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

Credo Technology Group Holding / Equity Bottom-Up

<ul><li>Credo's Q1 fiscal 2025 results suggest a mixed yet promising growth trajectory.</li><li>The company reported total revenue of $59.7 million, with product revenues significantly marking a 30% increase at $57.3 million in comparison to previous quarters.</li><li>This growth highlights the effectiveness of Credo's strategy in expanding its product offerings across high-speed connectivity solutions such as active electrical cables (AEC), optical digital signal processing (DSP), and line card physical layer devices (PHYs).</li></ul>

Credo's Q1 fiscal 2025 results suggest a mixed yet promising growth trajectory.The company reported total revenue of $59.7 million, with product revenues significantly marking a 30% increase at $57.3 million in comparison to previous quarters.This growth highlights the effectiveness of Credo's strategy in expanding its product offerings across high-speed connectivity solutions such as active electrical cables (AEC), optical digital signal processing (DSP), and line card physical layer devices (PHYs).

Credo Technology Group: Expansion Of Optical Digital Signal Processor Business & Rack-to-Rack Connectivity Solutions Driving Our 'Buy' Rating? - Major Drivers

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>Credo's shares have surged over 180% since NVDA's AI earnings report in May 2023</li><li>Despite being seen as an AI "winner," Credo's active electrical cable is losing market position due to networking bottlenecks in data centers</li><li>The upcoming 800G infrastructure ramp could provide opportunities for advanced interconnects, but Credo's shares are currently priced to perfection</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>

Credo's shares have surged over 180% since NVDA's AI earnings report in May 2023Despite being seen as an AI "winner," Credo's active electrical cable is losing market position due to networking bottlenecks in data centersThe upcoming 800G infrastructure ramp could provide opportunities for advanced interconnects, but Credo's shares are currently priced to perfectionThis 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.

Credo Tech Group Holding Ltd (CRDO) - Friday, Apr 12, 2024

<ul><li>Credo's fiscal 2024 earnings presented a blend of robust achievements and markers for future growth, tied along with inherent business risks associated with developing and scaling high-speed connectivity solutions.</li><li>The company highlighted record annual revenue alongside a notable uplift in revenue derived from AI-powered workloads, indicating successful alignment with leading-edge technological demands.</li><li>Revenue for fiscal year 2024 stood at $193 million, up by 5% year-over-year, with a marked improvement in non GAAP gross margins to 62.5%.</li></ul>

Credo's fiscal 2024 earnings presented a blend of robust achievements and markers for future growth, tied along with inherent business risks associated with developing and scaling high-speed connectivity solutions.The company highlighted record annual revenue alongside a notable uplift in revenue derived from AI-powered workloads, indicating successful alignment with leading-edge technological demands.Revenue for fiscal year 2024 stood at $193 million, up by 5% year-over-year, with a marked improvement in non GAAP gross margins to 62.5%.

Credo Technology Group: We Are Unsure Despite Their Expansion in Artificial Intelligence Applications! - Major Drivers

Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Equity Long-Short, Semiconductors

Fabricated Knowledge

Learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

<ul><li>Google, Microsoft, and Facebook reported earnings.</li><li>Let’s discuss their capex plans and what that means for our new data center champion, Nvidia.</li><li>I think it’s pretty straightforward that Nvidia has revenue beats for the foreseeable future.</li></ul>

Google, Microsoft, and Facebook reported earnings.Let’s discuss their capex plans and what that means for our new data center champion, Nvidia.I think it’s pretty straightforward that Nvidia has revenue beats for the foreseeable future.

Google, Microsoft, Facebook and Nvidia: AI Spending Implications at the Hyperscalers

<ul><li>This is our first report on high-speed connectivity solutions provider, Credo.</li><li>The company reported Q3 FY24 earnings, with revenue at $53.1 million and non-GAAP gross margin at 62.2%.</li><li>Credo's results and future growth expectations are being fueled by the growing market for high-speed, energy-efficient connectivity solutions in data infrastructure.</li></ul>

This is our first report on high-speed connectivity solutions provider, Credo.The company reported Q3 FY24 earnings, with revenue at $53.1 million and non-GAAP gross margin at 62.2%.Credo's results and future growth expectations are being fueled by the growing market for high-speed, energy-efficient connectivity solutions in data infrastructure.

Credo Technology Group: Initiation Of Coverage - How Are They Adapting To The Artificial Intelligence (AI)-Triggered Market Shift? - Major Drivers

United States

Credo Technology Group Holding Ltd operates as a holding company. The Company, through its subsidiaries, provides connectivity solutions such as IP and chiplets, line cards, optical DSPs, and active electrical cables. Credo Technology Group Holding serves customers worldwide.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Credo Technology Group Holding (CRDO US)

Credo Technology Group: Expansion Of Optical Digital Signal Processor Business & Rack-to-Rack Connectivity Solutions Driving Our 'Buy' Rating? - Major Drivers

Credo's Q1 fiscal 2025 results suggest a mixed yet promising growth trajectory. The company reported total revenue of $59.7 million, with product...

Baptista Research

Credo Tech Group Holding Ltd (CRDO) - Friday, Apr 12, 2024

Despite being seen as an AI "winner," Credo's active electrical cable is losing market position due to networking bottlenecks in data centers

Value Investors Club

Credo Technology Group: We Are Unsure Despite Their Expansion in Artificial Intelligence Applications! - Major Drivers

Credo's fiscal 2024 earnings presented a blend of robust achievements and markers for future growth, tied along with inherent business risks...

Baptista Research

Google, Microsoft, Facebook and Nvidia: AI Spending Implications at the Hyperscalers

Google, Microsoft, and Facebook reported earnings. Let’s discuss their capex plans and what that means for our new data center champion, Nvidia. I...

Fabricated Knowledge

Credo Technology Group: Initiation Of Coverage - How Are They Adapting To The Artificial Intelligence (AI)-Triggered Market Shift? - Major Drivers

This is our first report on high-speed connectivity solutions provider, Credo. The company reported Q3 FY24 earnings, with revenue at $53.1...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)