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 had another strong quarter despite a challenging macroeconomic environment.</li><li>The company delivered an all-around beat and its revenue increased by 42% year over year to $274.7 million.</li><li>They had 2,042 major customers at the end of the quarter, up 134 over the previous quarter and 44% over the same period last year.</li></ul>

Cloudflare had another strong quarter despite a challenging macroeconomic environment.The company delivered an all-around beat and its revenue increased by 42% year over year to $274.7 million.They had 2,042 major customers at the end of the quarter, up 134 over the previous quarter and 44% over the same period last year.

Cloudflare Inc.: Digital Experience Monitoring Umbrella & Other Drivers

<ul><li>Despite the heightened economic unpredictability, Cloudflare had a good quarter and managed to deliver an all-around beat.</li><li>The company generated $234 million in sales in Q2, up 54% from the same period last year.</li><li>They now have 1,749 customers that pay them more than $100,000 annually after recently adding 212 additional large customers.</li></ul>

Despite the heightened economic unpredictability, Cloudflare had a good quarter and managed to deliver an all-around beat.The company generated $234 million in sales in Q2, up 54% from the same period last year.They now have 1,749 customers that pay them more than $100,000 annually after recently adding 212 additional large customers.

Cloudflare Inc: Launch of CAPTCHA Substitute & Other Developments

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Event-Driven

<ul>
<li>In the past 24 hours, there have been many news flow about numerous US airports that have been cyber attacked by suspects from Russia. </li>
<li>The increasing media attention on cyberattack threat could result in greater concerns about cybersecurity inducing higher global spending on software and other services that help to protect against cyber attacks. </li>
<li>Global cybersecurity stocks that could benefit from greater media attention on cyberattacks include Palo Alto Networks (PANW US)  Crowdstrike Holdings Inc (CRWD US)  CloudFlare (NET US).  </li>
</ul>


In the past 24 hours, there have been many news flow about numerous US airports that have been cyber attacked by suspects from Russia. 
The increasing media attention on cyberattack threat could result in greater concerns about cybersecurity inducing higher global spending on software and other services that help to protect against cyber attacks. 
Global cybersecurity stocks that could benefit from greater media attention on cyberattacks include Palo Alto Networks (PANW US)  Crowdstrike Holdings Inc (CRWD US)  CloudFlare (NET US).  


Cyberattacks at Numerous US Airports by Suspects from Russia

US Tech Company Research, MT Capital

MT Capital

US Tech Company Research

I demystify the world's most interesting tech companies, providing in-depth, no-nonsense, un-biased analysis on the most interesting Tech Companies available for investment today. I am a Mechanical Engineer by education, Software Engineer by trade and a self-trained Financial Analyst.

<ul><li>Over the last few weeks I have been picking away at the book “The Master and His Emissary”.</li><li>Within, Ian McGilchrist analyzes the differences between the two hemispheres of the brain (the right and the left), explaining how their inherent functionalities may drive the contradictions we all feel in human existence.</li><li>Without going into too much depth here (I encourage you to read his work instead), I found myself struck by the idea of The Belief in One Truth.</li></ul>

Over the last few weeks I have been picking away at the book “The Master and His Emissary”.Within, Ian McGilchrist analyzes the differences between the two hemispheres of the brain (the right and the left), explaining how their inherent functionalities may drive the contradictions we all feel in human existence.Without going into too much depth here (I encourage you to read his work instead), I found myself struck by the idea of The Belief in One Truth.

<ul><li>This is our first report on Cloudflare, one of the leading cloud-based security solutions providers in the world.</li><li>Cloudflare has recently equipped partners to deliver a comprehensive Zero Trust solution with the Cloudflare One Partner program.</li><li>Moreover, the company recently expanded its platform zero trust for becoming the only provider of cloud-native with Network scale.</li></ul>

This is our first report on Cloudflare, one of the leading cloud-based security solutions providers in the world.Cloudflare has recently equipped partners to deliver a comprehensive Zero Trust solution with the Cloudflare One Partner program.Moreover, the company recently expanded its platform zero trust for becoming the only provider of cloud-native with Network scale.

Cloudflare Inc.: Initiation of Coverage – Market Presence & Scope For Expansion. Other Key Drivers

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.: Digital Experience Monitoring Umbrella & Other Drivers

Cloudflare had another strong quarter despite a challenging macroeconomic environment. The company delivered an all-around beat and its revenue...

Baptista Research

Cloudflare Inc: Launch of CAPTCHA Substitute & Other Developments

Despite the heightened economic unpredictability, Cloudflare had a good quarter and managed to deliver an all-around beat. The company generated...

Baptista Research

Cyberattacks at Numerous US Airports by Suspects from Russia

In the past 24 hours, there have been many news flow about numerous US airports that have been cyber attacked by suspects from Russia. This could...

Douglas Kim

Cloudflare ($NET)

Without going into too much depth here (I encourage you to read his work instead), I found myself struck by the idea of The Belief in One Truth.

MT Capital

Cloudflare Inc.: Initiation of Coverage – Market Presence & Scope For Expansion. Other Key Drivers

This is our first report on Cloudflare, one of the leading cloud-based security solutions providers in the world. Cloudflare has recently equipped...

Baptista Research

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