SLB N.V. (SLB) Analyst/Investor Day June 17, 2026 9:00 AM EDT
Company Participants
Stephane Biguet – Executive VP & CFO
Olivier Le Peuch – CEO & Director
James McDonald – Senior Vice President of Investor Relations & Industry Affairs
Rakesh Jaggi – President of Digital
Cecilia Prieto
Shashi Menon
Trygve Randen
Conference Call Participants
Marc Bianchi – TD Cowen, Research Division
Scott Gruber – Citigroup Inc. Exchange Research
James West – Melius Research LLC
John Anderson – Barclays Bank PLC, Research Division
Sebastian Erskine – Rothschild & Co Redburn, Research Division
Heath Terry – Citigroup Inc., Research Division
Stephen Gengaro – Stifel, Nicolaus & Company, Incorporated, Research Division
Doug Becker – Capital One Securities, Inc., Research Division
Saurabh Pant – BofA Securities, Research Division
Keith Beckmann – Pickering Energy Partners LP
Derek Podhaizer – Piper Sandler & Co., Research Division
Phillip Jungwirth – BMO Capital Markets Equity Research
Noah Naparst
Keith MacKey – RBC Capital Markets, Research Division
Presentation
Stephane Biguet
Executive VP & CFO
Good morning, everyone, and thank you for joining us today. Before we start, let me briefly step back and review the story you heard so far. We have discussed the pivotal role of digital in our industry and the differentiated position SLB has built over time. You have seen how we are leveraging our platforms and applications across planning and operations workflows. And you have heard about the opportunity to scale AI across our portfolio to unlock even greater value. What I would like to do now is bring that story together through a financial lens. Over the next few minutes, and we’ll focus on 3 areas. First, the digital profile of our digital business, the financial profile of our digital business. Second, the significant market opportunity ahead of us and how we plan to monetize it. And finally, our 2030 financial ambitions. The key takeaway is this. Digital has become a meaningful contributor to SLBs financial performance in the past few years. And we continue to see significant runway ahead with accretive