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>Alteryx, Inc. delivered a solid result and managed an all-around beat in the last quarter, demonstrating commendable performance across various fronts.</li><li>These achievements were propelled by improved sales execution and heightened customer commitment to the Alteryx platform.</li><li>Alteryx's Executive License Agreement (ELA) strategy, featuring simplified pricing and bundled features, resonated well with larger organizations.</li></ul>

Alteryx, Inc. delivered a solid result and managed an all-around beat in the last quarter, demonstrating commendable performance across various fronts.These achievements were propelled by improved sales execution and heightened customer commitment to the Alteryx platform.Alteryx's Executive License Agreement (ELA) strategy, featuring simplified pricing and bundled features, resonated well with larger organizations.

Alteryx Inc.: Leading the AI Revolution - Can They Sustain the Momentum? - Major Drivers

Covering IPOs, Healthcare and Technology Stocks

Andrei Zakharov

<ul>
<li>Freshworks, a cloud-based customer services software unicorn, held its first Investor Day on September 7, 2023. Management highlighted the long-term target to deliver the Rule of 40 by 2025. </li>
<li>The 2023 Investor Day agenda included company vision and strategy, solutions in action, strategy for durable growth, customer spotlight, and financial overview, among others. </li>
<li>Management plans to deliver a long-term balance of growth and profitability, with the 2026 model leading to an FCF margin of 20%+ and $1B+ revenue. </li>
</ul>


Freshworks, a cloud-based customer services software unicorn, held its first Investor Day on September 7, 2023. Management highlighted the long-term target to deliver the Rule of 40 by 2025. 
The 2023 Investor Day agenda included company vision and strategy, solutions in action, strategy for durable growth, customer spotlight, and financial overview, among others. 
Management plans to deliver a long-term balance of growth and profitability, with the 2026 model leading to an FCF margin of 20%+ and $1B+ revenue. 


Freshworks: 2023 Investor Day and Valuation Update

<ul><li>Alteryx Inc, a notable player in the tech and data analytics sphere has sent ripples of excitement across the investment domain, stirred by buzz surrounding its potential sale.</li><li>Boasting a formidable client base of over 8,300 entities, including industry behemoths such as Coca-Cola, Vodafone, Walmart, and Ford, Alteryx has firmly entrenched its position in the data analytics industry.</li><li>Insider sources suggest that the company has engaged the expertise of investment banking stalwart Qatalyst Partners to steer the preliminary talks with potential suitors.</li></ul>

Alteryx Inc, a notable player in the tech and data analytics sphere has sent ripples of excitement across the investment domain, stirred by buzz surrounding its potential sale.Boasting a formidable client base of over 8,300 entities, including industry behemoths such as Coca-Cola, Vodafone, Walmart, and Ford, Alteryx has firmly entrenched its position in the data analytics industry.Insider sources suggest that the company has engaged the expertise of investment banking stalwart Qatalyst Partners to steer the preliminary talks with potential suitors.

Alteryx Inc.: On the Precipice of a Game-changing Acquisition?  - Major Drivers

<ul><li>Alteryx delivered a mixed set of results for the previous quarter, with revenues below the analyst consensus.</li><li>Strong renewal and retention rates helped drive the growth in Q1, with the Global 2000's net expansion rate increasing by 2 percentage points from the previous quarter to 131% and the company's overall dollar-based net expansion rate remaining constant at 121%.</li><li>Additionally, Alteryx introduced an enhanced cloud-connected platform experience for its primary product, Alteryx Designer, through the Alteryx Analytics Cloud Platform.</li></ul>

Alteryx delivered a mixed set of results for the previous quarter, with revenues below the analyst consensus.Strong renewal and retention rates helped drive the growth in Q1, with the Global 2000's net expansion rate increasing by 2 percentage points from the previous quarter to 131% and the company's overall dollar-based net expansion rate remaining constant at 121%.Additionally, Alteryx introduced an enhanced cloud-connected platform experience for its primary product, Alteryx Designer, through the Alteryx Analytics Cloud Platform.

Alteryx Inc.: Cloud Innovation & 3 Other Driving Forces Behind The Company’s Growth -  Financial Forecasts

Equity Capital Markets

<ul><li>Alteryx delivered a strong Q4, exceeding Wall Street expectations in terms of revenues and earnings as well as its management outlook.</li><li>It also adjusted its go-to-market strategy to concentrate on the biggest global companies with the best growth potential.</li><li>Alteryx Analytics Cloud platform has spurred corporate support for Alteryx's long-term goals.</li></ul>

Alteryx delivered a strong Q4, exceeding Wall Street expectations in terms of revenues and earnings as well as its management outlook.It also adjusted its go-to-market strategy to concentrate on the biggest global companies with the best growth potential.Alteryx Analytics Cloud platform has spurred corporate support for Alteryx's long-term goals.

Alteryx Inc.: Major Drivers, Financial Forecasts, DCF & Comparables Valuation, Key Risks (03/23)

United States

Alteryx, Inc. designs and develops software. The Company provides data storage, retrieval, management, reporting, and analytics solutions. Alteryx serves customers worldwide.

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Alteryx Inc (AYX US)

Alteryx Inc.: Leading the AI Revolution - Can They Sustain the Momentum? - Major Drivers

Alteryx, Inc. delivered a solid result and managed an all-around beat in the last quarter, demonstrating commendable performance across various...

Baptista Research

Freshworks: 2023 Investor Day and Valuation Update

2023 Investor Day highlights massive TAM, ongoing business momentum, adoption of multi-product strategy, and AI monetization opportunities: PT...

Andrei Zakharov

Alteryx Inc.: On the Precipice of a Game-changing Acquisition? - Major Drivers

Alteryx Inc, a notable player in the tech and data analytics sphere has sent ripples of excitement across the investment domain, stirred by buzz...

Baptista Research

Alteryx Inc.: Cloud Innovation & 3 Other Driving Forces Behind The Company’s Growth - Financial Forecasts

Alteryx delivered a mixed set of results for the previous quarter, with revenues below the analyst consensus. Strong renewal and retention rates...

Baptista Research

Alteryx Inc.: Major Drivers, Financial Forecasts, DCF & Comparables Valuation, Key Risks (03/23)

Alteryx delivered a strong Q4, exceeding Wall Street expectations in terms of revenues and earnings as well as its management outlook. It also...

Baptista Research

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