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>NCR Voyix's Q2 2024 earnings highlighted a series of strategic shifts, including the sale of its Digital Banking business to Veritas Capital for $2.45 billion and the shift toward an Original Design Manufacturer (ODM) model with Ennoconn Corp for outsourced hardware manufacturing.</li><li>These moves are part of a broader strategy to enhance long-term shareholder value and decrease operating costs.</li><li>CEO David Wilkinson and CFO Brian Webb-Walsh detailed these initiatives and their expected impacts on the company's financials and operational focus.</li></ul>

NCR Voyix's Q2 2024 earnings highlighted a series of strategic shifts, including the sale of its Digital Banking business to Veritas Capital for $2.45 billion and the shift toward an Original Design Manufacturer (ODM) model with Ennoconn Corp for outsourced hardware manufacturing.These moves are part of a broader strategy to enhance long-term shareholder value and decrease operating costs.CEO David Wilkinson and CFO Brian Webb-Walsh detailed these initiatives and their expected impacts on the company's financials and operational focus.

NCR Voyix Corporation: The Tale Of ARR Growth and Platform Adoption! - Major Drivers

<ul><li>NCR Voyix Corporation, a leader in the technology sector with a focus on single cell and spatial biology, recently provided an overview of its latest quarterly performance and strategic developments.</li><li>The company achieved solid sales results across its segments, securing nearly 300 new customers and expanding its footprint with existing customers.</li><li>Notably, NCR Voyix has converted approximately 61,000 retail and restaurant platform sites, representing 18% of its total customer sites, contributing to a 5% growth in total segment Annual Recurring Revenue (ARR) and a 6% growth in software ARR.</li></ul>

NCR Voyix Corporation, a leader in the technology sector with a focus on single cell and spatial biology, recently provided an overview of its latest quarterly performance and strategic developments.The company achieved solid sales results across its segments, securing nearly 300 new customers and expanding its footprint with existing customers.Notably, NCR Voyix has converted approximately 61,000 retail and restaurant platform sites, representing 18% of its total customer sites, contributing to a 5% growth in total segment Annual Recurring Revenue (ARR) and a 6% growth in software ARR.

NCR Voyix Corporation: How Are They Executing Strategic Customer Expansion and Retention! - Major Drivers

<ul><li>NCR Voyix's latest earnings show a strong focus on driving growth from its software and services revenue streams.</li><li>This strategy is supported by NCR Voyix's market-leading position across its three segments, reflecting a global customer base and its products and services across restaurant, retail, and digital banking.</li><li>In 2023, NCR Voyix witnessed growth in its software and services revenue which now represents over 70% of total company revenue.</li></ul>

NCR Voyix's latest earnings show a strong focus on driving growth from its software and services revenue streams.This strategy is supported by NCR Voyix's market-leading position across its three segments, reflecting a global customer base and its products and services across restaurant, retail, and digital banking.In 2023, NCR Voyix witnessed growth in its software and services revenue which now represents over 70% of total company revenue.

NCR Voyix Corporation Retail Industry Leadership and Expansion

<ul><li>NCR Corporation delivered mixed results for the previous quarter, with revenues well below analyst expectations but managed earnings beat.</li><li>Recurring revenue contributed 56% to total segment revenue, marking a substantial increase from the prior year.</li><li>With constant currency, the company achieved operating leverage, segment-adjusted EBITDA growing by 2% and segment-adjusted EBITDA margin expanding by 90 basis points compared to the previous year.</li></ul>

NCR Corporation delivered mixed results for the previous quarter, with revenues well below analyst expectations but managed earnings beat.Recurring revenue contributed 56% to total segment revenue, marking a substantial increase from the prior year.With constant currency, the company achieved operating leverage, segment-adjusted EBITDA growing by 2% and segment-adjusted EBITDA margin expanding by 90 basis points compared to the previous year.

NCR Corporation: Shifting to SaaS - A Game Changer for Future Revenue? - Major Drivers

Equity Capital Markets

<ul><li>NCR Corporation ended 2022 with a mixed result, surpassing the revenue expectations of Wall Street on account of a healthy business environment and robust demand.</li><li>NCR achieved overall revenue growth of 13%.</li><li>Besides that, they continue to see significant demand in the hotel sector from both their business and SMB clients.</li></ul>

NCR Corporation ended 2022 with a mixed result, surpassing the revenue expectations of Wall Street on account of a healthy business environment and robust demand.NCR achieved overall revenue growth of 13%.Besides that, they continue to see significant demand in the hotel sector from both their business and SMB clients.

United States

NCR Corporation manufactures financial transaction machines and other products. The Company produces automated teller machines (ATM), self-checkout and self-service kiosks, point-of-sale workstations and scanners; manufactures printer consumable products; and manages networks and servers for ATMs and kiosks.

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

Ncr Corporation (NCR US)

NCR Voyix Corporation: The Tale Of ARR Growth and Platform Adoption! - Major Drivers

NCR Voyix's Q2 2024 earnings highlighted a series of strategic shifts, including the sale of its Digital Banking business to Veritas Capital for...

Baptista Research

NCR Voyix Corporation: How Are They Executing Strategic Customer Expansion and Retention! - Major Drivers

NCR Voyix Corporation, a leader in the technology sector with a focus on single cell and spatial biology, recently provided an overview of its...

Baptista Research

NCR Voyix Corporation Retail Industry Leadership and Expansion

NCR Voyix's latest earnings show a strong focus on driving growth from its software and services revenue streams. This strategy is supported by...

Baptista Research

NCR Corporation: Shifting to SaaS - A Game Changer for Future Revenue? - Major Drivers

NCR Corporation delivered mixed results for the previous quarter, with revenues well below analyst expectations but managed earnings...

Baptista Research

NCR Corporation: Major Drivers

NCR Corporation ended 2022 with a mixed result, surpassing the revenue expectations of Wall Street on account of a healthy business environment...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)