Independent research on the U.S. markets, Baptista Research

Baptista Research

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.

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>Netflix, Inc. reported steady progress toward its 2026 financial goals, with second-quarter results showing 12% reported revenue growth and guidance for the third quarter indicating a slight moderation to 11% year-over-year growth on a foreign exchange (FX)-neutral basis.</li><li>Management emphasized that quarterly fluctuations are expected due to the uneven revenue weighting of the prior year and that their focus remains on full-year performance targeting 13% to 14% total revenue growth, equivalent to nearly $6 billion of incremental revenue.</li><li>The company highlighted its extensive untapped potential, with under 45% penetration of approximately 800 million global addressable households and capturing just 7% of the $670 billion addressable revenue market, alongside a 5% global TV view share.</li></ul>

Netflix, Inc. reported steady progress toward its 2026 financial goals, with second-quarter results showing 12% reported revenue growth and guidance for the third quarter indicating a slight moderation to 11% year-over-year growth on a foreign exchange (FX)-neutral basis.Management emphasized that quarterly fluctuations are expected due to the uneven revenue weighting of the prior year and that their focus remains on full-year performance targeting 13% to 14% total revenue growth, equivalent to nearly $6 billion of incremental revenue.The company highlighted its extensive untapped potential, with under 45% penetration of approximately 800 million global addressable households and capturing just 7% of the $670 billion addressable revenue market, alongside a 5% global TV view share.

Netflix’s $670 Billion Opportunity: Can Ads And Live Events Close The Gap?

Netflix Inc

Netflix’s $670 Billion Opportunity: Can Ads And Live Events Close The Gap?