Revenues only down 1% y/y “Revenues were $4.8 billion in the first quarter of 2015, down 16% sequentially, and down 1% year-over-year. ” Oil price signal rolled through our industry like thunder “Business in the first quarter of 2015 declined … Continued
This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. Full transcripts can be found at Seeking Alpha We don’t think excess … Continued
This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. Full transcripts can be found at Seeking Alpha 300 drilling contractors in … Continued
This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. Full transcripts can be found at Seeking Alpha Domestic E&Ps are putting … Continued
A digest of some of the top insights that I’ve gathered from this week’s earnings calls. Full notes can be found here. Most of the easy oil has already been discovered “with most of the easy oil already discovered, future … Continued
This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. The quotes are generally pieces of information that I find interesting or … Continued