Schlumberger (SLB.US) Q3 2026 Earnings Call
Live time: Oct 23, 2026 13:30 UTC
LIVE19
Schlumberger (SLB.US) Q3 2026 Earnings Call
Live time: 10/23/2026 13:30:00 UTC
斯伦贝谢公司 (SLB.US) 2026 年第三季度业绩电话会
Summary
00:04
Opening Remarks by CEO
The CEO highlighted the company's focus on optimizing production and recovery through strategic initiatives, including automation technologies and an integrated well construction portfolio.
00:43
CEO on Enhanced Portfolio Performance
The CEO discussed the high performance of Azava Performance's production systems, which now account for over 50% of the portfolio with a diverse range of activities supporting resilience and revenue visibility.
01:10
CEO on Industry-wide Growth
The CEO noted growth across coal sectors driven by expansions in exploration, development, and intervention activities aimed at resuming functionality and augmenting capacity.
02:08
CEO on Digital and AI Achievements
The CEO announced over 750,000 feet of automated drilling delivered this quarter, a 50% YoY growth, and the progression of digital solutions, including health predictive analytics and consulting systems, which expanded by over 60% YoY.
03:32
Market Insights by CEO
The CEO provided insights on the structural challenges in energy markets, emphasizing the need for diversified supply and international exploration to counter natural declines and resource inadequacies.
04:34
Global Development Opportunities
The CEO highlighted growth opportunities in regions like Latin America, Africa, Eastern Mediterranean, and Asia, expecting over 30% annual growth in key projects by 2026.
05:11
Contribution of Mozambique Project
The CEO discussed Mozambique's role as a significant contributor to global natural gas supply and the progress of deepwater development projects there.
06:07
SLB's Leading Role in Exploration
The CEO stated SLB's participation in around 80% of high-impact exploration assessments this year and emphasized growing international opportunities, particularly in frontier basins like Namibia.
08:03
CEO on Q4 and 2027 Outlook
The CEO projected Q4 revenue growth of 5%-7% to $10B, with an adjusted EBITDA margin expansion of 100 to 150 bps. For 2027, anticipated mid-single-digit global market growth and extensive long-term offshore development opportunities.
17:12
CFO on Financial Overview
The CFO reported Q3 earnings of $0.64 per share, a 9-cent YoY increase. Free cash flow was $828M, with significant improvement expected in Q4 due to inventory reductions, year-end sales uptick, and additional customer collections.
21:07
Exploration Hotspots Discussed — Analyst: James West (Melius Research)
CEO described notable exploration opportunities in West Africa, North Sea, and the Americas, with particular focus on areas like the Gulf of Mexico, Brazil, Namibia, and Asia for gas reserves.
25:41
Venezuela's Growth Potential — Analyst: Scott Gruber (Citi)
CEO elaborated on Venezuela’s market potential, expecting multiple-fold growth in coming years, driven by increased capital investment and international partnerships.
36:15
Positive Performance of Champion X — Analyst: Arun Jayaram (JPMorgan Chase)
The CEO highlighted the Champion X acquisition's strong performance, with record-high quarterly revenue and margins, positioning it as a growth driver for 2027 and beyond.
41:25
Expansion of Data Center Solutions — Analyst: Val (TD Securities)
The CEO outlined the strategy for expanding data center solutions into the Asian market while developing modular manufacturing capabilities and increasing customer diversity.
46:24
Digital Transformation and AI Opportunities — Analyst: Alexa Bruno (Goldman Sachs)
The CEO emphasized the growth potential in digital operations, including AI and data-driven exploration, predicting sustained double-digit growth and transformative industry disruption.
Related Notices
Recent Live Streams
Risk Disclaimer: The content on this page represents the author's personal opinions for general information purposes only and should not be used as a basis for any specific investment, business or commercial decision. It does not represent the position of Longbridge, and the platform makes no guarantees or commitments regarding the authenticity, accuracy or originality of the above content.