SLB (SLB US): Buy: Notes from SLB Digital Investor Day

研报英文原文证据摘录

SLB (SLB US): Buy: Notes from SLB Digital Investor Day

Equities ● Energy Equipment & Services

18 June 2026

Notes from SLB Digital Investor Day

CEO Olivier Le Peuch kicked off SLB’s Digital Investor Day at the New York Stock Exchange,

Scaling autonomous with

addressing a packed room of analysts and investors. Le Peuch believes “Energy transforms thedigital and AI

world” and expects “Digital [to] transform energy”, noting the industry is currently going through

a structural (not cyclical) transformation driven by operational performance, increased recovery,

cycle-time reduction, and capital efficiency. SLB is decades ahead of peers in the digital and AI

transformation, having built its global network since 1985.

Digital advantage

President of Digital Rakesh Jaggi outlined SLB’s digital advantage from its domain expertise,

open platforms, key partnerships, and global scale in footprint and capabilities. With a century of

experience in integrating solutions across the life cycle, SLB provides operators with a digital

platform approach for innovating faster and scaling more efficiently. World-class partnerships

have positioned SLB to lead the next disruptive technology shift from cloud to AI, which is

changing how software is consumed and what it can do.

SLB supports its Digital customers through two categories of planning & operations workflows.

Planning workflows cover the full lifecycle from exploration (seismic processing, geophysical

interpretation) to development (structural modeling, well interpretation, reservoir and geological

modeling) and production (reservoir engineering), with the goal of reducing cycle times and risk

by utilizing SLB’s proprietary applications such as Petrel, Techlog, DrillPlan, OptiFlow