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>Unity's leadership, spearheaded by newly appointed CEO Matthew Bromberg and outgoing CFO Luis Visoso, provided a comprehensive overview of the company's Q2 2024 performance and forward-looking strategies in the recent earnings call.</li><li>Despite facing challenges, Unity's strategic positioning and operational adjustments have it set towards a path of recovery, albeit with cautious optimism.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Unity's leadership, spearheaded by newly appointed CEO Matthew Bromberg and outgoing CFO Luis Visoso, provided a comprehensive overview of the company's Q2 2024 performance and forward-looking strategies in the recent earnings call.Despite facing challenges, Unity's strategic positioning and operational adjustments have it set towards a path of recovery, albeit with cautious optimism.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Unity Software: How Are They Restructuring Their Advertising Business To Drive Growth! - Major Drivers

<ul><li>In the first quarter 2024 earnings of Unity, the management expressed strong optimism about the platform's future, citing the imminent arrival of new CEO Matt Bromberg.</li><li>The interim CEO also noted indicators pointing to the ability to deliver on the plan for the year.</li><li>The previously unsettled customers have now gained confidence with Unity's transition to runtime fee, and discussions have been productive about this change.</li></ul>

In the first quarter 2024 earnings of Unity, the management expressed strong optimism about the platform's future, citing the imminent arrival of new CEO Matt Bromberg.The interim CEO also noted indicators pointing to the ability to deliver on the plan for the year.The previously unsettled customers have now gained confidence with Unity's transition to runtime fee, and discussions have been productive about this change.

Unity Software: Customer Engagement with the Engine and Emphasis on Industries! - Major Drivers

<ul><li>Unity Software delivered a decent set of results for the last quarter.</li><li>The focus on developing products that deliver distinct value to clients was emphasized, with feedback from the gaming community on product development plans and responsiveness to their requirements being particularly positive.</li><li>Successes were also noted in other sectors, especially with a more efficient cost structure and scalable software solutions.</li></ul>

Unity Software delivered a decent set of results for the last quarter.The focus on developing products that deliver distinct value to clients was emphasized, with feedback from the gaming community on product development plans and responsiveness to their requirements being particularly positive.Successes were also noted in other sectors, especially with a more efficient cost structure and scalable software solutions.

Unity Software: What Is The Story Behind Their Exit From Hardware Business & Focus on Software? - Major Drivers

<ul><li>Unity Software Inc. delivered a disappointing set of results as it was unable to meet Wall Street's revenue and earnings expectations.</li><li>The company's Q3 earnings and shareholder letter indicate a strong commitment to focusing on building a best-in-class platform, driving creator success from design to monetization.</li><li>Unity Software’s journey ahead is marked by narrowing its scope, sharpening execution, and driving efficiency, all while maintaining its mission-driven culture and community focus.</li></ul>

Unity Software Inc. delivered a disappointing set of results as it was unable to meet Wall Street's revenue and earnings expectations.The company's Q3 earnings and shareholder letter indicate a strong commitment to focusing on building a best-in-class platform, driving creator success from design to monetization.Unity Software’s journey ahead is marked by narrowing its scope, sharpening execution, and driving efficiency, all while maintaining its mission-driven culture and community focus.

Unity Software Inc.: Assessing Sustainability and Business Longevity – A Critical Analysis! - Major Drivers

China/Asia TMT

Shawn Yang

China growth and global non-US Internet equities

Blue Lotus Research Institute

Blue Lotus Research is a Hong Kong Type 4 Licensed investment advisory firm focusing on Chinese growth equities and global non-US Internet equities

Thematic (Sector/Industry)

<ul>
<li>BABA：Taobao upgrades its membership program in preparation for 11.11（ / ）</li>
<li>BILI: Bilibili Reiterates User Growth Goal: Doubling Mobile DAU( / ) </li>
<li>U: Unity CEO Resigns After the Runtime Fees Incident ( + )</li>
</ul>


BABA：Taobao upgrades its membership program in preparation for 11.11（ / ）
BILI: Bilibili Reiterates User Growth Goal: Doubling Mobile DAU( / ) 
U: Unity CEO Resigns After the Runtime Fees Incident ( + )


CHina TMT Update Oct.12-Pt.2-BABA/BILI/U:：Taobao Upgrades Membership/Bilibili Aims to Double DAU

United States

Unity Software Inc. provides software solutions. The Company offers graphic tools to create, run, and monetize real-time 2D and 3D content for mobile phones, tablets, PCs, consoles, and augmented and virtual reality devices. Unity Software serves customers worldwide.

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Unity Software (U US)

Unity Software: How Are They Restructuring Their Advertising Business To Drive Growth! - Major Drivers

Unity's leadership, spearheaded by newly appointed CEO Matthew Bromberg and outgoing CFO Luis Visoso, provided a comprehensive overview of the...

Baptista Research

Unity Software: Customer Engagement with the Engine and Emphasis on Industries! - Major Drivers

In the first quarter 2024 earnings of Unity, the management expressed strong optimism about the platform's future, citing the imminent arrival of...

Baptista Research

Unity Software: What Is The Story Behind Their Exit From Hardware Business & Focus on Software? - Major Drivers

Unity Software delivered a decent set of results for the last quarter. The focus on developing products that deliver distinct value to clients was...

Baptista Research

Unity Software Inc.: Assessing Sustainability and Business Longevity – A Critical Analysis! - Major Drivers

Unity Software Inc. delivered a disappointing set of results as it was unable to meet Wall Street's revenue and earnings expectations. The...

Baptista Research

CHina TMT Update Oct.12-Pt.2-BABA/BILI/U:：Taobao Upgrades Membership/Bilibili Aims to Double DAU

BABA：Taobao upgrades its membership program in preparation for 11.11; BILI: Bilibili Reiterates User Growth Goal: Doubling Mobile DAU; U: Unity CEO...

Blue Lotus Research Institute

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