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...

Comparison Snapshot

Key Financial Metrics

TLK

Metric

IT

$22.69B

Market Cap

$17.05B

2.84%

Potential Profit

28.56%

Strong Buy

Analyst Rating

Hold

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 maintains a strong return on equity around 14.7% to 21.3%, indicating solid profitability and capital efficiency.
The company has a low debt-to-equity ratio of 0.17, suggesting conservative financial leverage and manageable balance sheet risk.
Telkom Indonesia benefits from a significant market capitalization of approximately $20.7 billion, supporting its competitive positioning in its market.

Considerations

Short-term price forecasts project a potential decline of about 33.8% over the next month, pointing to possible near-term volatility or weakness.
The current ratio of 0.71 and quick ratio of 0.70 highlight relatively tight liquidity, which could pressure working capital management.
Analyst consensus is generally cautious with average ratings around 'Reduce,' reflecting concerns over growth outlook or valuation.

Gartner

IT

Pros

Gartner operates with leadership in the global IT research and advisory market, underpinning strong competitive positioning.
The company exhibits a resilient business model driven by subscription services and diversified clientele across industries.
Gartner continues to benefit from trends in digital transformation accelerating demand for technology insights and advisory services.

Considerations

Gartner’s growth is subject to macroeconomic cycles impacting IT spending, creating some earnings volatility risk.
Increasing competition from boutique research firms and alternative data providers could pressure Gartner’s market share.
Dependence on subscription renewals poses execution risk if client retention rates falter amid market uncertainties.

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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.

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.

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.

Which Baskets Do They Appear In?

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Which Baskets Do They Appear In?

Telecom's Patent Powerhouses

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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