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. reported second quarter 2026 results demonstrating notable operational improvements and an upward revision of its financial outlook.</li><li>The company achieved 184,000 postpaid phone net additions in the quarter, marking its best performance in five years for the consumer segment and the strongest overall postpaid phone gross additions in eight years.</li><li>Year-to-date, postpaid phone net adds stand at 537,000, indicating positive momentum heading toward the upper half of the annual guidance range of 750,000 to 1 million net additions.</li></ul>

Verizon Communications Inc. reported second quarter 2026 results demonstrating notable operational improvements and an upward revision of its financial outlook.The company achieved 184,000 postpaid phone net additions in the quarter, marking its best performance in five years for the consumer segment and the strongest overall postpaid phone gross additions in eight years.Year-to-date, postpaid phone net adds stand at 537,000, indicating positive momentum heading toward the upper half of the annual guidance range of 750,000 to 1 million net additions.

Verizon’s Q2 & Its Latest Google Deal: Is AI Fiber The Next Growth Engine?

<ul><li>Verizon Communications is reducing roughly 3,000 jobs while shifting 274 company-operated stores to franchise ownership.</li><li>The move may appear to be a straightforward retail restructuring, but it fits into a wider effort to simplify the business.</li><li>Management is redesigning how Verizon sells services, supports customers, operates its network, and allocates capital.</li></ul>

Verizon Communications is reducing roughly 3,000 jobs while shifting 274 company-operated stores to franchise ownership.The move may appear to be a straightforward retail restructuring, but it fits into a wider effort to simplify the business.Management is redesigning how Verizon sells services, supports customers, operates its network, and allocates capital.

Verizon’s Layoffs Signal A Much Bigger Corporate Reset!

Hedge Fund News, Information and Data, Hedge Fund Alpha

Hedge Fund Alpha

Hedge Fund News, Information and Data

We focus on hedge funds with a bias towards emerging managers, specifically fundamental long-short managers. We are known for a lot of insights and exclusives on hedge fund letters, coverage of industry conferences, and interviews with investors and interesting service providers.

Thematic (Sector/Industry)

<ul><li>San Francisco-based Woodline Partners LP was formed in August 2018.</li><li>Its Form ADV lists Matthew Hooker, Karl Kroeker, and Michael Rockefeller as the firm’s principals.</li><li>As of June 30, 2026, the firm reported $32.35 billion across 1,011 disclosed long positions, according to its latest 13F filing.</li></ul>

San Francisco-based Woodline Partners LP was formed in August 2018.Its Form ADV lists Matthew Hooker, Karl Kroeker, and Michael Rockefeller as the firm’s principals.As of June 30, 2026, the firm reported $32.35 billion across 1,011 disclosed long positions, according to its latest 13F filing.

Woodline Partners Portfolio: Top Holdings (Q2 2026)

<ul><li>Verizon Communications is usually viewed as a mature U.S. telecom operator built around wireless scale, broadband expansion, dividends, and cash flow discipline.</li><li>Its new 50:50 international joint venture with BT Group, however, gives investors a different angle to examine.</li><li>The two companies plan to combine their international enterprise operations into a new company focused on multinational connectivity, serving more than 3,000 customers across over 180 countries and representing roughly $4 billion in combined annual revenue.</li></ul>

Verizon Communications is usually viewed as a mature U.S. telecom operator built around wireless scale, broadband expansion, dividends, and cash flow discipline.Its new 50:50 international joint venture with BT Group, however, gives investors a different angle to examine.The two companies plan to combine their international enterprise operations into a new company focused on multinational connectivity, serving more than 3,000 customers across over 180 countries and representing roughly $4 billion in combined annual revenue.

Verizon’s $4 Billion AI Bet With BT Could Change Everything

<ul><li>Verizon Communications delivered a quarter that reflected improving operational momentum, stronger customer retention trends, and expanding profitability, although revenue growth remained pressured by promotional amortization headwinds and the lingering financial impact of a January network outage.</li><li>Total revenue increased 2.9% year-over-year to $34.4 billion, while adjusted EPS rose 7.6%, representing the company’s strongest adjusted earnings growth rate in more than four years.</li><li>Free cash flow increased 4% to approximately $3.8 billion despite restructuring charges, integration expenses related to Frontier Communications, and elevated gross add activity.</li></ul>

Verizon Communications delivered a quarter that reflected improving operational momentum, stronger customer retention trends, and expanding profitability, although revenue growth remained pressured by promotional amortization headwinds and the lingering financial impact of a January network outage.Total revenue increased 2.9% year-over-year to $34.4 billion, while adjusted EPS rose 7.6%, representing the company’s strongest adjusted earnings growth rate in more than four years.Free cash flow increased 4% to approximately $3.8 billion despite restructuring charges, integration expenses related to Frontier Communications, and elevated gross add activity.

Verizon Communications: 35% Cost Reduction And 341

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’s Q2 & Its Latest Google Deal: Is AI Fiber The Next Growth Engine?

Verizon Communications Inc. reported second quarter 2026 results demonstrating notable operational improvements and an upward revision of its...

Baptista Research

Verizon’s Layoffs Signal A Much Bigger Corporate Reset!

Verizon Communications is reducing roughly 3,000 jobs while shifting 274 company-operated stores to franchise ownership. The move may appear to be...

Baptista Research

Woodline Partners Portfolio: Top Holdings (Q2 2026)

San Francisco-based Woodline Partners LP was formed in August 2018.Its Form ADV lists Matthew Hooker, Karl Kroeker, and Michael Rockefeller as the...

Hedge Fund Alpha

Verizon’s $4 Billion AI Bet With BT Could Change Everything

Verizon Communications is usually viewed as a mature U.S. telecom operator built around wireless scale, broadband expansion, dividends, and cash...

Baptista Research

Verizon Communications: 35% Cost Reduction And 341

Verizon Communications delivered a quarter that reflected improving operational momentum, stronger customer retention trends, and expanding...

Baptista Research

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