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Analyst
Douglas Becker
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters; questions recorded in 5).
- Questions
- 8on tracked calls
- Challenge rate
- 0%none of 8 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 5with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 8 of 8 questions from 1 company
HALHalliburton8 questions · 5 reporting periods · 0 of 8 challenging
Calendar 2026 Q2
Is that still a reasonable target, or is there some upside there?
Show response
Slocum said the $2.5-3B international growth-engine target by 2028 is ahead of schedule with upside, citing offshore/land drilling, unconventionals, intervention and lift.
Calendar 2025 Q3
We've been hearing some of the offshore drilling contractors have been having one-on-one discussions with Petrobras about reducing costs
Show response
Miller expressed strong positivity on Brazil with growth in execution and technology uptake. Did not directly address cost reduction discussions with Petrobras.
How do you think Halliburton is progressing relative to those targets
Show response
Miller confirmed growth engines on track. Cited Optime acquisition gaining traction, artificial lift growing throughout Middle East and LatAm, drilling automation advancing, unconventional technology exports.
Calendar 2025 Q2
I wanted to get your thoughts on free cash flow this year. And does the commitment to the cash returns framework explicitly mean the [ $1.6 billion ] cash return targets still intact
Show response
Carre provided specific $1.8-$2.0B FCF range for 2025. Confirmed cash return pace maintained, already above 50% return threshold through Q2 including H2 dividends. Clear and quantified.
Calendar 2025 Q1
Just any color on how that might be helping on the margin front going forward
Show response
Carre confirmed severance benefits are included in guidance and payback under one year. Did not quantify specific margin contribution.
it might imply about 300 basis points of margin improvement from the second quarter. So I wanted to make sure I got that right
Show response
Carre confirmed the 300bps H2 recovery and explained Q2 as transient: mobilization costs for won work, not a new run rate. Miller added international customer feedback is constructive.
Calendar 2024 Q4
The first quarter revenue declined a little bit sharper than we've seen recently. Just want to get a little more color on which regions you see driving that decline
Show response
Carre provided clear divisional breakdown, C&P driven by completion tool sales roll-off, D&E by Mexico decline and prior quarter product sales. Direct and structured response.
Is it reasonable to expect some margin improvement this year in the D&E segment versus last year?
Show response
Carre directly answered that D&E margins expected to be flat YoY. Clear and concise without hedging.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| HAL Halliburton | 8 | 0%none of 8 questions |
- HALHalliburton · 8 questions0%none of 8 questions
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q4 | 2 | 0%none of 2 questions | 1 |
| 2025 Q1 | 2 | 0%none of 2 questions | 1 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 2 | 0%none of 2 questions | 1 |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q4No questions recorded
- 2026 Q1No questions recorded
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth3
- Geographic Expansion3
- Margin3
- Demand2
- Competitive Dynamics1
- Innovation & R&D1
- Capital Allocation1
- Cost Pressure1