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 reported strong first-quarter 2026 results marked by significant revenue growth and expanding profitability, underscoring the company’s strategic focus on AI-driven product innovation and operational discipline.</li><li>The company achieved strategic revenue growth of 35% year-over-year, with adjusted EBITDA margins expanding to 27%, a 800 basis point improvement and the highest in over two years.</li><li>Adjusted EBITDA rose 65% year-over-year to $138 million, driven by accelerating top-line growth and efficient operating leverage.</li></ul>

Unity Technologies reported strong first-quarter 2026 results marked by significant revenue growth and expanding profitability, underscoring the company’s strategic focus on AI-driven product innovation and operational discipline.The company achieved strategic revenue growth of 35% year-over-year, with adjusted EBITDA margins expanding to 27%, a 800 basis point improvement and the highest in over two years.Adjusted EBITDA rose 65% year-over-year to $138 million, driven by accelerating top-line growth and efficient operating leverage.

Unity’s AI-Powered Rebound: Can 35% Strategic Growth Keep Accelerating?

<ul><li>Unity Software has staged a sharp relief rally after announcing that it will phase out its ironSource Ads Network and divest its Supersonic game publishing business, a move that investors interpreted as overdue discipline after years of sprawl, controversy, and underperformance.</li><li>The company also raised its near-term revenue and adjusted EBITDA outlook, giving the market a concrete reason to reward the restructuring.</li><li>Yet the more interesting story is not simply that Unity is cutting weaker assets.</li></ul>

Unity Software has staged a sharp relief rally after announcing that it will phase out its ironSource Ads Network and divest its Supersonic game publishing business, a move that investors interpreted as overdue discipline after years of sprawl, controversy, and underperformance.The company also raised its near-term revenue and adjusted EBITDA outlook, giving the market a concrete reason to reward the restructuring.Yet the more interesting story is not simply that Unity is cutting weaker assets.

Unity Software Is Rising Again—But Is It Quietly Shrinking Its Empire?

<ul><li>Unity Software is reportedly evaluating strategic options for its China business, including a potential sale valued at more than $1 billion, according to a recent Bloomberg report citing people familiar with the matter.</li><li>The company is said to be working with an adviser to gauge interest, though deliberations remain ongoing and no transaction is guaranteed.</li><li>The development comes at a pivotal moment for Unity, whose shares have plunged roughly 60% year to date after nearly doubling in the prior year.</li></ul>

Unity Software is reportedly evaluating strategic options for its China business, including a potential sale valued at more than $1 billion, according to a recent Bloomberg report citing people familiar with the matter.The company is said to be working with an adviser to gauge interest, though deliberations remain ongoing and no transaction is guaranteed.The development comes at a pivotal moment for Unity, whose shares have plunged roughly 60% year to date after nearly doubling in the prior year.

Unity Software’s $1B+ China Exit? Why This Strategic Review Could Reshape The Entire Investment Thesis!

<ul><li>Unity Technologies' Q4 2025 earnings call revealed key dynamics in its business, showcasing both areas of strength and potential challenges.</li><li>In this overview, we'll highlight the company's performance, strategic directions, and financial outcomes, preserving an impartial approach.</li><li>Unity Technologies demonstrated robust growth in its Q4 2025 results, exceeding previous guidance across key business segments.</li></ul>

Unity Technologies' Q4 2025 earnings call revealed key dynamics in its business, showcasing both areas of strength and potential challenges.In this overview, we'll highlight the company's performance, strategic directions, and financial outcomes, preserving an impartial approach.Unity Technologies demonstrated robust growth in its Q4 2025 results, exceeding previous guidance across key business segments.

Unity Software: What’s Fueling the Breakout Momentum in Vector—& Is This Just the Beginning?

<ul><li>Unity Technologies reported strong results for the third quarter of 2025, surpassing both its own guidance and market expectations.</li><li>The company demonstrated robust growth in its key segments, particularly in Grow, driven by the high performance of its Vector AI, and its Create segment also saw significant year-over-year growth.</li><li>Positively, Unity's Grow segment, which includes its Vector AI, experienced an 11% quarter-over-quarter increase.</li></ul>

Unity Technologies reported strong results for the third quarter of 2025, surpassing both its own guidance and market expectations.The company demonstrated robust growth in its key segments, particularly in Grow, driven by the high performance of its Vector AI, and its Create segment also saw significant year-over-year growth.Positively, Unity's Grow segment, which includes its Vector AI, experienced an 11% quarter-over-quarter increase.

Unity Software: Its Fast-Growing Ad Empire Is Grabbing Eyeballs But THESE Are The 4 Major Challenges Ahead!

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’s AI-Powered Rebound: Can 35% Strategic Growth Keep Accelerating?

Unity Technologies reported strong first-quarter 2026 results marked by significant revenue growth and expanding profitability, underscoring the...

Baptista Research

Unity Software Is Rising Again—But Is It Quietly Shrinking Its Empire?

Unity Software has staged a sharp relief rally after announcing that it will phase out its ironSource Ads Network and divest its Supersonic game...

Baptista Research

Unity Software’s $1B+ China Exit? Why This Strategic Review Could Reshape The Entire Investment Thesis!

Unity Software is reportedly evaluating strategic options for its China business, including a potential sale valued at more than $1 billion,...

Baptista Research

Unity Software: What’s Fueling the Breakout Momentum in Vector—& Is This Just the Beginning?

Unity Technologies' Q4 2025 earnings call revealed key dynamics in its business, showcasing both areas of strength and potential challenges. In...

Baptista Research

Unity Software: Its Fast-Growing Ad Empire Is Grabbing Eyeballs But THESE Are The 4 Major Challenges Ahead!

Unity Technologies reported strong results for the third quarter of 2025, surpassing both its own guidance and market expectations. The company...

Baptista Research

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