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>Viasat recently reported its financial results for the second quarter of fiscal year 2025, presenting a mixed performance.</li><li>On the positive side, the company posted better-than-expected growth in revenue and adjusted EBITDA, with new contract awards reaching a record $1.3 billion, boosted significantly by the Defense and Advanced Technologies segment.</li><li>This growth was driven by increased demand in areas like cybersecurity, ground systems, and space mission systems.</li></ul>

Viasat recently reported its financial results for the second quarter of fiscal year 2025, presenting a mixed performance.On the positive side, the company posted better-than-expected growth in revenue and adjusted EBITDA, with new contract awards reaching a record $1.3 billion, boosted significantly by the Defense and Advanced Technologies segment.This growth was driven by increased demand in areas like cybersecurity, ground systems, and space mission systems.

Viasat Inc.: Will Its Innovations in Satellite Design & Partnerships Be A Breakthrough Move? - Major Drivers

<ul><li>Viasat, Inc. recently delivered its Q1 FY 2025 earnings results, reporting an encouraging uptick in year-over-year revenue and adjusted EBITDA growth, reflecting a positive development.</li><li>The company showcased a strategic focus in strengthening its capital structure and continues to make significant investments to set the stage for a promising future.</li><li>Specifically, the enhancements include expected activations in aviation, robust defense and advanced technology orders, and a strong existing and prospective order pipeline, which have collectively allowed Viasat to elevate its fiscal year outlook.</li></ul>

Viasat, Inc. recently delivered its Q1 FY 2025 earnings results, reporting an encouraging uptick in year-over-year revenue and adjusted EBITDA growth, reflecting a positive development.The company showcased a strategic focus in strengthening its capital structure and continues to make significant investments to set the stage for a promising future.Specifically, the enhancements include expected activations in aviation, robust defense and advanced technology orders, and a strong existing and prospective order pipeline, which have collectively allowed Viasat to elevate its fiscal year outlook.

Viasat Inc.: A Story Of Revenue Growth and Diversification through Direct-to-Device Initiatives! - Major Drivers

<ul><li>This is our first report on broadband and communications provider, Viasat Inc.</li><li>The company's financial results for Q3 FY24 in the conference call were highlighted by strong revenue and adjusted EBITDA growth.</li><li>The company reported a year-over-year revenue increase of 73%, reaching $1.1 billion.</li></ul>

This is our first report on broadband and communications provider, Viasat Inc.The company's financial results for Q3 FY24 in the conference call were highlighted by strong revenue and adjusted EBITDA growth.The company reported a year-over-year revenue increase of 73%, reaching $1.1 billion.

Viasat Inc.: Initiation Of Coverage - Potential for Non-Terrestrial Network (NTN) Direct-to-Device Service & 3 Major Drivers

Latest News from the World’s Leading Innovators

Granite Bay Capital

An innovation focussed investment company

Granite Bay Capital is an innovation focussed investment company with a deep focus on the companies at the leading edge of innovation across major themes such as AI, ubiquitous computing, sustainability, automation and longevity.

Thematic (Sector/Industry)

<p>Headline Developments As has been widely expected, China has moved to greatly reduce the time under-18s spend playing computer games.  Under the new rule, younger gamers will be restricted to one hour (8 pm - 9 pm) of online games on Fridays, weekends and holidays, with online gaming companies barred from providing gaming services to minors in any form outside of those hours.</p>

Headline Developments As has been widely expected, China has moved to greatly reduce the time under-18s spend playing computer games.  Under the new rule, younger gamers will be restricted to one hour (8 pm - 9 pm) of online games on Fridays, weekends and holidays, with online gaming companies barred from providing gaming services to minors in any form outside of those hours.

United States

ViaSat, Inc. provides advanced broadband digital satellite communications and other wireless networking and signal processing equipment and services.  The Company's defense products include satellite communications products consisting of modems, terminals, and network control systems, advanced multifunction information distribution systems, and simulation test equipment.

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Viasat Inc (VSAT US)

Viasat Inc.: Will Its Innovations in Satellite Design & Partnerships Be A Breakthrough Move? - Major Drivers

Viasat recently reported its financial results for the second quarter of fiscal year 2025, presenting a mixed performance. On the positive side,...

Baptista Research

Viasat Inc.: A Story Of Revenue Growth and Diversification through Direct-to-Device Initiatives! - Major Drivers

Viasat, Inc. recently delivered its Q1 FY 2025 earnings results, reporting an encouraging uptick in year-over-year revenue and adjusted EBITDA...

Baptista Research

Viasat Inc.: Initiation Of Coverage - Potential for Non-Terrestrial Network (NTN) Direct-to-Device Service & 3 Major Drivers

This is our first report on broadband and communications provider, Viasat Inc. The company's financial results for Q3 FY24 in the conference call...

Baptista Research

Weekly Innovation Review (WIRE) #47

Headline Developments: As has been widely expected, China has moved to greatly reduce the time under-18s spend playing computer games. Under the...

Granite Bay Capital

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