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. had a successful second quarter of 2024 as the company reports strong results, with wireless service revenue climbing 3.5% year-over-year, adjusted EBITDA rise by 2.8%, and free cash flow increasing by 3% compared to last year.</li><li>In addition, the company's customer-centric measures such as myPlan and Verizon Business Complete are resonating with its consumers, leading to further growth and stronger customer relationships.</li><li>The company's impressive results follow its commitment to innovation and the implementation of a brand refresh, signifying its evolution and future visions for connectivity.</li></ul>

Verizon Communications Inc. had a successful second quarter of 2024 as the company reports strong results, with wireless service revenue climbing 3.5% year-over-year, adjusted EBITDA rise by 2.8%, and free cash flow increasing by 3% compared to last year.In addition, the company's customer-centric measures such as myPlan and Verizon Business Complete are resonating with its consumers, leading to further growth and stronger customer relationships.The company's impressive results follow its commitment to innovation and the implementation of a brand refresh, signifying its evolution and future visions for connectivity.

Verizon Communications: New Brand Strategy & Expansion of Fixed Wireless Access (FWA) Are The Highlights! - Major Drivers

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

<ul><li>Micron is sampling MRDIMMs for AI and HPC applications, exploring innovative solutions for data processing needs.</li><li>Hyundai Motors plans to add 300 new charging stations to support the expansion of their hydrogen bus fleet, promoting eco-friendly transportation options.</li><li>German electrification struggle worsens with supplier bankruptcy up 60%, hindering the widespread adoption of electric vehicles and renewable energy technologies.</li></ul>

Micron is sampling MRDIMMs for AI and HPC applications, exploring innovative solutions for data processing needs.Hyundai Motors plans to add 300 new charging stations to support the expansion of their hydrogen bus fleet, promoting eco-friendly transportation options.German electrification struggle worsens with supplier bankruptcy up 60%, hindering the widespread adoption of electric vehicles and renewable energy technologies.

Tech Supply Chain Tracker (20-Jul-2024): Micron samples MRDIMMs for AI, HPC.

<ul><li>Samsung chairman kicks off US visit with Verizon, highlighting importance of partnerships for expanding US market presence.</li><li>French tech startups shine at InnoVEX, showcasing innovation and talent in the tech industry at Computex 2024.</li><li>Taiwan chipmakers showcase cutting-edge tech at Computex 2024, while India's EV market shows promise and challenges with Modi's third-term win.</li></ul>

Samsung chairman kicks off US visit with Verizon, highlighting importance of partnerships for expanding US market presence.French tech startups shine at InnoVEX, showcasing innovation and talent in the tech industry at Computex 2024.Taiwan chipmakers showcase cutting-edge tech at Computex 2024, while India's EV market shows promise and challenges with Modi's third-term win.

Tech Supply Chain Tracker (08-Jun-2024): Samsung chairman visits Verizon in US.

<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

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 Communications: New Brand Strategy & Expansion of Fixed Wireless Access (FWA) Are The Highlights! - Major Drivers

Verizon Communications Inc. had a successful second quarter of 2024 as the company reports strong results, with wireless service revenue climbing...

Baptista Research

Tech Supply Chain Tracker (20-Jul-2024): Micron samples MRDIMMs for AI, HPC.

Micron samples MRDIMMs for AI/HPC, Hyundai adds 300 charging stations for hydrogen buses, German electrification woes, India's semiconductor...

Tech Supply Chain Tracker

Tech Supply Chain Tracker (08-Jun-2024): Samsung chairman visits Verizon in US.

Samsung chairman visits Verizon to strengthen partnerships in US market; French tech startups shine at InnoVEX, Taiwan chipmakers impress at...

Tech Supply Chain Tracker

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

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