Telkom Indonesia vs Gartner

This page compares Telkom Indonesia and Gartner Inc., examining business models, financial performance, and market context to help readers understand their approaches and positioning. The analysis aims to be neutral and accessible, presenting evidence and context without recommendations. Educational content, not financial advice.

This page compares Telkom Indonesia and Gartner Inc., examining business models, financial performance, and market context to help readers understand their approaches and positioning. The analysis aim...

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.

Gartner (IT)

Gartner Inc. (ticker: IT) is a global research and advisory company that provides insights, data and consulting to business and technology leaders. Investors should know Gartner’s revenue mix is skewed towards subscription-based research and advisory services, supplemented by consulting and events, which supports recurring cash flows but remains sensitive to enterprise IT spend. The company benefits from strong client relationships, high renewal rates and a broad global footprint, yet faces competition from other research firms and growing in-house analyst teams. Key considerations include sensitivity to economic cycles, currency effects and integration risks from acquisitions. Gartner’s market cap of around $19.6bn reflects a mature business with steady cash generation, though past performance is not a guarantee of future results. This summary is educational and not personalised financial advice — investors should assess their own goals, consult a financial adviser and be aware that share values can rise or fall.

Comparison Snapshot

Key Financial Metrics

TLK

Metric

IT

$21.10B

Market Cap

$16.86B

12.23%

Potential Profit

27.73%

Strong Buy

Analyst Rating

Hold

Why It's Moving

Telkom Indonesia advances massive fiber spin-off to unlock premium valuation ahead of today's shareholder vote.

Phased spin-off to TIF unit begins December 2025, with further stages in 2026, pending evaluations and approvals to boost long-term performance.[1]
Extraordinary General Meeting today seeks consent, signaling confidence in separating high-value fiber ops from core business.[2][6]
Recent earnings on December 1 and board resignation add to the mix, but fiber strategy steals the spotlight for growth potential.[1][5]

Sentiment:

🐃Bullish

Telkom Indonesia advances massive fiber spin-off to unlock premium valuation ahead of today's shareholder vote.

Phased spin-off to TIF unit begins December 2025, with further stages in 2026, pending evaluations and approvals to boost long-term performance.[1]
Extraordinary General Meeting today seeks consent, signaling confidence in separating high-value fiber ops from core business.[2][6]
Recent earnings on December 1 and board resignation add to the mix, but fiber strategy steals the spotlight for growth potential.[1][5]

Sentiment:

🐃Bullish

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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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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Investment Analysis