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>Salesforce, a prominent leader in customer relationship management (CRM) solutions, disclosed its fiscal 2025 second-quarter financial results, articulating significant developments and prospects, particularly in AI (artificial intelligence).</li><li>The earnings call, spearheaded by Salesforce executives including Chair and CEO Marc Benioff, illustrated both promising highlights and some challenges that investors need to consider.</li><li>Positively, Salesforce reported a robust quarter with revenue marking $9.33 billion, representing an 8% increase year-over-year and adjusting for currency fluctuations, a growth of 9%.</li></ul>

Salesforce, a prominent leader in customer relationship management (CRM) solutions, disclosed its fiscal 2025 second-quarter financial results, articulating significant developments and prospects, particularly in AI (artificial intelligence).The earnings call, spearheaded by Salesforce executives including Chair and CEO Marc Benioff, illustrated both promising highlights and some challenges that investors need to consider.Positively, Salesforce reported a robust quarter with revenue marking $9.33 billion, representing an 8% increase year-over-year and adjusting for currency fluctuations, a growth of 9%.

salesforce.com Inc: Enhanced Product Offerings and Vertical Integration Driving Our Optimism!

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>Salesforce's stock price has declined by 21% to $214 after slightly lowering guidance for the year, presenting a potential buying opportunity for investors.</li><li>The company is facing challenges in a more cautious post-Covid buying environment, but recent changes to the go-to-market organization are expected to drive productivity improvements in the future.</li><li>Despite these challenges, Salesforce's core business remains strong, with potential for the stock to compound at 15-24% over the next five years, offering a mid-point IRR of 20% with conservative assumptions.</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>

Salesforce's stock price has declined by 21% to $214 after slightly lowering guidance for the year, presenting a potential buying opportunity for investors.The company is facing challenges in a more cautious post-Covid buying environment, but recent changes to the go-to-market organization are expected to drive productivity improvements in the future.Despite these challenges, Salesforce's core business remains strong, with potential for the stock to compound at 15-24% over the next five years, offering a mid-point IRR of 20% with conservative assumptions.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.

Salesforce Inc (CRM) - Thursday, May 30, 2024

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

<ul>
<li>AI technology is driving sustainability efforts while posing environmental risks, as discussed by Nvidia CEO Jensen Huang at London Tech Week 2024.</li>
<li>AI is revolutionizing computing and task optimization through advanced PCs and architectures, with AMD CEO predicting its dominance in the future and emphasizing Taiwan's crucial role in the tech industry.</li>
<li>Google is investing $5 billion in expanding its Singapore Data Center and Cloud Region campus, Apple is introducing VisionOS for spatial computing, and the UK is seeking Taiwanese partnerships for high-tech collaborations, while also focusing on privacy with Apple Intelligence at WWDC.</li>
</ul>


AI technology is driving sustainability efforts while posing environmental risks, as discussed by Nvidia CEO Jensen Huang at London Tech Week 2024.
AI is revolutionizing computing and task optimization through advanced PCs and architectures, with AMD CEO predicting its dominance in the future and emphasizing Taiwan's crucial role in the tech industry.
Google is investing $5 billion in expanding its Singapore Data Center and Cloud Region campus, Apple is introducing VisionOS for spatial computing, and the UK is seeking Taiwanese partnerships for high-tech collaborations, while also focusing on privacy with Apple Intelligence at WWDC.


Tech Supply Chain Tracker (12-Jun-2024): AI aids sustainability but poses environmental challenges.

<ul><li>Salesforce Inc.'s Q1 2025 results saw revenue growth of 11% year-over-year to $9.13 billion, with the CRM provider leading market share worldwide for the 11th consecutive year, according to the latest IDC software tracker.</li><li>The company is managing over 250 petabytes of data for its customers as it continues to drive transformation in artificial intelligence (AI).</li><li>The company maintained its FY '25 revenue guidance of $37.7 billion to $38 billion, representing a growth of 8-9% year-over-year.</li></ul>

Salesforce Inc.'s Q1 2025 results saw revenue growth of 11% year-over-year to $9.13 billion, with the CRM provider leading market share worldwide for the 11th consecutive year, according to the latest IDC software tracker.The company is managing over 250 petabytes of data for its customers as it continues to drive transformation in artificial intelligence (AI).The company maintained its FY '25 revenue guidance of $37.7 billion to $38 billion, representing a growth of 8-9% year-over-year.

Salesforce.com Inc.: Integration & Implementation Of platforms

<ul><li>Salesforce announced its Q4 and full year results for fiscal 2024, reporting a strong performance across all its key metrics.</li><li>This signifies an exceptional year for the company, with revenue, margin, earnings per share (EPS), cash flows, and current remaining performance obligations (cRPO) all recording increased growth.</li><li>The overall transformation seen in Salesforce and its industry has been noted to be substantive, primarily driven by the surge in artificial intelligence.</li></ul>

Salesforce announced its Q4 and full year results for fiscal 2024, reporting a strong performance across all its key metrics.This signifies an exceptional year for the company, with revenue, margin, earnings per share (EPS), cash flows, and current remaining performance obligations (cRPO) all recording increased growth.The overall transformation seen in Salesforce and its industry has been noted to be substantive, primarily driven by the surge in artificial intelligence.

salesforce.com Inc: Can The Spiff Acquisition Truly Enhance Their Offerings & Create Synergies? - Major Drivers

United States

salesforce.com, inc. provides software on demand. The Company supplies a customer relationship management service to businesses worldwide providing a technology platform for customers and developers to build and run business applications. Clients use salesforce.com to manage their customer, sales and operational data.

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Salesforce.Com Inc (CRM US)

salesforce.com Inc: Enhanced Product Offerings and Vertical Integration Driving Our Optimism!

Salesforce, a prominent leader in customer relationship management (CRM) solutions, disclosed its fiscal 2025 second-quarter financial results,...

Baptista Research

Salesforce Inc (CRM) - Thursday, May 30, 2024

Salesforce's stock price has declined by 21% to $214 after slightly lowering guidance for the year, presenting a potential buying opportunity for...

Value Investors Club

Tech Supply Chain Tracker (12-Jun-2024): AI aids sustainability but poses environmental challenges.

AI is driving sustainability and innovation, but comes with environmental risks, while tech giants like Nvidia, AMD, Google, and Apple are making...

Tech Supply Chain Tracker

Salesforce.com Inc.: Integration & Implementation Of platforms

Salesforce Inc.'s Q1 2025 results saw revenue growth of 11% year-over-year to $9.13 billion, with the CRM provider leading market share worldwide...

Baptista Research

salesforce.com Inc: Can The Spiff Acquisition Truly Enhance Their Offerings & Create Synergies? - Major Drivers

Salesforce announced its Q4 and full year results for fiscal 2024, reporting a strong performance across all its key metrics. This signifies an...

Baptista Research

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