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>Cable One’s Q2 2024 earnings reflected a transformative period for the company amidst evolving market challenges and the ending of the Affordable Connectivity Program (ACP).</li><li>A crucial aspect highlighted was the ending of ACP, which resulted in the loss of about 4,000 customers from an approximate total of 48,000 affected customers.</li><li>Despite these challenges, Cable One managed to sustain customer growth trends positively, leveraging their robust network and local market initiatives to mitigate losses.</li></ul>

Cable One’s Q2 2024 earnings reflected a transformative period for the company amidst evolving market challenges and the ending of the Affordable Connectivity Program (ACP).A crucial aspect highlighted was the ending of ACP, which resulted in the loss of about 4,000 customers from an approximate total of 48,000 affected customers.Despite these challenges, Cable One managed to sustain customer growth trends positively, leveraging their robust network and local market initiatives to mitigate losses.

Cable One Inc.: Network Investments & Multi-Gig Speeds Are Driving Our Optimism! - Major Drivers

<ul><li>Cable One has demonstrated a mixed performance in the first quarter of 2024, marked by a decrease in total revenues from the previous year, coinciding with competitive turbulence mainly from emerging fixed wireless and additional fiber competitors.</li><li>Total revenues recorded were $404.3 million compared to $421.9 million in the prior year quarter, largely driven by a significant drop in video subscribers.</li><li>Despite this, the company showcases operational resiliency and strength in residential broadband customer base growth, with an increase of approximately 6,900 new customers, hinting at successful adaptations to a changing market environment.</li></ul>

Cable One has demonstrated a mixed performance in the first quarter of 2024, marked by a decrease in total revenues from the previous year, coinciding with competitive turbulence mainly from emerging fixed wireless and additional fiber competitors.Total revenues recorded were $404.3 million compared to $421.9 million in the prior year quarter, largely driven by a significant drop in video subscribers.Despite this, the company showcases operational resiliency and strength in residential broadband customer base growth, with an increase of approximately 6,900 new customers, hinting at successful adaptations to a changing market environment.

Cable One Inc.: 4 Reasons Why We Are Bullish Despite The Mixed Results! - Major Drivers

<ul><li>This is our first report on Cable One.</li><li>The balancing growth strategy of the company indicated the progress during the fourth quarter of 2023, as the company reported customer growth driven by improvement in new connects year-over-year and sustained low churn rates.</li><li>Focusing on specific new customer segments and adjusted market approach, the company has re-engineered its go-to-market approach to counter competition and expand network footprint.</li></ul>

This is our first report on Cable One.The balancing growth strategy of the company indicated the progress during the fourth quarter of 2023, as the company reported customer growth driven by improvement in new connects year-over-year and sustained low churn rates.Focusing on specific new customer segments and adjusted market approach, the company has re-engineered its go-to-market approach to counter competition and expand network footprint.

Cable One Inc.: Initiation Of Coverage - Unveiling the 4 Major Forces Propelling Its Success! - Financial Forecasts

United States

Cable One, Inc. operates as a cable company. The Company offers data, video, and voice services. Cable One serves residential and business consumers in the United States.

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Cable One Inc (CABO US)

Cable One Inc.: Network Investments & Multi-Gig Speeds Are Driving Our Optimism! - Major Drivers

Cable One’s Q2 2024 earnings reflected a transformative period for the company amidst evolving market challenges and the ending of the Affordable...

Baptista Research

Cable One Inc.: 4 Reasons Why We Are Bullish Despite The Mixed Results! - Major Drivers

Cable One has demonstrated a mixed performance in the first quarter of 2024, marked by a decrease in total revenues from the previous year,...

Baptista Research

Cable One Inc.: Initiation Of Coverage - Unveiling the 4 Major Forces Propelling Its Success! - Financial Forecasts

This is our first report on Cable One. The balancing growth strategy of the company indicated the progress during the fourth quarter of 2023, as...

Baptista Research

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