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>SiriusXM recently reported its third quarter financial results for the year 2024, showcasing a period of transition and strategic redirection.</li><li>As the company reemerges as a fully independent entity following its separation from Liberty Media, its executives have outlined a vision targeting substantial growth in subscribers and operational efficiencies.</li><li>The mixed financial results and the strategic initiatives in response reflect both the challenges and opportunities that the company faces in the competitive digital audio space.</li></ul>

SiriusXM recently reported its third quarter financial results for the year 2024, showcasing a period of transition and strategic redirection.As the company reemerges as a fully independent entity following its separation from Liberty Media, its executives have outlined a vision targeting substantial growth in subscribers and operational efficiencies.The mixed financial results and the strategic initiatives in response reflect both the challenges and opportunities that the company faces in the competitive digital audio space.

Sirius XM Holdings: Enhanced In-Car and Streaming Integration As A Crucial Growth Lever! - Major Drivers

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>Liberty Media's ownership history has complicated SiriusXM's story, but a recent transaction is expected to bring clarity to the company's future.</li><li>Despite being considered a declining business, SiriusXM offers unique content and user experience with growth potential.</li><li>With strong financials and attractive valuation, SiriusXM has potential for significant stock upside, and its better margins and cash flow generation allow for increased investment in content.</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>

Liberty Media's ownership history has complicated SiriusXM's story, but a recent transaction is expected to bring clarity to the company's future.Despite being considered a declining business, SiriusXM offers unique content and user experience with growth potential.With strong financials and attractive valuation, SiriusXM has potential for significant stock upside, and its better margins and cash flow generation allow for increased investment in content.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.

Sirius Xm Holdings Inc (SIRI) - Friday, May 31, 2024

<ul><li>SiriusXM reported its results for the second quarter of 2024, reflecting a multifaceted approach toward sustained growth and operational adjustments.</li><li>As detailed by CEO Jennifer Witz and CFO Tom Barry, SiriusXM has maintained a sound financial framework, balanced by strategic pushes into both subscription enhancements and the expanding realm of advertising revenue.</li><li>They also highlighted the expected progression from strong EBITDA to increased free cash flow, fueled by cost-saving initiatives and persistent operational efficiency.</li></ul>

SiriusXM reported its results for the second quarter of 2024, reflecting a multifaceted approach toward sustained growth and operational adjustments.As detailed by CEO Jennifer Witz and CFO Tom Barry, SiriusXM has maintained a sound financial framework, balanced by strategic pushes into both subscription enhancements and the expanding realm of advertising revenue.They also highlighted the expected progression from strong EBITDA to increased free cash flow, fueled by cost-saving initiatives and persistent operational efficiency.

Sirius XM Holdings: Are Its Expansion Efforts of Content Offerings Going To Prove Enough? - Major Drivers

<ul><li>SiriusXM Holdings Inc. delivered a strong financial performance for its first quarter of 2024, with an encouraging 7% year-over-year increase in advertising revenue to over $400 million.</li><li>This growth in ad revenue, driven by a growing addressable advertising audience and a strengthening ad market, helped offset a slight 1% drop in subscription revenue.</li><li>The firm's adjusted EBITDA was up 4% year over-year and delivered a margin of 30%, up 1 percentage point from the previous year.</li></ul>

SiriusXM Holdings Inc. delivered a strong financial performance for its first quarter of 2024, with an encouraging 7% year-over-year increase in advertising revenue to over $400 million.This growth in ad revenue, driven by a growing addressable advertising audience and a strengthening ad market, helped offset a slight 1% drop in subscription revenue.The firm's adjusted EBITDA was up 4% year over-year and delivered a margin of 30%, up 1 percentage point from the previous year.

Sirius XM Holdings:  Improving Conversion

<ul><li>In its latest earnings, SiriusXM Holdings Inc.</li><li>discussed its strong operating and financial performance in 2023.</li><li>During the year, the company exceeded expectations, surpassing its adjusted EBITDA and free cash flow target.</li></ul>

In its latest earnings, SiriusXM Holdings Inc.discussed its strong operating and financial performance in 2023.During the year, the company exceeded expectations, surpassing its adjusted EBITDA and free cash flow target.

Sirius XM Holdings Inc: Flexible Pricing and Packaging & 5 Catalysts For Future Growth! - Major Drivers

United States

Sirius XM Holdings Inc. broadcasts various channels of audio from its satellites. The Company provides its services throughout the continental United States for a monthly subscription fee. Sirius delivers various streams of commercial-free music in every genre, as well as streams of  news, sports, weather, talk, comedy, and public radio.

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Sirius Xm Holdings (SIRI US)

Sirius XM Holdings: Enhanced In-Car and Streaming Integration As A Crucial Growth Lever! - Major Drivers

SiriusXM recently reported its third quarter financial results for the year 2024, showcasing a period of transition and strategic redirection. As...

Baptista Research

Sirius Xm Holdings Inc (SIRI) - Friday, May 31, 2024

Liberty Media's ownership history has complicated SiriusXM's story, but a recent transaction is expected to bring clarity to the company's future.

Value Investors Club

Sirius XM Holdings: Are Its Expansion Efforts of Content Offerings Going To Prove Enough? - Major Drivers

SiriusXM reported its results for the second quarter of 2024, reflecting a multifaceted approach toward sustained growth and operational...

Baptista Research

Sirius XM Holdings: Improving Conversion

SiriusXM Holdings Inc. delivered a strong financial performance for its first quarter of 2024, with an encouraging 7% year-over-year increase in...

Baptista Research

Sirius XM Holdings Inc: Flexible Pricing and Packaging & 5 Catalysts For Future Growth! - Major Drivers

In its latest earnings, SiriusXM Holdings Inc. discussed its strong operating and financial performance in 2023. During the year, the company...

Baptista Research

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