Subtext

Schlumberger Limited SLB

SectorEnergy
Transcripts71
Date range2007-07-20 – 2025-04-25
Calls charted71

Sentiment timeline

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

-22-11+0+11+222007 Q22009 Q32012 Q12014 Q22016 Q32018 Q42021 Q12023 Q22007 Q2 · Overall: -1.02007 Q3 · Overall: -10.02007 Q4 · Overall: -4.72008 Q1 · Overall: -3.42008 Q2 · Overall: +3.32008 Q3 · Overall: -7.02008 Q4 · Overall: -9.62009 Q1 · Overall: -3.32009 Q2 · Overall: -4.92009 Q3 · Overall: -1.82009 Q4 · Overall: +3.22010 Q1 · Overall: -3.52010 Q2 · Overall: -4.12010 Q4 · Overall: +1.92011 Q1 · Overall: +3.52011 Q2 · Overall: +6.72011 Q3 · Overall: +8.12011 Q4 · Overall: +4.82012 Q1 · Overall: +3.22012 Q2 · Overall: +6.62012 Q3 · Overall: +6.42012 Q4 · Overall: +4.12013 Q1 · Overall: +5.82013 Q2 · Overall: +10.42013 Q3 · Overall: +9.82013 Q4 · Overall: +8.52014 Q1 · Overall: +6.12014 Q2 · Overall: +10.22014 Q3 · Overall: +5.42014 Q4 · Overall: +3.42015 Q1 · Overall: -0.92015 Q2 · Overall: +5.82015 Q3 · Overall: -0.42015 Q4 · Overall: +1.22016 Q1 · Overall: -2.92016 Q2 · Overall: +3.72016 Q3 · Overall: +10.12016 Q4 · Overall: +6.72017 Q1 · Overall: +6.72017 Q2 · Overall: +4.62017 Q3 · Overall: +9.72017 Q4 · Overall: +7.52018 Q1 · Overall: +6.22018 Q2 · Overall: +11.12018 Q3 · Overall: +9.82018 Q4 · Overall: +6.42019 Q1 · Overall: +11.52019 Q2 · Overall: +10.52019 Q3 · Overall: +6.62019 Q4 · Overall: +7.92020 Q1 · Overall: -8.12020 Q2 · Overall: +5.22020 Q3 · Overall: +5.92020 Q4 · Overall: +9.82021 Q1 · Overall: +16.82021 Q2 · Overall: +16.12021 Q3 · Overall: +18.02021 Q4 · Overall: +12.92022 Q1 · Overall: +11.82022 Q2 · Overall: +14.42022 Q3 · Overall: +16.22022 Q4 · Overall: +15.72023 Q1 · Overall: +11.12023 Q2 · Overall: +15.52023 Q3 · Overall: +19.52023 Q4 · Overall: +18.12024 Q1 · Overall: +10.72024 Q2 · Overall: +16.32024 Q3 · Overall: +8.82024 Q4 · Overall: +11.02025 Q1 · Overall: +5.1
Overall

CEO vs CFO

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

-35-17+0+17+352007 Q22009 Q32012 Q12014 Q22016 Q32018 Q42021 Q12023 Q22007 Q2 · CEO: +2.12007 Q3 · CEO: -9.82007 Q4 · CEO: -1.32008 Q1 · CEO: -2.72008 Q2 · CEO: +6.62008 Q3 · CEO: -4.62008 Q4 · CEO: -10.22009 Q1 · CEO: -4.82009 Q2 · CEO: -1.72009 Q3 · CEO: +0.02009 Q4 · CEO: +7.82010 Q1 · CEO: +0.42010 Q2 · CEO: -2.52010 Q4 · CEO: +2.62011 Q1 · CEO: +1.92011 Q2 · CEO: +2.62011 Q3 · CEO: +11.32011 Q4 · CEO: +7.82012 Q1 · CEO: +6.62012 Q2 · CEO: +9.72012 Q3 · CEO: +8.52012 Q4 · CEO: +7.32013 Q1 · CEO: +9.12013 Q2 · CEO: +12.22013 Q3 · CEO: +11.12013 Q4 · CEO: +8.82014 Q1 · CEO: +8.82014 Q2 · CEO: +16.02014 Q3 · CEO: +8.92014 Q4 · CEO: +7.72015 Q1 · CEO: +3.12015 Q2 · CEO: +6.82015 Q3 · CEO: -2.62015 Q4 · CEO: +0.82016 Q1 · CEO: -4.62016 Q2 · CEO: +0.22016 Q3 · CEO: +11.72016 Q4 · CEO: +7.32017 Q1 · CEO: +8.72017 Q2 · CEO: +4.72017 Q3 · CEO: +12.72017 Q4 · CEO: +7.82018 Q1 · CEO: +10.82018 Q2 · CEO: +12.22018 Q3 · CEO: +8.42018 Q4 · CEO: +6.22019 Q1 · CEO: +12.52019 Q2 · CEO: +4.02019 Q3 · CEO: +7.22019 Q4 · CEO: +10.02020 Q1 · CEO: -6.82020 Q2 · CEO: +9.52020 Q3 · CEO: +9.82020 Q4 · CEO: +12.62021 Q1 · CEO: +21.32021 Q2 · CEO: +17.32021 Q3 · CEO: +21.82021 Q4 · CEO: +15.62022 Q1 · CEO: +14.62022 Q2 · CEO: +15.12022 Q3 · CEO: +16.82022 Q4 · CEO: +16.62023 Q1 · CEO: +14.22023 Q2 · CEO: +16.82023 Q3 · CEO: +22.92023 Q4 · CEO: +22.82024 Q1 · CEO: +12.32024 Q2 · CEO: +16.72024 Q3 · CEO: +12.92024 Q4 · CEO: +12.12025 Q1 · CEO: +7.42007 Q2 · CFO: +12.52007 Q3 · CFO: +13.32007 Q4 · CFO: +5.92008 Q1 · CFO: -4.22008 Q2 · CFO: +17.42008 Q3 · CFO: +12.42008 Q4 · CFO: +7.12009 Q1 · CFO: +6.82009 Q2 · CFO: +6.02009 Q3 · CFO: +12.52009 Q4 · CFO: +4.92010 Q1 · CFO: -0.82010 Q2 · CFO: +3.72010 Q4 · CFO: +12.72011 Q1 · CFO: -5.52011 Q2 · CFO: +11.92011 Q3 · CFO: +8.22011 Q4 · CFO: +15.82012 Q1 · CFO: -1.32012 Q2 · CFO: +6.52012 Q3 · CFO: -1.62012 Q4 · CFO: +4.42013 Q1 · CFO: +3.52013 Q2 · CFO: +11.02013 Q3 · CFO: +16.92013 Q4 · CFO: +11.32014 Q1 · CFO: +0.02014 Q2 · CFO: +6.12014 Q3 · CFO: +23.52014 Q4 · CFO: -1.92015 Q1 · CFO: -10.32015 Q3 · CFO: +4.42015 Q4 · CFO: +2.82016 Q3 · CFO: +6.22016 Q4 · CFO: +9.22017 Q1 · CFO: +6.92017 Q2 · CFO: +12.52017 Q3 · CFO: +9.42017 Q4 · CFO: +5.02018 Q1 · CFO: +5.12018 Q2 · CFO: +11.62018 Q3 · CFO: +15.02018 Q4 · CFO: +4.42019 Q1 · CFO: +3.62019 Q2 · CFO: +12.32019 Q3 · CFO: -1.52019 Q4 · CFO: +2.62020 Q1 · CFO: -7.62020 Q2 · CFO: -2.52020 Q3 · CFO: +3.52020 Q4 · CFO: +12.32021 Q1 · CFO: +10.32021 Q2 · CFO: +17.82021 Q3 · CFO: +30.32021 Q4 · CFO: +18.82022 Q1 · CFO: +10.82022 Q2 · CFO: +24.22022 Q3 · CFO: +26.22022 Q4 · CFO: +14.32023 Q1 · CFO: +7.12023 Q2 · CFO: +20.42023 Q3 · CFO: +18.72023 Q4 · CFO: +21.82024 Q1 · CFO: +8.72024 Q2 · CFO: +16.82024 Q3 · CFO: +9.02024 Q4 · CFO: +9.92025 Q1 · CFO: +4.7
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-42-21+0+21+422007 Q22009 Q32012 Q12014 Q22016 Q32018 Q42021 Q12023 Q22007 Q2 · Prepared remarks: +2.92007 Q3 · Prepared remarks: +4.52007 Q4 · Prepared remarks: +9.02008 Q1 · Prepared remarks: -1.02008 Q2 · Prepared remarks: +18.32008 Q3 · Prepared remarks: +21.32008 Q4 · Prepared remarks: -6.32009 Q1 · Prepared remarks: -8.52009 Q2 · Prepared remarks: -8.02009 Q3 · Prepared remarks: +3.52009 Q4 · Prepared remarks: +11.32010 Q1 · Prepared remarks: +1.12010 Q2 · Prepared remarks: +4.92010 Q4 · Prepared remarks: +16.02011 Q1 · Prepared remarks: +10.22011 Q2 · Prepared remarks: +16.02011 Q3 · Prepared remarks: +14.42011 Q4 · Prepared remarks: +12.52012 Q1 · Prepared remarks: +4.42012 Q2 · Prepared remarks: +9.02012 Q3 · Prepared remarks: +5.02012 Q4 · Prepared remarks: +5.32013 Q1 · Prepared remarks: +8.42013 Q2 · Prepared remarks: +17.22013 Q3 · Prepared remarks: +11.32013 Q4 · Prepared remarks: +19.22014 Q1 · Prepared remarks: +6.72014 Q2 · Prepared remarks: +19.92014 Q3 · Prepared remarks: +18.82014 Q4 · Prepared remarks: +5.62015 Q1 · Prepared remarks: -4.02015 Q2 · Prepared remarks: +7.52015 Q3 · Prepared remarks: -4.42015 Q4 · Prepared remarks: -4.32016 Q1 · Prepared remarks: -7.62016 Q2 · Prepared remarks: -1.42016 Q3 · Prepared remarks: +10.92016 Q4 · Prepared remarks: +5.72017 Q1 · Prepared remarks: +7.52017 Q2 · Prepared remarks: +5.72017 Q3 · Prepared remarks: +10.92017 Q4 · Prepared remarks: +10.52018 Q1 · Prepared remarks: +0.72018 Q2 · Prepared remarks: +8.52018 Q3 · Prepared remarks: +18.02018 Q4 · Prepared remarks: +1.22019 Q1 · Prepared remarks: +11.52019 Q2 · Prepared remarks: +13.92019 Q3 · Prepared remarks: +7.32019 Q4 · Prepared remarks: +6.72020 Q1 · Prepared remarks: -11.42020 Q2 · Prepared remarks: +2.42020 Q3 · Prepared remarks: +9.02020 Q4 · Prepared remarks: +15.02021 Q1 · Prepared remarks: +19.62021 Q2 · Prepared remarks: +20.92021 Q3 · Prepared remarks: +36.72021 Q4 · Prepared remarks: +23.32022 Q1 · Prepared remarks: +18.72022 Q2 · Prepared remarks: +19.72022 Q3 · Prepared remarks: +19.52022 Q4 · Prepared remarks: +17.92023 Q1 · Prepared remarks: +11.42023 Q2 · Prepared remarks: +17.42023 Q3 · Prepared remarks: +23.02023 Q4 · Prepared remarks: +21.82024 Q1 · Prepared remarks: +14.62024 Q2 · Prepared remarks: +20.22024 Q3 · Prepared remarks: +15.82024 Q4 · Prepared remarks: +13.42025 Q1 · Prepared remarks: +9.62007 Q2 · Q&A responses: +1.62007 Q3 · Q&A responses: -13.42007 Q4 · Q&A responses: -9.22008 Q1 · Q&A responses: -2.72008 Q2 · Q&A responses: +2.12008 Q3 · Q&A responses: -11.52008 Q4 · Q&A responses: -7.02009 Q1 · Q&A responses: -1.02009 Q2 · Q&A responses: +1.52009 Q3 · Q&A responses: +0.32009 Q4 · Q&A responses: +5.52010 Q1 · Q&A responses: -0.32010 Q2 · Q&A responses: -6.22010 Q4 · Q&A responses: -5.02011 Q1 · Q&A responses: +1.12011 Q2 · Q&A responses: +6.42011 Q3 · Q&A responses: +6.62011 Q4 · Q&A responses: +4.92012 Q1 · Q&A responses: +5.22012 Q2 · Q&A responses: +7.32012 Q3 · Q&A responses: +6.92012 Q4 · Q&A responses: +5.02013 Q1 · Q&A responses: +5.92013 Q2 · Q&A responses: +7.02013 Q3 · Q&A responses: +6.52013 Q4 · Q&A responses: +0.82014 Q1 · Q&A responses: +8.42014 Q2 · Q&A responses: +9.02014 Q3 · Q&A responses: +1.72014 Q4 · Q&A responses: +5.82015 Q1 · Q&A responses: +3.22015 Q2 · Q&A responses: +5.42015 Q3 · Q&A responses: +1.62015 Q4 · Q&A responses: +5.32016 Q1 · Q&A responses: +0.32016 Q2 · Q&A responses: +6.72016 Q3 · Q&A responses: +11.12016 Q4 · Q&A responses: +9.12017 Q1 · Q&A responses: +8.32017 Q2 · Q&A responses: +4.62017 Q3 · Q&A responses: +13.82017 Q4 · Q&A responses: +9.62018 Q1 · Q&A responses: +14.42018 Q2 · Q&A responses: +13.52018 Q3 · Q&A responses: +6.82018 Q4 · Q&A responses: +9.72019 Q1 · Q&A responses: +12.92019 Q2 · Q&A responses: +10.22019 Q3 · Q&A responses: +3.22019 Q4 · Q&A responses: +9.22020 Q1 · Q&A responses: -2.92020 Q2 · Q&A responses: +10.62020 Q3 · Q&A responses: +7.42020 Q4 · Q&A responses: +11.12021 Q1 · Q&A responses: +18.52021 Q2 · Q&A responses: +14.22021 Q3 · Q&A responses: +10.52021 Q4 · Q&A responses: +12.62022 Q1 · Q&A responses: +10.12022 Q2 · Q&A responses: +15.22022 Q3 · Q&A responses: +16.92022 Q4 · Q&A responses: +15.22023 Q2 · Q&A responses: +17.22023 Q3 · Q&A responses: +20.12023 Q4 · Q&A responses: +20.32024 Q1 · Q&A responses: +8.62024 Q2 · Q&A responses: +15.42024 Q3 · Q&A responses: +7.72024 Q4 · Q&A responses: +9.72025 Q1 · Q&A responses: +4.9
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

$-0.44$3.30$7.052007 Q22009 Q32012 Q12014 Q22016 Q32018 Q42021 Q12023 Q22014 Q1: $5.972014 Q2: $6.222014 Q3: $6.532014 Q4: $5.312015 Q1: $3.682015 Q2: $3.662015 Q3: $3.532015 Q4: $2.712016 Q1: $2.172016 Q2: $1.602016 Q3: $1.762016 Q4: $1.942017 Q1: $2.202017 Q2: $2.232017 Q3: $2.142017 Q4: $2.202018 Q1: $2.452018 Q2: $2.492018 Q3: $2.452018 Q4: $1.972019 Q1: $1.762019 Q2: $1.852019 Q3: $1.832019 Q4: $1.722020 Q1: $1.312020 Q2: $0.072020 Q3: $0.642020 Q4: $0.842021 Q1: $1.112021 Q2: $1.382021 Q3: $1.642021 Q4: $1.882022 Q1: $2.112022 Q2: $2.252022 Q3: $2.602022 Q4: $2.992023 Q1: $3.192023 Q2: $3.352023 Q3: $3.502023 Q4: $3.602024 Q1: $3.692024 Q2: $3.842024 Q3: $3.952024 Q4: $3.57

Forward P/E

-11.22136.80284.822007 Q22009 Q32012 Q12014 Q22016 Q32018 Q42021 Q12023 Q22014 Q1: 15.122014 Q2: 17.222014 Q3: 15.812014 Q4: 15.612015 Q1: 22.282015 Q2: 24.502015 Q3: 21.582015 Q4: 26.282016 Q1: 33.842016 Q2: 48.032016 Q3: 43.272016 Q4: 43.902017 Q1: 36.442017 Q2: 30.572017 Q3: 31.272017 Q4: 28.772018 Q1: 27.142018 Q2: 27.302018 Q3: 24.992018 Q4: 19.182019 Q1: 24.482019 Q2: 19.742019 Q3: 20.782019 Q4: 23.032020 Q1: 9.202020 Q2: 264.402020 Q3: 29.972020 Q4: 27.192021 Q1: 25.502021 Q2: 24.762021 Q3: 17.802021 Q4: 15.592022 Q1: 17.952022 Q2: 18.452022 Q3: 15.452022 Q4: 16.872023 Q1: 14.182023 Q2: 14.112023 Q3: 17.322023 Q4: 13.662024 Q1: 14.272024 Q2: 11.572024 Q3: 10.492024 Q4: 10.37

Divergence watch ⚑

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

  • 2014 Q3 tone ↓ -4.8 fwd EPS ↑ +0.31 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q2 tone ↑ +6.6 fwd EPS ↓ -0.57 Tone rose while the forward EPS estimate was cut.
  • 2016 Q4 tone ↓ -3.4 fwd EPS ↑ +0.18 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q2 tone ↓ -2.0 fwd EPS ↑ +0.03 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q3 tone ↑ +5.0 fwd EPS ↓ -0.09 Tone rose while the forward EPS estimate was cut.
  • 2017 Q4 tone ↓ -2.2 fwd EPS ↑ +0.06 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q1 tone ↑ +5.1 fwd EPS ↓ -0.21 Tone rose while the forward EPS estimate was cut.
  • 2020 Q2 tone ↑ +13.3 fwd EPS ↓ -1.24 Tone rose while the forward EPS estimate was cut.
  • 2021 Q4 tone ↓ -5.1 fwd EPS ↑ +0.24 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q1 tone ↓ -4.6 fwd EPS ↑ +0.20 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q1 tone ↓ -7.4 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q3 tone ↓ -7.5 fwd EPS ↑ +0.11 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q4 tone ↑ +2.2 fwd EPS ↓ -0.38 Tone rose while the forward EPS estimate was cut.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-25+5.1——View →
2024 Q42025-01-17+11.0$3.5710.4View →
2024 Q32024-10-18+8.8$3.9510.5View →
2024 Q22024-07-19+16.3$3.8411.6View →
2024 Q12024-04-19+10.7$3.6914.3View →
2023 Q42024-01-19+18.1$3.6013.7View →
2023 Q32023-10-20+19.5$3.5017.3View →
2023 Q22023-07-21+15.5$3.3514.1View →