SLB SLB (SLB) Q1 FY25 earnings call
SLB navigated a soft start to the year with a 3% revenue decline, primarily due to international market softness and seasonal factors, but demonstrated resilience through strategic diversification and cost management. The company is adapting to an uncertain macro environment, marked by potential tariff impacts and anticipated global upstream investment decline, by focusing on margin protection, strong cash flow generation, and continued investment in digital, new energy, and data center solutions. Management remains committed to returning at least $4 billion to shareholders in 2025.
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SLB operating KPIs by quarter
| KPI | Sep 2025 Q3 FY25 | Dec 2025 Q4 FY25 | Change vs prior quarter |
|---|---|---|---|
| Customers Lumi data and AI platform | 50+The Platform & Application, I think the new offering, Lumi data and AI platform, I think, is being delivered fresh from launch last Q4 to new customers and as adoption has been already more than 50 customers in less than a year, I think it's remarkable.Source: earnings call transcript | 50+Lumi, which we launched 4 or 5 quarters ago, is already having more than 50 customers of an adoption.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.