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

Zoom Video Communications Inc / Equity Bottom-Up

<ul><li>Zoom Video Communications reported mixed financial results, with its fourth-quarter revenue of $1.18 billion meeting expectations, but its guidance for the first quarter and full year falling short of analyst estimates.</li><li>The company projected first-quarter revenue between $1.16 billion and $1.17 billion, below the expected $1.18 billion.</li><li>Full-year revenue guidance of $4.79 billion to $4.8 billion also came in below the consensus estimate of $4.81 billion.</li></ul>

Zoom Video Communications reported mixed financial results, with its fourth-quarter revenue of $1.18 billion meeting expectations, but its guidance for the first quarter and full year falling short of analyst estimates.The company projected first-quarter revenue between $1.16 billion and $1.17 billion, below the expected $1.18 billion.Full-year revenue guidance of $4.79 billion to $4.8 billion also came in below the consensus estimate of $4.81 billion.

Why Zoom Communications' AI Pivot Could Be a Game-Changer Or a Costly Mistake!

<ul><li>Zoom Communications, Inc. recently presented its financial performance for the third quarter of fiscal year 2025.</li><li>The company's revenue grew by approximately 4% year-over-year to reach $1.178 billion, surpassing their guidance by $13 million.</li><li>Despite the challenging macroeconomic environment, Zoom managed to showcase significant improvements in both its enterprise and online segments.</li></ul>

Zoom Communications, Inc. recently presented its financial performance for the third quarter of fiscal year 2025.The company's revenue grew by approximately 4% year-over-year to reach $1.178 billion, surpassing their guidance by $13 million.Despite the challenging macroeconomic environment, Zoom managed to showcase significant improvements in both its enterprise and online segments.

Zoom Video Communications: Can Its Strategic Partnerships & Acquisitions Up Their Game? - Major Drivers

<ul><li>Zoom Video Communications delivered strong financial performance in the second quarter of fiscal year 2025, surpassing market expectations and demonstrating resilience in a competitive landscape.</li><li>The company's revenue rose by 2.1% year-over-year to $1.16 billion, slightly exceeding analyst forecasts.</li><li>Adjusted earnings per share also impressed, reaching $1.39, which was significantly higher than the anticipated $1.21.</li></ul>

Zoom Video Communications delivered strong financial performance in the second quarter of fiscal year 2025, surpassing market expectations and demonstrating resilience in a competitive landscape.The company's revenue rose by 2.1% year-over-year to $1.16 billion, slightly exceeding analyst forecasts.Adjusted earnings per share also impressed, reaching $1.39, which was significantly higher than the anticipated $1.21.

Zoom Video Communications: Focus on Upmarket and Customer Expansion! - Major Drivers

<ul><li>Zoom reported total Q1 revenue of $1.141 billion, a 3% year-on-year increase.</li><li>Enterprise revenue, which represented 58% of total revenue, grew 5% year-on-year.</li><li>Gross margin was 79.3%, slightly lower than the 80.5% recorded in the same quarter last year due to investments in AI innovation.</li></ul>

Zoom reported total Q1 revenue of $1.141 billion, a 3% year-on-year increase.Enterprise revenue, which represented 58% of total revenue, grew 5% year-on-year.Gross margin was 79.3%, slightly lower than the 80.5% recorded in the same quarter last year due to investments in AI innovation.

Zoom Video Communications: A Story Of Continued Growth in Enterprise Customer Base! - Major Drivers

Junior Finance Analyst, Steno Research

Ulrik Simmelholt

Junior Finance Analyst

Macro and Geopolitical Research House

Steno Research

Steno Research is a new macro and geopolitical research house. We are based out of Copenhagen, Denmark, but have an international team and a strong network of sources and partners around the world. The team is lead by Andreas Steno, previous global head of strategy at Nordea Bank, and Mikkel Rosenvold, former chief consultant in the Danish Ministry of Finance.

Cross Asset Strategy

<ul><li>We’ve received loads of feedback from our clients regarding our Trump versus Biden basket.</li><li>As a result, we will provide a detailed breakdown of both baskets and explain the rationale behind each.</li><li>We are updating the baskets regularly based on the political proposals of the two candidates.</li></ul>

We’ve received loads of feedback from our clients regarding our Trump versus Biden basket.As a result, we will provide a detailed breakdown of both baskets and explain the rationale behind each.We are updating the baskets regularly based on the political proposals of the two candidates.

Equity Watch: The Trump versus Biden Basket

United States

Zoom Video Communications, Inc. develops a people-centric cloud service that transforms real-time collaboration experience. The Company offers unified meeting experience, a cloud service that provides a 3-in-1 meeting platform with HD video conferencing, mobility, and web meetings. Zoom Video Communications serves customers worldwide.

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Zoom Video Communications Inc (ZM US)

Why Zoom Communications' AI Pivot Could Be a Game-Changer Or a Costly Mistake!

Zoom Video Communications reported mixed financial results, with its fourth-quarter revenue of $1.18 billion meeting expectations, but its...

Baptista Research

Zoom Video Communications: Can Its Strategic Partnerships & Acquisitions Up Their Game? - Major Drivers

Zoom Communications, Inc. recently presented its financial performance for the third quarter of fiscal year 2025. The company's revenue grew by...

Baptista Research

Zoom Video Communications: Focus on Upmarket and Customer Expansion! - Major Drivers

Zoom Video Communications delivered strong financial performance in the second quarter of fiscal year 2025, surpassing market expectations and...

Baptista Research

Zoom Video Communications: A Story Of Continued Growth in Enterprise Customer Base! - Major Drivers

Zoom reported total Q1 revenue of $1.141 billion, a 3% year-on-year increase. Enterprise revenue, which represented 58% of total revenue, grew 5%...

Baptista Research

Equity Watch: The Trump versus Biden Basket

We’ve received loads of feedback from our clients regarding our Trump versus Biden basket. As a result, we will provide a detailed breakdown of...

Steno Research

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