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>Five9 Inc., a leading provider in the cloud-based contact center software space, demonstrated several key positives and potential challenges in their latest financial results and business activities.</li><li>The company's focus on artificial intelligence (AI) and advanced cloud-based customer engagement solutions has contributed positively to its growth trajectory.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Five9 Inc., a leading provider in the cloud-based contact center software space, demonstrated several key positives and potential challenges in their latest financial results and business activities.The company's focus on artificial intelligence (AI) and advanced cloud-based customer engagement solutions has contributed positively to its growth trajectory.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Five9 Inc.: Can Its Strategic Market Expansion Give Them A Competitive Advantage? - Major Drivers

<ul><li>In the latest earnings discussion of Five9, Chairman and CEO Mike Burkland relayed a mixed set of results, presenting a blend of successes and challenges.</li><li>The company achieved an annual revenue run rate exceeding $1 billion, primarily driven by a 21% year-over-year growth in LTM Enterprise subscription revenue.</li><li>Alongside, the adjusted EBITDA margin improved sequentially to 17% of revenue, contributing robustly to a strong LTM operating cash flow of $126 million, which is 13% of revenue.</li></ul>

In the latest earnings discussion of Five9, Chairman and CEO Mike Burkland relayed a mixed set of results, presenting a blend of successes and challenges.The company achieved an annual revenue run rate exceeding $1 billion, primarily driven by a 21% year-over-year growth in LTM Enterprise subscription revenue.Alongside, the adjusted EBITDA margin improved sequentially to 17% of revenue, contributing robustly to a strong LTM operating cash flow of $126 million, which is 13% of revenue.

Five9 Inc.: An Insight Into Its Competitive Advantage & Go-To-Market Strategy! - Major Drivers

<ul><li>Five9, a noted leader in cloud contact center solutions, has been facing activist pressure in order to explore a potential sale of the company after a decent quarterly result.</li><li>Positively, Five9 reported a solid increase in subscription revenue, growing 20% year-over-year, which underscores its successful transition and dominance in the cloud-based contact center market.</li><li>This growth trajectory is supported by three key trends: the ongoing shift to cloud-based platforms, heightened focus on customer experience enhancement, and revolutionary impacts of AI on customer services.</li></ul>

Five9, a noted leader in cloud contact center solutions, has been facing activist pressure in order to explore a potential sale of the company after a decent quarterly result.Positively, Five9 reported a solid increase in subscription revenue, growing 20% year-over-year, which underscores its successful transition and dominance in the cloud-based contact center market.This growth trajectory is supported by three key trends: the ongoing shift to cloud-based platforms, heightened focus on customer experience enhancement, and revolutionary impacts of AI on customer services.

Five9 Under Pressure From Anson Funds To Explore A Potential Sale! 4 Reasons Why It Could Be An Attractive Acquisition Target! - Financial Forecasts

<ul><li>Five9's recent financial recap underscores its robust position in the cloud-based contact center market, highlighted by a notable 20% year-over-year growth in subscription revenues and a total revenue surpassing guidance expectations.</li><li>These achievements are particularly significant because they underscore organic growth without contributions from transitioning customers from on-premise to cloud solutions, distinguishing Five9 as purely cloud-focused in its operations.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Five9's recent financial recap underscores its robust position in the cloud-based contact center market, highlighted by a notable 20% year-over-year growth in subscription revenues and a total revenue surpassing guidance expectations.These achievements are particularly significant because they underscore organic growth without contributions from transitioning customers from on-premise to cloud solutions, distinguishing Five9 as purely cloud-focused in its operations.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Five9 Inc.: Expansion into AI & Automation Solutions A Critical Growth Catalyst? - Major Drivers

<ul><li>Five9's Q4 earnings showed mixed results.</li><li>Revenue for the quarter grew by 15%, slightly below expectations, and full-year revenue grew by 17%, primarily driven by the company's enterprise business.</li><li>Last twelve month (LTM) subscription revenue was noted to have grown by 25% year over-year, indicating strong demand for Five9's services.</li></ul>

Five9's Q4 earnings showed mixed results.Revenue for the quarter grew by 15%, slightly below expectations, and full-year revenue grew by 17%, primarily driven by the company's enterprise business.Last twelve month (LTM) subscription revenue was noted to have grown by 25% year over-year, indicating strong demand for Five9's services.

Five9 Inc.: Enhanced Artificial Intelligence (AI) and Automation Capabilities

United States

Five9, Inc. provides cloud contact center software. The Company offers real-time and historical reporting, recording, quality monitoring, workforce, and customer relationship management integrations. Five9 serves customers worldwide.

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Five9 Inc (FIVN US)

Five9 Inc.: Can Its Strategic Market Expansion Give Them A Competitive Advantage? - Major Drivers

Five9 Inc., a leading provider in the cloud-based contact center software space, demonstrated several key positives and potential challenges in...

Baptista Research

Five9 Inc.: An Insight Into Its Competitive Advantage & Go-To-Market Strategy! - Major Drivers

In the latest earnings discussion of Five9, Chairman and CEO Mike Burkland relayed a mixed set of results, presenting a blend of successes and...

Baptista Research

Five9 Under Pressure From Anson Funds To Explore A Potential Sale! 4 Reasons Why It Could Be An Attractive Acquisition Target! - Financial Forecasts

Five9, a noted leader in cloud contact center solutions, has been facing activist pressure in order to explore a potential sale of the company...

Baptista Research

Five9 Inc.: Expansion into AI & Automation Solutions A Critical Growth Catalyst? - Major Drivers

Five9's recent financial recap underscores its robust position in the cloud-based contact center market, highlighted by a notable 20%...

Baptista Research

Five9 Inc.: Enhanced Artificial Intelligence (AI) and Automation Capabilities

Five9's Q4 earnings showed mixed results. Revenue for the quarter grew by 15%, slightly below expectations, and full-year revenue grew by 17%,...

Baptista Research

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