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But we saved everything 🙂.
Stephanie Link commented on SLB's financial performance, highlighting that the company exceeded expectations in its Q3 earnings per share (EPS) and revenue.
SLB showed significant growth across all regions for the first time since Q4 '24, with operating margins beating expectations and a full-year digital total revenue up 9% with 35% margins. The company's annual recurring revenue topped $1 billion, marking a 15% year-on-year increase, while data center revenue surged 121%. Free cash flow rose by 40%, alongside a 3.5% increase in the dividend.
SLB’s robust quarterly figures and margin expansion underscore broader themes observed in recent market trends. Stephanie Link has discussed parallel momentum in sectors such as aerospace, highlighted by Boeing’s delivery of 600 aircraft and an expanding order backlog, as well as persistent strength in U.S. personal income growth, reflecting rising productivity and consumer resilience.