During earnings season, an ocean of content comes at you fast. 7,000 words are spoken on the average earnings conference call.
There were 27 oilfield earnings conference calls this week.
We did the math. That’s the word count equivalent of 200 Infill Thinking posts.
How much of this info overload really matters? That all depends on your business of course.
All of it matters to us, but for this exercise we fished out just the 25 brief remarks that we found the most interesting. For this exercise, we define a brief remark as a couple sentences that advance the narrative on a key trend or theme.
Acknowledging that this exercise comes with “fisherman catch risk”, here is breath of concise air in a week of verbosity.
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