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>Cloudflare Inc. concluded 2024 with a robust performance, reporting notable financial and operational achievements for the fourth quarter.</li><li>Revenue reached $459.9 million, marking a 27% increase compared to the previous year.</li><li>The company reported significant growth in its large customer segment—those contributing over $100,000 annually—with a year-over-year uptick of 27% in this segment, representing 69% of total revenue, up from 66% the previous year.</li></ul>

Cloudflare Inc. concluded 2024 with a robust performance, reporting notable financial and operational achievements for the fourth quarter.Revenue reached $459.9 million, marking a 27% increase compared to the previous year.The company reported significant growth in its large customer segment—those contributing over $100,000 annually—with a year-over-year uptick of 27% in this segment, representing 69% of total revenue, up from 66% the previous year.

Cloudflare Inc.: Can Its Enhanced Utilization in AI and Agents Help Catalyze Top-Line Growth?

<ul><li>Cloudflare's Q3 2024 financial results reflect a mixed performance characterized by areas of significant growth as well as certain challenges that require attention.</li><li>During the quarter, Cloudflare achieved a revenue of $430.1 million, representing a 28% year-over-year increase.</li><li>This was driven by strategic customer acquisition, notably the record addition of 219 large customers, many paying over $100,000 annually.</li></ul>

Cloudflare's Q3 2024 financial results reflect a mixed performance characterized by areas of significant growth as well as certain challenges that require attention.During the quarter, Cloudflare achieved a revenue of $430.1 million, representing a 28% year-over-year increase.This was driven by strategic customer acquisition, notably the record addition of 219 large customers, many paying over $100,000 annually.

Cloudflare Inc.: An Insight Into Its Product Diversification & Innovation & Other Major Drivers

<ul><li>Cloudflare reported its financial results for the second quarter of 2024, demonstrating resilient performance amidst ongoing macroeconomic uncertainty.</li><li>The company continued its growth trajectory, recording $401 million in revenue, reflecting a 30% increase year-over-year.</li><li>The earnings reflected consistent engagement with high value customers, with a notable addition of 168 new large customers who contribute significantly, symbolizing a similar 30% growth year-over-year in this customer segment.</li></ul>

Cloudflare reported its financial results for the second quarter of 2024, demonstrating resilient performance amidst ongoing macroeconomic uncertainty.The company continued its growth trajectory, recording $401 million in revenue, reflecting a 30% increase year-over-year.The earnings reflected consistent engagement with high value customers, with a notable addition of 168 new large customers who contribute significantly, symbolizing a similar 30% growth year-over-year in this customer segment.

Cloudflare Inc.: These Are The 7 Pivotal Growth Levels Of The Technology Giant! - Financial Forecasts

<ul><li>Cloudflare Inc., in its Q1 2024 earnings, witnessed a strong start to the year, with the company's revenues hitting a high of $378.6 million, marking a significant 30% increase on a year-over-year basis.</li><li>The company notched up its large customer base to 2,878 signifying a 33% increment year over-year.</li><li>It successfully added 122 new large customers, concurrently boosting the revenue contribution from this segment from 62% to 67%.</li></ul>

Cloudflare Inc., in its Q1 2024 earnings, witnessed a strong start to the year, with the company's revenues hitting a high of $378.6 million, marking a significant 30% increase on a year-over-year basis.The company notched up its large customer base to 2,878 signifying a 33% increment year over-year.It successfully added 122 new large customers, concurrently boosting the revenue contribution from this segment from 62% to 67%.

Cloudflare Inc.: Strength in Artificial Intelligence (AI) Competency As A Major Growth Catalyst! - Major Drivers

Covering IPOs, Healthcare and Technology Stocks

Andrei Zakharov

Equity Capital Markets

<ul>
<li>Baishan Cloud, China’s independent edge cloud service provider, filed to go public in Hong Kong. CICC and investment bank Haitong are the lead underwriters in this offering.</li>
<li>Founded in 2015, <a href="https://www.smartkarma.com/entities/beijing-baishancloud-technology-co-ltd" target="_blank" data-smartkarma-citation="entities:40988:1" rel="noopener">BaishanCloud (1568617D HK)</a> is led by its CEO and Founder, Mr. HUO Tao, and a highly experienced founding team.</li>
<li>I believe the company will achieve a break-even this year, coupled with a strong international expansion, potential revenue acceleration and gross margin improvement as the business continues to scale up.</li>
</ul>


Baishan Cloud, China’s independent edge cloud service provider, filed to go public in Hong Kong. CICC and investment bank Haitong are the lead underwriters in this offering.
Founded in 2015, BaishanCloud (1568617D HK) is led by its CEO and Founder, Mr. HUO Tao, and a highly experienced founding team.
I believe the company will achieve a break-even this year, coupled with a strong international expansion, potential revenue acceleration and gross margin improvement as the business continues to scale up.


Baishan Cloud IPO Preview: Break-Even Is Likely To Be Achieved in 2024

United States

Cloudflare, Inc. designs and develops software solutions. The Company offers platform for load balancing, video streaming, security, analysis, and domain registration. Cloudflare serves customers worldwide.

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Cloudflare (NET US)

Cloudflare Inc.: Can Its Enhanced Utilization in AI and Agents Help Catalyze Top-Line Growth?

Cloudflare Inc. concluded 2024 with a robust performance, reporting notable financial and operational achievements for the fourth quarter. Revenue...

Baptista Research

Cloudflare Inc.: An Insight Into Its Product Diversification & Innovation & Other Major Drivers

Cloudflare's Q3 2024 financial results reflect a mixed performance characterized by areas of significant growth as well as certain challenges that...

Baptista Research

Cloudflare Inc.: These Are The 7 Pivotal Growth Levels Of The Technology Giant! - Financial Forecasts

Cloudflare reported its financial results for the second quarter of 2024, demonstrating resilient performance amidst ongoing macroeconomic...

Baptista Research

Cloudflare Inc.: Strength in Artificial Intelligence (AI) Competency As A Major Growth Catalyst! - Major Drivers

Cloudflare Inc., in its Q1 2024 earnings, witnessed a strong start to the year, with the company's revenues hitting a high of $378.6 million,...

Baptista Research

Baishan Cloud IPO Preview: Break-Even Is Likely To Be Achieved in 2024

Baishan Cloud, a founder-led edge cloud service provider in China, filed to list IPO on HKEX. The company develops AI-empowered edge cloud platform...

Andrei Zakharov

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