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 delivered an all-around beat in the previous quarter.</li><li>It was a challenging quarter as the company navigated through changes and headwinds in a demanding macro environment.</li><li>The management acknowledged the moderation in consumer-facing usage patterns and the impact of lapping peak crypto usage from the previous year.</li></ul>

Twilio delivered an all-around beat in the previous quarter.It was a challenging quarter as the company navigated through changes and headwinds in a demanding macro environment.The management acknowledged the moderation in consumer-facing usage patterns and the impact of lapping peak crypto usage from the previous year.

<ul><li>Twilio delivered a strong result with revenues above Wall Street expectations and strong profitability as against the analyst expectation of a negative EPS.</li><li>The fact remains that its revenue growth lags behind booking growth.</li><li>In this report, we have carried out a fundamental analysis of the historical financial statements of the company.</li></ul>

Twilio delivered a strong result with revenues above Wall Street expectations and strong profitability as against the analyst expectation of a negative EPS.The fact remains that its revenue growth lags behind booking growth.In this report, we have carried out a fundamental analysis of the historical financial statements of the company.

<ul><li>Like most of its tech peers, Twilio has also taken a beating in the markets even though its last results were not too bad.</li><li>In fact, the company delivered an all-around beat in the previous quarter and has had some interesting developments.</li><li>Given the current macro-economic climate, we are neutral on Twilio and give it a 'Hold' rating with a revised target price.</li></ul>

Like most of its tech peers, Twilio has also taken a beating in the markets even though its last results were not too bad.In fact, the company delivered an all-around beat in the previous quarter and has had some interesting developments.Given the current macro-economic climate, we are neutral on Twilio and give it a 'Hold' rating with a revised target price.

Twilio Inc: Launch Of Healthcare & Life Science Platform & Other Drivers

<ul>
<li>Twilio had a pretty good performance in this quarter and surpassed Wall Street expectations on all fronts.</li>
<li>The company believes that this tool is the foremost growth solution that is built on the CDP (Customer Data Platform).</li>
<li>The Syniverse transaction concluded in the quarter will prove beneficial to the company in the long term.</li>
</ul>


Twilio had a pretty good performance in this quarter and surpassed Wall Street expectations on all fronts.
The company believes that this tool is the foremost growth solution that is built on the CDP (Customer Data Platform).
The Syniverse transaction concluded in the quarter will prove beneficial to the company in the long term.


Twilio Inc: The Twilio Engage CX Offering & Other Drivers

Equity Capital Markets

<ul><li>Twilio has taken a beating like many of the other high-growth stocks after the rate hike by the Fed.</li><li>The company had a fairly strong quarter with a 48% top-line growth and 268,000 active customer accounts.</li><li>Overall, we give its stock an 'Outperform' rating with a revised target price.</li></ul>

Twilio has taken a beating like many of the other high-growth stocks after the rate hike by the Fed.The company had a fairly strong quarter with a 48% top-line growth and 268,000 active customer accounts.Overall, we give its stock an 'Outperform' rating with a revised target price.

Twilio Inc.: Strong CPaaS Macro & Other 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.: Sale Of IoT Business

Twilio delivered an all-around beat in the previous quarter. It was a challenging quarter as the company navigated through changes and headwinds...

Baptista Research

Twilio Inc.: Major Drivers

Twilio delivered a strong result with revenues above Wall Street expectations and strong profitability as against the analyst expectation of a...

Baptista Research

Twilio Inc: Launch Of Healthcare & Life Science Platform & Other Drivers

Like most of its tech peers, Twilio has also taken a beating in the markets even though its last results were not too bad. In fact, the company...

Baptista Research

Twilio Inc: The Twilio Engage CX Offering & Other Drivers

Twilio had a pretty good performance in this quarter and surpassed Wall Street expectations on all fronts. The company believes that this tool is...

Baptista Research

Twilio Inc.: Strong CPaaS Macro & Other Drivers

Twilio has taken a beating like many of the other high-growth stocks after the rate hike by the Fed. The company had a fairly strong quarter with...

Baptista Research

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