SLB N.V. (SLB.US) Q4 2025 and Full Year Earnings Conference Call
Live time: Jan 23, 2026 14:30 UTC
SLB N.V. (SLB.US) Q4 2025 and Full Year Earnings Conference Call
Live time: 01/23/2026 14:30:00 UTC
斯伦贝谢公司 (SLB.US) 2025 年第四季度及全年业绩电话会
Summary
00:22
Opening Remarks by Megan
Megan, the meeting operator, welcomes participants to the SLB Q4 2025 earnings call, noting that all participants are in listen-only mode, and a Q&A session will follow the prepared remarks.
00:59
Opening Remarks by James R. McDonald
James R. McDonald, Senior Vice President of Investor Relations and Industry Affairs, opens the SLB Q4 and full-year 2025 earnings call, noting forward-looking statements and non-GAAP financial measures.
02:01
CEO Olivier Lapush Presents Q4 Results
CEO Olivier Lapush reviews Q4 results, highlights revenue growth, margin expansion, and a significant cash flow increase despite a challenging macro environment.
03:36
CEO Olivier Lapush on Market Opportunities
CEO Olivier Lapush discusses market opportunities in global production systems, Middle East activities, and growth in Asia, highlighting strong demand for digital operations and higher exploration data sales.
05:09
CEO Olivier Lapush on Q4 Business Segments
CEO Olivier Lapush reports strong Q4 performance in Reservoir Performance and Digital Solutions with robust order execution and new contracts.
06:35
CEO Olivier Lapush on Future Prospects
CEO Olivier Lapush provides a 2026 outlook, expecting revenue between CHF 36.9B and CHF 37.7B, driven by strong international market recovery and demand for digital solutions and production systems.
08:46
CEO Olivier Lapush on 2026 Market Dynamics
CEO Olivier Lapush discusses the growth in the international market, focusing on Middle East stability and the offshore market's prospects as FID approaches in 2026.
11:20
CEO Olivier Lapush on Technology Integration
CEO Olivier Lapush emphasizes the importance of digitalization and integration to reduce downtime and improve efficiency, positioning SLB uniquely in the market.
14:43
CFO Stephane Begay on Q4 Financial Performance
CFO Stephane Begay reports Q4 earnings per share at CAD 0.78, with a total revenue increase driven by strong digital sales and production system milestones.
21:08
CFO Stephane Begay on 2026 Outlook
CFO Stephane provides insight into the 2026 outlook, anticipating revenue growth from ChampionX integration and addressing expected divestitures' impacts.
24:33
CapEx Trends — Analyst: Steve Richardson (Evercore ISI)
Stephane explains SLB's CapEx plans, highlighting an increase to support international market recovery and efficiency improvements.
29:46
2026 Market Outlook — Analyst: James West (Melius Research)
Olivier discusses expectations for market recovery in 2026, driven by Middle East and Latin America developments, shaping a positive outlook for 2027.
38:53
Data Center Expansion — Analyst: Scott Gruber (Citigroup)
Olivier outlines SLB's plans to expand data center solutions globally, focusing on modular capabilities and partnerships in Asia and the Middle East.
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