Market Overview - The market capitalization of major US stocks shows varied performance, with Oracle at 762.30 billion, Mastercard at 321.36 billion, and Visa at 770.15 billion, reflecting increases of +0.66%, +0.86%, and +0.68% respectively [3] - Exxon Mobil's market cap is 679.53 billion, with a slight decrease of -0.98%, while Johnson & Johnson and Netflix show minor changes of -0.08% and -0.05% respectively [3] - Companies like Wells Fargo and Cisco have market caps of 270.15 billion and 279.59 billion, with respective increases of +0.98% and -0.58% [3] Notable Stock Movements - T-Mobile US Inc experienced a significant increase of +6.20%, reaching a market cap of 272.19 billion [3] - General Electric and Coca-Cola saw market caps of 285.05 billion and 298.76 billion, with increases of +0.37% and +0.91% respectively [3] - Companies like Disney and Goldman Sachs have market caps of 229.06 billion and 221.80 billion, with slight changes of +0.01% and -0.60% [3] Sector Performance - The technology sector shows mixed results, with Intel at 991.05 billion, down -3.28%, while AMD increased by +2.46% to 254.92 billion [5] - The consumer goods sector is represented by companies like Procter & Gamble and Coca-Cola, with market caps of 371.68 billion and 298.76 billion, showing slight increases [3][4] - The energy sector, represented by Exxon Mobil and Chevron, shows varied performance, with Exxon down -0.98% and Chevron up +0.66% [3] Summary of Key Companies - Oracle's market cap stands at 762.30 billion, reflecting a positive trend [3] - Mastercard and Visa show strong performance with market caps of 321.36 billion and 770.15 billion, both increasing [3] - Companies like Pfizer and Comcast have market caps of 1579.81 billion and 1332.00 billion, with Pfizer showing minimal change and Comcast down -3.16% [4][5]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file No.: 1-4601 Schlumberger N.V. (Schlumberger Limited) (Exact name of registrant as specified in its charter) | Curaçao | 52-0684746 | | --- | --- | | (State or other jurisdict ...

特朗普还说，美国正在与欧盟进行认真谈判，如果他们同意向美国企业开放，美国将允许他们支付较低的关税。 再创新高。 当地时间7月23日，美股三大指数收高，其中，道指涨逾500点，标普500与纳指再创新高，纳指更是史上首次收在21000点关口之上。 消息面上，美国总统特朗普宣布美日达成贸易协议，使市场对美国在8月1日关税最后期限前达成更多贸易协议的预期升温。 美股大涨 当地时间7月23日，美股三大指数收高。截至收盘，道指涨507.85点，涨幅为1.14%，报45010.29点；纳指涨127.33点，涨幅为0.61%，报21020.02点；标普 500指数涨49.29点，涨幅为0.78%，报6358.91点。 | 道琼斯 | 纳斯达克 | | --- | --- | | 45010.29 | 21020.02 | | 507.85 1.14% | 127.33 0.61% | 周三盘中，标普500指数最高上涨至6360.64点，创盘中历史新高；纳指亦创出新高，史上首次收在21000点关口之上。 消息面上，据央视新闻，特朗普当地时间23日表示，将对世界其他大部分国家征收15%至50%的简单关税。 热门中概股多数上涨。纳 ...

Core Viewpoint - Schlumberger is a leading company in the oilfield services industry, offering a diverse range of services including well construction, reservoir performance, digital services, and well management. The company has experienced a decline in oil prices and stock value in recent months, which may present strategic buying opportunities for investors [1]. Group 1: Company Overview - Schlumberger (NYSE: SLB) is recognized as a world leader in the oilfield services sector [1]. - The company provides a wide array of services that cater to various aspects of oilfield operations [1]. Group 2: Market Performance - Recent trends indicate that both oil prices and Schlumberger's stock have drifted lower in recent months [1]. - The company has recently reported its earnings, which could influence investor sentiment and market positioning [1].

Financial Performance - SLB earnings demonstrate resilience in the market, international growth, and margin expansion [2] - The company is well-positioned for the year [2] Market Dynamics - Oil and gas fundamentals are intact [4] - OPEC+ decision to release more supply coincides with summer demand, China stock refilling, and low global inventory [4][5] - The effect of added supply has not significantly impacted the community [5] - Optimism remains that the resilience of the oil market will stay in place [5] - Short cycle market adjustments are expected, possibly in North America [6] - Long duration and long cycle markets, such as capacity expansion in the Middle East and deepwater assets, will continue to see investment [6] ChampionX Deal & Recovery Market - ChampionX has a best-in-class portfolio [7] - Customers prioritize getting more barrels with existing assets by increasing operating and capital efficiency while lowering emissions [7] - ChampionX portfolio complements SLB's portfolio with full technology solutions [7] - The recovery market is a growing and exciting market opportunity [8] - SLB can transform the recovery market by adding integration, digital capability, and subsurface expertise [8] - Unlocking recovery of existing assets adds more reserves, barrels, and sustained production [8] - Champex portfolio complements SLB's portfolio both internationally and in North America [9]

Key Takeaways SLB posted Q2 EPS of $0.74 and revenues of $8.55B, both topping consensus but down year over year. International strength and digital demand offset weakness in drilling and simulation activities. Production Systems saw higher income as digital and artificial lift demand outpaced subsea sales decline.SLB (SLB) reported second-quarter 2025 earnings of 74 cents per share (excluding charges and credits), which beat the Zacks Consensus Estimate of 73 cents. The bottom line decreased from the year ...

Financial Data and Key Metrics Changes - The second quarter earnings per share, excluding charges and credits, was $0.74, representing a sequential increase of $0.02 and a year-over-year decrease of $0.11 [22] - Second quarter revenue was $8.5 billion, a 1% sequential increase driven by 2% growth in international markets [22][23] - Adjusted EBITDA margin for the second quarter was 24%, reflecting a sequential increase of 21 basis points [23] Business Line Data and Key Metrics Changes - Production Systems revenue increased by 3% sequentially to $3 billion, driven by strong sales in artificial lift and midstream production systems [25] - Digital and Integration revenue decreased by 1% sequentially to $1 billion, with margins expanding to 32.8% due to greater digital adoption [24][25] - Reservoir Performance revenue declined by 1% sequentially to $1.7 billion, while Well Construction revenue was essentially flat at $3 billion [25] Market Data and Key Metrics Changes - In international markets, revenue grew by 2%, with strong growth in Iraq, UAE, Kuwait, East Asia, China, and Australia [7][8] - North America experienced a revenue decline, primarily due to seasonal factors and a non-repeat of exploration data sales [9][10] - The offshore market saw certain projects delayed, particularly in Sub-Saharan Africa, but maintained a steady backlog [10] Company Strategy and Development Direction - The acquisition of ChampionX is expected to enhance the company's portfolio and capabilities, particularly in production chemicals and natural gas [5][16] - The company aims to integrate ChampionX's strengths to drive innovation and customer value creation across its service offerings [19][30] - The focus is on less cyclical, OpEx-driven market opportunities that are less sensitive to short-term commodity cycles [15][51] Management's Comments on Operating Environment and Future Outlook - The macro environment remains uncertain, particularly with OPEC+ supply releases, but the company anticipates resilience in the market outlook [14][60] - The company expects second half revenue to be between $18.2 billion and $18.8 billion, driven by the contribution from ChampionX and steady revenue in legacy businesses [20][34] - Management expressed confidence in the long-term growth potential of the offshore market and the resilience of international markets [46][62] Other Important Information - The company generated $1.1 billion in cash flow from operations and $622 million in free cash flow during the quarter, reflecting a significant increase compared to the previous quarter [26] - Capital investments for the full year are expected to be approximately $2.4 billion, influenced by the ChampionX acquisition [27] Q&A Session All Questions and Answers Question: Can you provide more detail on the guidance for the second half? - Management indicated that the guidance reflects potential growth in the second half, driven by the combination of Production Systems and ChampionX, offsetting headwinds in selective markets [39][40] Question: Are there concerns about near-term activity in deepwater projects? - Management acknowledged some projects have been delayed but remains optimistic about the pipeline of advantageous projects in the Americas and other regions [45][46] Question: What is the growth outlook for the production business? - Management highlighted three elements driving growth: customer focus on production recovery, the unique combination of offerings from ChampionX, and the integration of digital capabilities [50][51] Question: How do you view capital intensity and free cash flow metrics going forward? - Management anticipates maintaining low capital intensity and aims for a free cash flow margin above 10% of revenue, with positive contributions from ChampionX [54] Question: What insights can you provide regarding the political landscape in Mexico? - Management noted ongoing restructuring efforts in Mexico and expressed readiness to respond to future opportunities, particularly in gas development [88][89]

Financial Data and Key Metrics Changes - The second quarter earnings per share, excluding charges and credits, was $0.74, representing a sequential increase of $0.02 and a decrease of $0.11 compared to the same quarter last year [21] - The second quarter revenue was $8.5 billion, a 1% sequential increase driven by 2% growth in international markets [22] - Adjusted EBITDA margin for the second quarter was 24%, reflecting a sequential increase of 21 basis points [22] Business Line Data and Key Metrics Changes - Production Systems revenue increased by 3% sequentially to $3 billion, driven by strong sales in artificial lift and midstream production systems [24] - Digital and Integration revenue decreased by 1% sequentially to $1 billion, with margins expanding by 240 basis points to 32.8% [22][23] - Reservoir Performance revenue declined by 1% sequentially to $1.7 billion, while Well Construction revenue was essentially flat at $3 billion [24] Market Data and Key Metrics Changes - In international markets, revenue grew by 2%, with strong growth in Iraq, UAE, Kuwait, East Asia, China, and Australia [7] - North America saw a revenue decline, primarily due to seasonal spring breakup in Canada and a non-repeat of exploration data sales in U.S. offshore [8] - The macro environment remains uncertain, particularly with OPEC plus supply releases impacting market dynamics [12][13] Company Strategy and Development Direction - The acquisition of ChampionX is expected to enhance the company's portfolio, providing capabilities in producing chemicals and naturalist, which are critical for long-term asset performance [15][16] - The company aims to integrate ChampionX's capabilities to deliver a fully integrated service offering from reservoir to surface facility [18] - The focus is on creating a less cyclical and growing market opportunity that is more OpEx driven and less sensitive to short-term commodity cycles [14] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term growth of the offshore market despite current project delays, citing a steady backlog in OneSubsea [9] - The company anticipates second half revenue to be between $18.2 billion and $18.8 billion, driven by the contribution of ChampionX and steady revenue in legacy business [19][33] - Management noted that while the macro environment is uncertain, there is resilience in the Middle East and Asia markets, driven by lower breakeven costs and a focus on energy security [13][57] Other Important Information - The company generated $1.1 billion of cash flow from operations and free cash flow of $622 million during the quarter, representing a significant increase compared to the previous quarter [25] - Capital investments for the full year are expected to be approximately $2.4 billion, reflecting the impact of the ChampionX acquisition [26] - The company plans to start reporting digital business results as a separate segment beginning in the third quarter [23] Q&A Session Summary Question: Insights on customer behavior and spending trends - Management indicated that major adjustments in international markets are largely behind them, with customers prepared to adjust spending rates due to uncertainty and declining commodity prices [39] Question: Concerns about deepwater activity - Management acknowledged some near-term activity slowing but expressed optimism about a robust pipeline of advantageous projects in the Americas and other regions [44] Question: Growth outlook for the production business - Management highlighted that the focus is on extracting more value from the production recovery phase, with expectations for long-term resilience and growth in the production market [49] Question: Expectations for synergies with ChampionX - Management expects to achieve $400 million in annual pre-tax synergies within the first three years post-acquisition, with a significant portion coming from cost synergies [29][80] Question: Insights on Mexico's gas supply growth - Management noted the need for Pemex to address restructuring issues and expressed readiness to respond to gas development opportunities in Mexico [87]

Schlumberger (SLB) came out with quarterly earnings of $0.74 per share, beating the Zacks Consensus Estimate of $0.73 per share. This compares to earnings of $0.85 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +1.37%. A quarter ago, it was expected that this world's largest oilfield services company would post earnings of $0.74 per share when it actually produced earnings of $0.72, delivering a surprise of -2.7%.Over the las ...

SLB, the world’s largest oil-services provider, sees resiliency in the industry and remains constructive about the second half of 2025 despite uncertainties in customer demand https://t.co/MIqSvOLwgu ...