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 third-quarter results for 2025 reveal a mix of strong performance metrics and ongoing strategic advancements that could impact investors' perspectives on the company.</li><li>The company reported a record $1.3 billion in revenue, marking a 15% increase year-over-year, and $235 million in non-GAAP income from operations, both above expectations.</li><li>This translates to a non-GAAP operating margin of 18%, albeit with a slight sequential improvement.</li></ul>

Twilio's third-quarter results for 2025 reveal a mix of strong performance metrics and ongoing strategic advancements that could impact investors' perspectives on the company.The company reported a record $1.3 billion in revenue, marking a 15% increase year-over-year, and $235 million in non-GAAP income from operations, both above expectations.This translates to a non-GAAP operating margin of 18%, albeit with a slight sequential improvement.

Twilio’s Global Playbook: How Is It Winning the Race in RCS & International Messaging?

<ul><li>Twilio reported a robust second quarter for 2025, achieving significant milestones in both revenue and operational efficiency.</li><li>The company generated $1.228 billion in revenue, marking a 13% year-over-year increase on both reported and organic bases.</li><li>This performance underscores Twilio's capacity for double-digit growth and signals a continued upward trajectory following several quarters of acceleration.</li></ul>

Twilio reported a robust second quarter for 2025, achieving significant milestones in both revenue and operational efficiency.The company generated $1.228 billion in revenue, marking a 13% year-over-year increase on both reported and organic bases.This performance underscores Twilio's capacity for double-digit growth and signals a continued upward trajectory following several quarters of acceleration.

Twilio’s Voice AI Revolution: Could This Be the Secret to Dominating Enterprise Communications?

<ul><li>Twilio Incorporated reported a strong start to fiscal year 2025, achieving a significant 12% year-over-year revenue increase to $1.172 billion in Q1.</li><li>This growth in revenue was complemented by an impressive non-GAAP operating income of $213 million and robust free cash flow generation of $178 million.</li><li>These results underscore Twilio's capacity to leverage its comprehensive communications platform, integrating AI and advanced features, to expand its market presence both domestically and internationally.</li></ul>

Twilio Incorporated reported a strong start to fiscal year 2025, achieving a significant 12% year-over-year revenue increase to $1.172 billion in Q1.This growth in revenue was complemented by an impressive non-GAAP operating income of $213 million and robust free cash flow generation of $178 million.These results underscore Twilio's capacity to leverage its comprehensive communications platform, integrating AI and advanced features, to expand its market presence both domestically and internationally.

Twilio Ignites Global Messaging Boom & Pushes Hard For International Expansion; Here’s Why Its Multi-product Adoption Is Worth Keeping An Eye!

<ul><li>Twilio Inc. presented a compelling performance in the fourth quarter of 2024, showcasing its evolution and strategic progress.</li><li>The company reported $1.195 billion in revenue, marking an 11% increase year-over-year, achieving consecutive quarters of double-digit growth.</li><li>This quarter was particularly notable as it was Twilio’s first to achieve GAAP operating profitability, ahead of its initial target, underscoring the firm's focus on balanced growth and profitability.</li></ul>

Twilio Inc. presented a compelling performance in the fourth quarter of 2024, showcasing its evolution and strategic progress.The company reported $1.195 billion in revenue, marking an 11% increase year-over-year, achieving consecutive quarters of double-digit growth.This quarter was particularly notable as it was Twilio’s first to achieve GAAP operating profitability, ahead of its initial target, underscoring the firm's focus on balanced growth and profitability.

Twilio Inc.: How Is The Management Capitalizing On AI Integration & Product Cross-Selling Opportunities?

<ul><li>Twilio Inc. reported a robust third quarter for 2024, with notable achievements and strategic advancements that are essential for potential investors to consider.</li><li>The company reported a revenue of $1.134 billion, marking a 10% year-over-year increase and exceeding its Q3 guidance.</li><li>Non-GAAP income from operations was also strong at $182 million, and the generated free cash flow was significant at $189 million, underscoring Twilio's effective cost management and operational efficiency.</li></ul>

Twilio Inc. reported a robust third quarter for 2024, with notable achievements and strategic advancements that are essential for potential investors to consider.The company reported a revenue of $1.134 billion, marking a 10% year-over-year increase and exceeding its Q3 guidance.Non-GAAP income from operations was also strong at $182 million, and the generated free cash flow was significant at $189 million, underscoring Twilio's effective cost management and operational efficiency.

Twilio Inc.: Expansion into New Markets & International Growth As A Vital Tool For Growth! - Major Drivers

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’s Global Playbook: How Is It Winning the Race in RCS & International Messaging?

Twilio's third-quarter results for 2025 reveal a mix of strong performance metrics and ongoing strategic advancements that could impact investors'...

Baptista Research

Twilio’s Voice AI Revolution: Could This Be the Secret to Dominating Enterprise Communications?

Twilio reported a robust second quarter for 2025, achieving significant milestones in both revenue and operational efficiency. The company...

Baptista Research

Twilio Ignites Global Messaging Boom & Pushes Hard For International Expansion; Here’s Why Its Multi-product Adoption Is Worth Keeping An Eye!

Twilio Incorporated reported a strong start to fiscal year 2025, achieving a significant 12% year-over-year revenue increase to $1.172 billion in...

Baptista Research

Twilio Inc.: How Is The Management Capitalizing On AI Integration & Product Cross-Selling Opportunities?

Twilio Inc. presented a compelling performance in the fourth quarter of 2024, showcasing its evolution and strategic progress. The company...

Baptista Research

Twilio Inc.: Expansion into New Markets & International Growth As A Vital Tool For Growth! - Major Drivers

Twilio Inc. reported a robust third quarter for 2024, with notable achievements and strategic advancements that are essential for potential...

Baptista Research

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