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 Communications Inc.'s third quarter 2025 earnings call highlighted a combination of strategic shifts, ongoing challenges, and potential opportunities.</li><li>With the recent transition in leadership to Dan Schulman as CEO, there is a pronounced focus on steering the company towards customer-centric strategies while maintaining financial discipline.</li><li>In terms of positives, Verizon reported a steady financial performance with consolidated revenue rising by 1.5% to $33.8 billion.</li></ul>

Verizon Communications Inc.'s third quarter 2025 earnings call highlighted a combination of strategic shifts, ongoing challenges, and potential opportunities.With the recent transition in leadership to Dan Schulman as CEO, there is a pronounced focus on steering the company towards customer-centric strategies while maintaining financial discipline.In terms of positives, Verizon reported a steady financial performance with consolidated revenue rising by 1.5% to $33.8 billion.

Verizon: An Insight Into Its 5G Monetization

<ul><li>U.S. telecom giant Verizon has announced its acquisition of Starry, a smaller broadband internet provider focused on multi-dwelling units (MDUs) and urban communities, in a move that could signal a strategic expansion of its fixed wireless access (FWA) capabilities.</li><li>The acquisition, for an undisclosed sum, comes on the heels of a robust Q2 2025 earnings report where Verizon demonstrated strength in wireless service revenue and free cash flow, raised its full-year EBITDA and EPS guidance, and reaffirmed its commitment to scaling broadband through both fiber and FWA.</li><li>Starry's proprietary millimeter wave technology, which enables low-cost, rapid deployment in dense urban areas, serves nearly 100,000 MDU customers in Boston, New York, Los Angeles, Denver, and Washington, D.C. Verizon executives see this as a strategic opportunity to deepen penetration in hard-to-serve urban segments while leveraging Starry's customer satisfaction metrics and deployment efficiencies.</li></ul>

U.S. telecom giant Verizon has announced its acquisition of Starry, a smaller broadband internet provider focused on multi-dwelling units (MDUs) and urban communities, in a move that could signal a strategic expansion of its fixed wireless access (FWA) capabilities.The acquisition, for an undisclosed sum, comes on the heels of a robust Q2 2025 earnings report where Verizon demonstrated strength in wireless service revenue and free cash flow, raised its full-year EBITDA and EPS guidance, and reaffirmed its commitment to scaling broadband through both fiber and FWA.Starry's proprietary millimeter wave technology, which enables low-cost, rapid deployment in dense urban areas, serves nearly 100,000 MDU customers in Boston, New York, Los Angeles, Denver, and Washington, D.C. Verizon executives see this as a strategic opportunity to deepen penetration in hard-to-serve urban segments while leveraging Starry's customer satisfaction metrics and deployment efficiencies.

Verizon’s Starry Acquisition: The $5G Shortcut Wall Street Didn’t See Coming!

<ul><li>Verizon's second quarter 2025 financial results showcased a blend of robust performance and strategic initiatives that signal both positive momentum and areas requiring attention.</li><li>In terms of financial outcomes, Verizon reported wireless service revenue growth of 2.2% year-over-year, reaching $20.9 billion, and achieved an adjusted EBITDA of $12.8 billion, illustrating strong profitability with a quarterly free cash flow figure of $5.2 billion.</li><li>This substantial cash flow facilitated a revised upward guidance for the full year’s adjusted EBITDA, adjusted EPS, and free cash flow projections.</li></ul>

Verizon's second quarter 2025 financial results showcased a blend of robust performance and strategic initiatives that signal both positive momentum and areas requiring attention.In terms of financial outcomes, Verizon reported wireless service revenue growth of 2.2% year-over-year, reaching $20.9 billion, and achieved an adjusted EBITDA of $12.8 billion, illustrating strong profitability with a quarterly free cash flow figure of $5.2 billion.This substantial cash flow facilitated a revised upward guidance for the full year’s adjusted EBITDA, adjusted EPS, and free cash flow projections.

Verizon Communications: Network Expansion and Deployment, AI-Powered CX & Other Key Developments!

<ul><li>Verizon Communications Inc. presented its first-quarter results for 2025, indicating a strong start to the year with robust financial performance.</li><li>The company recorded a 2.7% increase in wireless service revenue, meeting the high end of its guidance range, and reported an all-time high adjusted EBITDA of $12.6 billion, marking a 4% growth.</li><li>Free cash flow improved by over $900 million, which supports its capital allocation priorities, including debt reduction and dividend growth, setting a positive tone as Verizon navigates a complex economic environment.</li></ul>

Verizon Communications Inc. presented its first-quarter results for 2025, indicating a strong start to the year with robust financial performance.The company recorded a 2.7% increase in wireless service revenue, meeting the high end of its guidance range, and reported an all-time high adjusted EBITDA of $12.6 billion, marking a 4% growth.Free cash flow improved by over $900 million, which supports its capital allocation priorities, including debt reduction and dividend growth, setting a positive tone as Verizon navigates a complex economic environment.

Verizon Communications: Expanding Fixed Wireless Access (FWA) Solutions To Change The Game!

<ul><li>Verizon Communications Inc.’s latest earnings release highlights a blend of strategic initiatives, market positioning, operational performance, and future outlook amidst both challenges and opportunities.</li><li>The results provide insights into Verizon's growth trajectory, notably in the wireless, broadband, and emerging AI sectors, as well as operational efficiencies driving financial performance.</li><li>The company reported a successful financial year, with wireless service revenue growing by 3.1% and adjusted EBITDA by 2.1%.</li></ul>

Verizon Communications Inc.’s latest earnings release highlights a blend of strategic initiatives, market positioning, operational performance, and future outlook amidst both challenges and opportunities.The results provide insights into Verizon's growth trajectory, notably in the wireless, broadband, and emerging AI sectors, as well as operational efficiencies driving financial performance.The company reported a successful financial year, with wireless service revenue growing by 3.1% and adjusted EBITDA by 2.1%.

Verizon Communication & Its 5G Empire: Can Recent Technological Innovations Help Sustain Its Market Position? - Major Drivers

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.

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Verizon Communications (VZ US)

Verizon: An Insight Into Its 5G Monetization

Verizon Communications Inc.'s third quarter 2025 earnings call highlighted a combination of strategic shifts, ongoing challenges, and potential...

Baptista Research

Verizon’s Starry Acquisition: The $5G Shortcut Wall Street Didn’t See Coming!

U.S. telecom giant Verizon has announced its acquisition of Starry, a smaller broadband internet provider focused on multi-dwelling units (MDUs)...

Baptista Research

Verizon Communications: Network Expansion and Deployment, AI-Powered CX & Other Key Developments!

Verizon's second quarter 2025 financial results showcased a blend of robust performance and strategic initiatives that signal both positive...

Baptista Research

Verizon Communications: Expanding Fixed Wireless Access (FWA) Solutions To Change The Game!

Verizon Communications Inc. presented its first-quarter results for 2025, indicating a strong start to the year with robust financial...

Baptista Research

Verizon Communication & Its 5G Empire: Can Recent Technological Innovations Help Sustain Its Market Position? - Major Drivers

Verizon Communications Inc.’s latest earnings release highlights a blend of strategic initiatives, market positioning, operational performance,...

Baptista Research

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