SLB Remains the Innovative Leader in Oilfield Services
SLB's strategy focuses on three growth engines: core, digital, and new energy. Our thesis relies on all three factors. Specifically, we believe SLB stands to outperform peers based on its productivity solutions—through the acquisition of ChampionX—its industry-leading digital offerings, and its newer bet on data center solutions, where we think the market could quadruple by 2030 from 2024 levels.