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>AT&T's Q3 2024 earnings painted a picture of a company strategically holding firm on its path, aimed at leadership in converged connectivity achieved through its investments in 5G and fiber networks.</li><li>The earnings report underscored AT&T’s focus on sustainable subscriber growth in its mobility segment and continued strong additions in its broadband offerings, particularly fiber.</li><li>Positively, the company reported robust growth in the 5G subscriber base, with 403,000 postpaid phone net adds.</li></ul>

AT&T's Q3 2024 earnings painted a picture of a company strategically holding firm on its path, aimed at leadership in converged connectivity achieved through its investments in 5G and fiber networks.The earnings report underscored AT&T’s focus on sustainable subscriber growth in its mobility segment and continued strong additions in its broadband offerings, particularly fiber.Positively, the company reported robust growth in the 5G subscriber base, with 403,000 postpaid phone net adds.

AT&T Inc.: An Insight Into Its Fixed-Line Network Synergies

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>AT&amp;T offers a range of telecommunications services, including wireless, fiber, and broadband</li><li>The company's market position, technological advancements, and capital return potential make it a strong investment opportunity</li><li>Despite being undervalued, AT&amp;T has a significant presence in Latin America and expects steady EBITDA growth</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

AT&amp;T offers a range of telecommunications services, including wireless, fiber, and broadbandThe company's market position, technological advancements, and capital return potential make it a strong investment opportunityDespite being undervalued, AT&amp;T has a significant presence in Latin America and expects steady EBITDA growthThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

<ul><li>AT&T's Q2 2024 earnings revealed mixed results as the telecom giant continues to push boundaries in its wireless and broadband sectors.</li><li>The net additions of high-value wireless and broadband subscribers underscore a robust influence of its investment-driven growth strategy, even as the company witnessed minor downshifts in other service areas.</li><li>In the wireless segment, AT&T reported an encouraging addition of 419,000 postpaid phone subscribers.</li></ul>

AT&T's Q2 2024 earnings revealed mixed results as the telecom giant continues to push boundaries in its wireless and broadband sectors.The net additions of high-value wireless and broadband subscribers underscore a robust influence of its investment-driven growth strategy, even as the company witnessed minor downshifts in other service areas.In the wireless segment, AT&T reported an encouraging addition of 419,000 postpaid phone subscribers.

AT&T Inc.: Enhanced Fiber Infrastructure Expansion & Strategic Deployment of Internet Air Taking Them Forward! - Major Drivers

<ul><li>The First Quarter 2024 earnings of AT&T highlight point to steady progress on its investment-led strategy of excelling as a connectivity provider through 5G and fiber.</li><li>In the first quarter, the Company grew its high-value long-term wireless and broadband subscriber base, with a notably impressive performance in its Mobility sector.</li><li>AT&T added 349,000 postpaid phone net adds for the quarter, and while churn lowered, ARPU increased, resulting in robust operating income and margins.</li></ul>

The First Quarter 2024 earnings of AT&T highlight point to steady progress on its investment-led strategy of excelling as a connectivity provider through 5G and fiber.In the first quarter, the Company grew its high-value long-term wireless and broadband subscriber base, with a notably impressive performance in its Mobility sector.AT&T added 349,000 postpaid phone net adds for the quarter, and while churn lowered, ARPU increased, resulting in robust operating income and margins.

AT&T Inc: Consistent execution to drive up ARPUs! - Major Drivers

<ul><li>AT&T Inc.'s Q4 2023 earnings highlighted its vigorous growth and strategic investment with 1.7 million postpaid phone net additions for the year.</li><li>The company's wireless and fibre customer base increased by 10% to over 71.2 million subscribers, marking their best 3-year growth in a decade, resulting in increased wireless service revenues by $7.5 billion and Mobility EBITDA by approximately $4 billion.</li><li>AT&T's mid-band 5G network now serves over 210 million people, with the fibre network reaching over 26 million consumer and business locations.</li></ul>

AT&T Inc.'s Q4 2023 earnings highlighted its vigorous growth and strategic investment with 1.7 million postpaid phone net additions for the year.The company's wireless and fibre customer base increased by 10% to over 71.2 million subscribers, marking their best 3-year growth in a decade, resulting in increased wireless service revenues by $7.5 billion and Mobility EBITDA by approximately $4 billion.AT&T's mid-band 5G network now serves over 210 million people, with the fibre network reaching over 26 million consumer and business locations.

AT&T Inc: Pursuit Of Growth Opportunities & New Launches - Major Drivers

United States

AT&T Inc. is a communications holding company. The Company, through its subsidiaries and affiliates, provides local and long-distance phone service, wireless and data communications, Internet access and messaging, IP-based and satellite television, security services, telecommunications equipment, and directory advertising and publishing.

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At&T Inc (T US)

AT&T Inc.: An Insight Into Its Fixed-Line Network Synergies

AT&T's Q3 2024 earnings painted a picture of a company strategically holding firm on its path, aimed at leadership in converged connectivity...

Baptista Research

AT&T INC (T) - Monday, Apr 29, 2024

The company's market position, technological advancements, and capital return potential make it a strong investment opportunity

Value Investors Club

AT&T Inc.: Enhanced Fiber Infrastructure Expansion & Strategic Deployment of Internet Air Taking Them Forward! - Major Drivers

AT&T's Q2 2024 earnings revealed mixed results as the telecom giant continues to push boundaries in its wireless and broadband sectors. The...

Baptista Research

AT&T Inc: Consistent execution to drive up ARPUs! - Major Drivers

The First Quarter 2024 earnings of AT&T highlight point to steady progress on its investment-led strategy of excelling as a connectivity...

Baptista Research

AT&T Inc: Pursuit Of Growth Opportunities & New Launches - Major Drivers

AT&T Inc.'s Q4 2023 earnings highlighted its vigorous growth and strategic investment with 1.7 million postpaid phone net additions for the...

Baptista Research

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