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

Warner Bros Discovery  / Equity Bottom-Up

<ul><li>Warner Bros. Discovery commenced the first quarter of 2024 with a focus on adjusting its operations for future sustainability in an industry marked by rapid disruption due to technological advancements.</li><li>The company acknowledges the transformative necessities dictated by changing consumer behaviors and the technological landscape.</li><li>On a positive note, Warner Bros. Discovery reported an encouraging increase in subscriber growth for its streaming service, Max, which saw an addition of 2 million subscribers across various regions, pushing its total Direct-to-Consumer (D2C) subscriber count towards 100 million.</li></ul>

Warner Bros. Discovery commenced the first quarter of 2024 with a focus on adjusting its operations for future sustainability in an industry marked by rapid disruption due to technological advancements.The company acknowledges the transformative necessities dictated by changing consumer behaviors and the technological landscape.On a positive note, Warner Bros. Discovery reported an encouraging increase in subscriber growth for its streaming service, Max, which saw an addition of 2 million subscribers across various regions, pushing its total Direct-to-Consumer (D2C) subscriber count towards 100 million.

Warner Bros. Discovery Inc.: A Growth Story Around Strategic Partnerships and Global Expansion! - Major Drivers

<ul>
<li>Warner Bros. Discovery's Q1 2024 earnings revealed progress and challenges for the media company.</li>
<li>The company's Direct-to-Consumer streaming service, Max, has been successful, gaining 2 million subscribers this quarter with total subscribers nearing the 100 million mark.</li>
<li>However, the company anticipates that its U.S. subscriber count could decline in Q2 due to seasonal factors, predominantly related to sports broadcasts.</li>
</ul>


Warner Bros. Discovery's Q1 2024 earnings revealed progress and challenges for the media company.
The company's Direct-to-Consumer streaming service, Max, has been successful, gaining 2 million subscribers this quarter with total subscribers nearing the 100 million mark.
However, the company anticipates that its U.S. subscriber count could decline in Q2 due to seasonal factors, predominantly related to sports broadcasts.


Warner Bros. Discovery: Will The Direct-to-Consumer Strategy with No Middlemen Catalyze Growth? - Major Drivers

<ul><li>Warner Bros.</li><li>Discovery is striving to create a pathway to growth in an evolving media industry as reflected in the Q4 Earnings.</li><li>The company had prioritized achieving a well-grounded financial position and reducing its leverage, successfully lowering its debt by $5.4 billion in 2023 and expecting continued deleveraging in 2024.</li></ul>

Warner Bros.Discovery is striving to create a pathway to growth in an evolving media industry as reflected in the Q4 Earnings.The company had prioritized achieving a well-grounded financial position and reducing its leverage, successfully lowering its debt by $5.4 billion in 2023 and expecting continued deleveraging in 2024.

Warner Bros. Discovery Inc.: Enhanced Content Distribution

<ul><li>Discovery, Inc. delivered disappointing results in the third quarter as it could not meet Wall Street's revenue and earnings expectations.</li><li>The company highlighted a Q3 free cash flow of over $2 billion, with a projected yearly total surpassing $5 billion.</li><li>While prioritizing debt management, Discovery embraces the opportunity to allocate capital toward growth initiatives.</li></ul>

Discovery, Inc. delivered disappointing results in the third quarter as it could not meet Wall Street's revenue and earnings expectations.The company highlighted a Q3 free cash flow of over $2 billion, with a projected yearly total surpassing $5 billion.While prioritizing debt management, Discovery embraces the opportunity to allocate capital toward growth initiatives.

Warner Bros. Discovery Inc.: Can The BluTV Acquisition Be A Game Changer? - Major Drivers

<ul><li>Discovery, Inc. delivered a disappointing set of results as the company could not meet the revenue and earnings expectations of Wall Street.</li><li>The company generated almost $1.7 billion in free cash flow this quarter, and the team anticipates around the same in Q3.</li><li>Their global direct-to-consumer business was mildly EBITDA positive for the first half of this year and nearly breakeven in the second quarter.</li></ul>

Discovery, Inc. delivered a disappointing set of results as the company could not meet the revenue and earnings expectations of Wall Street.The company generated almost $1.7 billion in free cash flow this quarter, and the team anticipates around the same in Q3.Their global direct-to-consumer business was mildly EBITDA positive for the first half of this year and nearly breakeven in the second quarter.

Warner Bros. Discovery Inc.: Uncovering the Secrets Behind Their Global Business Success! - Major Drivers

United States

Warner Bros. Discovery, Inc. operates as a media and entertainment company. The Company offers a complete portfolio of content, brands, and franchises across television, film, streaming, and gaming.

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Warner Bros Discovery (WBD US)

Warner Bros. Discovery Inc.: A Growth Story Around Strategic Partnerships and Global Expansion! - Major Drivers

Warner Bros. Discovery commenced the first quarter of 2024 with a focus on adjusting its operations for future sustainability in an industry...

Baptista Research

Warner Bros. Discovery: Will The Direct-to-Consumer Strategy with No Middlemen Catalyze Growth? - Major Drivers

Warner Bros. Discovery's Q1 2024 earnings revealed progress and challenges for the media company. The company's Direct-to-Consumer streaming...

Baptista Research

Warner Bros. Discovery Inc.: Enhanced Content Distribution

Warner Bros. Discovery is striving to create a pathway to growth in an evolving media industry as reflected in the Q4 Earnings. The company had...

Baptista Research

Warner Bros. Discovery Inc.: Can The BluTV Acquisition Be A Game Changer? - Major Drivers

Discovery, Inc. delivered disappointing results in the third quarter as it could not meet Wall Street's revenue and earnings expectations. The...

Baptista Research

Warner Bros. Discovery Inc.: Uncovering the Secrets Behind Their Global Business Success! - Major Drivers

Discovery, Inc. delivered a disappointing set of results as the company could not meet the revenue and earnings expectations of Wall Street. The...

Baptista Research

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