarter.It was a challenging quarter as the company navigated through changes and headwinds in a demanding macro environment.The management acknowledged the moderation in consumer-facing usage patterns and the impact of lapping peak crypto usage from the previous year.

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Thematic (Sector/Industry)

<ul><li>After witnessing a parabolic advance at the beginning of the Federal Reserve’s tightening cycle in early 2022, the US dollar has decisely break down below prior weekly support levels in a large bearish engulfing candle last week.</li><li>This breakdown can serve as a tailwind for multi-nationals (especially technology names), commodities, emerging markets, treasuries, and cryptos.</li><li>The dollar is now sitting at a 15 month low. This decline may not be over as the MACD indicator is now crossing down.</li></ul>

After witnessing a parabolic advance at the beginning of the Federal Reserve’s tightening cycle in early 2022, the US dollar has decisely break down below prior weekly support levels in a large bearish engulfing candle last week.This breakdown can serve as a tailwind for multi-nationals (especially technology names), commodities, emerging markets, treasuries, and cryptos.The dollar is now sitting at a 15 month low. This decline may not be over as the MACD indicator is now crossing down.

United States

Twilio Inc. develops and publishes Internet infrastructure solutions. The Company offers cloud computing platform that allow web developers to integrate phone calls, Internet protocol voice communications, and text messages into web, mobile, and phone applications. Twilio serves customers worldwide.

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Twilio (TWLO US)

Twilio Inc: Growth Opportunities through Partnerships and Omnichannel Authentication Catalyzing Growth? - Major Drivers

Twilio's recent quarterly results highlighted that the company exceeded its revenue and Non-GAAP income from operations targets for Q4 2023 by...

Baptista Research

Twilio Inc.: What Is The Role Of AI In Amplifying Its Value? - Major Drivers

Twilio Inc. managed to surpass the revenue and earnings expectations of Wall Street, surpassing revenue and non-GAAP profitability targets. The...

Baptista Research

Twilio Inc.: Surprising Signals of Growth and Stabilization You Need to Know! - Major Drivers

Twilio Inc. delivered a positive result and managed an all-around beat in the last quarter, exceeding its revenue and profit targets and producing...

Baptista Research

Twilio Inc.: Sale Of IoT Business

Twilio delivered an all-around beat in the previous quarter. It was a challenging quarter as the company navigated through changes and headwinds...

Baptista Research

Weekly Stock Bullfinder - Week of 7/17

After witnessing a parabolic advance at the beginning of the Federal Reserve’s tightening cycle in early 2022, the US dollar has decisely break...

Weekly Stock Bull Finder

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