Tag Archives: earnings season

1Q20 earnings season will go down as one of the most unusual and uncertain public company reporting periods in our lifetime. Adding to the surreal nature of withdrawn guidance and uncertain outlooks this earnings season was the fact that some oilfield management teams… Login to see the full update… To …

It seems like everyone from Midland to New York that cares about the oilfield market is running their own frac spread count tracker out of their quarantine quarters these days! So how about some factual inputs and validation for your own version of the latest frac action (or lack thereof)? …

Everywhere you look… every report you read… everyone you talk to… it’s is all telling you the same thing these days. Things are mind-numbingly bad in the US oilfield. Far worse than even the most jaded cynics expected when this crisis began. Empty highways in the Permian. Yards full of …

Following the Halliburton call on Monday, we’ve heard from three more management teams this week that have no visibility on the oilfield service market outlook in 2020. That said, two of these three did say some pretty interesting things about the current market climate in the Lower 48 oilpatch. Here …

This morning at 8am central, Halliburton will host their 1Q20 earnings call. Needless to say, their remarks on challenging Lower 48 business conditions will be closely watched. While outlook / guidance could be light since visibility is limited, we expect some good color on current market conditions to come from …

Towards the end of Q&A during today’s call, came perhaps the most interesting thing that management said about the US market all morning. Specifically, Schlumberger was asked where the US frac fleet count might bottom. Management used the opportunity presented by this question to refute some of the doomsday frac …

Here’s just what you really need to know from the Halliburton US onshore outlook provided on Tuesday morning… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive …

4Q19 earnings season is officially underway in the oilfield with Schlumberger’s call kicking things off this morning. Three months ago, their last earnings conference call prompted us to ask: What Is Schlumberger Going To Do With Their North America Business? Since then, we’ve all heard the speculation that… Login to …

We listened to four public frac sand company conference calls last week. Here are the polished market intel points that we screened out from the raw feedstock of these calls. Feature image: Stack Sizer® wet sizing frac sand, courtesy of Derrick Corporation Login to see the full update… To read …

In this update, we’ve carefully curated eight notable frac sand market datapoints, most of which came to light in the past seven days. These are mostly skimmed from… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your …