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: “Zvatinowana muchikamu chekutanga zvakatiisa munzira yekukura kwemari yegore rose uye kukura kwakakura kwemuhoro mugore rinotevera..Kuenzaniswa nekota-gore rapfuura, mari yakawedzera 14%;EPS, kusasanganisa mari uye zvikwereti, yakawedzera 62%;Pre-mutero segment inoshanda margin yakawedzera 229 hwaro hwemapoinzi, ichitungamirwa neWell Construction uye Reservoir Performance (bps).Mhedzisiro iyi inoratidza kusimba kwechikamu chedu chesevhisi, kukura-kwakavakirwa chiitiko kukura uye kuwedzera kwedu kwekushandisa.
"Chita ichi chakaratidzawo kutanga kunosuruvarisa kumakakatanwa muUkraine uye iri kunetsa zvakanyanya.Nekuda kweizvozvo, takagadzira zvikwata zvemuno uye zvepasi rose zvekugadzirisa dambudziko rekugadzirisa dambudziko uye kukanganisa kwaro kune vashandi vedu, bhizinesi nemashandiro edu.Pamusoro pekuona kuti bhizinesi redu rinoenderana neKuwedzera kune zvirango zviripo, isu takatorawo nhanho chikamu chino chekumisa mari itsva uye kutumira tekinoroji kumabasa edu eRussia.Tinokurudzira kupera kwekurwisana uye tinotarisira kuti rugare ruchadzokera kuUkraine uye nharaunda yacho yose.
“Panguva imwe cheteyo, tarisiro muchikamu chesimba iri kushanduka, zvichiwedzera musika wakatooma wemafuta negasi.Kubviswa kwekuyerera kwemagetsi kubva kuRussia kuchatungamira mukuwedzera kwekudyara kwepasirese munzvimbo dzese uye nepakati pesimba rekukosha kwesimba kuchengetedza simba repasi rose.kusiyana-siyana 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.
"Mumamiriro ezvinhu aya, simba harina kumbonyanya kukosha kune nyika.Schlumberger anobatsirwa zvakasiyana kubva mukuwedzera kweE&P chiitiko uye shanduko yedhijitari, ichipa iyo yakazara yakazara tekinoroji portfolio yekubatsira vatengi kusiyanisa, yakachena uye inodhura zvakanyanya simba.
"Gore-pamusoro-gore kukura kwemari nechikamu kwakatungamirwa nepakati masevhisi masevhisi eKuvaka uye Reservoir Performance, ese ari maviri akakura neinopfuura 20%, ichipfuura yepasi rose rig count count.Digital & Integration mari yakawedzera11%, nepo masystem ekugadzira mari yakawedzera 1%.Yedu yepakati masevhisi chikamu chakaunza kaviri-madhijitari kukura kwemari mukuchera, kuongorora, kupindira uye kukurudzira masevhisi kumahombekombe nekumahombekombe.Mudhijitari nekubatanidza, kutengesa kwakasimba kwedhijitari, kuongorora Kukura kwakafambiswa nepamusoro data rezinesi kutengesa uye mari yepamusoro kubva kuAsset Performance Solutions (APS) chirongwa.Kusiyana neizvi, kukura kwemasisitimu ekugadzira kwakakanganiswa kwenguva pfupi nekuenderera mberi kwekutengesa uye zvipingamupinyi zvezvinhu, zvichikonzera kuderera-kupfuura-kunotarisirwa kuburitswa kwechigadzirwa.Asi, isu tinotenda kuti zvipingaidzo izvi zvichadzikira zvishoma nezvishoma, zvichigonesa kutendeuka kwemashure uye nekukasira kukura kwemari mumasisitimu ekugadzira pane kwasara 2022.
“Panzvimbo, zvichienzaniswa nenguva imwe cheteyo gore rapfuura, kukura kwemari kwakakura-kwakavakirwa, nekuwedzera kwegumi muzana mumari yepasi rose uye kuwedzera kwe32% muNorth America.Matunhu ese, achitungamirwa neLatin America, aive akakura-akavakirwa nekuda kwehuwandu hwekuchera mavhoriyamu muMexico, Ecuador, Argentina neBrazil.Kukura kwenyika dzakawanda kwakaitika.Kukura muEurope/CIS/Africa kwainyanya kusundwa nekutengesa kwepamusoro kwemaitiro ekugadzira muTurkey uye kuwedzera kwekuongorora kuchera kunze kweAfrica - kunyanya muAngola, Namibia, Gabon neKenya.Nekudaro, kukura uku kwaifambiswa neRussia Revenues muMiddle East neAsia yakaderedzwa zvishoma nemari yakaderera muMiddle East neAsia, ichitungamirwa nekuchera kwakanyanya, kukurudzira, uye kupindira zviitiko muQatar, Iraq, United Arab Emirates, Egypt, Australia, uye muSoutheast Asia yese.MuNorth America, basa rekuchera nekupedzisa rinowanzowedzera, pamwe nemupiro wakasimba kubva kuchirongwa chedu cheAPS muCanada.
"Tichienzanisa nenguva imwe cheteyo gore rapfuura, mari yebasa yepamberi yemutero yakawedzera mukota yekutanga, ichisundwa nemabasa epamusoro, musanganiswa wakanaka wezviitwa zvekunze kwenyika, kutorwa kwehunyanzvi, uye kuvandudza mitengo yepasi rose.Operating leverage yakavandudzwa, yaive paWell Construction uye Reservoir Performance.Digital uye akabatanidzwa margins akawedzera kuwedzera, nepo dhizaini masisitimu emariji akakanganiswa nekupikiswa kweketani.
"Nekuda kweizvozvo, mari yekota inonyanya kuratidza kudzikira kwemwaka muNorthern Hemisphere, nekudzikira kwakanyanya muEurope/CIS/Africa nekuda kwekudzikira kweRuble, pamwe nekudzikira kwepasirese kunokanganisa masisitimu ekugadzira.Mari inowanikwa muNorth America neLatin America yaive yakapfava zvakatevedzana.Nechikamu, Mari yeKuvaka Zvakanaka yakanga yakakwira zvishoma pane yekota yapfuura sezvo basa rakasimba rekuchera muNorth America, Latin America neMiddle East rakagadzirisa kuderera kwemwaka muEurope/CIS/Africa neAsia • Basa rekuchengetedza, masisitimu ekugadzira, uye nhamba uye kubatanidzwa kwakadzikira zvakatevedzana nekuda kwekuderedzwa kwemwaka mukuita uye kutengesa.
“Mari yekushanda yakasvika madhora miriyoni zana nemakumi matatu nechidimbu muchikamu chekutanga, uye mari yekushanda yakawedzera kudarika nguva dzose muchikamu chekutanga, ichidarika kukura kwaitarisirwa kwegore.Isu tinotarisira kusununguka kwemari yekuyerera kwemahara kuti ikurumidze mukati megore, zvinoenderana nenhoroondo yedu Consistent, uye tichiri kutarisira madhiji maviri emahara emahara ekuyerera kwegore rose.
"Tichitarisa mberi, maonero egore rinosara - kunyanya chikamu chechipiri chegore - akanaka kwazvo sezvo mari yenguva pfupi uye yakareba-kutenderera inowedzera.Zvakakosha kucherechedza kuti maFID akatenderwa kune mamwe marefu-kutenderera zviitiko uye zvibvumirano zvitsva zvakabvumidzwa.Sezvineiwo, kuchera kwekunze kwekunze kuri kutangazve, uye vamwe vatengi vakazivisa hurongwa hwekuwedzera zvakanyanya mari yekushandisa gore rino uye kwemakore mashoma anotevera.
"Saka nekudaro, isu tinotenda kuti kuwedzera kumahombekombe uye kumahombekombe kwemahombekombe uye kutorwa kwehunyanzvi hwepamusoro uye kukwidziridzwa 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 yepasi rose.
"Pamusoro pemamiriro ezvinhu aya, isu tinotenda kuti masimba emusika anofanirwa kutibvumira kuchengetedza gore rose tarisiro yekukura kwemari mukati memakore ekuyaruka uye nekugadzirisa EBITDA miganho gore rino, zvisinei nekusagadzikana kune chekuita neRussia.Chikamu chechina cha2021 chaive mazana maviri mapoinzi epamusoro.Maonero edu akanaka anoenderera mberi kusvika muna 2023 nekupfuura, sezvo isu tichitarisira kuti musika ukure kwemakore akati wandei akateedzana.Sezvo kudiwa kuri kuramba kuchisimba uye kutsva kwekudyara kunoshanda kusiyanisa kupa kwemagetsi, Kana pasina zvipingamupinyi mukudzoreredza kwehupfumi, kutenderera uku kunogona kunge kwakareba uye kwakakura kupfuura zvanga zvichitarisirwa.
"Zvichienderana nezviri kusimbisa izvi, takasarudza kuwedzera migove nekuwedzera chikamu chedu ne40%.Yedu yekuyerera kwemari trajectory inotipa iyo shanduko yekumhanyisa zvirongwa zvedu zvekudzosera mari tichiramba tichibvisa pepa redu remari uye kuvaka portfolio yakasimba kwenguva refu.Chengetedza mari zvakanaka.
"Schlumberger akamira zvakanaka panguva ino yakakosha yesimba renyika.Chinzvimbo chedu chakasimba chemusika, hutungamiriri hwetekinoroji uye kusiyanisa kwekuita kwakaenderana neakakosha kudzoka mukana 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 zvakateerana nekuda kwekushomeka kwepurofiti nekuda kwemwaka yakaderera yeayero uye chiitiko chekusimudzira, kunyanya muNorthern 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 egore 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" zvinosanganisira muchikamu chekutanga che2022? "Kufarira uye imwe mari" yekota yekutanga ye2022 yaiva $ 50 mamiriyoni. Izvi zvinosanganisira $ 26 mamiriyoni pakutengeswa kwemamiriyoni e7.2 Liberty Oilfield Services (Rusununguko) zvikamu (ona Mubvunzo 11), $ 14 mamiriyoni emari yemubereko 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.