Sebastian Erskine

Energy

Limited coverage. Only 2 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

1

Companies

2

Questions

0%

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Focus Areas4 topics

Margin1Capex Investment1M&A1Cloud & AI1

Question History2 questions

SLBSchlumberger1 quarter

2026 Q1

I wonder if you could give an outlook on the margin expansion within the OneSubsea business, particularly with comparisons to the broader offshore E&C universe?

MarginCapex InvestmentView in transcript →

you mentioned toward the end of the data center solutions section that you were considering potential further M&A following the announcement of the S&P Global deal. What areas are you seeking to add

M&ACloud & AIView in transcript →