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>Motorola Solutions, Inc. showcased robust financial performance in the first quarter of 2024, marked by a 10% revenue growth and a significant 27% increase in its earnings per share.</li><li>This strong performance was complemented by an expanded operating margin by 220 basis points and a record first quarter operating cash flow of $382 million.</li><li>The growth was propelled by various segments.</li></ul>

Motorola Solutions, Inc. showcased robust financial performance in the first quarter of 2024, marked by a 10% revenue growth and a significant 27% increase in its earnings per share.This strong performance was complemented by an expanded operating margin by 220 basis points and a record first quarter operating cash flow of $382 million.The growth was propelled by various segments.

Motorola Solutions Inc.: What Is  The Implication of Cloud Technology Adoption? - Major Drivers

<ul><li>Motorola Solutions has recently delivered its 2023 fourth quarter earnings.</li><li>Gregory Brown, Chairman and CEO, announced that Q4 yielded the highest ever revenue in both segments and all three technologies of Motorola Solutions, reflecting the robust demand for their Security and Safety Solutions.</li><li>Jason Winkler, Executive Vice Present and CFO, provided financial details - revenue for the quarter grew 5% with growth in all segments, regions and technologies.</li></ul>

Motorola Solutions has recently delivered its 2023 fourth quarter earnings.Gregory Brown, Chairman and CEO, announced that Q4 yielded the highest ever revenue in both segments and all three technologies of Motorola Solutions, reflecting the robust demand for their Security and Safety Solutions.Jason Winkler, Executive Vice Present and CFO, provided financial details - revenue for the quarter grew 5% with growth in all segments, regions and technologies.

Motorola Solutions: Enhanced Safety Portfolio With The Acquisition of IPVideo & 5 Other Drivers Of The Company's Stock In 2024! - Financial Forecasts

<ul><li>Motorola Solutions delivered a solid result and managed an all-around beat in the last quarter.</li><li>In the third quarter, Motorola witnessed an 8% increase in revenue, surpassing the provided guidance.</li><li>The Products and SI segment experienced a 5% sales increase, while the Software and Services segment saw a 12% revenue growth, inclusive of the Airwave deferral.</li></ul>

Motorola Solutions delivered a solid result and managed an all-around beat in the last quarter.In the third quarter, Motorola witnessed an 8% increase in revenue, surpassing the provided guidance.The Products and SI segment experienced a 5% sales increase, while the Software and Services segment saw a 12% revenue growth, inclusive of the Airwave deferral.

Motorola Solutions: Command Center & Software Growth As Major Growth Catalyst! - Key Drivers

<ul><li>Motorola Solutions, Inc. managed to surpass the revenue and earnings expectations of Wall Street, showcasing robust growth and financial stability.</li><li>The company had a 12% surge in revenue, surpassing initial guidance, with double-digit growth evident across all segments, regions, and technologies.</li><li>This growth was primarily driven by increased earnings and improved working capital, though offset to some extent by higher cash taxes.</li></ul>

Motorola Solutions, Inc. managed to surpass the revenue and earnings expectations of Wall Street, showcasing robust growth and financial stability.The company had a 12% surge in revenue, surpassing initial guidance, with double-digit growth evident across all segments, regions, and technologies.This growth was primarily driven by increased earnings and improved working capital, though offset to some extent by higher cash taxes.

Motorola Solutions Inc.: Discover the Hidden Gems in the Products and SI Segment! - 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.

Thematic (Sector/Industry)

<ul><li>Lattice is just too expensive for what it is. It’s one of the highest multiples in the space, but I acknowledge we are closer to the trough than the peak.</li><li><p>Tokyo Electron continues to be bullish high aspect etch and reports that they are winning in DRAM and hopefully in NAND in the future.</p></li><li><p>Arista says that AI revenue is yet to come, and 800G will mostly be in 2025, not 2024. The market got ahead of itself.</p></li></ul>

Lattice is just too expensive for what it is. It’s one of the highest multiples in the space, but I acknowledge we are closer to the trough than the peak.Tokyo Electron continues to be bullish high aspect etch and reports that they are winning in DRAM and hopefully in NAND in the future.Arista says that AI revenue is yet to come, and 800G will mostly be in 2025, not 2024. The market got ahead of itself.

Earnings (LSCC, ANET, GFS, Tokyo Electron, SITM, ENTG, AMAT)

United States

Motorola Solutions, Inc. is a data communications and telecommunications equipment provider. The Company develops data capture, wireless, infrastructure, bar code scanning, two-way radios, and wireless broadband networks. Motorola also produces public safety and government products, voice and data communications products and systems, and wireless LAN securities.

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Motorola Solutions (MSI US)

Motorola Solutions Inc.: What Is The Implication of Cloud Technology Adoption? - Major Drivers

Motorola Solutions, Inc. showcased robust financial performance in the first quarter of 2024, marked by a 10% revenue growth and a significant 27%...

Baptista Research

Motorola Solutions: Enhanced Safety Portfolio With The Acquisition of IPVideo & 5 Other Drivers Of The Company's Stock In 2024! - Financial Forecasts

Motorola Solutions has recently delivered its 2023 fourth quarter earnings. Gregory Brown, Chairman and CEO, announced that Q4 yielded the highest...

Baptista Research

Motorola Solutions: Command Center & Software Growth As Major Growth Catalyst! - Key Drivers

Motorola Solutions delivered a solid result and managed an all-around beat in the last quarter. In the third quarter, Motorola witnessed an 8%...

Baptista Research

Motorola Solutions Inc.: Discover the Hidden Gems in the Products and SI Segment! - Major Drivers

Motorola Solutions, Inc. managed to surpass the revenue and earnings expectations of Wall Street, showcasing robust growth and financial...

Baptista Research

Earnings (LSCC, ANET, GFS, Tokyo Electron, SITM, ENTG, AMAT)

Lattice is just too expensive for what it is. It’s one of the highest multiples in the space, but I acknowledge we are closer to the trough than...

Fabricated Knowledge

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