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09:30
Jul 24 ◎
Jul 24 ◎
SLB
META
LBRT
CVX
BP
▾
HIGH
Management's tone is optimistic, citing macro tailwinds from energy security and supply-chain reshuffling, with strong sequential guidance and a Q4 revenue target above $10 billion.
"The market is beginning to exhibit the characteristics of an upcycle. The need to replenish inventories, diversify supply, develop domestic resources, and rebuild spare capacity is supporting increased customer investment across both"
SLB WATCH
SLB is partnering with Meta on a gigawatt-scale data center in Canada, expanding SLB's role in design, engineering, and system integration.
"exemplified by the recent announcement with Meta."
META WATCH
SLB and Liberty Energy are collaborating on power generation solutions for data centers, leveraging Liberty's behind-the-meter technology.
"alliance with Liberty Energy that will combine SLB modular infrastructure solution and global market reach with Liberty behind the meter power generation system"
LBRT WATCH
SLB is providing services to Chevron in Venezuela under a license, supporting production recovery and scaling up operations.
"working under the Orphic License with an IOC, Chevron, and I think having a large scope to support them."
CVX WATCH
SLB has an alliance with BP (and potentially others) for subsea development and early-stage design, aiming to optimize field architecture.
"alliance with Econo and BP particularly to develop and to work side by side in early fit and design"
BP WATCH
SLB's data center solutions offering now includes design and engineering capabilities, as demonstrated by an announcement with NVIDIA.
"as you have seen from the NVIDIA announcement"
NVDA WATCH
Data center solutions backlog is growing ahead of expectations, leading to confidence in a >$2 billion annualized exit run rate by 2027. — Signals accelerating demand for modular data center infrastructure, potentially straining supply chains and benefiting peers like Vertiv.
"Our backlog growing ahead of expectations, with new contract awards, strong customer engagement, and international expansion."
VRT WATCH
VRTX WATCH
HIGH
11:00
Apr 24 ◎
Apr 24 ◎
SLB
NVDA
EQNR
BP
SPGI
▾
HIGH
Management's tone is cautiously optimistic on the medium-term investment cycle, citing energy security, reserve replenishment, and higher oil prices, though near-term challenges persist from the Middle East disruption.
"we see an upside in the outlook, barring demand destruction from the prolonged contract."
SLB WATCH
SLB was selected by NVIDIA as a modular design partner for DSX AI factories, indicating NVIDIA is moving to modular, offsite-manufactured infrastructure to accelerate its AI factory build-out for the Rubin/Vera generation. — NVIDIA's reliance on modular partners could shorten deployment timelines and reduce construction risk for its AI data centers, potentially boosting hardware demand and capex efficiency.
"As you saw with our recent announcement to serve as a modular design partner for NVIDIA DSX AI factories."
NVDA WATCH
SLB is deepening its subsea lifecycle services relationship with Equinor, indicating sustained long-cycle investment in the Norwegian Continental Shelf.
"We have seen one more announcement that we are continuing to innovate and to enhance the project we have in Goldfax with Equinor in Norway."
EQNR WATCH
BP is collaborating with SLB on integrated subsea projects, aligning with BP's strategy to enhance deepwater recovery and production efficiency.
"this is through with the partner we have with Equinor and with BP."
BP WATCH
S&P Global Energy is divesting its upstream petrotechnical software suite, signaling a strategic pivot away from direct software competition and opening an opportunity for SLB to expand in North American unconventional workflows.
"we have come to an agreement with S&P Global Energy to acquire, actually, their upstream petrotechnical software suite."
SPGI WATCH
HIGH
09:30
Jan 23 ◎
Jan 23 ◎
SLB
FTI
SUBCY
▾
HIGH
Guidance implies only modest top-line growth and flat EBITDA margins; management is cautiously optimistic about a gradual international recovery but assumes oil remains range-bound, resulting in a neutral tone.
"we expect 2026 revenue to be between $36.9 billion to $37.7 billion"
SLB WATCH
More than 500 subsea trees expected to be awarded in 2026-2027, roughly 20% above the 2025 run rate, signalling a deepwater CapEx recovery. — This is a leading indicator of offshore project FIDs; subsea equipment suppliers will see an order book inflection, while SLB's OneSubsea unit will also compete for these awards.
"more than 500 subsea trees are expected to be awarded across 2026 and 2027, about 20% higher than 2025 run rate"
FTI WATCH
SUBCY WATCH
HIGH
09:30
Oct 17 ◎
Oct 17 ◎
CHX
▾
HIGH
ChampionX's contribution exceeded expectations, showing strong integration progress and margin accretion for SLB.
"ChampionX contributed $579 million of revenue and $108 million of pre-tax income in the quarter."
CHX WATCH
HIGH
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