Telkom Indonesia vs Trimble

Telkom Indonesia and Trimble are the subjects of this comparison page. This page compares their business models, financial performance, and market context in a clear, accessible way. It aims to present neutral information to help readers understand how each company operates and positions itself. Educational content, not financial advice.

Telkom Indonesia and Trimble are the subjects of this comparison page. This page compares their business models, financial performance, and market context in a clear, accessible way. It aims to presen...

Comparison Snapshot

Key Financial Metrics

TLK

Metric

TRMB

$22.69B

Market Cap

$16.98B

2.84%

Potential Profit

39.69%

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 is the largest telecommunications provider in Indonesia, offering a strong competitive position in a fast-growing market.
The company benefits from steady demand for digital and broadband services, supported by Indonesia's increasing internet penetration and smartphone usage.
Telkom Indonesia has a diversified business model including fixed line, mobile, and digital services, enhancing its revenue stability and growth prospects.

Considerations

Telkom Indonesia faces regulatory risks and government influence as it is partially state-owned, which may affect operational flexibility.
The company is exposed to currency fluctuation risks and macroeconomic volatility in Indonesia, potentially impacting profitability.
Competition is intensifying from both domestic and international telecommunication companies, pressuring market share and pricing.

Trimble

TRMB

Pros

Trimble has demonstrated strong financial performance with rising revenue, improving margins, and record annualized recurring revenue.
The company benefits from broad industry exposure including construction, agriculture, geospatial, and transportation, diversifying its growth drivers.
Trimble's advanced positioning, modeling, and data analytics technologies provide competitive advantages in the digital transformation of multiple sectors.

Considerations

Trimble's valuation is relatively high with a price-to-earnings ratio above 60, implying expectations for continued strong growth which poses downside risk.
The company’s operations have some cyclicality and are exposed to global economic conditions affecting infrastructure and transportation investments.
Trimble faces execution risks given the complexity of integrating acquisitions and scaling its Connect & Scale strategy globally.

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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.

Trimble (TRMB)

Trimble Navigation Limited (TRMB) supplies advanced positioning, hardware and software solutions that link the physical and digital worlds across construction, agriculture, geospatial, transportation and utilities. Its portfolio ranges from GNSS receivers, laser and optical systems to machine-control hardware and increasingly subscription-based software and cloud services, which support recurring revenue streams and margin expansion. Trimble grows via product innovation and targeted acquisitions and benefits from broader trends in infrastructure digitalisation and precision farming. Investors should note Trimble’s exposure to capital-spending cycles in construction and agriculture, supply-chain and component risks, competitive pressures and currency fluctuations. Market cap is approximately $18.95 billion. This summary is educational and not personalised investment advice: values can rise or fall, and past performance is no guarantee of future returns. Consider your objectives, risk tolerance and consult a regulated financial adviser before making investment decisions.

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.

Published: July 24, 2025

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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