Core Insights - Liberty Energy (LBRT) is transitioning towards the power business as its core oil and gas services face challenges, with a recent stock surge of 37% reflecting this shift [1] - The stock price appears to be factoring in the decline in the oil services sector, making developments in the power business crucial for future stock performance [2] Company Overview - Liberty Energy is a major player in the energy services sector, primarily providing completion services and technologies to onshore oil and natural gas producers in North America [3] - The company has diversified into advanced distributed power and energy storage solutions through its subsidiary, Liberty Power Innovations, positioning itself to capitalize on the data center boom [3] Financial Performance - For Q3 2025, Liberty Energy reported revenues of $947 million, representing a sequential decline of 9%, with adjusted EBITDA at $128 million, down 29% sequentially [4] - In the first nine months of 2025, the company experienced a year-on-year revenue decline of 12% to $3 billion, and adjusted EBITDA fell by 38% to $477 million, attributed to global macroeconomic challenges and oil oversupply [5] Growth Strategy - To counteract the downturn in its completions business, Liberty Energy plans to invest $1.5 billion to enhance its power capacity to over 1 gigawatt, aiming for a comprehensive service offering that includes gas procurement, infrastructure development, and grid management [6]

Core Viewpoint - Liberty Energy Inc. is set to release its financial results for Q3 2025 on October 16, 2025, followed by a conference call on October 17, 2025, to discuss the results [1]. Group 1: Financial Results Announcement - The financial results for the third quarter ending September 30, 2025, will be released after market close on October 16, 2025 [1]. - A conference call to discuss the results will take place at 8:30 a.m. Mountain Time (10:30 a.m. Eastern Time) on October 17, 2025 [1]. Group 2: Conference Call Participation - Individuals can participate in the conference call by dialing (833) 255-2827 for domestic calls or (412) 902-6704 for international callers [2]. - A live webcast will be available at the company's investor relations website, accessible for 90 days post-call [2]. - A telephone replay of the call will be available shortly after, with access numbers provided for both domestic and international callers [2]. Group 3: Company Overview - Liberty Energy Inc. is a leading energy services company and one of the largest providers of completion services and technologies for onshore oil, natural gas, and enhanced geothermal energy producers in North America [3]. - The company also operates Liberty Power Innovations LLC, which offers advanced distributed power and energy storage solutions for various industries [3]. - Founded in 2011, Liberty Energy focuses on value creation through innovation and the development of next-generation technology [3].