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Analyst
Sebastian Erskine
Period: Reporting periods mapped to calendar 2026 Q1 – 2026 Q3 (3 quarters; questions recorded in 2).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 2with 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 3 of 3 questions from 2 companies
SLBSchlumberger2 questions · 1 reporting period · 0 of 2 challenging
Calendar 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?
Show response
Stephane acknowledged Q1 weakness (14.4% pretax) was temporary from project timing, guided to normalization in coming quarters with 18%+ pretax as cycle minimum.
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
Show response
Brief response mentioning thermal management and complementary go-to-market capabilities, but limited specifics on M&A pipeline.
HALHalliburton1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q3
how much of that you already have a view on in terms of kind of the contracted work
Show response
Shannon said Middle East work is contracted and North America frac spreads are busy, but did not split contracted versus new wins for the rest of international.
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 |
|---|---|---|
| SLB Schlumberger | 2 | —Rate withheld: fewer than 3 questions |
| HAL Halliburton | 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 |
|---|---|---|---|
| 2026 Q1 | 2 | 0%none of 2 questions | 1 |
| 2026 Q2 | No questions recorded | — | — |
| 2026 Q3 | 1 | 0%none of 1 question | 1 |
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q2No questions recorded
- 2026 Q31 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Guidance Reliability1
- Geographic Expansion1
- Margin1
- Capex Investment1
- M&A1
- Cloud & AI1