Subtext

Halliburton Company HAL

SectorEnergy
Transcripts78
Date range2005-11-29 – 2025-04-22
Calls charted78

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-23-11+0+11+232005 Q32008 Q22010 Q42013 Q22015 Q42018 Q22020 Q42023 Q22005 Q3 · Overall: +15.52005 Q4 · Overall: +12.02006 Q1 · Overall: +6.12006 Q2 · Overall: +12.52006 Q3 · Overall: +8.92006 Q4 · Overall: +4.72007 Q2 · Overall: +5.82007 Q3 · Overall: +12.02007 Q4 · Overall: +5.82008 Q1 · Overall: +5.92008 Q2 · Overall: +4.82008 Q3 · Overall: -2.92008 Q4 · Overall: -2.72009 Q1 · Overall: -6.12009 Q2 · Overall: -3.22009 Q3 · Overall: +2.62009 Q4 · Overall: +3.02010 Q1 · Overall: +2.42010 Q2 · Overall: +2.22010 Q3 · Overall: +5.82010 Q4 · Overall: +4.32011 Q1 · Overall: -0.42011 Q2 · Overall: +7.92011 Q3 · Overall: +2.42011 Q4 · Overall: +10.72012 Q1 · Overall: +3.02012 Q2 · Overall: +8.92012 Q3 · Overall: +12.22012 Q4 · Overall: +9.82013 Q1 · Overall: +10.92013 Q2 · Overall: +16.22013 Q3 · Overall: +10.32013 Q4 · Overall: +10.32014 Q1 · Overall: +6.12014 Q2 · Overall: +9.32014 Q3 · Overall: +6.02014 Q4 · Overall: -2.32015 Q1 · Overall: -1.72015 Q2 · Overall: +0.52015 Q3 · Overall: +1.02015 Q4 · Overall: +3.22016 Q1 · Overall: -0.92016 Q2 · Overall: +2.92016 Q3 · Overall: +6.72016 Q4 · Overall: +7.72017 Q1 · Overall: +9.22017 Q2 · Overall: +9.52017 Q3 · Overall: +10.82017 Q4 · Overall: +15.22018 Q1 · Overall: +12.42018 Q2 · Overall: +17.22018 Q3 · Overall: +16.32018 Q4 · Overall: +11.32019 Q1 · Overall: +10.92019 Q2 · Overall: +10.22019 Q3 · Overall: +10.72019 Q4 · Overall: +8.42020 Q1 · Overall: -3.22020 Q2 · Overall: +10.72020 Q3 · Overall: +14.92020 Q4 · Overall: +18.32021 Q1 · Overall: +19.82021 Q2 · Overall: +9.32021 Q3 · Overall: +17.12021 Q4 · Overall: +14.12022 Q1 · Overall: +10.02022 Q2 · Overall: +14.92022 Q3 · Overall: +15.12022 Q4 · Overall: +10.12023 Q1 · Overall: +17.62023 Q2 · Overall: +12.82023 Q3 · Overall: +16.62023 Q4 · Overall: +14.82024 Q1 · Overall: +17.92024 Q2 · Overall: +17.72024 Q3 · Overall: +10.72024 Q4 · Overall: +16.42025 Q1 · Overall: +10.4
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-36-18+0+18+362005 Q32008 Q22010 Q42013 Q22015 Q42018 Q22020 Q42023 Q22005 Q3 · CEO: +26.72005 Q4 · CEO: +14.72006 Q1 · CEO: +6.22006 Q2 · CEO: +9.72006 Q3 · CEO: +12.22006 Q4 · CEO: +5.12007 Q2 · CEO: +8.92007 Q3 · CEO: +6.92007 Q4 · CEO: -1.52008 Q1 · CEO: +10.82008 Q2 · CEO: +10.42008 Q3 · CEO: -1.32008 Q4 · CEO: +3.12009 Q1 · CEO: -1.22009 Q2 · CEO: +3.22009 Q3 · CEO: +2.62009 Q4 · CEO: +4.72010 Q1 · CEO: +3.62010 Q2 · CEO: +3.32010 Q3 · CEO: +7.02010 Q4 · CEO: +8.92011 Q1 · CEO: -3.72011 Q2 · CEO: +14.82011 Q3 · CEO: +5.92011 Q4 · CEO: +12.32012 Q1 · CEO: +13.42012 Q2 · CEO: +11.92012 Q3 · CEO: +15.52012 Q4 · CEO: +10.82013 Q1 · CEO: +18.92013 Q2 · CEO: +17.12013 Q3 · CEO: +15.32013 Q4 · CEO: +14.12014 Q1 · CEO: +10.32014 Q2 · CEO: +13.62014 Q3 · CEO: +8.12014 Q4 · CEO: +1.52015 Q2 · CEO: -4.92015 Q3 · CEO: +4.92015 Q4 · CEO: +2.72016 Q1 · CEO: +3.82016 Q2 · CEO: +4.02016 Q3 · CEO: +8.02016 Q4 · CEO: +12.72017 Q2 · CEO: +15.02017 Q3 · CEO: +13.32017 Q4 · CEO: +20.42018 Q1 · CEO: +14.12018 Q2 · CEO: +25.02018 Q3 · CEO: +18.92018 Q4 · CEO: +18.82019 Q1 · CEO: +16.22019 Q2 · CEO: +14.92019 Q3 · CEO: +14.42019 Q4 · CEO: +13.92020 Q1 · CEO: +0.22020 Q2 · CEO: +17.32020 Q3 · CEO: +23.92020 Q4 · CEO: +25.32021 Q1 · CEO: +28.92021 Q2 · CEO: +11.92021 Q3 · CEO: +21.22021 Q4 · CEO: +22.02022 Q1 · CEO: +12.02022 Q2 · CEO: +18.82022 Q3 · CEO: +21.42022 Q4 · CEO: +20.62023 Q1 · CEO: +27.12023 Q2 · CEO: +25.22023 Q3 · CEO: +25.42023 Q4 · CEO: +19.62024 Q1 · CEO: +24.42024 Q2 · CEO: +23.82024 Q3 · CEO: +23.02024 Q4 · CEO: +25.02025 Q1 · CEO: +16.62005 Q3 · CFO: +11.02005 Q4 · CFO: +16.02006 Q1 · CFO: +6.82006 Q2 · CFO: +17.82006 Q3 · CFO: +20.72006 Q4 · CFO: +11.12007 Q2 · CFO: +6.62007 Q3 · CFO: +31.52007 Q4 · CFO: +20.82008 Q1 · CFO: -0.82008 Q2 · CFO: +5.92008 Q3 · CFO: +5.62008 Q4 · CFO: +10.22009 Q1 · CFO: -16.82009 Q2 · CFO: -9.02009 Q3 · CFO: +5.32009 Q4 · CFO: -3.52010 Q1 · CFO: +7.42010 Q2 · CFO: +3.62010 Q3 · CFO: +0.92010 Q4 · CFO: +0.92011 Q1 · CFO: -3.02011 Q2 · CFO: +1.32011 Q3 · CFO: +0.52011 Q4 · CFO: +2.82012 Q1 · CFO: -9.02012 Q2 · CFO: +14.72012 Q3 · CFO: +11.32012 Q4 · CFO: +10.02013 Q1 · CFO: +3.42013 Q2 · CFO: +15.22013 Q3 · CFO: +13.22013 Q4 · CFO: +0.72014 Q1 · CFO: +4.32014 Q2 · CFO: +17.92014 Q3 · CFO: +9.82014 Q4 · CFO: -11.72015 Q1 · CFO: -7.62015 Q3 · CFO: -15.92015 Q4 · CFO: -11.72016 Q2 · CFO: -8.42016 Q3 · CFO: +6.22016 Q4 · CFO: +10.52017 Q1 · CFO: +1.92017 Q2 · CFO: +3.52017 Q3 · CFO: +13.52017 Q4 · CFO: +14.72018 Q1 · CFO: +18.62018 Q2 · CFO: +13.32018 Q3 · CFO: +15.62018 Q4 · CFO: +8.52019 Q1 · CFO: +8.02019 Q2 · CFO: +7.92019 Q3 · CFO: +9.62019 Q4 · CFO: +5.82020 Q1 · CFO: -5.22020 Q2 · CFO: +4.82020 Q3 · CFO: +1.82020 Q4 · CFO: +7.42021 Q1 · CFO: +5.42021 Q2 · CFO: +19.22021 Q3 · CFO: +16.22021 Q4 · CFO: +12.82022 Q1 · CFO: +17.12022 Q2 · CFO: +19.82022 Q3 · CFO: +14.82022 Q4 · CFO: +6.82023 Q1 · CFO: +13.72023 Q2 · CFO: +10.12023 Q3 · CFO: +9.82023 Q4 · CFO: +19.22024 Q1 · CFO: +10.22024 Q2 · CFO: +13.12024 Q3 · CFO: -6.62024 Q4 · CFO: +8.02025 Q1 · CFO: +2.8
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-36-18+0+18+362005 Q32008 Q22010 Q42013 Q22015 Q42018 Q22020 Q42023 Q22005 Q3 · Prepared remarks: +15.52005 Q4 · Prepared remarks: +15.72006 Q1 · Prepared remarks: +8.02006 Q2 · Prepared remarks: +13.22006 Q3 · Prepared remarks: +16.02006 Q4 · Prepared remarks: +8.62007 Q2 · Prepared remarks: +7.92007 Q3 · Prepared remarks: +17.32007 Q4 · Prepared remarks: +9.82008 Q1 · Prepared remarks: +12.02008 Q2 · Prepared remarks: +13.92008 Q3 · Prepared remarks: +5.42008 Q4 · Prepared remarks: -2.62009 Q1 · Prepared remarks: -13.32009 Q2 · Prepared remarks: -4.62009 Q3 · Prepared remarks: -0.32009 Q4 · Prepared remarks: +3.72010 Q1 · Prepared remarks: +5.92010 Q2 · Prepared remarks: +10.52010 Q3 · Prepared remarks: +5.62010 Q4 · Prepared remarks: +10.12011 Q1 · Prepared remarks: -4.32011 Q2 · Prepared remarks: +18.02011 Q3 · Prepared remarks: +9.02011 Q4 · Prepared remarks: +13.52012 Q1 · Prepared remarks: +8.72012 Q2 · Prepared remarks: +13.52012 Q3 · Prepared remarks: +15.42012 Q4 · Prepared remarks: +13.22013 Q1 · Prepared remarks: +11.22013 Q2 · Prepared remarks: +22.12013 Q3 · Prepared remarks: +18.52013 Q4 · Prepared remarks: +10.72014 Q1 · Prepared remarks: +12.62014 Q2 · Prepared remarks: +24.52014 Q3 · Prepared remarks: +12.22014 Q4 · Prepared remarks: -2.42015 Q1 · Prepared remarks: -1.02015 Q2 · Prepared remarks: +2.82015 Q3 · Prepared remarks: +1.52015 Q4 · Prepared remarks: +1.22016 Q1 · Prepared remarks: -9.32016 Q2 · Prepared remarks: +2.42016 Q3 · Prepared remarks: +14.72016 Q4 · Prepared remarks: +13.52017 Q1 · Prepared remarks: +14.72017 Q2 · Prepared remarks: +13.62017 Q3 · Prepared remarks: +14.72017 Q4 · Prepared remarks: +24.32018 Q1 · Prepared remarks: +19.12018 Q2 · Prepared remarks: +31.52018 Q3 · Prepared remarks: +21.02018 Q4 · Prepared remarks: +17.52019 Q1 · Prepared remarks: +17.62019 Q2 · Prepared remarks: +16.22019 Q3 · Prepared remarks: +7.12019 Q4 · Prepared remarks: +11.62020 Q1 · Prepared remarks: -3.42020 Q2 · Prepared remarks: +12.72020 Q3 · Prepared remarks: +21.22020 Q4 · Prepared remarks: +21.02021 Q1 · Prepared remarks: +25.72021 Q2 · Prepared remarks: +15.42021 Q3 · Prepared remarks: +17.62021 Q4 · Prepared remarks: +22.82022 Q1 · Prepared remarks: +16.12022 Q2 · Prepared remarks: +18.82022 Q3 · Prepared remarks: +22.62022 Q4 · Prepared remarks: +19.82023 Q1 · Prepared remarks: +26.02023 Q2 · Prepared remarks: +26.42023 Q3 · Prepared remarks: +25.32023 Q4 · Prepared remarks: +26.22024 Q1 · Prepared remarks: +19.02024 Q2 · Prepared remarks: +24.02024 Q3 · Prepared remarks: +18.32024 Q4 · Prepared remarks: +26.52025 Q1 · Prepared remarks: +14.42005 Q4 · Q&A responses: +9.12006 Q1 · Q&A responses: +11.22006 Q2 · Q&A responses: +15.72006 Q3 · Q&A responses: +13.32006 Q4 · Q&A responses: +8.02007 Q2 · Q&A responses: +6.92007 Q3 · Q&A responses: +12.82007 Q4 · Q&A responses: +10.72008 Q1 · Q&A responses: +6.32008 Q2 · Q&A responses: +0.92008 Q3 · Q&A responses: -3.12008 Q4 · Q&A responses: +3.82009 Q1 · Q&A responses: +4.12009 Q2 · Q&A responses: +2.02009 Q3 · Q&A responses: +8.82009 Q4 · Q&A responses: +5.52010 Q1 · Q&A responses: +1.12010 Q2 · Q&A responses: -3.72010 Q3 · Q&A responses: +7.82010 Q4 · Q&A responses: -0.32011 Q1 · Q&A responses: +7.22011 Q2 · Q&A responses: +1.72011 Q3 · Q&A responses: -1.02011 Q4 · Q&A responses: +10.72012 Q1 · Q&A responses: -0.82012 Q2 · Q&A responses: +3.42012 Q3 · Q&A responses: +12.62012 Q4 · Q&A responses: +7.72013 Q1 · Q&A responses: +19.72013 Q2 · Q&A responses: +16.42013 Q3 · Q&A responses: +10.72013 Q4 · Q&A responses: +11.72014 Q1 · Q&A responses: +6.22014 Q2 · Q&A responses: +5.82014 Q3 · Q&A responses: +8.92014 Q4 · Q&A responses: +0.72015 Q1 · Q&A responses: +0.62015 Q2 · Q&A responses: +2.62015 Q3 · Q&A responses: +3.02015 Q4 · Q&A responses: +7.12016 Q1 · Q&A responses: +9.42016 Q2 · Q&A responses: +3.02016 Q3 · Q&A responses: +5.92016 Q4 · Q&A responses: +8.62017 Q1 · Q&A responses: +11.92017 Q2 · Q&A responses: +13.22017 Q3 · Q&A responses: +11.62017 Q4 · Q&A responses: +13.02018 Q1 · Q&A responses: +11.42018 Q2 · Q&A responses: +14.12018 Q3 · Q&A responses: +14.02018 Q4 · Q&A responses: +15.42019 Q1 · Q&A responses: +8.92019 Q2 · Q&A responses: +8.62019 Q3 · Q&A responses: +20.52019 Q4 · Q&A responses: +10.82020 Q1 · Q&A responses: +2.22020 Q2 · Q&A responses: +15.32020 Q3 · Q&A responses: +14.92020 Q4 · Q&A responses: +18.72021 Q1 · Q&A responses: +19.72021 Q2 · Q&A responses: +8.72021 Q3 · Q&A responses: +22.12021 Q4 · Q&A responses: +14.02022 Q1 · Q&A responses: +7.02022 Q2 · Q&A responses: +16.62022 Q3 · Q&A responses: +17.22022 Q4 · Q&A responses: +13.32023 Q1 · Q&A responses: +21.12023 Q2 · Q&A responses: +10.02023 Q3 · Q&A responses: +14.22023 Q4 · Q&A responses: +14.52024 Q1 · Q&A responses: +23.02024 Q2 · Q&A responses: +19.02024 Q3 · Q&A responses: +11.62024 Q4 · Q&A responses: +14.52025 Q1 · Q&A responses: +10.6
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$-0.63$2.39$5.412005 Q32008 Q22010 Q42013 Q22015 Q42018 Q22020 Q42023 Q22014 Q1: $4.232014 Q2: $4.542014 Q3: $5.002014 Q4: $3.752015 Q1: $1.792015 Q2: $1.662015 Q3: $1.652015 Q4: $1.132016 Q1: $0.712016 Q2: $0.362016 Q3: $0.642016 Q4: $1.022017 Q1: $1.612017 Q2: $1.842017 Q3: $1.922017 Q4: $2.122018 Q1: $2.752018 Q2: $2.922018 Q3: $2.442018 Q4: $1.972019 Q1: $1.572019 Q2: $1.732019 Q3: $1.582019 Q4: $1.312020 Q1: $0.932020 Q2: $-0.212020 Q3: $0.512020 Q4: $0.692021 Q1: $0.992021 Q2: $1.202021 Q3: $1.442021 Q4: $1.692022 Q1: $1.922022 Q2: $2.272022 Q3: $2.592022 Q4: $2.932023 Q1: $3.202023 Q2: $3.372023 Q3: $3.342023 Q4: $3.472024 Q1: $3.542024 Q2: $3.662024 Q3: $3.462024 Q4: $3.10

Forward P/E

-4.2862.72129.732005 Q32008 Q22010 Q42013 Q22015 Q42018 Q22020 Q42023 Q22014 Q1: 13.422014 Q2: 15.072014 Q3: 13.262014 Q4: 10.522015 Q1: 23.232015 Q2: 27.622015 Q3: 23.392015 Q4: 31.732016 Q1: 49.782016 Q2: 120.492016 Q3: 64.472016 Q4: 52.462017 Q1: 32.012017 Q2: 24.362017 Q3: 21.772017 Q4: 21.112018 Q1: 16.802018 Q2: 16.352018 Q3: 16.402018 Q4: 14.032019 Q1: 18.122019 Q2: 12.642019 Q3: 13.172019 Q4: 18.732020 Q1: 4.962020 Q2: 4.962020 Q3: 29.692020 Q4: 29.192021 Q1: 23.652021 Q2: 20.172021 Q3: 14.442021 Q4: 13.182022 Q1: 17.732022 Q2: 15.652022 Q3: 11.752022 Q4: 12.472023 Q1: 9.502023 Q2: 9.522023 Q3: 12.552023 Q4: 10.002024 Q1: 10.332024 Q2: 9.002024 Q3: 8.422024 Q4: 8.35

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2014 Q3 tone ↓ -3.3 fwd EPS ↑ +0.45 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q2 tone ↑ +2.2 fwd EPS ↓ -0.14 Tone rose while the forward EPS estimate was cut.
  • 2015 Q4 tone ↑ +2.1 fwd EPS ↓ -0.52 Tone rose while the forward EPS estimate was cut.
  • 2016 Q2 tone ↑ +3.9 fwd EPS ↓ -0.35 Tone rose while the forward EPS estimate was cut.
  • 2018 Q1 tone ↓ -2.8 fwd EPS ↑ +0.63 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q2 tone ↑ +13.9 fwd EPS ↓ -1.14 Tone rose while the forward EPS estimate was cut.
  • 2021 Q2 tone ↓ -10.5 fwd EPS ↑ +0.21 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q4 tone ↓ -3.0 fwd EPS ↑ +0.25 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q1 tone ↓ -4.1 fwd EPS ↑ +0.23 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q4 tone ↓ -5.0 fwd EPS ↑ +0.34 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q2 tone ↓ -4.8 fwd EPS ↑ +0.17 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q4 tone ↑ +5.7 fwd EPS ↓ -0.36 Tone rose while the forward EPS estimate was cut.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-22+10.4——View →
2024 Q42025-01-22+16.4$3.108.3View →
2024 Q32024-11-07+10.7$3.468.4View →
2024 Q22024-07-19+17.7$3.669.0View →
2024 Q12024-04-23+17.9$3.5410.3View →
2023 Q42024-01-23+14.8$3.4710.0View →
2023 Q32023-10-24+16.6$3.3412.6View →
2023 Q22023-07-19+12.8$3.379.5View →