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earnings22_split_resampled

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train · 22.9k rows

source_id stringclasses 61 values	segment_id stringclasses 856 values	sentence stringlengths 2 1.14k	start_ts float32 0.06 6.27k	end_ts float32 0.74 6.27k	id stringlengths 9 53
4426736	243	Um, is that, is that a fair, uh, understanding?	1,716.160034	1,718.719971	4426736-243
4426736	207	G- g- good question, thank you.	1,448.880005	1,451.199951	4426736-207
4426736	389	by, by the, by the Telkom group.	2,576.76001	2,579.139893	4426736-389
4426736	117	Uh, we have some plan.	798.039978	799.919983	4426736-117
4426736	166	Thank you.	1,107.839844	1,108.280151	4426736-166
4426736	253	On the retail margin data, the deadline is mentioned by, uh, uh, our CEO.	1,770.52002	1,776.359985	4426736-253
4426736	230	That's overall strategy of that concern.	1,631.060059	1,632.359985	4426736-230
4426736	266	We implement the basic inaudible.	1,888	1,889.900024	4426736-266
4426736	107	I hope that answers.	720.340027	720.919983	4426736-107
4426736	365	I would like to pick up, uh, on the, on the Gojek collaboration, uh, and, the surveys that are found in the Bloomberg inaudible.	2,452.100098	2,462.180176	4426736-365
4426736	0	Good day, and thank you for standing by.	0.36	2.2	4426736-0
4426736	89	Firstly, on mobile, can you talk about the competitive dynamics in the industry and outlook for 2021?	581.099976	590.02002	4426736-89
4426736	159	Firstly, uh, on IndiHome, can you talk a bit about competition, uh, in this space?	1,059.359985	1,064.939941	4426736-159
4426736	13	There will be an overview from our CEO, and after that, all participants are given the opportunity to participate in the Q&A session.	62.299999	69.940002	4426736-13
4426736	325	Thank you, Barchetti.	2,284.399902	2,284.940186	4426736-325
4426736	220	We have uh, over the years, built up a lot of digital assets, so this will be yet another focus that we will take, where we got to, uh, digital, uh, investments.	1,567.140015	1,578.119995	4426736-220
4426736	263	Currently, we review, and then we provision it, uh, if under usage, inaudible.	1,853.859985	1,858.680054	4426736-263
4426736	82	Just a reminder, to ask a question, you will need to press star one on your telephone.	556.73999	561.719971	4426736-82
4426736	154	Got it, thank you. Your next question comes from the line of Xian Chen Fong of CIMB.	1,046.560059	1,051.579956	4426736-154
4426736	212	So this means the capital is gonna be, uh, slightly, uh, aligned with our, our, uh, slightly, uh, good, uh, our inaudible aligned with our, uh, revenue contribution, and, uh, treating, uh, from the next two and three years.	1,479.160034	1,493.680054	4426736-212
4426736	1	Welcome to the Telkom's full year of 2020 results conference call.	2.56	6.96	4426736-1
4426736	99	However, as the market leader, we need to always stay focused on driving sustainable growth behaviors in the industry.	641.960022	648.539978	4426736-99
4426736	283	And what are the network roll out objectives and subs addition targets for 2021?	1,983.680054	1,989.579956	4426736-283
4426736	289	And…	2,024.199951	2,024.419922	4426736-289
4426736	182	And for this year, 2021, the opex related with the revenue and some costs related with the, you know, spectrum that we get, it's going to be, uh, uh, invest, and it's going to be aligned with the, you know, additional, uh, investment that'll assist with our, uh, costs in the, the, the, you know, the, the, the network and also the power.	1,274.939941	1,297.819946	4426736-182
4426736	239	Uh, uh, mobile, uh, mobile in the home, and um, and, the enterprise business?	1,675.599976	1,683.959961	4426736-239
4426736	318	Unfortunately I cannot give you so much color on this one.	2,247	2,250.180176	4426736-318
4426736	312	And we hope that, that the synergy value that we, uh, plan will achieve more than 100% this year.	2,217.839844	2,223.200195	4426736-312
4426736	73	Ladies and gentlemen, to conclude my remarks, let me share our spend guidance for the year of 2021.	511.339996	519.659973	4426736-73
4426736	296	Basically, uh, what uh, inaudible is uh, we expect to have additional about one million of the, uh, in the home.	2,096.76001	2,105.180176	4426736-296
4426736	74	One, we expect consolidated revenue to grow by around mid-single digit.	519.559998	526.02002	4426736-74
4426736	291	Okay. Hold on. inaudible in the 2020, uh, it's about 20.7, that is, uh, home path is ready for the in the home.	2,030.52002	2,043.560059	4426736-291
4426736	360	Thank you.	2,437.919922	2,438.26001	4426736-360
4426736	101	We see the process of fiscal stimulation, we see businesses and individuals adapting much better to COVID-19 with the COVID rollout.	654.02002	662.340027	4426736-101
4426736	248	How, how do you, um, plan in doing this?	1,747.280029	1,750.539917	4426736-248
4426736	332	Uh, second question is on Telkomsel's proceeds, uh, given the prior sale…	2,307.919922	2,313.860107	4426736-332
4426736	347	And, um, on, on the capital that you received, is, is that just going to stay on Telkomsel?	2,379.439941	2,384.580078	4426736-347
4426736	113	So, as a company, uh, as a leading digital company, we want to be, uh, remain as the leader in the technology.	770.419983	778.97998	4426736-113
4426736	62	inaudible Our mobile business still face intense competition and continued declining legacy due to transition from voice and SMS to data.	392.660004	402.019989	4426736-62
4426736	362	Please ask your question.	2,444.960205	2,449.860107	4426736-362
4426736	202	And what sort of ROIC and enterprise solution impact that, uh, Telkomsel seeks to achieve?	1,423.319946	1,426.97998	4426736-202
4426736	155	Please ask your question.	1,051.580078	1,054.97998	4426736-155
4426736	271	Uh, by, uh, Nico, uh, for, for the 5G, uh, 5G is a bit different with 4G.	1,908.359985	1,916.439941	4426736-271
4426736	55	Increasing ARPU was largely driven by revenue from adds-on that grew by 27.8% and contributed to around 14.7% to IndiHome revenue, compared to 13.6% in the same period last year.	282.640015	301.640015	4426736-55
4426736	330	Uh, I'm not sure if you can answer this, but can you share your thoughts on the remaining Telkomsel towers?	2,298.699951	2,303.460205	4426736-330
4426736	405	Uh, inaudible about 81, uh, in the…	2,687.720215	2,691.320068	4426736-405
4426736	250	Thank you.	1,759.859985	1,760.339966	4426736-250
4426736	226	Uh, uh, as an additional information from one pass, the end pass, you now mention.	1,587.339844	1,592.76001	4426736-226
4426736	81	Thank you.	556.299988	556.880005	4426736-81
4426736	69	In parallel, we also try to find strategic partnership or collaboration with digital player inaudible to help accelerate digital transformation.	465.160004	473.619995	4426736-69
4426736	232	Your next question comes from the line of Nico Margaroni's of BRI Benelexa.	1,643.300049	1,648.359985	4426736-232
4426736	56	inaudible From the enterprise segment, although it declined by 5.2% year-on-year, it saw significant improvement during the year, which was mainly due to the success of the new strategy to reduce low margin business and focus on more profitable products, along with various effort to get quality revenues.	301.459991	326.420013	4426736-56
4426736	219	Uh, at the same time, uh, beyond the inorganic, uh, we also actively looking, uh, at organic growth, or digital.	1,557.26001	1,567.319946	4426736-219
4426736	18	Ladies and gentlemen, it's my pleasure now to introduce Telkom's Board of Directors, who are joining us today: Mr.	100.32	106.120003	4426736-18
4426736	156	Hi, thanks for the call.	1,054.819946	1,055.959961	4426736-156
4426736	392	inaudible on data centers, data centers crosstalk. Okay. Um, uh, the data center that we are building now is a…	2,584.039795	2,594.76001	4426736-392
4426736	194	Good afternoon, uh, management.	1,383.02002	1,384.73999	4426736-194
4426736	240	Uh, that's my first question.	1,683.819946	1,685.280151	4426736-240
4426736	257	Uh, why we cannot provide with some detail on this one, uh, a lot of actually a common asset include in this uh, I think uh, accounting treatment, uh, to really understand under cost allocation here.	1,821.719849	1,834.699951	4426736-257
4426736	264	So, this is actually the, you know, what I'm talk- we align with the, you know, pace, basic inaudible the funding, uh, of, of inaudible, and then going forward, it's gonna be consistent for us to allocate the expenditures by fund the person that uses it, so the data is, uh, the usage inaudible from data is gonna be allocated also professionally the data, and the inaudible gonna be consistent allocated for the legacy.	1,860.339844	1,885.579956	4426736-264
4426736	241	Um, secondly, uh, how, how should we, uh, think about this, uh, uh, uh, uh, the consequences from a inaudible 72, in terms of data revenue?	1,685.140015	1,700.039917	4426736-241
4426736	116	Uh, we will launch it, uh, this year.	794.840027	798.179993	4426736-116
4426736	406	still in the progressing of the inaudible scale, and this also…	2,691.179932	2,694.600098	4426736-406
4426736	404	uh, development.	2,684.76001	2,686.840088	4426736-404
4426736	247	Uh, is that gonna be, uh, our retailer, for retail segment, or uh, uh, w- w- would it be selective roll-outs?	1,735.76001	1,747.439941	4426736-247
4426736	43	I'll now hand over the call to our CEO, Mr.	161.880005	163.860001	4426736-43
4426736	225	Uh, inaudible.	1,586.060059	1,587.47998	4426736-225
4426736	324	Well, let's say the plan that we have today.	2,279.879883	2,281.97998	4426736-324
4426736	233	Please ask your question.	1,648.599976	1,649.539917	4426736-233
4426736	391	Thank you.	2,583.839844	2,584.200195	4426736-391
4426736	285	Uh, can you give us some examples of how you are able to derive such benefits?	1,992.640015	1,998.560059	4426736-285
4426736	397	Yeah. Yeah, right. crosstalk the IPO? So crosstalk… Sorry. Well, sorry.	2,631.539795	2,639.700195	4426736-397
4426736	322	Well, if you remember, we have around 1, uh, 0.65 that are all objective, and our plan is to have this, uh, Mitratel ready for the IPO by the end of the year, subject to the market condition.	2,264.059814	2,278.47998	4426736-322
4426736	157	This is, uh, Fong from CIMB.	1,055.780029	1,058.079956	4426736-157
4426736	68	We recently come up in 20 megahertz spectrum in 2.3 gigahertz that strengthen our spectrum within position including who asked to prepare 5G technology.	453.73999	464.579987	4426736-68
4426736	333	Uh, given that you do have the proceeds at hand, um, what are your thoughts on deploying the capital on that?	2,313.720215	2,320.200195	4426736-333
4426736	358	Okay, got it. Yeah.	2,434.059814	2,435.120117	4426736-358
4426736	84	Your first question is from Piyush Choudhary of HSBC.	567.059998	570.359985	4426736-84
4426736	133	Let me try to answer your second question.	872.440002	874.780029	4426736-133
4426736	313	Okay. Thank you, crosstalk.	2,223.100098	2,223.960205	4426736-313
4426736	41	and Ms.	158.179993	158.479996	4426736-41
4426736	277	Uh, thank you.	1,954.699951	1,959.380005	4426736-277
4426736	290	Sorry, it's not very clear, the voice.	2,027.319946	2,030.539917	4426736-290
4426736	288	Okay, and for number one, for the inaudible 2020, actually for the inaudible for seven million, and for the fourth itself, inaudible.	2,016.420044	2,024.199951	4426736-288
4426736	9	Thank you, Raquel.	30.459999	32.540001	4426736-9
4426736	236	Three questions, but I think they're straightforward.	1,661.580078	1,663.819946	4426736-236
4426736	125	Um, you've posted a 4% Q-on-Q growth for Telkomsel as a group.	833.340027	837.460022	4426736-125
4426736	279	Please ask your question.	1,969.420044	1,972.76001	4426736-279
4426736	78	We will now begin the Q&A session.	543.539978	546.23999	4426736-78
4426736	128	So, what is exactly classified on, on this side?	845.26001	849.799988	4426736-128
4426736	205	So-… returns at traditional car companies in the near term.	1,439.73999	1,443.400024	4426736-205
4426736	47	We really appreciate your participation in this call.	176.839996	181.699997	4426736-47
4426736	398	For the IPO, I think that we, we…	2,639.539795	2,640.460205	4426736-398
4426736	28	Venusiana as Consumer Service Director;	128.559998	131.960007	4426736-28
4426736	135	And I think in the enterprise, uh, with regard to current COVID situation today, uh, which we don't uh, really know, uh, where it's going to be benign.	887.140015	899.039978	4426736-135
4426736	304	And, uh, uh, and so part of the, the, the result of that collaboration programs, and then the value that's derived from that collaboration program, is above what we expect.	2,163.120117	2,171.879883	4426736-304
4426736	403	We're going to consolidate all that, uh, data centers, and including the potential for future b-…	2,679.699951	2,684.700195	4426736-403
4426736	251	mm-hmm <affirmative>. Uh, thank you, Nico, for uh, uh, your question.	1,764.300049	1,768.280151	4426736-251
4426736	198	Uh, can we get some update on Telkomsel's capital allocation strategy over the next two to three years?	1,391.699951	1,398.02002	4426736-198
4426736	209	Um…	1,453.599976	1,459.52002	4426736-209