[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  LongYield [@LongYield](/creator/twitter/LongYield) on x 4478 followers Created: 2025-07-20 16:27:23 UTC $SLB Schlumberger Limited Earnings Call Key Highlights: (1/2) 📊 Quarterly Financial Performance Second quarter 2025 revenue rose X% sequentially to $XXX billion, led by X% international growth; pretax segment operating margins expanded XX basis points to 18.5%. Adjusted EPS was $0.74, up $XXXX from Q1 but down $XXXX year-over-year; adjusted EBITDA margin reached 24%, increasing XX basis points sequentially. Margins improved across X of X divisions, led by Digital & Integration, which saw a XXX basis point increase to XXXX% on stronger digital uptake and cost efficiency. Free cash flow totaled $XXX million, more than doubling quarter-over-quarter, driven by improved collections and seasonal working capital trends. 🌍 International and Regional Trends Middle East and Asia showed the strongest resilience, with revenue growth in Iraq, UAE, Kuwait, China, and Australia driven by oil and gas development. North America revenue declined sequentially due to Canada’s seasonal spring breakup and the non-recurrence of U.S. offshore exploration data sales. Offshore activity remained steady despite project delays in Sub-Saharan Africa; OneSubsea backlog remains robust amid a healthy offshore project pipeline. Latin America and North America onshore represent downside risk due to exposure to short-cycle capital spend and greater sensitivity to price volatility. 🏗️ Segment Performance Overview Production Systems revenue rose X% sequentially, driven by strength in artificial lift and midstream systems; margins improved to 16.4%. Digital & Integration saw steady revenue of $X billion, with strong platform growth offset by lower exploration data sales; DELFI users grew to over XXXXX. Reservoir Performance revenue declined slightly due to weaker evaluation and stimulation activity, though margins improved on higher intervention services. Well Construction revenue was flat; margins declined due to unfavorable technology/geography mix, though strength was noted in Iraq, North Africa, and UAE. 🔋 ChampionX Acquisition and Integration SLB completed the acquisition of ChampionX, adding scale in production chemicals and artificial lift with strong U.S. exposure and global manufacturing footprint. ChampionX contributed $XXX million in Q2 revenue (pro forma) with $XXX million in adjusted EBITDA; margin accretive to Production Systems division. SLB expects $XXX million in synergies within X years—75% from cost savings (half from supply chain, half from operating/G&A), and $XXX million from revenue synergies. Integration expected to be margin and EPS accretive in FY 2026; ChampionX digital revenues to be reported under SLB’s new standalone digital segment. 🧠 Digital & AI Initiatives SLB to report Digital & Integration as a standalone segment beginning Q3; digital revenue expected to grow in mid-to-high teens for FY25. AI-driven operations such as drill planning and subsurface modeling gaining traction; over XX million CPU hours consumed on cloud platforms in Q2. New Lumi platform launched to support AI-driven data workflows, enhancing customer access to AI tooling and integrated asset data environments. Q4 expected to benefit from seasonal year-end sales of digital products and exploration data, driving both revenue and margin expansion in digital operations.  XXX engagements  **Related Topics** [slb](/topic/slb) [quarterly earnings](/topic/quarterly-earnings) [$slb](/topic/$slb) [stocks energy](/topic/stocks-energy) [Post Link](https://x.com/LongYield/status/1946970202593182093)
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LongYield @LongYield on x 4478 followers
Created: 2025-07-20 16:27:23 UTC
$SLB Schlumberger Limited Earnings Call Key Highlights: (1/2)
📊 Quarterly Financial Performance
Second quarter 2025 revenue rose X% sequentially to $XXX billion, led by X% international growth; pretax segment operating margins expanded XX basis points to 18.5%.
Adjusted EPS was $0.74, up $XXXX from Q1 but down $XXXX year-over-year; adjusted EBITDA margin reached 24%, increasing XX basis points sequentially.
Margins improved across X of X divisions, led by Digital & Integration, which saw a XXX basis point increase to XXXX% on stronger digital uptake and cost efficiency.
Free cash flow totaled $XXX million, more than doubling quarter-over-quarter, driven by improved collections and seasonal working capital trends.
🌍 International and Regional Trends
Middle East and Asia showed the strongest resilience, with revenue growth in Iraq, UAE, Kuwait, China, and Australia driven by oil and gas development.
North America revenue declined sequentially due to Canada’s seasonal spring breakup and the non-recurrence of U.S. offshore exploration data sales.
Offshore activity remained steady despite project delays in Sub-Saharan Africa; OneSubsea backlog remains robust amid a healthy offshore project pipeline.
Latin America and North America onshore represent downside risk due to exposure to short-cycle capital spend and greater sensitivity to price volatility.
🏗️ Segment Performance Overview
Production Systems revenue rose X% sequentially, driven by strength in artificial lift and midstream systems; margins improved to 16.4%.
Digital & Integration saw steady revenue of $X billion, with strong platform growth offset by lower exploration data sales; DELFI users grew to over XXXXX.
Reservoir Performance revenue declined slightly due to weaker evaluation and stimulation activity, though margins improved on higher intervention services.
Well Construction revenue was flat; margins declined due to unfavorable technology/geography mix, though strength was noted in Iraq, North Africa, and UAE.
🔋 ChampionX Acquisition and Integration
SLB completed the acquisition of ChampionX, adding scale in production chemicals and artificial lift with strong U.S. exposure and global manufacturing footprint.
ChampionX contributed $XXX million in Q2 revenue (pro forma) with $XXX million in adjusted EBITDA; margin accretive to Production Systems division.
SLB expects $XXX million in synergies within X years—75% from cost savings (half from supply chain, half from operating/G&A), and $XXX million from revenue synergies.
Integration expected to be margin and EPS accretive in FY 2026; ChampionX digital revenues to be reported under SLB’s new standalone digital segment.
🧠 Digital & AI Initiatives
SLB to report Digital & Integration as a standalone segment beginning Q3; digital revenue expected to grow in mid-to-high teens for FY25.
AI-driven operations such as drill planning and subsurface modeling gaining traction; over XX million CPU hours consumed on cloud platforms in Q2.
New Lumi platform launched to support AI-driven data workflows, enhancing customer access to AI tooling and integrated asset data environments.
Q4 expected to benefit from seasonal year-end sales of digital products and exploration data, driving both revenue and margin expansion in digital operations.
XXX engagements
Related Topics slb quarterly earnings $slb stocks energy
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