SLB SLB (SLB) Q3 FY26 earnings call
SLB delivered strong Q3 results, marked by broad-based sequential growth across all geographies and core divisions, with Production Systems and Digital leading the way. Despite ongoing geopolitical uncertainty in the Middle East, the company sees an inflecting upcycle driven by long-cycle offshore developments, renewed exploration, and the emerging Data Center Solutions business. Management anticipates continued outperformance against a mid-single-digit global OFC market growth in FY27.
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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.