On Wednesday, Halliburton kicked off earnings season with a tidy report that boosted the stock by 5%. In other posts, we covered our key takeaways from the press release and a significant tone shift that has implications for future upcycles. Seven key observations about the competitive landscape are discussed here, but first we pause for …
Read More »
An important tone shift in how Halliburton addressed investors Wednesday morning foreshadows a different type of recovery ahead. Reading between the lines, we’ve dubbed the upcycle of the future a “roll up your sleeves” recovery. What will oilfield companies have to do to achieve prior KPIs in the recovery ahead? We discuss that and more… There’s …
Read More »
Breaking October 19, 2016 6:30am central. Halliburton released its 3Q16 earnings report, marking the start of earnings season in the oilfield. Relative to the second quarter, Halliburton’s sales in North America grew. This is the first revenue increase in seven quarters. This growth offset a continued decline in international business to keep total …
Read More »
Infill Thinking Lifting the O&G knowledge curve
