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>Confluent, Inc. exhibited several key strengths and challenges in its recent financial performance.</li><li>The company's subscription revenue for the fiscal year grew by 24% to $250.6 million, driven by a 38% increase in Confluent Cloud revenue and a 10% growth in Confluent Platform revenue.</li><li>This reflects continued strong demand for enterprise-grade data streaming solutions, particularly in regulated industries.</li></ul>

Confluent, Inc. exhibited several key strengths and challenges in its recent financial performance.The company's subscription revenue for the fiscal year grew by 24% to $250.6 million, driven by a 38% increase in Confluent Cloud revenue and a 10% growth in Confluent Platform revenue.This reflects continued strong demand for enterprise-grade data streaming solutions, particularly in regulated industries.

Confluent Inc.: Expanding Product Offerings To Possibly Disrupt the Market!

<ul><li>Confluent's third quarter 2024 financial results reveal a blend of positives and negatives for investors.</li><li>The company demonstrated strong subscription revenue growth, particularly in its cloud operations, but some broader business challenges warrant careful consideration.</li><li>On the positive side, Confluent reported a significant year-over-year subscription revenue increase of 27%, totaling $240 million, with Confluent Cloud revenue growing even more impressively by 42% to $130 million.</li></ul>

Confluent's third quarter 2024 financial results reveal a blend of positives and negatives for investors.The company demonstrated strong subscription revenue growth, particularly in its cloud operations, but some broader business challenges warrant careful consideration.On the positive side, Confluent reported a significant year-over-year subscription revenue increase of 27%, totaling $240 million, with Confluent Cloud revenue growing even more impressively by 42% to $130 million.

Confluent Inc.: AI Integration & Expanding Use Cases For A Competitive Edge! - Major Drivers

Stock Picking & Investing, BluSuit

BluSuit

Stock Picking & Investing

Financial markets, high growth & innovative business coverage, macro economics, trading strategy and market insight

<ul>
<li>When I first came across Confluent, I quickly dismissed it because it was expensive. At the time, it was trading at 40x P/S and I couldn’t justify that sort of stock price.</li>
<li>But fortunately I have had the chance the accumulate more at depressed levels.</li>
<li>Obviously, Confluent was caught up in the tech bubble and its inevitable bursting which may leave its chart looking unattractive at first glance.</li>
</ul>


When I first came across Confluent, I quickly dismissed it because it was expensive. At the time, it was trading at 40x P/S and I couldn’t justify that sort of stock price.
But fortunately I have had the chance the accumulate more at depressed levels.
Obviously, Confluent was caught up in the tech bubble and its inevitable bursting which may leave its chart looking unattractive at first glance.


Confluent - Opening a New Market Opportunity

<ul><li>Confluent Inc. experienced a solid second quarter in 2024, surpassing expectations in terms of revenue and margin performance.</li><li>The company reported a subscription revenue growth of 27%, reaching $225 million, while Confluent Cloud revenue increased by 40% to $117 million.</li><li>These figures align with the company's strategic focus on improving the operational metrics, as non-GAAP operating margin also turned positive, further reinforcing their financial groundwork amid an uncertain economic landscape.</li></ul>

Confluent Inc. experienced a solid second quarter in 2024, surpassing expectations in terms of revenue and margin performance.The company reported a subscription revenue growth of 27%, reaching $225 million, while Confluent Cloud revenue increased by 40% to $117 million.These figures align with the company's strategic focus on improving the operational metrics, as non-GAAP operating margin also turned positive, further reinforcing their financial groundwork amid an uncertain economic landscape.

Confluent Inc.: These 5 Growth Levers Are Driving Their Performance In 2025 & Beyond! - Major Drivers

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>Confluent (CFLT) is an infrastructure software company offering managed data streaming and processing services</li><li>The company went public in 2019 and has experienced a decrease in stock price, presenting a potential opportunity for rerating</li><li>Confluent's strong product story around Apache Flink and usage by companies like FedEx and Uber position it for future growth</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Confluent (CFLT) is an infrastructure software company offering managed data streaming and processing servicesThe company went public in 2019 and has experienced a decrease in stock price, presenting a potential opportunity for reratingConfluent's strong product story around Apache Flink and usage by companies like FedEx and Uber position it for future growthThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Confluent Inc (CFLT) - Thursday, Mar 28, 2024

United States

Confluent, Inc. operates as a software company. The Company develops cloud-native platform is designed to unleash real-time data. Confluent serves customers worldwide

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Confluent (CFLT US)

Confluent Inc.: Expanding Product Offerings To Possibly Disrupt the Market!

Confluent, Inc. exhibited several key strengths and challenges in its recent financial performance. The company's subscription revenue for the...

Baptista Research

Confluent Inc.: AI Integration & Expanding Use Cases For A Competitive Edge! - Major Drivers

Confluent's third quarter 2024 financial results reveal a blend of positives and negatives for investors. The company demonstrated strong...

Baptista Research

Confluent - Opening a New Market Opportunity

When I first came across Confluent, I quickly dismissed it because it was expensive. At the time, it was trading at 40x P/S and I couldn’t justify...

BluSuit

Confluent Inc.: These 5 Growth Levers Are Driving Their Performance In 2025 & Beyond! - Major Drivers

Confluent Inc. experienced a solid second quarter in 2024, surpassing expectations in terms of revenue and margin performance. The company...

Baptista Research

Confluent Inc (CFLT) - Thursday, Mar 28, 2024

Confluent (CFLT) is an infrastructure software company offering managed data streaming and processing services. The company went public in 2019 and...

Value Investors Club

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