Telkom Indonesia vs GoDaddy

Telkom Indonesia and GoDaddy are examined to compare their business models, financial performance, and market context in a clear, accessible way. This page presents neutral information on how each company operates, generates revenue, and sits within its industry landscape. Educational content, not financial advice.

Telkom Indonesia and GoDaddy are examined to compare their business models, financial performance, and market context in a clear, accessible way. This page presents neutral information on how each com...

Comparison Snapshot

Key Financial Metrics

TLK

Metric

GDDY

$22.69B

Market Cap

$14.33B

2.84%

Potential Profit

67.16%

Strong Buy

Analyst Rating

Buy

Why It's Moving

Telkom Shines at Davos as Digital Strategy Fuels Stock Surge to 52-Week High

Telkom presented its blueprint for Indonesia's digital future at WEF Davos 2026 on January 26, positioning itself as the national digital orchestrator and sparking market enthusiasm.
Stock rocketed 4.9% to $22.82 on January 22, leading Indonesia's IHSG gains during January 19-23 amid successful business transformation efforts.
Partnered with global players like Alibaba Cloud and regional banks to accelerate digital shifts in education, finance, and AI talent development.

Sentiment:

🐃Bullish

Telkom Shines at Davos as Digital Strategy Fuels Stock Surge to 52-Week High

Telkom presented its blueprint for Indonesia's digital future at WEF Davos 2026 on January 26, positioning itself as the national digital orchestrator and sparking market enthusiasm.
Stock rocketed 4.9% to $22.82 on January 22, leading Indonesia's IHSG gains during January 19-23 amid successful business transformation efforts.
Partnered with global players like Alibaba Cloud and regional banks to accelerate digital shifts in education, finance, and AI talent development.

Sentiment:

🐃Bullish

Investment Analysis

Telkom Indonesia

TLK

Pros

Telkom Indonesia benefits from a dominant market position in Indonesia's telecommunications sector, underpinned by extensive infrastructure and a leading share in broadband and mobile services.
The company maintains a stable revenue stream with recurring earnings from both consumer and enterprise segments, supported by a growing digital ecosystem and strong government ties.
Telkom offers an attractive dividend yield, reflecting its consistent profitability and commitment to returning capital to shareholders.

Considerations

Revenue and earnings growth have been stagnant recently, with only marginal revenue increase and a year-on-year decline in net income.
The competitive landscape is intensifying with new entrants and technological disruption, which could pressure margins and market share over time.
Regulatory risks and dependency on government policy present ongoing uncertainties, particularly regarding pricing, spectrum allocation, and data privacy rules.

GoDaddy

GDDY

Pros

GoDaddy has a leading global position in domain registration and web hosting, serving millions of small businesses with essential online presence tools.
The company demonstrates consistent revenue growth by expanding into higher-margin services like online payments, marketing, and commerce solutions.
GoDaddy’s strong cash flow generation and scalable platform allow for continued investment in product innovation and strategic acquisitions.

Considerations

Intense competition from larger cloud providers and niche players could challenge GoDaddy’s pricing power and customer retention in core services.
GoDaddy’s growth is sensitive to global economic conditions, particularly small business formation and discretionary spending on digital services.
The company faces execution risks as it shifts toward higher-value services, requiring successful integration of acquisitions and new product launches.

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About The Companies

Telkom Indonesia (TLK)

PT Telekomunikasi Indonesia Tbk (TLK) is Indonesia’s largest integrated telecommunications group, operating fixed-line, broadband, enterprise and digital services and holding major stakes in mobile and network infrastructure. With a market capitalisation of about $18.81 billion, the company benefits from scale in Indonesia’s large and still-growing market. Core revenues come from consumer broadband and mobile services, enterprise solutions, tower and fibre assets, and an expanding portfolio of digital platforms and cloud services. Strengths include extensive nationwide fibre and tower infrastructure and a dominant domestic brand; potential growth stems from rising data consumption, 4G/5G rollout and enterprise digitisation. Key risks include regulatory changes, intense competition, significant capital expenditure needs, and currency exposure to the Indonesian rupiah. The stock has historically formed part of income-focused portfolios due to regular dividend distributions, but past payouts are not a guarantee of future returns. This information is educational and not personal financial advice — investors should assess suitability before acting.

GoDaddy (GDDY)

GoDaddy Inc (GDDY) is a well-known domain registrar and web-services provider that helps individuals and small-to-medium businesses establish and manage online presence. Its product mix includes domain registration, web hosting, website builders, online marketing tools and e-commerce services, primarily sold on a subscription basis. Recurring revenue and scale in domain renewals provide predictability, while cross-selling higher-margin products supports revenue per customer. Key considerations for investors include steady subscription cash flows, customer acquisition and marketing spend, competition from large cloud providers and specialised builders, and sensitivity to small-business demand. The company’s market capitalisation of about $18.37bn reflects its established market position but also pricing pressure in a competitive market. Technology shifts, regulatory changes around domain names and economic cycles affecting SMB budgets are principal risks. This summary is educational and not personalised financial advice; values can fall as well as rise and past performance is not a guarantee of future returns.

Telkom Indonesia (TLK) Next Earnings Date

PT Telekomunikasi Indonesia Tbk (TLK)'s next earnings release is scheduled for March 19, 2026, covering the Q4 2025 fiscal quarter. Alternative estimates point to April 16-17, 2026, aligning with the company's historical pattern of mid-April Q1 reports, though recent sources favor the earlier date. Investors should monitor for official confirmation as dates may shift slightly.

Telkom Indonesia (TLK) Next Earnings Date

PT Telekomunikasi Indonesia Tbk (TLK)'s next earnings release is scheduled for March 19, 2026, covering the Q4 2025 fiscal quarter. Alternative estimates point to April 16-17, 2026, aligning with the company's historical pattern of mid-April Q1 reports, though recent sources favor the earlier date. Investors should monitor for official confirmation as dates may shift slightly.

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Which Baskets Do They Appear In?

Telecom's Patent Powerhouses

A $175 million verdict against Verizon for patent infringement highlights the increasing power of intellectual property holders in the telecom industry. This creates an investment opportunity in companies that own and license critical technology patents, as they are now better positioned to enforce their rights and secure lucrative licensing agreements.

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Comparison Snapshot

Why It's Moving

Telkom Shines at Davos as Digital Strategy Fuels Stock Surge to 52-Week High

Telkom Shines at Davos as Digital Strategy Fuels Stock Surge to 52-Week High