This article has some discussion of moat. According to this one key is their database. I see they do have some patents on a number of the technologies.http://seekingalpha.com/article/628941-man-i-keep-missing-th...SLB offers core analysis services. From the CLB 10-K I get the impression that possibly the greatest competitive threat is from some of the large oil and gas companies setting up their own internal analysis services.The 10-K says nothing about customer concentration. My sense is that they have quite a broad range of customers and a broad geographic footprint but with NA clearly the largest.Seems like acquisition has been one key strategy over the years, buying up small new technologies.This is one I have looked at many times, but always wanted a better price, getting interesting here.sw
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. Market data provided by Interactive Data.
Company fundamental data provided by Morningstar. Earnings Estimates, Analyst Ra