Category: Telecom
Explore all posts, stories, and insights related to the category "Telecom" on Recursive Gains. Stay informed with in-depth analysis and trends.
Q2 2026
- BHARTIARTL Q2 2026 The Real Growth Engine Quietly Swapped Continents This QuarterAug 15
- IDEA Q2 2026 Did the "Profit Quarter" Already Reverse?Aug 15
- TLKM Q2 2026 The Stock Fell 33% This Half - The Numbers Didn'tAug 15
- ISAT Q2 2026 An 84% Profit Jump That Was Mostly a Fiber-Network SaleAug 15
Q1 2026
- IDEA Q1 2026 Did an Accounting Rule Just Turn India's Most Distressed Telecom Profitable?Aug 15
- ISAT Q1 2026 A Telecom That Grew Profit 14% While Its Subscriber Base ShrankAug 15
- BHARTIARTL Q1 2026 A New Rs3,161 Crore Charge Appeared, and the CFO Wouldn't Say What It Was ForMay 19
Q4 2025
- TLKM Q4 2025 A 20% Profit Drop That Turns Into 6% Once You Strip the One-OffsJun 10
- ISAT Q4 2025 Where Did Indosat's 2025 Profit Growth Actually Come From?Mar 10
- BHARTIARTL Q4 2025 A 26% Growth Quarter Reported Itself as a 55% Profit CollapseFeb 12
- IDEA Q4 2025 Vi's AGR Dues Frozen at Rs87,695 Crore, Reassessment Just Begun - What Do the Numbers Say?Feb 10
Q3 2025
- TLKM Q3 2025 The Tax Office Just Sent a Rp14.5 Trillion Bill for a 2023 Deal This Dataset Already CoveredNov 20
- IDEA Q3 2025 The Smallest Quarterly Loss Since the Merger - Is the Corner Finally Here?Nov 18
- ISAT Q3 2025 GB200 Capacity Is Now Fully Contracted, But 9M 2025 Profit Is Still Down 7.5% YoYNov 18
- BHARTIARTL Q3 2025 The Distortion That Shrank Last Quarter's Headline Flipped and Inflated This OneNov 07
Q2 2025
- ISAT Q2 2025 Being First in Asia to Bring NVIDIA GB200 Servers Live Came With a Real Debt IncreaseAug 25
- TLKM Q2 2025 The Stock Just Bounced 15% - And a Rp150 Trillion Fiber Spin-Off Plan SurfacedAug 20
- IDEA Q2 2025 The Government's 49% Stake Landed on the Balance Sheet - and the Deficit Still WidenedAug 18
- BHARTIARTL Q2 2025 The Cleanest Quarter in Years Made the Headline Growth Number Look SmallerAug 04
Q1 2025
- IDEA Q1 2025 The Government Just Agreed to Become Vi's Majority Shareholder - What Happens Next?May 25
- TLKM Q1 2025 The Stock Is Down 41% in Two Years - Now Trading Under a New State Holding CompanyMay 20
- BHARTIARTL Q1 2025 The Investor Deck Rewrote Last Year's Numbers. Real EBITDA Was 11% Lower.May 20
- ISAT Q1 2025 A 40% Stock Drop Came Even as NVIDIA GB200 GPUs Were Ordered for AI InfrastructureMay 20
Q4 2024
- TLKM Q4 2024 The Government Just Moved Its Entire Stake Into a New State Holding CompanyMar 15
- ISAT Q4 2024 FY2024 Closed Indosat's Cleanest Year Yet, With the Stock Split Now Fully Reflected in the NumbersMar 10
- IDEA Q4 2024 EBITDA Margin Just Hit a Post-Merger High - While the Cash Pile Keeps DrainingFeb 15
- BHARTIARTL Q4 2024 Profit Jumped 505%. A Joint Venture Turning Into a Subsidiary Is Why.Feb 14
Q3 2024
- TLKM Q3 2024 The Multiple Just Hit a New Low - And This Time Profit Actually Fell TooNov 18
- IDEA Q3 2024 Revenue Bounced Back 4% in a Quarter - But the Cash Pile Is Already ShrinkingNov 15
- ISAT Q3 2024 Profit Grew 39% in 9M 2024, and a 1-for-4 Stock Split Landed as a Subsequent EventNov 14
- BHARTIARTL Q3 2024 Net Income Jumped 168% Again. The Real Number Underneath Was 32%.Nov 08
Q2 2024
- IDEA Q2 2024 Vi's Cash Balance Jumped 35x in One Quarter - Here's What That Actually BuysAug 20
- TLKM Q2 2024 The Stock Is Down 37% From Its Two-Year Peak - The Business Isn'tAug 20
- ISAT Q2 2024 A Clean 43% Profit Jump Arrived Alongside an "AI Native Telco" Strategy PitchAug 20
- BHARTIARTL Q2 2024 Net Income Jumped 158%. The Actual Business Shrank.Aug 19
Q1 2024
- IDEA Q1 2024 Vi Raised Rs18,000 Crore - Why Did the Promoter Group Pay More Per Share Than the Public Did?May 25
- TLKM Q1 2024 The Stock Fell 13% in a Month - Profit Only Fell 6%May 20
- ISAT Q1 2024 The First Fully Clean Quarter Since the Merger Grew Net Profit 39%, No One-Off AttachedMay 15
Q4 2023
- ISAT Q4 2023 FY2023 Finally Reveals Which Data-Center Entity Was Behind Indosat's Mystery 2022 Gains - SMTApr 02
- TLKM Q4 2023 Profit Grew 18% for the Year - So Why Did the Stock Barely Move in Two Years?Mar 10
- IDEA Q4 2023 Vi's Best Cash EBITDA in 11 Quarters - So Why Did the Deficit Keep Growing?Feb 10
Q3 2023
- TLKM Q3 2023 The Segment Table Didn't Actually Change - So What Did the IndiHome Spin-Off Even Do?Nov 15
- IDEA Q3 2023 Vi's Deficit Just Crossed Rs90,000 Crore - Does a Vendor Debt Deal Change Anything?Nov 10
- ISAT Q3 2023 Adjusted Operating Income Grew 46.6% in 9M 2023, But Debt Paydown StalledNov 06
Q2 2023
- TLKM Q2 2023 The IndiHome Spin-Off Is Now Signed - What Happens to Telkom's Own Segment Table?Aug 20
- IDEA Q2 2023 The Government Just Became Vi's Third-Largest Shareholder - Did It Fix Anything?Aug 15
- ISAT Q2 2023 A 41.5% Profit Drop That Was Really Just a Rp3.6 Trillion Comparison Base ProblemAug 08
Q1 2023
- BHARTIARTL Q1 2023 Profit Jumped 50%, Free Cash Flow Fell 26% - Which Number Should You Believe?May 24
- TLKM Q1 2023 Enterprise Slipped Back to a Loss the Same Quarter Telkom Signed Away Its Biggest SegmentMay 15
- ISAT Q1 2023 A Tower Sale-Leaseback Gain and a Rp2.7 Trillion Debt Paydown Both Landed in Indosat's Q1 2023May 02
Q4 2022
- TLKM Q4 2022 A Rp6.4 Trillion Stock Markdown Made a Growing Business Look Like It ShrankMay 08
- ISAT Q4 2022 The Merged Indosat's First Full Year Grew Revenue 49% and Still Shrank ProfitApr 11
Q3 2022
- TLKM Q3 2022 GoTo's Stock Crashed This Quarter - So Did Telkom's Reported ProfitJan 23
- ISAT Q3 2022 Profit Fell 36% in 9M 2022, But the Actual Business Barely MovedNov 18
- IDEA Q3 2022 This Telecom's Survival Plan Is Stuck Waiting on a Government That Stopped ReplyingNov 09
Q2 2022
- TLKM Q2 2022 The GoTo Markdown That Hurt Q1 Reversed Into a Gain This QuarterOct 24
- ISAT Q2 2022 Another Deconsolidation Gain Padded Indosat's Profit, Just Like Last YearSep 13
- IDEA Q2 2022 Revenue Hit a Post-Merger High. The Quarterly Loss Still Got Worse.Aug 09
Q1 2022
- TLKM Q1 2022 Operating Profit Fell 9% - Almost None of It Was the Actual BusinessJul 25
- ISAT Q1 2022 The Merged Indosat's Revenue Jumped 48%, But Profit Fell 25%Jun 08
- IDEA Q1 2022 Is This Telecom Already Insolvent on Paper?May 09
Q4 2021
- TLKM Q4 2021 The Segment That Turned a Profit in Q3 Went Back to Losing Money in Q4May 10
- ISAT Q4 2021 The Merger Became Effective Four Days After Indosat's Fiscal Year ClosedApr 06
Q3 2021
- TLKM Q3 2021 The Segment That Lost Money for Six Straight Quarters Just Turned a ProfitJan 18
- ISAT Q3 2021 A Nine-Month Rumor Became a Signed Merger Deal With CK HutchisonDec 08
Q2 2021
- TLKM Q2 2021 A 9% Revenue Quarter Turned Into a 26% Profit QuarterNov 03
- ISAT Q2 2021 A Rp6.2 Trillion Tower Sale Made Indosat's Profit Look Ten Times Bigger Than It WasSep 14
Q1 2021
- TLKM Q1 2021 Enterprise Is Still Losing Money - But the Loss Is the Smallest in Two YearsAug 02
- ISAT Q1 2021 A Return to Profit Arrived While a Hutchison Merger Clock Kept TickingJun 02
Q4 2020
- TLKM Q4 2020 The Year Revenue Barely Grew and Profit Grew 11% AnywayMay 10
- ISAT Q4 2020 A Pandemic Year Ends With a Loss, a Satellite Exit, and a Hutchison MoUApr 05
Q3 2020
- ISAT Q3 2020 Nine Months Into the Pandemic, Indosat's Loss Is Still WideningNov 16
- TLKM Q3 2020 The Stock Hit a New Low This Quarter - Did the Business Actually Get Worse?Nov 15
Q2 2020
- ISAT Q2 2020 Revenue Kept Growing Through Indonesia's First COVID-19 Lockdown QuarterAug 24
- TLKM Q2 2020 Revenue Fell for the First Time in a Real Lockdown Quarter - So Why Did Margins Improve?Aug 20
Q1 2020
- TLKM Q1 2020 Revenue Fell for the First Time in Years - Is the COVID Story Really About the Virus?Jul 20
- ISAT Q1 2020 A Telecom Reports a Loss Right as COVID-19 Reaches IndonesiaMay 18
Q1 2019
- ISAT Q1 2019 A 47% Stock Price Collapse While the Actual Loss Was NarrowingMay 20
- BHARTIARTL Q1 2019 Raising $3.6 Billion Isn't What a Turnaround Looks LikeMay 06
- ISAT The Rp1,358.6 Billion Bill Indosat Still Owes Its Own Largest ShareholderFeb 06