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Seadrill Limited (SDRL) Q3 2024 Earnings Call Transcript Summary

Seadrill Limited (SDRL) Q3 2024 Earnings Call Transcript Summary

Seadrill Limited (SDRL) 2024年第三季度業績會摘要
富途資訊 ·  11/14 01:28  · 電話會議

The following is a summary of the Seadrill Limited (SDRL) Q3 2024 Earnings Call Transcript:

以下是Seadrill Limited(SDRL)2024年第三季度業績會成績單摘要:

Financial Performance:

財務業績:

  • Seadrill reported a Q3 adjusted EBITDA of $93 million, exceeding expectations and securing additional work that propels them above previous full year guidance, now increasing EBITDA guidance midpoint by 13% to $385 million.

  • In Q3, Seadrill earned $354 million in total operating revenues, with adjusted EBITDA reaching $93 million.

  • A focus on cost management and operational efficiency has contributed positively to the financial outcomes.

  • Seadrill報告第三季度調整後EBITDA達到9300萬美元,超出預期,並獲得額外工作,推動他們超過先前全年指導,現將EBITDA指導中點提高13%至38500萬美元。

  • 第三季度,Seadrill總運營收入爲35400萬美元,調整後EBITDA達到9300萬美元。

  • 專注於成本管理和運營效率對財務業績產生了積極影響。

Business Progress:

業務進展:

  • Seadrill integrated four Aquadrill drillships back into their fleet, exceeding cost synergy targets and achieving more efficient operations.

  • Continued fleet refinement and industry-leading share repurchases, reducing issued share count by 19% since September 2023.

  • Significant contractual advancements, including commitments in Brazil and high contract utilization expected for 2025 with secured contracts for major rigs like the West Carina and West Tellus.

  • Seadrill將四艘Aquadrill鑽井船重新整合到他們的船隊中,超出成本協同效益目標,實現了更高效的運營。

  • 持續優化船隊和行業領先的股份回購,自2023年9月以來減少已發行股份數量19%。

  • 在巴西和高合同利用率方面取得重大進展,2025年有望獲得西卡琳娜和西泰勒斯等主要設備的保障合同。

Opportunities:

機會:

  • Strong contract coverage for the 2025 market with 70% utilization already secured. Continued positive progress in Brazil, a key market for Seadrill.

  • Focusing on operational efficiency and asset optimization to meet demand and drive profitability.

  • 2025年市場具有強大的合同覆蓋率,已經確保了70%的利用率。在巴西,Seadrill的主要市場,持續取得積極進展。

  • 專注於運營效率和資產優化,以滿足需求並推動盈利能力。

Risks:

風險:

  • The temporary imbalance between drillship supply and demand, coupled with the volatile market, could impact rates and competitive positioning in 2025. This underscores the need for discrete asset management and strategic contracting practices.

  • 鑽船供應和需求之間的暫時失衡,再加上市場波動,可能會影響2025年的價格和競爭定位。這凸顯了需要進行獨立資產管理和戰略合同實踐的重要性。

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

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譯文內容由第三人軟體翻譯。


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