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>Fox delivered decent results in the quarter, with revenue growth of 7%, including 12% growth in advertising, supported by significant tentpole events like the midterm elections, Super Bowl LVII, and the FIFA Men's World Cup, as well as outstanding growth of Tubi and 3% affiliate growth driven by the first third of its distribution renewal cycle.</li><li>These results show that Fox's distinctive strategy continues to produce engaged audiences at scale for its distribution and advertising partners across its sports and news verticals while also propelling remarkable growth throughout its digital businesses.</li><li>For the ninth consecutive quarter, the FOX News Channel concluded the fourth quarter as the most-watched cable network overall.</li></ul>

Fox delivered decent results in the quarter, with revenue growth of 7%, including 12% growth in advertising, supported by significant tentpole events like the midterm elections, Super Bowl LVII, and the FIFA Men's World Cup, as well as outstanding growth of Tubi and 3% affiliate growth driven by the first third of its distribution renewal cycle.These results show that Fox's distinctive strategy continues to produce engaged audiences at scale for its distribution and advertising partners across its sports and news verticals while also propelling remarkable growth throughout its digital businesses.For the ninth consecutive quarter, the FOX News Channel concluded the fourth quarter as the most-watched cable network overall.

Fox Corporation: Discover the Strategy Behind Their Stellar Viewership Jump! - Major Drivers

Equity Capital Markets

<ul><li>Fox Corporation delivered an all-around beat in the previous quarter.</li><li>The significant Super Bowl LVII bolstered the quarter's success on the Fox Broadcast Network, which generated significant advertising revenue across their businesses and contributed to a remarkable 61% growth in advertising revenue in the Television segment.</li><li>Despite the industry challenges, We give Fox Corporation a 'Hold' rating with a revised target price.</li></ul>

Fox Corporation delivered an all-around beat in the previous quarter.The significant Super Bowl LVII bolstered the quarter's success on the Fox Broadcast Network, which generated significant advertising revenue across their businesses and contributed to a remarkable 61% growth in advertising revenue in the Television segment.Despite the industry challenges, We give Fox Corporation a 'Hold' rating with a revised target price.

Fox Corporation: Formation of Tubi Media Group To Lead Fox’s Digital Expansion Efforts – Key Drivers

<ul><li>This is our first report on Fox Corporation, one of the world’s largest mass media companies.</li><li>Fox continued to perform well in the second quarter, with a 4% increase in revenue and a 71% increase in EBITDA, resulting in an all-around beat.</li><li>Besides that, the company produced a 6% revenue growth in the television industry, including a 5% increase in ad revenue.</li></ul>

This is our first report on Fox Corporation, one of the world’s largest mass media companies.Fox continued to perform well in the second quarter, with a 4% increase in revenue and a 71% increase in EBITDA, resulting in an all-around beat.Besides that, the company produced a 6% revenue growth in the television industry, including a 5% increase in ad revenue.

Fox Corporation: Initiation of Coverage – Key Partnerships & Other Drivers

Credit

<ul><li>Fox Corporation is one of the largest mass media companies across the globe.</li><li>The bad news is that the company has seen consistent trailing 12-month subscriber losses but their affiliate revenues have grown marginally.</li><li>Baptista Research looks to evaluate the different credit strengths and credit risks of the company as well as a line-by-line analysis of the financial statements of the company for the past four years.</li></ul>

Fox Corporation is one of the largest mass media companies across the globe.The bad news is that the company has seen consistent trailing 12-month subscriber losses but their affiliate revenues have grown marginally.Baptista Research looks to evaluate the different credit strengths and credit risks of the company as well as a line-by-line analysis of the financial statements of the company for the past four years.

Fox Corporation: Detailed Credit Analysis & Financial Strength Evaluation Report

United States

Fox Corporation operates as an entertainment company. The Company produces and licenses news, sports, and entertainment content for distribution through cable television systems, direct broadcast satellite operators, telecommunications companies, and online video distributors. Fox also manages broadcast studios, theaters, editing bays, sound stages, and other production facilities.

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Fox (FOXA US)

Fox Corporation: Discover the Strategy Behind Their Stellar Viewership Jump! - Major Drivers

Fox delivered decent results in the quarter, with revenue growth of 7%, including 12% growth in advertising, supported by significant tentpole...

Baptista Research

Fox Corporation: Formation of Tubi Media Group To Lead Fox’s Digital Expansion Efforts – Key Drivers

Fox Corporation delivered an all-around beat in the previous quarter. The significant Super Bowl LVII bolstered the quarter's success on the Fox...

Baptista Research

Fox Corporation: Initiation of Coverage – Key Partnerships & Other Drivers

This is our first report on Fox Corporation, one of the world’s largest mass media companies. Fox continued to perform well in the second quarter,...

Baptista Research

Fox Corporation: Detailed Credit Analysis & Financial Strength Evaluation Report

Fox Corporation is one of the largest mass media companies across the globe. The bad news is that the company has seen consistent trailing...

Baptista Research

Fox Corporation: Initiation of Coverage – Key Partnerships & Other Drivers

This is our first report on Fox Corporation, one of the world’s largest mass media companies. Fox continued to perform well in the second quarter,...

Baptista Research

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