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Analyst
Keith Mackey
Period: Reporting periods mapped to calendar 2025 Q1 – 2026 Q2 (6 quarters; questions recorded in 4).
- Questions
- 8on tracked calls
- Challenge rate
- 0%none of 8 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 4with 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 2 companies
HALHalliburton4 questions · 2 reporting periods · 0 of 4 challenging
Calendar 2026 Q1
how is the market shaping up versus what you might have thought three months ago
Show response
Miller cited strong offshore wins, collaborative value proposition meeting unmet market need, and closed-loop automated geosteering as key differentiators. Solid growth expected in 2026-2028.
Walk us through what will be required, whether workovers or other items, and how that translates into service line potential for Halliburton Company
Show response
Miller described restart sequence: storage and facility work first, then well-by-well restart spanning complexity spectrum. Longer shut-in means more complex restart. HAL has significant Middle East capacity to participate.
Calendar 2025 Q3
you've always messaged that we should think about it as a 5% to 6% of revenue type target. Is that still the case
Show response
Carre explicitly shifted CapEx messaging from percentage of revenue to fixed dollar target. Explained key strategic investments (e-frac, directional drilling) have matured, requiring less capital.
Can you just talk to us how you're thinking a little bit more about how the drilling versus completion of that potential upswing might play out
Show response
Miller argued rig count and frac count would recover generally together due to better supply chain integration. No DUC-driven lag this cycle. Timing remains unclear.
SLBSchlumberger4 questions · 2 reporting periods · 0 of 4 challenging
Calendar 2026 Q2
Can you just discuss how that agreement is important to growing your business in Venezuela
Show response
CEO described mobilization with returning operators and a significant 2027 exit rate, but declined to say whether prior peak revenue levels are reachable.
Can you just comment generally on the revenue conversion to SLB of FIDs of this nature?
Show response
CEO gave typical timing: at least 12 months to first well, a few quarters from award to revenue, and multi-phase projects lasting five to six years.
Calendar 2025 Q1
Can you just comment on the strategy from here relative to what you're seeing in the cycle?
Show response
Olivier emphasized Production Systems and digital as resilient segments, with Well Construction facing downward pressure. Cost discipline and efficiency offsets will protect margins.
does the guidance that you've provided imply continuation of existing tariffs that are on?
Show response
Olivier confirmed Q2 guidance includes current tariffs. H2 margin expansion will depend on final tariff framework.
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 | 4 | 0%none of 4 questions |
| SLB Schlumberger | 4 | 0%none of 4 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 |
|---|---|---|---|
| 2025 Q1 | 2 | 0%none of 2 questions | 1 |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | 2 | 0%none of 2 questions | 1 |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 2 | 0%none of 2 questions | 1 |
| 2026 Q2 | 2 | 0%none of 2 questions | 1 |
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q2No questions recorded
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q4No questions recorded
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Geographic Expansion3
- Demand3
- Revenue Growth2
- Capex Investment2
- Regulation Policy1
- Margin1
- Competitive Dynamics1
- Trade Tariffs1
- Guidance Reliability1