Halliburton reported 3Q19 earnings on Monday and the stock market ate up the cost cuts (stock was +8% intraday). We thought it was notable that CEO Jeff Miller focused much of his opening remarks on international. Halliburton is known more for their NAM footprint, but growth areas get airtime and …
Read More »Halliburton On RE-bundling, Sand Subsidizing Stages, & The Frac Pricing Bottom [5 Key Takeaways From Their Call]
On Monday, Halliburton was the second oilfield service company to host a conference call so far during the early days of 1Q19 earnings season. Here’s what you need to know from the call if you work in the US completions supply chain. There’s a lot more to this story… Login …
Read More »Halliburton Issues A Rebuttal And An Endorsement
No EPS or EBITDA or financial speak to give you tired-head. Just the market intel that really matters curated from Halliburton’s earnings conference call on Monday April 23. Oh and also the fireworks… lots of fireworks. There’s a lot more to this story… Login to see the full update… To …
Read More »Does Halliburton’s New CEO Explain How Weatherford Got Theirs?
On Wednesday this week, Halliburton announced that COO Jeff Miller will replace outgoing CEO Dave Lesar. In early March, Weatherford announced the hiring of then Halliburton CFO Mark McCollum as their new CEO. These two announcements may be more related than first meets the eye. There’s a lot more to …
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