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

Zoom Video Communications Inc / Equity Bottom-Up

<ul><li>Zoom Video Communications surpassed Wall Street's revenue and earnings expectations for both revenue and profitability.</li><li>Notably, Zoom Phone reached a notable annualized run rate revenue, and Zoom Contact Center quickly gained an impressive customer base.</li><li>The company's efforts to enhance its gross margin were evident, and it continued to invest in expanding its product offerings, including AI and Zoom Contact Center.</li></ul>

Zoom Video Communications surpassed Wall Street's revenue and earnings expectations for both revenue and profitability.Notably, Zoom Phone reached a notable annualized run rate revenue, and Zoom Contact Center quickly gained an impressive customer base.The company's efforts to enhance its gross margin were evident, and it continued to invest in expanding its product offerings, including AI and Zoom Contact Center.

Zoom Video Communications Inc.: Improving Annualized Run Rate & 3 Factors Driving It! - Financial Forecasts

<ul><li>Zoom Video delivered an all-around beat in the most recent quarterly result.</li><li>Total revenue was up, online revenue was up, the enterprise business grew, and online business improved meaningfully.</li><li>Last quarter, Zoom Video reiterated its strong positioning of AI and highlighted its expanded vision to elevate progress across its portfolio and see generative AI permeate.</li></ul>

Zoom Video delivered an all-around beat in the most recent quarterly result.Total revenue was up, online revenue was up, the enterprise business grew, and online business improved meaningfully.Last quarter, Zoom Video reiterated its strong positioning of AI and highlighted its expanded vision to elevate progress across its portfolio and see generative AI permeate.

Zoom Video Communications: Workvivo Acquisition Needed To Up The Game? – Key Drivers

<ul><li>Zoom Video Communications delivered a decent quarter and managed an all-around beat.</li><li>From a product perspective, the company had robust growth in Zoom Phone, along with contributions from Zoom Rooms and other products.</li><li>Zoom Video Communications has recently announced a wide range of updates in different business units like Zoom IQ for sales, Zoom Events, Zoom Spaces, Zoom Contact Centre, and Zoom One.</li></ul>

Zoom Video Communications delivered a decent quarter and managed an all-around beat.From a product perspective, the company had robust growth in Zoom Phone, along with contributions from Zoom Rooms and other products.Zoom Video Communications has recently announced a wide range of updates in different business units like Zoom IQ for sales, Zoom Events, Zoom Spaces, Zoom Contact Centre, and Zoom One.

Zoom Video Communications: Product Updates & Other Developments

<ul><li>Zoom had a mixed result with below par revenues though it did manage to post an earnings beat.</li><li>Though the online business had a low number of new subscriptions, renewals online improved which was a silver lining.</li><li>The platform strategy of Zoom is performing quite well, with Zoom Phone and Zoom Rooms being the vital components.</li></ul>

Zoom had a mixed result with below par revenues though it did manage to post an earnings beat.Though the online business had a low number of new subscriptions, renewals online improved which was a silver lining.The platform strategy of Zoom is performing quite well, with Zoom Phone and Zoom Rooms being the vital components.

Zoom Video Communication: The Solvvy Acquisition & Other Drivers

Equity Capital Markets

Zoom Video Communications Inc / Equity Capital Markets

<ul><li>Zoom Video Communications recently closed its acquisition of Solvvy, which is believed to strengthen the capabilities of the company around conversational AI and speed up the adoption of its contact center product.</li><li>The company recently launched a conversational AI solution Zoom IQ for sales that analyzes customer interactions for surfacing key content, actions, and insights from sales meetings.</li><li>Also, Zoom Video Communications announced the accessibility of a modern digital canvas, Zoom Whiteboard, for creation within the platform of Zoom and providing a unique solution for collaboration.</li></ul>

Zoom Video Communications recently closed its acquisition of Solvvy, which is believed to strengthen the capabilities of the company around conversational AI and speed up the adoption of its contact center product.The company recently launched a conversational AI solution Zoom IQ for sales that analyzes customer interactions for surfacing key content, actions, and insights from sales meetings.Also, Zoom Video Communications announced the accessibility of a modern digital canvas, Zoom Whiteboard, for creation within the platform of Zoom and providing a unique solution for collaboration.

Zoom Video Communications Inc.: New Products Upside & Other Drivers

United States

Zoom Video Communications, Inc. develops a people-centric cloud service that transforms real-time collaboration experience. The Company offers unified meeting experience, a cloud service that provides a 3-in-1 meeting platform with HD video conferencing, mobility, and web meetings. Zoom Video Communications serves customers worldwide.

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Zoom Video Communications Inc (ZM US)

Zoom Video Communications Inc.: Improving Annualized Run Rate & 3 Factors Driving It! - Financial Forecasts

Zoom Video Communications surpassed Wall Street's revenue and earnings expectations for both revenue and profitability. Notably, Zoom Phone...

Baptista Research

Zoom Video Communications: Workvivo Acquisition Needed To Up The Game? – Key Drivers

Zoom Video delivered an all-around beat in the most recent quarterly result. Total revenue was up, online revenue was up, the enterprise business...

Baptista Research

Zoom Video Communications: Product Updates & Other Developments

Zoom Video Communications delivered a decent quarter and managed an all-around beat. From a product perspective, the company had robust growth in...

Baptista Research

Zoom Video Communication: The Solvvy Acquisition & Other Drivers

Zoom had a mixed result with below par revenues though it did manage to post an earnings beat. Though the online business had a low number of new...

Baptista Research

Zoom Video Communications Inc.: New Products Upside & Other Drivers

Zoom Video Communications recently closed its acquisition of Solvvy, which is believed to strengthen the capabilities of the company around...

Baptista Research

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