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...

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.

Comparison Snapshot

Key Financial Metrics

TLK

Metric

TRMB

$21.20B

Market Cap

$19.83B

11.61%

Potential Profit

17.19%

Strong Buy

Analyst Rating

Buy

Why It's Moving

Telkom Indonesia’s Planned Spin-Off of Fiber Business Drives Strategic Shift Ahead of December Shareholder Meeting

Telkom plans a partial spin-off of its Wholesale Fiber Connectivity business valued around Rp35.79 trillion, transferring it to PT Telkom Infrastruktur Indonesia, which it owns 99.99%.
The EGMS will also address approval for the company to undertake a government-assigned role in providing National Data Center services during the transition period.
Recent corporate updates include the resignation of an independent commissioner and anticipated changes in the company's management, reflecting governance adjustments alongside strategic corporate actions.

Sentiment:

⚖️Neutral

Telkom Indonesia’s Planned Spin-Off of Fiber Business Drives Strategic Shift Ahead of December Shareholder Meeting

Telkom plans a partial spin-off of its Wholesale Fiber Connectivity business valued around Rp35.79 trillion, transferring it to PT Telkom Infrastruktur Indonesia, which it owns 99.99%.
The EGMS will also address approval for the company to undertake a government-assigned role in providing National Data Center services during the transition period.
Recent corporate updates include the resignation of an independent commissioner and anticipated changes in the company's management, reflecting governance adjustments alongside strategic corporate actions.

Sentiment:

⚖️Neutral

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