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Analyst
Kurt Hallead
Period: Reporting period mapped to calendar 2024 Q4.
- Questions
- 5on tracked calls
- Challenge rate
- 0%none of 5 questionsLimited sample
- Companies
- 3questioned at least once
- Reporting periods
- 1with 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 5 of 5 questions from 3 companies
HALHalliburton2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2024 Q4
With respect to the opportunity related to the power generation sale of power in the Permian Basin, cut to the chase, right
Show response
Miller confirmed HAL is positioned via VoltaGrid investment. Described it as attractive and consistent with core competencies. Identified VoltaGrid as largest player in the business.
is that going to be with new products and technologies already in place? And then, with the adaptation or adoption of that, or is it going to be continued incremental evolution
Show response
Miller described combination of ongoing technology development, bolt-on M&A, and waves of technology over next 2-3 years. Clear strategic vision for outgrowing the market.
SLBSchlumberger2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2024 Q4
Do you think your customer base is getting a little bit more wary than they were about project economics, or is this more of a just a tap the break
Show response
Olivier framed it as a macro-driven pause with early signs of 2026 upside from deepwater FIDs, gas investment, and short-cycle recovery.
maybe even kind of get down to the -- maybe an update on the adoption rate that you've seen with respect to Lumi
Show response
Olivier said Lumi launched less than four months ago with very strong pilot interest but declined to disclose revenue numbers given it is weeks post-launch.
BKRBaker Hughes1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q4
you happen to have a feeling here about whether or not the IET business could wind up being at least half, if not more, of your business mix
Show response
Lorenzo confirmed IET will become a larger portion over time with $150B addressable market (70% non-LNG) but wouldn't commit to specific mix targets, emphasizing both segments are important.
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 | 2 | —Rate withheld: fewer than 3 questions |
| SLB Schlumberger | 2 | —Rate withheld: fewer than 3 questions |
| BKR Baker Hughes | 1 | —Rate withheld: fewer than 3 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 | 5 | 0%none of 5 questions | 3 |
- 2024 Q45 questions · challenge rate 0% (none of 5 questions) · 3 companies
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth2
- Cloud & AI2
- Demand2
- Innovation & R&D2
- Competitive Dynamics1
- M&A1
- Macroeconomic1
- Product Launch1