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

Verizon Communications / Equity Bottom-Up

<ul><li>Verizon reported a solid start to the fiscal year, with its demonstrated financial and operational performance primarily driven by its strategic focus and the relentless efforts by the company's entire team.</li><li>The company achieved momentum across different segments, with Verizon's Consumer business demonstrating significant improvements.</li><li>It saw an upturn in the postpaid phone net adds and marked another sturdy quarter of growth in the broadband subscriber base, indicating that the Consumer business is expected to contribute positively to the net adds this year.</li></ul>

Verizon reported a solid start to the fiscal year, with its demonstrated financial and operational performance primarily driven by its strategic focus and the relentless efforts by the company's entire team.The company achieved momentum across different segments, with Verizon's Consumer business demonstrating significant improvements.It saw an upturn in the postpaid phone net adds and marked another sturdy quarter of growth in the broadband subscriber base, indicating that the Consumer business is expected to contribute positively to the net adds this year.

Verizon Communications: What Are The Biggest AI & 5G Use Cases That Can Benefit Them? - Major Drivers

<ul><li>Verizon released its most recent results which were fairly good though we can develop a more balanced investment thesis for this telecommunications giant consists of highlighting several positives and negatives from the results of the fourth quarter of 2023.</li><li>Of the uplifting notes, Verizon saw a 3.2% YoY growth in wireless service revenue, hitting $76.7 billion in 2023.</li><li>The fourth quarter saw a strong finish with significant increases in customers embracing the offerings.</li></ul>

Verizon released its most recent results which were fairly good though we can develop a more balanced investment thesis for this telecommunications giant consists of highlighting several positives and negatives from the results of the fourth quarter of 2023.Of the uplifting notes, Verizon saw a 3.2% YoY growth in wireless service revenue, hitting $76.7 billion in 2023.The fourth quarter saw a strong finish with significant increases in customers embracing the offerings.

Verizon Communications - Increasing Contribution from Fixed Wireless Access & Other Major Drivers

<ul><li>Verizon Communications Inc. exceeded analyst expectations in terms of revenue as well as earnings.</li><li>The company demonstrated robust performance, significant growth, and improved profitability across its Consumer and Business segments.</li><li>In Business mobility, Verizon Business Group's consistent phone net additions underscore the demand for reliable connectivity.</li></ul>

Verizon Communications Inc. exceeded analyst expectations in terms of revenue as well as earnings.The company demonstrated robust performance, significant growth, and improved profitability across its Consumer and Business segments.In Business mobility, Verizon Business Group's consistent phone net additions underscore the demand for reliable connectivity.

Verizon Communications Inc.: Fighting The Network Wars – A Deep Dive! - Major Drivers

<ul><li>Verizon Communications delivered mixed results for the previous quarter, with revenues below the analyst consensus.</li><li>Revenue from wireless services increased and their consumer wireless strategy, which combines segmentation with budgetary restraint, is seeing positive results.</li><li>By enticing consumers to purchase premium plans, which increases ARPA, myPlan has already assisted the Verizon Consumer Group in achieving noticeable operational gains.</li></ul>

Verizon Communications delivered mixed results for the previous quarter, with revenues below the analyst consensus.Revenue from wireless services increased and their consumer wireless strategy, which combines segmentation with budgetary restraint, is seeing positive results.By enticing consumers to purchase premium plans, which increases ARPA, myPlan has already assisted the Verizon Consumer Group in achieving noticeable operational gains.

Verizon Communications Inc.: Can myPlan Be A Game Changer? - Key Drivers

Value Investing

Vladimir Dimitrov, CFA

<ul>
<li>Verizon's share price continues to fall amid speculations and low interest in slow-growth businesses.</li>
<li>The business is stabilizing and on-track to deliver much needed top and bottom line growth, according to the company.</li>
<li>No matter how you look at it, being bullish on Verizon Communications Inc. (<span class="ticker-hover-wrapper">NYSE:VZ</span>) takes a real contrarian view with ability to endure pain and keep a long-term focus.</li>
</ul>


Verizon's share price continues to fall amid speculations and low interest in slow-growth businesses.
The business is stabilizing and on-track to deliver much needed top and bottom line growth, according to the company.
No matter how you look at it, being bullish on Verizon Communications Inc. (NYSE:VZ) takes a real contrarian view with ability to endure pain and keep a long-term focus.


Verizon: Legacy Businesses Are Still Out Of Fashion

United States

Verizon Communications Inc. is an integrated telecommunications company that provides wire line voice and data services, wireless services, Internet services, and published directory information. The Company also provides network services for the federal government including business phone lines, data services, telecommunications equipment and payphones.

Verizon Communications (VZ US)

Verizon Communications: What Are The Biggest AI & 5G Use Cases That Can Benefit Them? - Major Drivers

Verizon reported a solid start to the fiscal year, with its demonstrated financial and operational performance primarily driven by its strategic...

Baptista Research

Verizon Communications - Increasing Contribution from Fixed Wireless Access & Other Major Drivers

Verizon released its most recent results which were fairly good though we can develop a more balanced investment thesis for this...

Baptista Research

Verizon Communications Inc.: Fighting The Network Wars – A Deep Dive! - Major Drivers

Verizon Communications Inc. exceeded analyst expectations in terms of revenue as well as earnings. The company demonstrated robust performance,...

Baptista Research

Verizon Communications Inc.: Can myPlan Be A Game Changer? - Key Drivers

Verizon Communications delivered mixed results for the previous quarter, with revenues below the analyst consensus. Revenue from wireless services...

Baptista Research

Verizon: Legacy Businesses Are Still Out Of Fashion

No matter how you look at it, being bullish on Verizon Communications Inc. (NYSE:VZ) takes a real contrarian view with ability to endure pain and...

Vladimir Dimitrov, CFA