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>Tyler Technologies, a leader in providing integrated software solutions for the public sector, reported its first quarter 2025 financial results revealing both strengths and challenges.</li><li>The company achieved a 10.3% year over-year revenue growth to $565.2 million, driven by a robust increase in subscriptions revenue, which climbed by 19.7%.</li><li>Notably, Software-as-a-Service (SaaS) revenues grew 21%, marking continuous growth in this area for 17 consecutive quarters.</li></ul>

Tyler Technologies, a leader in providing integrated software solutions for the public sector, reported its first quarter 2025 financial results revealing both strengths and challenges.The company achieved a 10.3% year over-year revenue growth to $565.2 million, driven by a robust increase in subscriptions revenue, which climbed by 19.7%.Notably, Software-as-a-Service (SaaS) revenues grew 21%, marking continuous growth in this area for 17 consecutive quarters.

Will Tyler Technologies’ Bold AI Investments Redefine the Future of Public Sector Innovation?

<ul><li>Tyler Technologies' fourth-quarter results reflect a period of strong financial performance, characterized by significant growth and expansion across its key operational pillars.</li><li>The company experienced 12.5% revenue increase, largely spurred by a 21.9% jump in subscription revenues, particularly within their SaaS offerings which saw close to 23% growth.</li><li>This rise in subscription income underscores a strategic pivot towards cloud-based solutions, which remained a focal point in Tyler’s strategy, evident by accelerated SaaS adoption and a reduction in on-premise license revenues.</li></ul>

Tyler Technologies' fourth-quarter results reflect a period of strong financial performance, characterized by significant growth and expansion across its key operational pillars.The company experienced 12.5% revenue increase, largely spurred by a 21.9% jump in subscription revenues, particularly within their SaaS offerings which saw close to 23% growth.This rise in subscription income underscores a strategic pivot towards cloud-based solutions, which remained a focal point in Tyler’s strategy, evident by accelerated SaaS adoption and a reduction in on-premise license revenues.

Tyler Technologies: Is The Growth in Transactional Revenue & Payments Processing Here To Stay?

<ul><li>Tyler Technologies reported strong third-quarter results in 2024, continuing the positive momentum observed in the first half of the year.</li><li>The company, a major player in public sector software solutions, showcased robust growth across key financial metrics, driven notably by a strategic shift towards Software as a Service (SaaS) offerings and significant contract bookings.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Tyler Technologies reported strong third-quarter results in 2024, continuing the positive momentum observed in the first half of the year.The company, a major player in public sector software solutions, showcased robust growth across key financial metrics, driven notably by a strategic shift towards Software as a Service (SaaS) offerings and significant contract bookings.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Tyler Technologies Inc.: An Insight Into Its Cloud Transition & Efficiency Optimization! - Major Drivers

<ul><li>Tyler Technologies' Q1 2024 results started the year on a positive note, surpassing key metrics expectations including revenues, earnings, operating margin, and cash flow.</li><li>Recurring revenues grew nearly 9% and comprised 84% of total revenues.</li><li>The company also saw robust public sector demand supported by healthy budgets.</li></ul>

Tyler Technologies' Q1 2024 results started the year on a positive note, surpassing key metrics expectations including revenues, earnings, operating margin, and cash flow.Recurring revenues grew nearly 9% and comprised 84% of total revenues.The company also saw robust public sector demand supported by healthy budgets.

Tyler Technologies: Cybersecurity Concerns Spurring SaaS Adoption! But Can Its AI Aquisitions Save The Day? - Major Drivers

<ul><li>Tyler Technologies reported promising Q4 results reflecting a robust end to 2023 and signaling a pivotal year in its cloud transition.</li><li>The company achieved all major objectives for the year with earnings and cash flow surpassing expectations.</li><li>Recurring revenues reportedly grew by 8% and accounted for 84% of the total revenues.</li></ul>

Tyler Technologies reported promising Q4 results reflecting a robust end to 2023 and signaling a pivotal year in its cloud transition.The company achieved all major objectives for the year with earnings and cash flow surpassing expectations.Recurring revenues reportedly grew by 8% and accounted for 84% of the total revenues.

Tyler Technologies: Growing Cloud Transactions & 5 Key Growth Catalysts! - Financial Forecasts

United States

Tyler Technologies, Inc. provides end-to-end information management solutions and services for local governments. The Company's client base includes local government offices throughout the United States, Canada, Puerto Rico, and the United Kingdom.

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Tyler Technologies (TYL US)

Will Tyler Technologies’ Bold AI Investments Redefine the Future of Public Sector Innovation?

Tyler Technologies, a leader in providing integrated software solutions for the public sector, reported its first quarter 2025 financial results...

Baptista Research

Tyler Technologies: Is The Growth in Transactional Revenue & Payments Processing Here To Stay?

Tyler Technologies' fourth-quarter results reflect a period of strong financial performance, characterized by significant growth and expansion...

Baptista Research

Tyler Technologies Inc.: An Insight Into Its Cloud Transition & Efficiency Optimization! - Major Drivers

Tyler Technologies reported strong third-quarter results in 2024, continuing the positive momentum observed in the first half of the year. The...

Baptista Research

Tyler Technologies: Cybersecurity Concerns Spurring SaaS Adoption! But Can Its AI Aquisitions Save The Day? - Major Drivers

Tyler Technologies' Q1 2024 results started the year on a positive note, surpassing key metrics expectations including revenues, earnings,...

Baptista Research

Tyler Technologies: Growing Cloud Transactions & 5 Key Growth Catalysts! - Financial Forecasts

Tyler Technologies reported promising Q4 results reflecting a robust end to 2023 and signaling a pivotal year in its cloud transition. The company...

Baptista Research

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