Yekutanga Quarter 2022 Mibairo Yakaburitswa neChirevo Chemari (282 KB PDF) Yekutanga Quarter 2022 Mubayiro Wekufona Prep Remarks (134 KB PDF) Yekutanga Quarter 2022 Earnings Call Transcript (184 KB) (Kuti uone faira rePDF, Ndokumbira utore Adobe Acrobat Reader.)
Oslo, Kubvumbi 22, 2022 - Schlumberger Ltd. (NYSE: SLB) nhasi yazivisa mibairo yemari yekota yekutanga ya2022.
Mukuru weSchlumberger, Olivier Le Peuch, akati: "Zvigumisiro zvedu zvekota zvakatiisa zvakasimba munzira yekukura kwemari yegore rose uye kukura kwakakura kwemuhoro mugore rinotevera. .Kuenzaniswa nekota yegore rapfuura, mari yakawedzera 14%; EPS, isingabatanidzi mari uye zvikwereti, yakawedzera 62%; Pre-tax segment operating margin29 (bps) Mhedzisiro iyi inoratidza kusimba kwechikamu chedu chesevhisi, kukura kwekuita kwakakura uye kuwedzera kwedu kwekushandisa.
"Chita ichi chakaratidzawo kutanga kunotyisa kwekunetsana muUkraine uye kuri kunetsa zvakanyanya. Nekuda kweizvozvo, takagadzira zvikwata zvemuno nezvepasi rose zvekugadzirisa dambudziko kuti zvigadzirise dambudziko iri uye kukanganisa kwaro kune vashandi vedu, bhizinesi nemashandiro edu. Pamusoro pekuona kuti bhizinesi redu rinoenderana neKuwedzera kune zvirango zviripo, takatorawo nhanho kota ino kumisa mari nyowani uye tekinoroji. Ukraine uye nharaunda yacho yose.
"Panguva imwecheteyo, kutarisisa muchikamu chesimba kuri kushanduka, kuchiwedzera musika watove wakaomeswa nemafuta uye gasi. Kubviswa kwekuyerera kubva kuRussia kuchaita kuti kuwedzera kwekudyara kwepasirese munzvimbo dzese uye kuyambuka kukosha kwesimba cheni kuchengetedza simba repasi rose. kusiyana uye kuchengeteka.
"Kusangana kwemitengo yemhando yepamusoro, kukura kwemabasa anotungamirwa uye kuchengetedzeka kwesimba kuri kupa imwe yetarisiro yakasimba yepedyo-nguva yechikamu chemagetsi masevhisi - kusimbisa zvakakosha zvemusika kune akasimba, akareba-akareba makore akawanda - - Zvipingamupinyi pakati pekuderera kwehupfumi hwenyika.
"Muchirevo chechinyorwa chino, simba harina kumbonyanya kukosha kupasi." Schlumberger anobatsirwa zvakasiyana kubva mukuwedzera kweE&P chiitiko uye shanduko yedhijitari, ichipa iyo yakazara yakazara tekinoroji portfolio yekubatsira vatengi kusiyanisa, yakachena uye inotengeka simba.
"Gore-pamusoro-gore kukura kwemari nechikamu kwakatungamirwa nechikamu chedu chepakati masevhisi Kuvaka uye Reservoir Performance, ese ari maviri akakura neanopfuura 20%, achipfuura pasi rose rig count count. Digital & Integration mari yakawedzera 11%, ukuwo mari yekugadzira masisitimu yakawedzera 1%. Mudhijitari nekubatanidza, kutengesa kwakasimba kwedhijitari, kutsvagisa Kukura kwakafambiswa nepamusoro-soro yekutengesa rezinesi uye mari yakakwira kubva kuAsset Performance Solutions (APS) chirongwa chakasiyana, kukura mumagadzirirwo ekugadzira kwakakanganiswa kwenguva pfupi nekuenderera mberi kwekutengesa uye zvipingamupinyi zvezvinhu, zvichikonzera kuderera-kupfuura-inotarisirwa kuburitswa kwechigadzirwa. kwasara 2022.
"Nenzvimbo, zvichienzaniswa nenguva yakafanana gore rapfuura, kukura kwemari kwaive kwakakura, uye kuwedzera kwe10% mumari yepasi rose uye kuwedzera kwe32% kuNorth America. Matunhu ese, achitungamirwa neLatin America, aive akakura-based nekuda kwehuwandu hwekuchera mavhoriyamu muMexico, Ecuador, Argentina neBrazil. Kukura kwepasirese kwakaitika. Kukura muEurope/CIS/Africa kwainyanya kuwedzera kugadzirwa kwenzira dzekutengesa muAfrica - Turkey yakawedzera kugadzirwa kwehurongwa hwekugadzira. muAngola, Namibia, Gabon neKenya Zvisineyi, kukura uku kwakafambiswa neRussia Revenues kuMiddle East neAsia yakaderedzwa zvishoma nemari yakaderera kuMiddle East neAsia, ichisundwa nekuchera kwakakwirira, kukurudzira, uye kupindira mabasa muQatar, Iraq, United Arab Emirates, Egypt, Australia, uye muSoutheast Asia yose, chirongwa chePS chinowedzera muCanada.
"Tichienzanisa nenguva imwe chete gore rapfuura, chikamu chekutanga chemutero chekushandisa mari yakawedzerwa mukota yekutanga, ichitungamirwa nebasa repamusoro, musanganiswa wakanaka wezviitwa zvekunze kwenyika, kutorwa kwehunyanzvi hwekuita tekinoroji, uye kusimudzira kwemitengo yepasirese." Kuwedzera kwemitengo kwakavandudzwa, uko kwaive kuWell Construction uye Reservoir Performance. Digital uye yakasanganiswa marginal yakawedzerwa nemigero yekugadzira ichiwedzerwazve, nepo macheni ekugadzira akawedzerwa.
Nekuda kweizvozvo, mari yekota inonyanya kuratidza kudzikira kwemwaka muNorthern Hemisphere, nekudzikira kwakanyanya muEurope/CIS/Africa nekuda kwekuderera kweRuble, pamwe nekunetsekana kwepasi rose kunokanganisa masisitimu ekugadzira. Mari muNorth America neLatin America yaive yakapfava zvakateerana. America neMiddle East zvinodzikisira kudzikira kwemwaka muEurope/CIS/Africa neAsia • Kushanda kwenzvimbo, masisitimu ekugadzira, uye nhamba uye kubatanidzwa kwakaderera zvakatevedzana nekuda kwekuderedzwa kwemwaka mukuita nekutengesa.
"Cash kubva kumabasa yaive $131 miriyoni mukota yekutanga, nekuunganidzwa kwepamusoro-kupfuura-kwenguva dzose kwemari yekushanda muchikamu chekutanga, ichipfuura kukura kwaitarisirwa kwegore.Tinotarisira kuti chizvarwa chekubuda kwemari mahara chiwedzere kukurumidza gore rose, maererano nemaitiro edu enhoroondo Consistent, uye tichiri kutarisira miganho miviri yemahara yekuyerera kwegore rose.
"Tichitarisa mberi, maonero egore rinosara - kunyanya chikamu chechipiri chegore - akanaka zvikuru sezvo mari yenguva pfupi uye kwenguva refu inowedzera. Zvinokosha kuziva kuti maFIDs akabvumirwa kune mamwe maitiro akareba uye zvibvumirano zvitsva zvakabvumirwa. Ichokwadi, kuchera kwekuongorora kunze kwenyika kuri kutangazve, uye vamwe vatengi vakazivisa hurongwa hwekuwedzera kwegore rino uye kuwedzera zvakanyanya gore rino.
"Saizvozvo, isu tinotenda kuti kuwedzera kumahombekombe nekumhiri kwemakungwa chiitiko uye yakakwira tekinoroji kugamuchirwa uye kukwira kwemitengo kuchafambisa kukura kwakabatana pasi rese uye muNorth America. Izvi zvinotungamira kune inoteedzana mwaka inodzokororwa mukota yechipiri, ichiteverwa nekukura kukuru muhafu yechipiri yegore. , kunyanya mumisika yepasirese.
"Pamusana pemamiriro ezvinhu aya, tinotenda kuti misika yemazuva ano inofanira kutibvumira kuchengetedza gore rose rekukura kwemari mukati memakore ekuyaruka uye kugadziridza EBITDA margins zvishoma gore rino, pasinei nekusava nechokwadi kune chokuita neRussia. Chikamu chechina cha2021 chaive nemazana maviri ekutanga. mainvestimenti anoshanda kusiyanisa kupa kwesimba, Kana pasina zvipingamupinyi mukudzoreredza kwehupfumi, kukwirisa uku kutenderera kunogona kunge kwakareba uye kwakakura pane zvanga zvichitarisirwa.
"Zvichienderana neaya masikirwo ekusimbaradza, takasarudza kuwedzera mashareholders edu nekuwedzera chikamu chedu ne40%. Nzira yedu yekubuda kwemari inotipa mukana wekumhanyisa zvirongwa zvedu zvekudzorera mari tichiramba tichibvisa pepa redu remari uye kuvaka portfolio yakasimba kwenguva refu. Isai mari zvakabudirira.
"Schlumberger akamira zvakanaka panguva ino yakakosha yesimba renyika." Nzvimbo yedu yakasimba yemusika, hutungamiriri hwetekinoroji uye kusiyaniswa kwekuita kunopindirana nekudzoka kwakakosha kutenderera kutenderera."
Musi waKubvumbi 21, 2022, Schlumberger's Board of Directors yakabvumidza kuwedzera kwechikamu chechikamu chemari kubva pamadhora 0.125 pachikamu chimwe chete chezvakajairwa zvakabhadharwa musi waChikunguru 14, 2022 kune vanogovanisa rekodhi muna Chikumi kusvika kumadhora 0.175 pachikamu, kuwedzera kwe40% Ndira 1, 2022.
Mari yeNorth America inosvika bhiriyoni imwe chete nemazana matatu emadhora yakange yakatsetseka zvakatevedzana sezvo kukura kwevhu kwakaderedzwa nekudzikira kwemwaka kutengesa kwemarezinesi edata rekuongorora uye masisitimu ekugadzira muUS Gulf yeMexico. Mari yeminda yaifambiswa nekuchera kwevhu kwakakwira muUS uye mari yakakwira yeAPS muCanada.
Zvichienzaniswa nenguva imwe cheteyo gore rapfuura, mari yeNorth America yakawedzera 32%.Kukura kwakakura kwazvo mukuchera uye kupedza basa pamwe chete nemipiro yakasimba kubva kumapurojekiti edu eAPS muCanada.
Mari yeLatin America yemadhora bhiriyoni 1.2 yakanga yakati sandara zvakatevedzana, nemari yakakwira yeAPS muEcuador uye basa repamusoro rekuchera muMexico rakaderedzwa nemari yakaderera muGuyana, Brazil neArgentina nekuda kwekuderera kwekuchera, kupindira uye kupedza basa uye kutengesa kwakaderera mumagadzirirwo ekugadzira.Iyo yakakwira APS mari muEcuador yakakonzerwa nekutangazve kugadzirwa zvichitevera kukanganiswa kwepombi muchikamu chapfuura.
Mari inowanikwa yakakwira 16% gore negore nekuda kwekuchera kwakanyanya muMexico, Ecuador, Argentina neBrazil.
Mari yeEurope/CIS/Africa yaiva $1.4 bhiriyoni, ichidzika ne12% sequentially, nekuda kwekuderera kwemwaka uye ruble isina simba inobata zvikamu zvose.Mari yakaderera yakaderedzwa zvishoma nemari yakawanda muEurope, kunyanya Turkey, nekuda kwekutengesa kwepamusoro kwemaitiro ekugadzira.
Mari yakawedzera 12% gore negore, kunyanya kubva pakutengesa kwepamusoro kwemaitiro ekugadzira muTurkey uye kuchera kwepamusoro kwekuongorora kwekunze kweAfrica, kunyanya muAngola, Namibia, Gabon neKenya.Zvisinei, kuwedzera uku kwakaderedzwa zvishoma nemari yakaderera muRussia neCentral Asia.
Middle East neAsia mari yaiwana yaiva $2.0 bhiriyoni, ichidzika ne4% sequentially nekuda kwekuderera kwemwaka muChina, Southeast Asia neAustralia uye kutengesa kwakaderera kubva kumagadzirirwo ekugadzira muSaudi Arabia.
Mari inowanikwa yakawedzera 6% gore negore nekuda kwekuchera kwakanyanya, kukurudzira uye kupindira muzvirongwa zvitsva muQatar, Iraq, United Arab Emirates, Egypt, neSoutheast Asia neAustralia.
Digital uye mari yekubatanidza yaive $857 miriyoni, yakaderera 4% sequentially nekuda kwekuderera kwemwaka mukutengesa kwedhijitari uye kuongorora data rezinesi, kunyanya muNorth America neEurope/CIS/Africa, zvichitevera kutaridzika kwegore rekupedzisira kwekutengesa.Kuderera uku kwakadzikiswa zvishoma nemupiro wakasimba kubva kupurojekiti yedu yeAPS muEcuador, iyo yakatangazve kugadzirwa zvichitevera kukanganiswa kwepombi pakota yekupedzisira.
Mari yakawedzera 11% gore negore, ichitungamirwa nekutengesa kwakasimba kwedhijitari, kutengesa kwerezinesi rezinesi rekutsvaga, uye mari yepamusoro yepurojekiti yeAPS, nemari yakakwira muzvikamu zvese.
Dhijitari uye yekubatanidza pretax inoshanda muganho we34% yakapihwa 372 hwaro mapoinzi zvakateerana nekuda kwekudzikira kwedhijitari uye yekuongorora data rezinesi kutengesa, zvishoma zvakaderedzwa nekuvandudza pundutso pachirongwa cheAPS muEcuador.
Kushanda margin pamberi pemutero yakawedzera ne201 bps gore negore, nekuvandudzwa munzvimbo dzose, inotungamirirwa nekuwedzera purofiti kubva kudhijitari, yekuongorora data rezinesi uye mapurojekiti eAPS (kunyanya muCanada).
Reservoir performance performance yaive $1.2 bhiriyoni, yakaderera 6% sequentially, nekuda kwekuderera kwemwaka, kunyanya muNorthern Hemisphere, uye yakaderera kupindira uye kukurudzira basa muLatin America.Revenues yakakanganiswawo nekuderedzwa kweiyo ruble.Kuderera kwacho kwakadzikiswa zvishoma nebasa rakasimba muNorth America uye kuMiddle East.
Matunhu ese, kunze kweRussia neCentral Asia, akatumira kaviri-madhijitari gore-pamusoro-gore kukura kwemari.Onshore uye offshore assessment, kupindira uye stimulation masevhisi akatumira kaviri-manhamba yekukura, uye yakawanda-inoenderana nekuongorora mukati mekota.
Pretax inoshanda muganho we13% reservoir performance yakabvumidzwa ne232 bps zvakatevedzana nekuda kwekushomeka kwepurofiti nekuda kwemwaka kuderera kweayero uye chiitiko chekusimudzira, kunyanya muNorth Hemisphere - zvishoma zvakaderedzwa nekuvandudza pundutso muNorth America.
Pre-tax operating margin yakawedzera ne299 basis points gore negore, nekuvandudzika kwepurofiti mukuongorora uye kupindira zviitiko mumatunhu ese kunze kweRussia neCentral Asia.
Mari yeWell Construction yakakwira zvishoma nemadhora mabhiriyoni maviri nemazana mana emadhora zvichitevedzana nekuda kwekuwedzera kwekuita kwekuchera uye mari yekuchera mvura, yakaderedzwa nekutengesa kushoma kwezvekuongorora nemidziyo yekuchera. Basa rekuchera kuNorth America, Latin America neMiddle East rakadzikiswa zvishoma nekudzikiswa kwemwaka muEurope/CIS/Africa neAsia uye kusasimba kweruble.
Matunhu ese, kunze kweRussia neCentral Asia, akatumira madhijitari maviri gore-pamusoro-gore kukura kwemari.Kuchera zvinwiwa, kuongorora uye kubatanidza mabasa ekuchera (kumahombekombe nekumahombekombe) zvese zvakanyorwa kukura kwenhamba mbiri.
Well Construction's pretax operating margin was 16%, up 77 foundation points sequentially nekuda kwekuvandudza pundutso kubva mukuchera kwakabatanidzwa, zvichikanganisa matunhu ese, kunyanya North America, Latin America neMiddle East.
Kushanda margin pamberi pemutero yakawedzera ne534 mapoinzi gore pagore, paine purofiti yakavandudzwa mukuchera kwakabatanidzwa, kutengesa kwemidziyo uye masevhisi ekuongorora mumatunhu mazhinji.
Mari yemasisitimu ekugadzira yaive bhiriyoni remadhora 1.6, ichidzika ne9% zvakateerana nekuda kwekudzikira kwekutengesa masisitimu ekugadzira mumatunhu ese uye kuderera kwemari yepurojekiti yepasi pegungwa. Mari yakawanikwa yakakanganiswa kwenguva neketani uye zvipingamupinyi zvekutakura zvinhu, zvichikonzera kudzikira-kupfuura-inotarisirwa kuburitswa kwechigadzirwa.
Gore negore, mapurojekiti matsva akafambisa kukura kwenhamba mbiri muNorth America, Europe neAfrica, ukuwo Middle East, Asia neLatin America yakaona kudzikira nekuda kwekuvharwa kweprojekiti uye zvipingamupinyi zvenguva pfupi zvekutengesa.
Magadzirirwo ekugadzira pre-tax operating margin aiva 7%, pasi 192 foundation points sequentially uye pasi 159 basis points gore negore.The margin contraction yainyanya kukonzerwa nekukanganisa kwepasi rose rekutengesa uye zvipingamupinyi zvekutakura zvichikonzera kuderera kwekubatsira kwemaitiro ekugadzira matsime.
Mari mukugadzirwa kwemafuta uye gasi inoramba ichikura sezvo vatengi veSchlumberger vanoisa mari mukupa simba rakavimbika kuti vasangane nekukura nekuchinja zvinodiwa.Vatengi pasi rose vari kuzivisa mapurojekiti matsva uye kuwedzera zviitiko zviripo, uye Schlumberger iri kuwedzera kusarudzwa nekuda kwekuita kwayo mukuita uye matekinoroji matsva, kuwedzera kwekubudirira kwevatengi.
Digital adoption mhiri kweindasitiri inoenderera mberi nekuunganidza kukurumidza, kushandura nzira iyo vatengi vanowana nekushandisa data, kuvandudza kana kugadzira kutsva kwebasa, uye kushandisa data kutungamira sarudzo dzinovandudza mashandiro emunda.Vatengi vari kutora mapuratifomu edu anotungamira edhijitari uye mhinduro dzepamucheto mumunda kugadzirisa matambudziko matsva uye kuvandudza mashandiro ekuita.Mienzaniso yekota ino inosanganisira:
Munguva yekota, Schlumberger akatanga matekinoroji akati wandei uye akazivikanwa nekutyaira hunyanzvi muindasitiri.Vatengi vari kushandisa tekinoroji yedu yekuchinja* nemhinduro dzedhijitari kuvandudza mashandiro uye kuderedza kabhoni tsoka.
Kukura kwekukura kunoramba kuchiwedzera sezvo vatengi vachiwedzera kuisa mari mukutsvaga zvitsva uye kuunza kumusika.Kuvakwa kweWell chikamu chakakosha chegadziriro, uye Schlumberger anoenderera mberi kuunza matekinoroji ayo haasi kungovandudza kushanda zvakanaka kwekuvaka, asiwo anopa kunzwisisa kwakadzama kwedhamu, zvichiita kuti vatengi vagadzirise kukosha.
Indasitiri yedu inofanira kufambisira mberi kusimba kwekushanda kwayo uye kuderedza kukanganisa kwayo kwezvakatipoteredza uku ichikurudzira kugadzikana kwesimba repasi rose.Schlumberger anoenderera mberi nekugadzira nekushandisa matekinoroji ekudzikisa kuburitswa kubva kumabasa evatengi uye kutsigira kugadzirwa kwesimba rakachena pasirese.
1) Ndeipi iyo capital investimendi nhungamiro yegore rakazara 2022?Capital investments (kusanganisira capital expenditures, multi-client uye APS investments) kwegore rose 2022 inotarisirwa kuva pakati pe $190 miriyoni uye $2 bhiriyoni.Capital investment in 2021 is $1.7 billion.
2) Ndeapi mafambisirwo emari ekushanda uye kubuda kwemari yemahara kwekota yekutanga ye2022? Kuyerera kwemari kubva kumabasa mukota yekutanga ye2022 yaive madhora 131 miriyoni uye yemahara kubuda kwemari kwakaipa $381 miriyoni, sezvo kuunganidzwa kwemari yekushanda mukota yekutanga kwakapfuura kuwedzera kwaitarisirwa kwegore.
3) Chii chinonzi "chibereko uye imwe mari" inosanganisira muchikamu chekutanga che2022? "Kufarira uye imwe mari" yekota yekutanga ye2022 yaiva $ 50 mamiriyoni. Izvi zvinosanganisira $ 26 mamiriyoni pakutengeswa kwemamiriyoni 7.2 Liberty Oilfield Services (Rusununguko) zvikamu (ona Mubvunzo 11), $ 14 mamiriyoni emari yezvibereko uye $ 10 mamiriyoni ekutsvaga mari.
4) Ko mari yemubereko uye mari yemubereko yakachinja sei muchikamu chekutanga cha2022? Mari yemubereko yekota yekutanga ya2022 yaive madhora gumi nemana, kuderera kwemiriyoni imwe yemadhora zvakateerana.Mubereko wemari waive madhora zana nemakumi maviri nematatu, kudzikira kwemamiriyoni mana emadhora zvakateedzana.