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>Viavi Solutions recently released its fiscal third-quarter 2025 financial results, which showed both positive strides and areas of caution.</li><li>The company's net revenue reached $284.8 million, which is slightly above their expected guidance range.</li><li>This revenue represents a sequential growth of 5.2% and a year-over-year increase of 15.8%.</li></ul>

Viavi Solutions recently released its fiscal third-quarter 2025 financial results, which showed both positive strides and areas of caution.The company's net revenue reached $284.8 million, which is slightly above their expected guidance range.This revenue represents a sequential growth of 5.2% and a year-over-year increase of 15.8%.

Viavi Solutions Rides High-Capacity Wave with 800G & 1.6T Demand Surge in Data Centers; What’s The Expected Revenue Impact?

European Event-Driven Analyst

Jesus Rodriguez Aguilar

Event-Driven

<ul>
<li>The UK’s CMA cleared the Keysight-Spirent deal without a Phase 2 investigation, removing a major regulatory hurdle for the acquisition's completion.</li>
<li>If the acquisition is not finalized by June 30, 2025, Spirent shareholders will receive an additional 1p per share, compensating for the delay.</li>
<li>With a 7% gross spread and an 89% probability of completion, market confidence in the acquisition remains strong, supported by shareholder approval and regulatory progress.</li>
</ul>


The UK’s CMA cleared the Keysight-Spirent deal without a Phase 2 investigation, removing a major regulatory hurdle for the acquisition's completion.
If the acquisition is not finalized by June 30, 2025, Spirent shareholders will receive an additional 1p per share, compensating for the delay.
With a 7% gross spread and an 89% probability of completion, market confidence in the acquisition remains strong, supported by shareholder approval and regulatory progress.


UK Competition Regulator Clears Keysight/Spirent Deal

<ul><li>Viavi Solutions' fiscal second quarter of 2025 showed stronger than anticipated results across several areas, leading to a solid performance overall.</li><li>The company's net revenue amounted to $270.8 million, surpassing the high end of the guidance range.</li><li>This represented a 13.7% sequential increase and a 6.4% year-over-year growth.</li></ul>

Viavi Solutions' fiscal second quarter of 2025 showed stronger than anticipated results across several areas, leading to a solid performance overall.The company's net revenue amounted to $270.8 million, surpassing the high end of the guidance range.This represented a 13.7% sequential increase and a 6.4% year-over-year growth.

Viavi Solutions: Can Its Fiber Monitoring Expansion Drive Substantial Growth In Long-Run?

<ul><li>Viavi Solutions, Inc. has reported its fiscal first quarter 2025 results, revealing a mixed performance across its business segments.</li><li>Total revenue for the quarter was $238.2 million, aligning closely with its guidance of $235 million to $245 million.</li><li>However, this represents a 5.5% sequential decline and a year-over-year decrease of 3.9%.</li></ul>

Viavi Solutions, Inc. has reported its fiscal first quarter 2025 results, revealing a mixed performance across its business segments.Total revenue for the quarter was $238.2 million, aligning closely with its guidance of $235 million to $245 million.However, this represents a 5.5% sequential decline and a year-over-year decrease of 3.9%.

Viavi Solutions’ Ultimate Market Surge: The Surprising Initiatives Powering Global Expansion! - Major Drivers

<ul><li>Viavi Solutions reported its fourth quarter and full year results for fiscal 2024, showcasing varied performance across its different segments.</li><li>For the fourth quarter, the company posted net revenue of $252 million, at the midpoint of its guidance range of $246 million to $258 million and reflected a 2.4% sequential increase but a 4.4% decline year-over-year.</li><li>The full-year revenue stood at $1 billion, marking a 9.6% decline year-over-year, influenced predominantly by subdued spending from service providers and Network Equipment Manufacturers (NEMs).</li></ul>

Viavi Solutions reported its fourth quarter and full year results for fiscal 2024, showcasing varied performance across its different segments.For the fourth quarter, the company posted net revenue of $252 million, at the midpoint of its guidance range of $246 million to $258 million and reflected a 2.4% sequential increase but a 4.4% decline year-over-year.The full-year revenue stood at $1 billion, marking a 9.6% decline year-over-year, influenced predominantly by subdued spending from service providers and Network Equipment Manufacturers (NEMs).

Viavi Solutions Inc.: Is Its Leadership in Anti-Counterfeiting & 3D Sensing Technologies Here To Stay? - Major Drivers

United States

Viavi Solutions Inc. provides network and service enabling solutions and optical products. The Company offers installation, commissioning, scripting, custom analytics, integration, business intelligence consulting, operational assistance, field and lab testing, technical training, maintenance, and support services. Viavi Solutions serves customers worldwide.

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Viavi Solutions (VIAV US)

Viavi Solutions Rides High-Capacity Wave with 800G & 1.6T Demand Surge in Data Centers; What’s The Expected Revenue Impact?

Viavi Solutions recently released its fiscal third-quarter 2025 financial results, which showed both positive strides and areas of caution. The...

Baptista Research

UK Competition Regulator Clears Keysight/Spirent Deal

UK's CMA clears Keysight-Spirent deal without Phase 2 investigation, boosting market confidence in acquisition completion by June 30, 2025.

Jesus Rodriguez Aguilar

Viavi Solutions: Can Its Fiber Monitoring Expansion Drive Substantial Growth In Long-Run?

Viavi Solutions' fiscal second quarter of 2025 showed stronger than anticipated results across several areas, leading to a solid performance...

Baptista Research

Viavi Solutions’ Ultimate Market Surge: The Surprising Initiatives Powering Global Expansion! - Major Drivers

Viavi Solutions, Inc. has reported its fiscal first quarter 2025 results, revealing a mixed performance across its business segments. Total...

Baptista Research

Viavi Solutions Inc.: Is Its Leadership in Anti-Counterfeiting & 3D Sensing Technologies Here To Stay? - Major Drivers

Viavi Solutions reported its fourth quarter and full year results for fiscal 2024, showcasing varied performance across its different...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Viavi Solutions Rides High-Capacity Wave with 800G & 1.6T Demand Surge in Data Centers; What’s The Expected Revenue Impact?

Viavi Solutions recently released its fiscal third-quarter 2025 financial results, which showed both positive strides and areas of caution. The...

Baptista Research

UK Competition Regulator Clears Keysight/Spirent Deal

​UK's CMA clears Keysight-Spirent deal without Phase 2 investigation, boosting market confidence in acquisition completion by June 30, 2025.

Jesus Rodriguez Aguilar

Viavi Solutions: Can Its Fiber Monitoring Expansion Drive Substantial Growth In Long-Run?

Viavi Solutions' fiscal second quarter of 2025 showed stronger than anticipated results across several areas, leading to a solid performance...

Baptista Research

Viavi Solutions’ Ultimate Market Surge: The Surprising Initiatives Powering Global Expansion! - Major Drivers

Viavi Solutions, Inc. has reported its fiscal first quarter 2025 results, revealing a mixed performance across its business segments. Total...

Baptista Research

Viavi Solutions Inc.: Is Its Leadership in Anti-Counterfeiting & 3D Sensing Technologies Here To Stay? - Major Drivers

Viavi Solutions reported its fourth quarter and full year results for fiscal 2024, showcasing varied performance across its different...

Baptista Research

UK's CMA clears Keysight-Spirent deal without Phase 2 investigation, boosting market confidence in acquisition completion by June 30, 2025.