SLB LIMITED
02243c32cff343ea9cefdfbcd123f578
PRODUCTION_VERIFIED schema v3.0.0 Inferred last heartbeat: 2026-07-20T12:30:49.244874+00:00

Business Model Classification Tokens

contract_cycle_length
null
Inferred
Pending — BM Dev Shop classification run
enterprise_sales_motion
null
Inferred
Pending — BM Dev Shop classification run
procurement_complexity
null
Inferred
Pending — BM Dev Shop classification run
vendor_lock_coefficient
null
Inferred
Pending — BM Dev Shop classification run
consumption_unit_definition
null
Inferred
Pending — BM Dev Shop classification run
usage_billing_granularity
null
Inferred
Pending — BM Dev Shop classification run
overage_penalty_structure
null
Inferred
Pending — BM Dev Shop classification run
minimum_commitment_floor
null
Inferred
Pending — BM Dev Shop classification run
metered_margin_profile
null
Inferred
Pending — BM Dev Shop classification run
bundle_discount_depth
null
Inferred
Pending — BM Dev Shop classification run
cross_sell_attach_rate
null
Inferred
Pending — BM Dev Shop classification run
bundle_churn_vs_single_churn
null
Inferred
Pending — BM Dev Shop classification run
bundle_margin_blended
null
Inferred
Pending — BM Dev Shop classification run
upsell_pathway_architecture
null
Inferred
Pending — BM Dev Shop classification run
billing_cadence
null
Inferred
Pending — BM Dev Shop classification run
churn_rate_benchmark
null
Inferred
Pending — BM Dev Shop classification run
annual_recurring_revenue_ratio
null
Inferred
Pending — BM Dev Shop classification run
free_trial_conversion_rate
null
Inferred
Pending — BM Dev Shop classification run
subscriber_ltv_model
null
Inferred
Pending — BM Dev Shop classification run

Business Model Archetype Classification

University of St. Gallen — 55 Business Model Navigator (Gassmann et al.)

SG-049 Subscription VALUE High
Direct: monetization_vector contains [Primary: fee-for-service oilfield contracts; secondary: software/digital subscriptions (Delfi platform, Petrel licenses); tertiary: technology licensing and production-linked performance contracts]; revenue_model_type=~60-65% recurring via long-term service contracts and integrated project management deals; ~35-40% transactional (discrete well services, product sales)
SG-009
Customer Loyalty
WHO High
SG-014
Flat Rate
VALUE High
SG-023
Licensing
VALUE High
SG-037
Product as a Service
VALUE High
SG-010
Digitization
WHAT High
SG-025
Long Tail
WHAT High

Hybrid Combination

Subscription (SG-049) VALUE provides the core structure, combined with Customer Loyalty (SG-009) + Flat Rate (SG-014) + Licensing (SG-023) to form the complete business model fingerprint.

55 Archetypes Evaluated High: 11 Medium: 12 Registry: schemas/sg55_archetype_registry.yaml

Knowledge Graph — All Sections

debt_leverage_profile
0.08x Total Debt / Equity (Conservative)
High
SEC-XBRL
interest_rate_sensitivity
Moderate
Medium
SEC-10K 0001193125-26-021017
geopolitical_supply_exposure
High intensity; The Strait of Hormuz — pre-war conduit for roughly one-fifth of global oil supply — has been effectively closed since the US/Israel-Iran war began in late February 2026, leaving Gulf production ~8 mb/d below pre-war levels while the US sanctions-waiver regime for Iranian crude (General License X, revoked July 7, 2026) shifts week to week.
Medium
GICS-commodity-overlay-v2
supply_chain_dependency
Moderate
Medium
SEC-10K 0001193125-26-021017
international_expansion_readiness
High
Medium
SEC-10K 0001193125-26-021017
geographic_footprint
Global; 82% international
Medium
SEC-10K 0001193125-26-021017
commodity_exposure_profile
High intensity; commodities: crude oil (Brent/WTI), natural gas (Henry Hub/TTF/JKM), refined products (gasoline/diesel/jet fuel), natural gas liquids (NGLs), LNG, thermal coal; geopolitical: The Strait of Hormuz — pre-war conduit for roughly one-fifth of global oil supply — has been effectively closed since the US/Israel-Iran war began in late February 2026, leaving Gulf production ~8 mb/d below pre-war levels while the US sanctions-waiver regime for Iranian crude (General License X, revoked July 7, 2026) shifts week to week.
Medium
GICS-commodity-overlay-v2
vendor_lock_dependency_score
Moderate
Medium
SEC-10K 0001193125-26-021017
business_model_type_primary
oilfield services & equipment manufacturer
Medium
SEC-10K 0001193125-26-021017
business_model_type_secondary
SaaS / software & data products
Medium
SEC-10K 0001193125-26-021017
switching_cost_profile
High
Medium
SEC-10K 0001193125-26-021017
howey_test_risk_index
Low
Medium
SEC-10K 0001193125-26-021017
regulatory_burden_tier
High
Medium
GICS-regulatory-overlay-v1
data_sovereignty_risk
Moderate
Medium
SEC-10K 0001193125-26-021017
antitrust_exposure_flag
No
Medium
SEC-10K 0001193125-26-021017
regulatory_exposure_profile
High burden; regimes: EPA, FERC, DOE, CFTC, OSHA, SEC; Accelerating emissions mandates and methane rules threaten capex economics.
Medium
GICS-regulatory-overlay-v1
revenue_model_type
services / product sales
Medium
SEC-10K 0001193125-26-021017
monetization_vector
unit sales / services fees / recurring subscription (SaaS)
Medium
SEC-10K 0001193125-26-021017
pricing_architecture
tiered / negotiated
Medium
SEC-10K 0001193125-26-021017
pricing_power_rating
Moderate
Medium
SEC-10K 0001193125-26-021017
target_gross_margin_bracket
Consolidated gross margin ~20-23%; Digital & Integration segment ~35-40%; Reservoir Performance ~22%; Well Construction ~18%; Production Systems ~15%
Inferred
Agent_Inference
churn_vulnerability_index
Moderate
Medium
SEC-10K 0001193125-26-021017
headcount_cost_structure
Linear
Medium
SEC-10K 0001193125-26-021017
marginal_cost_of_growth
Sublinear
Medium
SEC-10K 0001193125-26-021017
franchise_compliance_risk
N-A
Medium
SEC-10K 0001193125-26-021017
customer_acquisition_metric
Direct sales to oil & gas operators; technology leadership and innovation; geographic Basin-based sales organization; digital platform adoption through customer
Medium
SEC-10K 0001193125-26-021017
network_effect_present
Partial
Medium
SEC-10K 0001193125-26-021017
asset_efficiency_ratio
7.8% Return on Assets (Excellent)
High
SEC-XBRL
recession_resistance_tier
Cyclical
Medium
SEC-10K 0001193125-26-021017
customer_segment_primary
enterprise
Medium
SEC-10K 0001193125-26-021017
customer_segment_secondary
government / institutional
Medium
SEC-10K 0001193125-26-021017
characteristic_occupations
["11-0000 Management Occupations", "13-0000 Business and Financial Operations Occupations", "15-0000 Computer and Mathematical Occupations", "17-0000 Architecture and Engineering Occupations", "19-0000 Life, Physical, and Social Science Occupations", "23-0000 Legal Occupations", "41-0000 Sales and Related Occupations", "43-0000 Office and Administrative Support Occupations", "47-0000 Construction and Extraction Occupations", "49-0000 Installation, Maintenance, and Repair Occupations", "53-0000 Transportation and Material Moving Occupations"]
High
SOC-2018/GICS-overlay
agent_automatable_labor_share
0.25 (HIL — ~25% of characteristic roles agent-automatable)
Medium
SOC-2018 + agentic-exposure-v2
capital_expenditure_profile
4.7% CapEx / Revenue (Low-CapEx Asset-Light)
High
SEC-XBRL
sec_cik
0000087347
High
SEC-EDGAR
ticker
SLB
High
SEC-EDGAR
Filings_Dog_Scope
antitrust_exposure_flag,business_model_type_primary,business_model_type_secondary,churn_vulnerability_index,customer_acquisition_metric,customer_segment_primary,customer_segment_secondary,data_sovereignty_risk,franchise_compliance_risk,geographic_footprint,geopolitical_supply_exposure,headcount_cost_structure,howey_test_risk_index,interest_rate_sensitivity,international_expansion_readiness,marginal_cost_of_growth,monetization_vector,network_effect_present,pricing_architecture,pricing_power_rating,recession_resistance_tier,regulatory_burden_tier,revenue_model_type,supply_chain_dependency,switching_cost_profile,vendor_lock_dependency_score
High
SEC-10K 0001193125-26-021017
insider_buys_6m
0
High
SEC-Form4 0000087347-26-000122..0000087347-26-000075
insider_sells_6m
9
High
SEC-Form4 0000087347-26-000122..0000087347-26-000075
insider_net_shares_6m
-175379
High
SEC-Form4 0000087347-26-000122..0000087347-26-000075
insider_last_transaction_date
2026-09-01
High
SEC-Form4 0000087347-26-000122..0000087347-26-000075
Insider_Dog_Checked
2026-10-04T23:32|activist_13d_count_1y,activist_last_13d_date,blockholder_13g_count_1y,insider_buys_6m,insider_last_transaction_date,insider_net_shares_6m,insider_sells_6m
High
SEC-Form4 registry
activist_13d_count_1y
0
High
SEC-13D/G registry, subject-verified
blockholder_13g_count_1y
5
High
SEC-13D/G registry, subject-verified
activist_last_13d_date
none in window
High
SEC-13D/G registry, subject-verified

Business Model Components

Core Space

> *Pending Turn 2 — Business Model Type Agent population.*

Interaction Modes

> *Pending Turn 2 — Business Model Type Agent population.*

Product Matrix

> *Pending Turn 2 — Business Model Type Agent population.*

Historical Evolution Log

Live Operational Signals

Signal DateSignal TypeSummary
Source

Evaluation Gate — Persona Stress Tests

SKILL_BUFFETT_VAL_03PASS2026-07-20no unmet atoms among this persona's authored questions
SKILL_LEGAL_SEC_01PASS2026-07-20no unmet atoms among this persona's authored questions
SKILL_SHORT_BEAR_01PASS2026-07-20no unmet atoms among this persona's authored questions
SKILL_MACRO_STRAT_01PASS2026-07-20no unmet atoms among this persona's authored questions
SKILL_OPS_PARTNER_01PASS2026-07-20no unmet atoms among this persona's authored questions

Live Status

No Live Status block found.