SLB’s $4 Billion Gamble: High-Tech Future or Dying Giant? скачать в хорошем качестве

SLB’s $4 Billion Gamble: High-Tech Future or Dying Giant?

SLB (formerly Schlumberger) has promised over $4 billion in shareholder returns for 2026. But does the company have the cash flow to back it up? In this episode of Iron Financial, we forge through the noise of SLB’s Q4 2025 earnings report. Management is projecting strength, citing stabilized activity and a massive pivot toward AI and digital revenue. However, a look under the hood reveals serious cracks in the foundation: organic revenue declines, a crumbling Well Construction segment, and heavy reliance on the ChampionX acquisition to mask weakness. We break down the Bull vs. Bear case to answer the ultimate question: Is SLB a fortress of financial strength, or a value trap waiting to happen? In this deep dive, we cover: 00:00 - The $4 Billion Shareholder Promise 01:45 - The Reality Check: Revenue & Net Income Drops 02:55 - Conflicting Narratives: Q4 Momentum vs. Full Year Decay 04:56 - The ChampionX Acquisition: Growth or Camouflage? 07:00 - The Stress Test: Why Well Construction is Down 11% 09:15 - Forging New Growth: Data Centers & The "Rule of 40" 11:11 - SLB's AI Strategy (Shell, ADNOC, & Tela) 14:42 - The Iron Verdict: Opportunity or Trap? #SLB #Schlumberger #EnergyStocks #Investing #StockAnalysis #Dividends #OilAndGas #IronFinancial #Q4Earnings