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>Twilio Inc. reported a robust third quarter for 2024, with notable achievements and strategic advancements that are essential for potential investors to consider.</li><li>The company reported a revenue of $1.134 billion, marking a 10% year-over-year increase and exceeding its Q3 guidance.</li><li>Non-GAAP income from operations was also strong at $182 million, and the generated free cash flow was significant at $189 million, underscoring Twilio's effective cost management and operational efficiency.</li></ul>

Twilio Inc. reported a robust third quarter for 2024, with notable achievements and strategic advancements that are essential for potential investors to consider.The company reported a revenue of $1.134 billion, marking a 10% year-over-year increase and exceeding its Q3 guidance.Non-GAAP income from operations was also strong at $182 million, and the generated free cash flow was significant at $189 million, underscoring Twilio's effective cost management and operational efficiency.

Twilio Inc.: Expansion into New Markets & International Growth As A Vital Tool For Growth! - Major Drivers

<ul><li>Twilio Inc. reported its financial results for the second quarter of 2024, showcasing a mixed performance with notable areas of strength and challenges.</li><li>Revenue for the quarter reached $1.1 billion, which represents a 4% increase on an organic basis year-over-year, exceeding the Q2 guidance.</li><li>The non-GAAP income from operations also outperformed expectations, hitting a record $175 million.</li></ul>

Twilio Inc. reported its financial results for the second quarter of 2024, showcasing a mixed performance with notable areas of strength and challenges.Revenue for the quarter reached $1.1 billion, which represents a 4% increase on an organic basis year-over-year, exceeding the Q2 guidance.The non-GAAP income from operations also outperformed expectations, hitting a record $175 million.

Twilio Inc.: Focus on Multiyear Contracts to Improve Revenue Predictability! - Major Drivers

<ul><li>Twilio Inc., a cloud communications platform, had a strong start to the year, exceeding its first quarter guide and reporting $1.04 billion in revenue and $160 million in non-GAAP income from operations.</li><li>The company's revenue represents a significant year-over-year increase, driven by a record quarter of non GAAP gross profit of $566 million and strong free cash flow of $177 million.</li><li>Twilio has demonstrated disciplined execution across the board, leading to year-over-year growth and profitability.</li></ul>

Twilio Inc., a cloud communications platform, had a strong start to the year, exceeding its first quarter guide and reporting $1.04 billion in revenue and $160 million in non-GAAP income from operations.The company's revenue represents a significant year-over-year increase, driven by a record quarter of non GAAP gross profit of $566 million and strong free cash flow of $177 million.Twilio has demonstrated disciplined execution across the board, leading to year-over-year growth and profitability.

Twilio Inc.: Twilio Alpha To Pioneer Early AI Developments & Other Major Drivers

<ul><li>Twilio's recent quarterly results highlighted that the company exceeded its revenue and Non-GAAP income from operations targets for Q4 2023 by generating nearly $1.1 billion in revenue and $173 million in Non-GAAP income from operations.</li><li>The free cash flow was $211 million.</li><li>The company achieved $4.2 billion in revenue for the full year and improved its Non-GAAP operating results from a Non-GAAP operating loss of $4 million in 2022 to Non-GAAP operating income of $533 million in 2023.</li></ul>

Twilio's recent quarterly results highlighted that the company exceeded its revenue and Non-GAAP income from operations targets for Q4 2023 by generating nearly $1.1 billion in revenue and $173 million in Non-GAAP income from operations.The free cash flow was $211 million.The company achieved $4.2 billion in revenue for the full year and improved its Non-GAAP operating results from a Non-GAAP operating loss of $4 million in 2022 to Non-GAAP operating income of $533 million in 2023.

Twilio Inc: Growth Opportunities through Partnerships and Omnichannel Authentication Catalyzing Growth? - Major Drivers

<ul><li>Twilio Inc. managed to surpass the revenue and earnings expectations of Wall Street, surpassing revenue and non-GAAP profitability targets.</li><li>The quarter saw a significant non-GAAP income from operations and free cash flow, totaling $136 million and $195 million, respectively.</li><li>The company achieved a remarkable $1.034 billion in revenue, reflecting the efficiency gains and fundamental strength of the Communications business, constituting 88% of Q3 revenue.</li></ul>

Twilio Inc. managed to surpass the revenue and earnings expectations of Wall Street, surpassing revenue and non-GAAP profitability targets.The quarter saw a significant non-GAAP income from operations and free cash flow, totaling $136 million and $195 million, respectively.The company achieved a remarkable $1.034 billion in revenue, reflecting the efficiency gains and fundamental strength of the Communications business, constituting 88% of Q3 revenue.

Twilio Inc.: What Is The Role Of AI In Amplifying Its Value? - Major Drivers

United States

Twilio Inc. develops and publishes Internet infrastructure solutions. The Company offers cloud computing platform that allow web developers to integrate phone calls, Internet protocol voice communications, and text messages into web, mobile, and phone applications. Twilio serves customers worldwide.

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Twilio (TWLO US)

Twilio Inc.: Expansion into New Markets & International Growth As A Vital Tool For Growth! - Major Drivers

Twilio Inc. reported a robust third quarter for 2024, with notable achievements and strategic advancements that are essential for potential...

Baptista Research

Twilio Inc.: Focus on Multiyear Contracts to Improve Revenue Predictability! - Major Drivers

Twilio Inc. reported its financial results for the second quarter of 2024, showcasing a mixed performance with notable areas of strength and...

Baptista Research

Twilio Inc.: Twilio Alpha To Pioneer Early AI Developments & Other Major Drivers

Twilio Inc., a cloud communications platform, had a strong start to the year, exceeding its first quarter guide and reporting $1.04 billion in...

Baptista Research

Twilio Inc: Growth Opportunities through Partnerships and Omnichannel Authentication Catalyzing Growth? - Major Drivers

Twilio's recent quarterly results highlighted that the company exceeded its revenue and Non-GAAP income from operations targets for Q4 2023 by...

Baptista Research

Twilio Inc.: What Is The Role Of AI In Amplifying Its Value? - Major Drivers

Twilio Inc. managed to surpass the revenue and earnings expectations of Wall Street, surpassing revenue and non-GAAP profitability targets. The...

Baptista Research

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