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>Smartsheet has recently been in the news for fielding buyout interest.</li><li>The company reported its First Quarter of Fiscal Year 2025 earnings with positive developments, demonstrating steady improvements.</li><li>The company showcased an expansion, notably reaching a total of 72 customers with annualized recurring revenue (ARR) over $1 million, marking a 50% increase from the previous year.</li></ul>

Smartsheet has recently been in the news for fielding buyout interest.The company reported its First Quarter of Fiscal Year 2025 earnings with positive developments, demonstrating steady improvements.The company showcased an expansion, notably reaching a total of 72 customers with annualized recurring revenue (ARR) over $1 million, marking a 50% increase from the previous year.

Smartsheet Fielding Buyout Interest! What Value Can It Extract From Potential Buyer? - Financial Forecasts

<ul><li>Smartsheet reported a robust performance in the first quarter of fiscal year 2025, highlighting notable achievements and detailing strategic plans that may influence its future trajectory.</li><li>The company, which specializes in work management solutions, concluded Q1 with annualized recurring revenue (ARR) of $1.056 billion.</li><li>This reflects a year-over-year growth of 19%, bolstered by the expansion in its customer base with notable clients such as Nestlé Purina, Ross Stores, and Sephora, among others.</li></ul>

Smartsheet reported a robust performance in the first quarter of fiscal year 2025, highlighting notable achievements and detailing strategic plans that may influence its future trajectory.The company, which specializes in work management solutions, concluded Q1 with annualized recurring revenue (ARR) of $1.056 billion.This reflects a year-over-year growth of 19%, bolstered by the expansion in its customer base with notable clients such as Nestlé Purina, Ross Stores, and Sephora, among others.

Smartsheet Inc.: How Will Its Focus on Artificial Intelligence Integration Translate Into Revenue Growth? - Major Drivers

<ul><li>Smartsheet has reported a strong start to the fiscal year 2025 with a number of positive developments, though there are areas that warrant close observation as the company moves forward with its new initiatives.</li><li>Smartsheet's growth narrative continues to strengthen with a reported annualized recurring revenue (ARR) of $1.056 billion, marking an increase of 19% year-over-year.</li><li>This growth has been buoyed by a significant increase in the number of customers contributing more than $100,000 to Smartsheet's ARR, indicating robust customer expansion and deeper penetration within existing accounts.</li></ul>

Smartsheet has reported a strong start to the fiscal year 2025 with a number of positive developments, though there are areas that warrant close observation as the company moves forward with its new initiatives.Smartsheet's growth narrative continues to strengthen with a reported annualized recurring revenue (ARR) of $1.056 billion, marking an increase of 19% year-over-year.This growth has been buoyed by a significant increase in the number of customers contributing more than $100,000 to Smartsheet's ARR, indicating robust customer expansion and deeper penetration within existing accounts.

Smartsheet Inc.: Focus on Artificial Intelligence (AI) and User Engagement! - Major Drivers

<ul><li>Smartsheet Inc., a leading platform for dynamic work, reported its fourth-quarter results for the fiscal year 2024, highlighting key financial and operational milestones that signal its competitive positioning in challenging macro conditions.</li><li>Notably, the company crossed the $1 billion annual recurring revenue (ARR) threshold in Q4, demonstrating the capability to drive revenue growth while progressing significantly in profitability and free cash flow.</li><li>The successful performance was underpinned by strength in the enterprise segment coupled with robust progress in key growth opportunities.</li></ul>

Smartsheet Inc., a leading platform for dynamic work, reported its fourth-quarter results for the fiscal year 2024, highlighting key financial and operational milestones that signal its competitive positioning in challenging macro conditions.Notably, the company crossed the $1 billion annual recurring revenue (ARR) threshold in Q4, demonstrating the capability to drive revenue growth while progressing significantly in profitability and free cash flow.The successful performance was underpinned by strength in the enterprise segment coupled with robust progress in key growth opportunities.

Smartsheet Inc: Its Improving Emphasis On AI Should Pay Off! - Major Drivers

<ul><li>Smartsheet Inc. delivered an all-around beat in the most recent quarterly result.</li><li>The quarter demonstrated a 8% non-GAAP operating margin, generating a free cash flow of $11.4 million.</li><li>Smartsheet's annual recurring revenue concluded at $981 million, boasting a user base exceeding 13.9 million.</li></ul>

Smartsheet Inc. delivered an all-around beat in the most recent quarterly result.The quarter demonstrated a 8% non-GAAP operating margin, generating a free cash flow of $11.4 million.Smartsheet's annual recurring revenue concluded at $981 million, boasting a user base exceeding 13.9 million.

Smartsheet Inc.: The AI Revolution in Business Management – Smartsheet's Winning Strategy! - Major Drivers

United States

Smartsheet Inc. provides software solutions. The Company offers cloud-based platform for work execution and management which enables teams and organizations to plan, capture, manage, automate, and improve business outcomes. Smartsheet serves customers in the State of Washington.

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Smartsheet Inc (SMAR US)

Smartsheet Fielding Buyout Interest! What Value Can It Extract From Potential Buyer? - Financial Forecasts

Smartsheet has recently been in the news for fielding buyout interest. The company reported its First Quarter of Fiscal Year 2025 earnings with...

Baptista Research

Smartsheet Inc.: How Will Its Focus on Artificial Intelligence Integration Translate Into Revenue Growth? - Major Drivers

Smartsheet reported a robust performance in the first quarter of fiscal year 2025, highlighting notable achievements and detailing strategic plans...

Baptista Research

Smartsheet Inc.: Focus on Artificial Intelligence (AI) and User Engagement! - Major Drivers

Smartsheet has reported a strong start to the fiscal year 2025 with a number of positive developments, though there are areas that warrant close...

Baptista Research

Smartsheet Inc: Its Improving Emphasis On AI Should Pay Off! - Major Drivers

Smartsheet Inc., a leading platform for dynamic work, reported its fourth-quarter results for the fiscal year 2024, highlighting key financial and...

Baptista Research

Smartsheet Inc.: The AI Revolution in Business Management – Smartsheet's Winning Strategy! - Major Drivers

Smartsheet Inc. delivered an all-around beat in the most recent quarterly result. The quarter demonstrated a 8% non-GAAP operating margin,...

Baptista Research

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