SLB SLB (SLB) Q2 FY26 earnings call
SLB delivered a solid quarter driven by broad-based international growth and a rebound in North America, successfully navigating significant Middle East disruptions. The company is strategically aligning with customer priorities in core oil and gas, while accelerating growth in Digital and Data Center Solutions, positioning for a compelling outlook into 2027. Management anticipates a gradual recovery in the Middle East and continued momentum in deepwater and digital offerings.
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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.