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>United States Cellular Corporation (UScellular) and its parent company, Telephone and Data Systems (TDS), conducted their earnings call to discuss financial results and strategic plans.</li><li>The primary focus was on the transformative transactions with T-Mobile and major spectrum transactions that mark a pivotal shift for UScellular.</li><li>The anticipated sale to T-Mobile and spectrum deals are expected to significantly affect the company’s structure and operations.</li></ul>

United States Cellular Corporation (UScellular) and its parent company, Telephone and Data Systems (TDS), conducted their earnings call to discuss financial results and strategic plans.The primary focus was on the transformative transactions with T-Mobile and major spectrum transactions that mark a pivotal shift for UScellular.The anticipated sale to T-Mobile and spectrum deals are expected to significantly affect the company’s structure and operations.

United States Cellular: Revenue Growth & Market Expansion Driving Our ‘Outperform’ Rating!

<ul><li>The latest update from United States Cellular Corporation, reflected in their third-quarter 2024 earnings, provides key insights into the company’s current standing and strategic direction.</li><li>Several highlights from the reporting period illustrate a combination of potential opportunities and inherent challenges impacting the company's operations and future outlook.</li><li>On the positive side, United States Cellular Corporation showed substantial progress in monetizing its spectrum assets, despite the broader market challenges.</li></ul>

The latest update from United States Cellular Corporation, reflected in their third-quarter 2024 earnings, provides key insights into the company’s current standing and strategic direction.Several highlights from the reporting period illustrate a combination of potential opportunities and inherent challenges impacting the company's operations and future outlook.On the positive side, United States Cellular Corporation showed substantial progress in monetizing its spectrum assets, despite the broader market challenges.

US Cellular: How Are They Executing Tower Business Expansion & Monetization!  - Major Drivers

<ul><li>UScellular's second-quarter earnings reflect a phase of strategic adjustments and operational rigor aimed at realigning the company's core business and addressing long-term shareholder value.</li><li>Key developments include the pending sale of UScellular's wireless operations to T-Mobile, a move poised to reshape the company’s strategic focus while retaining significant assets like its towers and a portion of its spectrum.</li><li>The financial results from the quarter showed solid progress, particularly in adjusted EBITDA, which saw double-digit growth attributed to improved operational efficiency and prudent financial management.</li></ul>

UScellular's second-quarter earnings reflect a phase of strategic adjustments and operational rigor aimed at realigning the company's core business and addressing long-term shareholder value.Key developments include the pending sale of UScellular's wireless operations to T-Mobile, a move poised to reshape the company’s strategic focus while retaining significant assets like its towers and a portion of its spectrum.The financial results from the quarter showed solid progress, particularly in adjusted EBITDA, which saw double-digit growth attributed to improved operational efficiency and prudent financial management.

United States Cellular Corporation: Focus on Broadband Expansion and Customer Penetration & Other Major Drivers

<ul><li>UScellular, under TDS (Telephone and Data Systems, Inc.), has reported a mix of positive developments and ongoing challenges in their Q1 2024 results.</li><li>On the positive side, the company has seen notable year-over-year improvements in adjusted EBITDA and ARPU (Average Revenue Per User), which reflects sound operational management and strategic pricing adjustments.</li><li>Postpaid ARPU growth stands out, especially as it has risen by 3%, showcasing effective pricing strategy in face of rising competition and a significant consumer drift towards lower-priced plans.</li></ul>

UScellular, under TDS (Telephone and Data Systems, Inc.), has reported a mix of positive developments and ongoing challenges in their Q1 2024 results.On the positive side, the company has seen notable year-over-year improvements in adjusted EBITDA and ARPU (Average Revenue Per User), which reflects sound operational management and strategic pricing adjustments.Postpaid ARPU growth stands out, especially as it has risen by 3%, showcasing effective pricing strategy in face of rising competition and a significant consumer drift towards lower-priced plans.

United States Cellular Corporation (USCellular): Their Efforts Towards Expanding Fiber Network Operations Bearing Fruit? - Major Drivers

<ul><li>This is our first report on UScellular, a leading regional wireless network operator in the US.</li><li>The company has been focusing on improving its fiscal outcomes while concurrently innovating in its network capabilities and service offerings.</li><li>We have added reasonable forecasts of the annualized income statement and cash flows and carried out a DCF valuation of the company using its Weighted Average Cost of Capital (WACC) to determine a forecasted share price.</li></ul>

This is our first report on UScellular, a leading regional wireless network operator in the US.The company has been focusing on improving its fiscal outcomes while concurrently innovating in its network capabilities and service offerings.We have added reasonable forecasts of the annualized income statement and cash flows and carried out a DCF valuation of the company using its Weighted Average Cost of Capital (WACC) to determine a forecasted share price.

United States Cellular Corporation: Initiation of Coverage - What Is Their Biggest Competitive Advantage? - Major Drivers

United States

United States Cellular Corporation provides wireless telecommunications services. The Company offers its customers various national plans with voice, messaging, and data usage options, along with an array of smartphones, tablets, and other wireless devices. United States Cellular caters to customers throughout the United States.

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US Cellular (USM US)

United States Cellular: Revenue Growth & Market Expansion Driving Our ‘Outperform’ Rating!

United States Cellular Corporation (UScellular) and its parent company, Telephone and Data Systems (TDS), conducted their earnings call to discuss...

Baptista Research

US Cellular: How Are They Executing Tower Business Expansion & Monetization! - Major Drivers

The latest update from United States Cellular Corporation, reflected in their third-quarter 2024 earnings, provides key insights into the...

Baptista Research

United States Cellular Corporation: Focus on Broadband Expansion and Customer Penetration & Other Major Drivers

UScellular's second-quarter earnings reflect a phase of strategic adjustments and operational rigor aimed at realigning the company's core...

Baptista Research

United States Cellular Corporation (USCellular): Their Efforts Towards Expanding Fiber Network Operations Bearing Fruit? - Major Drivers

UScellular, under TDS (Telephone and Data Systems, Inc.), has reported a mix of positive developments and ongoing challenges in their Q1 2024...

Baptista Research

United States Cellular Corporation: Initiation of Coverage - What Is Their Biggest Competitive Advantage? - Major Drivers

This is our first report on UScellular, a leading regional wireless network operator in the US. The company has been focusing on improving its...

Baptista Research

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