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 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

Equity Analyst, LightStream Research

Shifara Samsudeen, ACMA, CGMA

Equity Analyst

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Private Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/sift-science-inc" target="_blank" data-smartkarma-citation="entities:35958:1" rel="noopener">Sift Science (0747031D US)</a> uses machine learning to help companies with detecting fraud, fake accounts and money laundering.  </li>
<li>The company’s business is claimed to have tripled since 2018.</li>
<li>The growth of internet crime and increasing account takeover fraud will act as drivers for the company.</li>
</ul>



Sift Science (0747031D US) uses machine learning to help companies with detecting fraud, fake accounts and money laundering.  
The company’s business is claimed to have tripled since 2018.
The growth of internet crime and increasing account takeover fraud will act as drivers for the company.


<ul><li>Twilio delivered a strong set of 2021 results as a result of positive customer outcomes but its stock has taken a beating as a result of multiple factors such as rising interest rates and geopolitical tensions.</li><li>The company has a strong market position in its space with their cloud communications platform and customer data platform.</li><li>Twilio has recently announced a partnership with Teleperformance and its HGS has also made significant progress, with more than 20 customers switching to Flex.</li></ul>

Twilio delivered a strong set of 2021 results as a result of positive customer outcomes but its stock has taken a beating as a result of multiple factors such as rising interest rates and geopolitical tensions.The company has a strong market position in its space with their cloud communications platform and customer data platform.Twilio has recently announced a partnership with Teleperformance and its HGS has also made significant progress, with more than 20 customers switching to Flex.

<ul><li>Twilio is a renowned cloud communications and software security company that recently went through a strong correction after an excellent runup for the past few years.</li><li>Twilio saw strong overall revenue growth, both inorganic and organic but its growth rate has been slower than market expectations.</li><li>Furthermore, the company is experiencing excellent progress through its Flex and solutions like Twilio Engage.</li></ul>

Twilio is a renowned cloud communications and software security company that recently went through a strong correction after an excellent runup for the past few years.Twilio saw strong overall revenue growth, both inorganic and organic but its growth rate has been slower than market expectations.Furthermore, the company is experiencing excellent progress through its Flex and solutions like Twilio Engage.

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.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Twilio (TWLO US)

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

Sift: Machine Learning to Prevent Fraud

Sift uses machine learning to help companies with detecting fraud, fake accounts and money laundering. Its large client base and a global data...

Shifara Samsudeen, ACMA, CGMA

Twilio Inc.: Financial & Price Forecasts

Twilio delivered a strong set of 2021 results as a result of positive customer outcomes but its stock has taken a beating as a result of multiple...

Baptista Research

Twilio Inc. - Investment Thesis

Twilio is a renowned cloud communications and software security company that recently went through a strong correction after an excellent runup...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)