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>This is our first report on cloud networking solutions provider, Arista Networks.</li><li>The company had a strong quarter and generated record quarterly revenues of $877.1 million backed by a strong performance in software support renewals and services.</li><li>Cloud titans were their strongest and largest vertical for the last quarter, followed by enterprise, cloud specialty providers and financials tied for second place, and service providers in fourth.</li></ul>

This is our first report on cloud networking solutions provider, Arista Networks.The company had a strong quarter and generated record quarterly revenues of $877.1 million backed by a strong performance in software support renewals and services.Cloud titans were their strongest and largest vertical for the last quarter, followed by enterprise, cloud specialty providers and financials tied for second place, and service providers in fourth.

Arista Networks Inc.: Initiation of Coverage – Market Position

Asia and Global Semiconductor and Tech Research

Andrew Lu

Thematic (Sector/Industry)

<ul><li>Introduction: To develop a new AI deep learning application, a vendor needs to build or to use Amazon Web Service, Microsoft Azure, Google Cloud Platform and develop a specific algorithm to identify and process a large amount of image, video, audio, language, and text through a neural networking to implement deep learning.</li><li>New life with AI: For next 20 years, we expect many applications like instant translation and AI assistant, SAE level 5 autonomous driving on all transportation, the super seven on AI and machine deep learning, AI teacher/consumer robot, and AI security are emerging to bring new job opportunities and better life for us.</li><li>AI, neural network, and deep learning cloud service: The big data and Amazon Web Service are helping Amazon ahead of others on the AI and deep learning cloud service, but we see larger potential from Google and its Cloud Platform due to its lead on  AlphaGo AI, autonomous drive Waymo, and its competitive TPU design.</li><li>Identify the semi winners in AI and machine deep learning: We identify Nvidia and its foundry partner TSMC to be benefited the most due to their dominated position on AI and deep learning GPU and autonomous driving AI chip. </li><li>Identify system vendors in AI: Driven by migration to cloud datacenter, super seven cloud datacenter, automotive, and telecom companies will use more of system integrators like <a href="https://www.smartkarma.com/entities/2754" target="_blank" data-smartkarma-citation="entities:2754:1">Quanta Cloud Technology</a> and <a href="https://www.smartkarma.com/entities/8625" target="_blank" data-smartkarma-citation="entities:8625:1">Arista Networks</a> by eliminating the costly middle brand name vendors like Dell, HPE, EMC, and <a href="https://www.smartkarma.com/entities/1063" target="_blank" data-smartkarma-citation="entities:1063:1">Cisco</a>. </li></ul>

Introduction: To develop a new AI deep learning application, a vendor needs to build or to use Amazon Web Service, Microsoft Azure, Google Cloud Platform and develop a specific algorithm to identify and process a large amount of image, video, audio, language, and text through a neural networking to implement deep learning.New life with AI: For next 20 years, we expect many applications like instant translation and AI assistant, SAE level 5 autonomous driving on all transportation, the super seven on AI and machine deep learning, AI teacher/consumer robot, and AI security are emerging to bring new job opportunities and better life for us.AI, neural network, and deep learning cloud service: The big data and Amazon Web Service are helping Amazon ahead of others on the AI and deep learning cloud service, but we see larger potential from Google and its Cloud Platform due to its lead on  AlphaGo AI, autonomous drive Waymo, and its competitive TPU design.Identify the semi winners in AI and machine deep learning: We identify Nvidia and its foundry partner TSMC to be benefited the most due to their dominated position on AI and deep learning GPU and autonomous driving AI chip. Identify system vendors in AI: Driven by migration to cloud datacenter, super seven cloud datacenter, automotive, and telecom companies will use more of system integrators like Quanta Cloud Technology and Arista Networks by eliminating the costly middle brand name vendors like Dell, HPE, EMC, and Cisco. 

Andrew on Tech: Embracing New Life and Opportunities with AI And Machine Deep Learning

United States

Arista Networks Inc. provides cloud networking solutions for data-centers and computer environments. The Company offers ethernet switches, pass-through cards, transceivers, cards, and enhanced operating systems. Arista also provides host adapter solutions and networking services and markets its products globally.

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Arista Networks (ANET US)

Arista Networks Inc.: Initiation of Coverage – Market Position

This is our first report on cloud networking solutions provider, Arista Networks. The company had a strong quarter and generated record quarterly...

Baptista Research

Andrew on Tech: Embracing New Life and Opportunities with AI And Machine Deep Learning

Introduction: To develop a new AI deep learning application, a vendor needs to build or to use Amazon Web Service, Microsoft Azure, Google Cloud...

Andrew Lu

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52-week Range

Market Cap (USDm)

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