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>Warner Music Group (WMG) reported a strong financial performance in the fourth quarter and for the entire fiscal year ending September 30, 2025.</li><li>The company highlighted strategic market maneuvers and operational refinements, contributing to an enhanced market position and robust growth in streaming and overall revenues.</li><li>The following are key takeaways from the earnings call, reflecting both the positives and negatives in the company's recent performance.</li></ul>

Warner Music Group (WMG) reported a strong financial performance in the fourth quarter and for the entire fiscal year ending September 30, 2025.The company highlighted strategic market maneuvers and operational refinements, contributing to an enhanced market position and robust growth in streaming and overall revenues.The following are key takeaways from the earnings call, reflecting both the positives and negatives in the company's recent performance.

Warner Music Group Is Rewiring Its Digital Supply Chain—And That Could Quietly Expand Margins at Scale!

<ul><li>Warner Music Group (WMG) recently reported its fiscal third-quarter results, highlighting a return to revenue growth alongside strategic initiatives aimed at maintaining momentum and capturing further market share.</li><li>The results showed a 7% increase in total revenue, with particular strength in its Recorded Music and Music Publishing segments.</li><li>Notably, the company achieved an 8.5% growth in Recorded Music subscription streaming revenue, adjusted for notable items.</li></ul>

Warner Music Group (WMG) recently reported its fiscal third-quarter results, highlighting a return to revenue growth alongside strategic initiatives aimed at maintaining momentum and capturing further market share.The results showed a 7% increase in total revenue, with particular strength in its Recorded Music and Music Publishing segments.Notably, the company achieved an 8.5% growth in Recorded Music subscription streaming revenue, adjusted for notable items.

Warner Music Group: Enabling Growth With $1.2 Billion Catalog Buying Spree!

<ul><li>Warner Music Group (WMG) reported its fiscal second-quarter results for the period ended March 31, 2025.</li><li>The company's financial performance during this period was relatively stable, although it faced a variety of challenges impacting growth.</li><li>Total revenue increased by a modest 1%, with Recorded Music revenue also growing by 1% and Music Publishing revenue by 3%.</li></ul>

Warner Music Group (WMG) reported its fiscal second-quarter results for the period ended March 31, 2025.The company's financial performance during this period was relatively stable, although it faced a variety of challenges impacting growth.Total revenue increased by a modest 1%, with Recorded Music revenue also growing by 1% and Music Publishing revenue by 3%.

Warner Music Group Is Fighting AI With the NO FAKES Act—Why It Could Change the Industry Forever!

<ul><li>Warner Music Group's first quarter earnings call for the fiscal period ending December 31, 2024, highlighted several key takeaways for potential investors, presenting a mix of both encouraging and challenging factors.</li><li>On the positive side, Warner Music Group demonstrated resilience and adaptability in a fluctuating music industry environment.</li><li>They reported a 4% growth in total company revenue, while recorded music revenue and music publishing revenue each rose by 4% and 7%, respectively.</li></ul>

Warner Music Group's first quarter earnings call for the fiscal period ending December 31, 2024, highlighted several key takeaways for potential investors, presenting a mix of both encouraging and challenging factors.On the positive side, Warner Music Group demonstrated resilience and adaptability in a fluctuating music industry environment.They reported a 4% growth in total company revenue, while recorded music revenue and music publishing revenue each rose by 4% and 7%, respectively.

Warner Music Group: How Streaming Growth Is Changing the Game for Record Labels!

<ul><li>Warner Music Group's fourth quarter and full-year results for 2024 present a balanced picture of strengths and challenges as the company navigates a competitive landscape in the global music industry.</li><li>The company reported a revenue increase of 6% year-over-year in the fourth quarter, with Recorded Music revenues also rising by 6% and Music Publishing by 5%.</li><li>These results translate into a full-year revenue growth of 7% and adjusted OIBDA growth of 11%.</li></ul>

Warner Music Group's fourth quarter and full-year results for 2024 present a balanced picture of strengths and challenges as the company navigates a competitive landscape in the global music industry.The company reported a revenue increase of 6% year-over-year in the fourth quarter, with Recorded Music revenues also rising by 6% and Music Publishing by 5%.These results translate into a full-year revenue growth of 7% and adjusted OIBDA growth of 11%.

Warner Music Group: Its Bold Global Expansion & Streaming Revenue Growth Set to Skyrocket Profits? - Major Drivers

United States

Warner Music Group Corp. records and publishes music. The Company offers music recording, merchandising, sponsoring, touring, and artist management services. Warner Music Group serves customers worldwide.

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Warner Music Group (WMG US)

Warner Music Group Is Rewiring Its Digital Supply Chain—And That Could Quietly Expand Margins at Scale!

Warner Music Group (WMG) reported a strong financial performance in the fourth quarter and for the entire fiscal year ending September 30,...

Baptista Research

Warner Music Group: Enabling Growth With $1.2 Billion Catalog Buying Spree!

Warner Music Group (WMG) recently reported its fiscal third-quarter results, highlighting a return to revenue growth alongside strategic...

Baptista Research

Warner Music Group Is Fighting AI With the NO FAKES Act—Why It Could Change the Industry Forever!

Warner Music Group (WMG) reported its fiscal second-quarter results for the period ended March 31, 2025. The company's financial performance...

Baptista Research

Warner Music Group: How Streaming Growth Is Changing the Game for Record Labels!

Warner Music Group's first quarter earnings call for the fiscal period ending December 31, 2024, highlighted several key takeaways for potential...

Baptista Research

Warner Music Group: Its Bold Global Expansion & Streaming Revenue Growth Set to Skyrocket Profits? - Major Drivers

Warner Music Group's fourth quarter and full-year results for 2024 present a balanced picture of strengths and challenges as the company navigates...

Baptista Research

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