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>Unity Technologies recently reported their earnings, presenting both its positive strides and current challenges in the first quarter of 2025.</li><li>The company's results exceeded expectations in several areas, notably in revenue and adjusted EBITDA, surpassing high-end guidance by 5% and 29% respectively.</li><li>The company attributed this growth to its unified efforts in the Grow and Create segments, both of which exhibited considerable strength.</li></ul>

Unity Technologies recently reported their earnings, presenting both its positive strides and current challenges in the first quarter of 2025.The company's results exceeded expectations in several areas, notably in revenue and adjusted EBITDA, surpassing high-end guidance by 5% and 29% respectively.The company attributed this growth to its unified efforts in the Grow and Create segments, both of which exhibited considerable strength.

Unity Software: These Are The 6 Biggest Factors Impacting Its Performance In 2025 & Beyond!

<ul><li>Unity Technologies has managed to deliver a notable performance in the latest quarter, surpassing its guidance on both revenue and adjusted EBITDA.</li><li>The revenues from its strategic portfolio increased, and its adjusted EBITDA not only beat the high end by 26% but was also supported by a solid free cash flow showing a 74% increase from the previous year.</li><li>A significant advancement was seen in Unity's Create solutions, with revenues rising by 9% year-over year, fueled by a 15% increase in subscriptions.</li></ul>

Unity Technologies has managed to deliver a notable performance in the latest quarter, surpassing its guidance on both revenue and adjusted EBITDA.The revenues from its strategic portfolio increased, and its adjusted EBITDA not only beat the high end by 26% but was also supported by a solid free cash flow showing a 74% increase from the previous year.A significant advancement was seen in Unity's Create solutions, with revenues rising by 9% year-over year, fueled by a 15% increase in subscriptions.

Unity Software Inc.: Unity Vector Transition As A Significant Endeavor To Revitalize Growth!

<ul><li>Unity Software Inc. has shown both promise and challenges in its most recent quarterly financial performance and strategic endeavors.</li><li>On the financial front, the company's results exceeded expectations, with revenue from its strategic portfolio at $429 million, although this marked a 2% year-over-year decrease.</li><li>The adjusted EBITDA was notably higher than forecasted, reaching $92 million, surpassing guidance estimates of $75-$80 million.</li></ul>

Unity Software Inc. has shown both promise and challenges in its most recent quarterly financial performance and strategic endeavors.On the financial front, the company's results exceeded expectations, with revenue from its strategic portfolio at $429 million, although this marked a 2% year-over-year decrease.The adjusted EBITDA was notably higher than forecasted, reaching $92 million, surpassing guidance estimates of $75-$80 million.

Unity Software Inc.: Integration & Innovation through AI & Machine Learning Driving Our ‘Outperform’ Rating! - Major Drivers

<ul><li>Unity's leadership, spearheaded by newly appointed CEO Matthew Bromberg and outgoing CFO Luis Visoso, provided a comprehensive overview of the company's Q2 2024 performance and forward-looking strategies in the recent earnings call.</li><li>Despite facing challenges, Unity's strategic positioning and operational adjustments have it set towards a path of recovery, albeit with cautious optimism.</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>

Unity's leadership, spearheaded by newly appointed CEO Matthew Bromberg and outgoing CFO Luis Visoso, provided a comprehensive overview of the company's Q2 2024 performance and forward-looking strategies in the recent earnings call.Despite facing challenges, Unity's strategic positioning and operational adjustments have it set towards a path of recovery, albeit with cautious optimism.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.

Unity Software: How Are They Restructuring Their Advertising Business To Drive Growth! - Major Drivers

<ul><li>In the first quarter 2024 earnings of Unity, the management expressed strong optimism about the platform's future, citing the imminent arrival of new CEO Matt Bromberg.</li><li>The interim CEO also noted indicators pointing to the ability to deliver on the plan for the year.</li><li>The previously unsettled customers have now gained confidence with Unity's transition to runtime fee, and discussions have been productive about this change.</li></ul>

In the first quarter 2024 earnings of Unity, the management expressed strong optimism about the platform's future, citing the imminent arrival of new CEO Matt Bromberg.The interim CEO also noted indicators pointing to the ability to deliver on the plan for the year.The previously unsettled customers have now gained confidence with Unity's transition to runtime fee, and discussions have been productive about this change.

Unity Software: Customer Engagement with the Engine and Emphasis on Industries! - Major Drivers

United States

Unity Software Inc. provides software solutions. The Company offers graphic tools to create, run, and monetize real-time 2D and 3D content for mobile phones, tablets, PCs, consoles, and augmented and virtual reality devices. Unity Software serves customers worldwide.

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Unity Software (U US)

Unity Software: These Are The 6 Biggest Factors Impacting Its Performance In 2025 & Beyond!

Unity Technologies recently reported their earnings, presenting both its positive strides and current challenges in the first quarter of 2025. The...

Baptista Research

Unity Software Inc.: Unity Vector Transition As A Significant Endeavor To Revitalize Growth!

Unity Technologies has managed to deliver a notable performance in the latest quarter, surpassing its guidance on both revenue and adjusted...

Baptista Research

Unity Software Inc.: Integration & Innovation through AI & Machine Learning Driving Our ‘Outperform’ Rating! - Major Drivers

Unity Software Inc. has shown both promise and challenges in its most recent quarterly financial performance and strategic endeavors. On the...

Baptista Research

Unity Software: How Are They Restructuring Their Advertising Business To Drive Growth! - Major Drivers

Unity's leadership, spearheaded by newly appointed CEO Matthew Bromberg and outgoing CFO Luis Visoso, provided a comprehensive overview of the...

Baptista Research

Unity Software: Customer Engagement with the Engine and Emphasis on Industries! - Major Drivers

In the first quarter 2024 earnings of Unity, the management expressed strong optimism about the platform's future, citing the imminent arrival of...

Baptista Research

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