Weatherford International plc (WFRD): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el mundo dinámico de los servicios de petróleo y gas, Weatherford International PLC (WFRD) surge como una potencia tecnológica, transformando desafíos complejos de perforación en soluciones innovadoras. Al combinar estratégicamente las tecnologías de vanguardia, la experiencia global y las ofertas de servicios integrales, la compañía ha forjado un nicho único en un panorama energético cada vez más competitivo. Su lienzo de modelo de negocio revela un enfoque sofisticado que va más allá de los servicios tradicionales de campos petroleros, prometiendo una eficiencia operativa mejorada, un impacto ambiental reducido y soluciones personalizadas que abordan los requisitos de exploración y producción más exigentes.

Weatherford International PLC (WFRD) - Modelo de negocios: asociaciones clave

Alianzas estratégicas con grandes compañías de exploración de petróleo y gas

Weatherford International mantiene asociaciones estratégicas con las siguientes compañías clave de exploración de petróleo y gas:

Compañía	Tipo de asociación	Enfoque geográfico
Exxonmobil	Colaboración de tecnología de perforación	Operaciones globales
Cheurón	Servicios de construcción de pozo	América del Norte, Medio Oriente
Caparazón	Soluciones de perforación avanzadas	Mercados internacionales

Asociaciones tecnológicas con fabricantes de equipos de perforación

Weatherford colabora con fabricantes de equipos de perforación especializados:

• National Oilwell Varco (noviembre)
• Baker Hughes
• Schlumberger Limited

Colaboración con instituciones de investigación

Las asociaciones de investigación incluyen:

Institución	Enfoque de investigación	Tipo de colaboración
Universidad de Texas A&M	Innovación de tecnología de perforación	Programa de investigación conjunta
Universidad de Stanford	Ingeniería subterránea	Desarrollo tecnológico

Empresas conjuntas con proveedores de servicios de energía regionales

Las asociaciones regionales de empresa conjunta incluyen:

• Compañía de petróleo de Arabia Saudita (Saudi Aramco)
• Petrobras (Brasil)
• Rosneft (Rusia)

Relaciones de proveedores con fabricantes especializados de equipos de campo petrolero

Proveedor	Categoría de equipo	Valor anual del contrato
Cameron International	Equipo de cabeza de pozo	$ 75 millones
Halliburton	Herramientas de perforación	$ 50 millones

Weatherford International PLC (WFRD) - Modelo de negocios: actividades clave

Servicios de campo petrolero y diseño de equipos

Weatherford International se centra en el diseño de equipos especializados en campos petroleros con las siguientes especificaciones clave:

Categoría de equipo	Salida de diseño anual	Cobertura del mercado
Herramientas de perforación	3.750 configuraciones de diseño únicas	48 países en todo el mundo
Sistemas de finalización	2,200 diseños de equipos especializados	35 mercados internacionales

Desarrollo e implementación de tecnología de perforación

El desarrollo tecnológico se centra en soluciones de perforación avanzadas:

• Inversión anual de I + D: $ 187.4 millones
• Portafolio de patentes: 426 patentes tecnológicas activas
• Regiones de implementación de tecnología: América del Norte, Medio Oriente, América Latina

Servicios de construcción y finalización del pozo

Los servicios integrales de construcción de pozos incluyen:

Tipo de servicio	Volumen de servicio anual	Duración promedio del proyecto
Construcción de pozos en tierra	1.275 pozos completados	45-60 días por proyecto
Finalización de pozos en alta mar	387 pozos completados	90-120 días por proyecto

Caracterización y optimización del yacimiento

Servicios de gestión de yacimientos avanzados:

• Capacidades de modelado geológico: 672 proyectos de análisis de yacimientos anualmente
• Implementaciones de tecnología de detección avanzada: 1,248 instalaciones de sensores
• Cobertura de análisis predictivo: 53 regiones de exploración global

Gestión de proyectos globales y soporte técnico

Infraestructura de gestión de proyectos:

Categoría de apoyo	Alcance global	Personal técnico
Centros de soporte técnico	24 ubicaciones internacionales	2.675 ingenieros especializados
Equipos de gestión de proyectos	17 centros operativos regionales	1.453 gerentes de proyectos certificados

Weatherford International PLC (WFRD) - Modelo de negocios: recursos clave

Tecnologías avanzadas de perforación y finalización

Weatherford International mantiene una cartera de tecnologías de perforación avanzada con las siguientes especificaciones clave:

Categoría de tecnología	Tecnología específica	Especificación técnica
Sistemas de perforación	Brocas de perforación de rockero	Capaz de operar a profundidades de hasta 30,000 pies
Tecnologías de finalización	Sistemas de completión de Intellic	Capacidades de monitoreo en tiempo real con 99.7% de confiabilidad operativa

Experiencia técnica global extensa

La experiencia técnica global de Weatherford abarca:

• Presencia operativa en 80 países
• Fuerza laboral técnica de 17.300 profesionales
• Equipos de ingeniería con experiencia promedio de la industria de 15 años

Equipos especializados de ingeniería e investigación

Inversiones de investigación y desarrollo a partir de 2023:

I + D Métrica	Valor
Gastos anuales de I + D	$ 142 millones
Número de proyectos de investigación activos	37 Iniciativas de desarrollo tecnológico

Flota integral de equipos de perforación

Composición de la flota de equipos:

• 350 plataformas de perforación avanzadas
• 2.500 herramientas de perforación especializadas
• Valor estimado de la flota: $ 1.2 mil millones

Patentes tecnológicas y propiedad intelectual patentadas

Detalles de la cartera de propiedad intelectual:

Categoría de IP	Recuento total	Patentes activas
Patentes totales	276	189 utilizado activamente
Categorías de patentes	Tecnologías de perforación, finalización, monitoreo	Cubriendo múltiples dominios tecnológicos

Weatherford International PLC (WFRD) - Modelo de negocio: propuestas de valor

Soluciones integradas para desafíos de perforación complejos

Weatherford International ofrece soluciones integrales de perforación con las siguientes capacidades clave:

Categoría de soluciones	Capacidades tecnológicas	Penetración del mercado
Optimización de perforación	Sistemas de orientables rotativos avanzados	Desplegado en 28 países
Construcción del pozo	Tecnologías de perforación de precisión	Atiende el 65% de los mercados globales en alta mar
Caracterización del yacimiento	Imágenes subterráneas en tiempo real	Operaciones en 6 continentes

Tecnologías innovadoras que mejoran la eficiencia operativa

Las innovaciones tecnológicas de Weatherford incluyen:

• Sistemas de rendimiento de perforación automatizados
• Mantenimiento predictivo mejorado por el aprendizaje automático
• Plataformas de planificación de pozos digitales

Servicios de perforación rentables y tecnológicamente avanzados

Segmento de servicio	Reducción de costos	Mejora de la eficiencia
Optimización de perforación	Hasta el 22% de reducción de costos operativos	30% de ciclos de perforación más rápidos
Intervención del pozo	15% de gastos de intervención más bajos	Utilización de equipos mejorado del 40%

Capacidades operativas globales integrales

Huella operativa global:

• Activo en más de 80 países
• Más de 19,000 empleados globales
• Red de más de 1.100 ubicaciones de servicio

Impacto ambiental reducido a través de tecnologías avanzadas

Tecnología ambiental	Reducción de carbono	Estado de implementación
Equipo de perforación de baja emisión	Reduce el CO2 en un 35%	Desplegado en 42 regiones operativas
Sistemas de reciclaje de agua	90% de eficiencia de reutilización del agua	Implementado en 25 sitios de perforación importantes

Weatherford International PLC (WFRD) - Modelo de negocio: relaciones con los clientes

Asociaciones a largo plazo basadas en contratos

Weatherford International mantiene contratos estratégicos a largo plazo con las principales compañías de petróleo y gas a nivel mundial. A partir de 2023, la compañía reportó 87 acuerdos de servicio activos a largo plazo en 12 mercados internacionales.

Tipo de contrato	Número de contratos	Duración promedio
Soporte de exploración	42	5-7 años
Servicios de perforación	35	4-6 años
Optimización de producción	10	3-5 años

Soporte técnico y servicios de consultoría

Weatherford brinda soporte técnico integral con 672 especialistas técnicos dedicados a nivel mundial a partir del cuarto trimestre de 2023.

• Asistencia técnica remota 24/7
• Soporte de ingeniería en el sitio
• Servicios de monitoreo en tiempo real
• Consultoría de mantenimiento predictivo

Soluciones personalizadas para necesidades individuales del cliente

En 2023, Weatherford se desarrolló 127 Soluciones tecnológicas personalizadas para requisitos específicos del cliente en diferentes geografías.

Región	Soluciones personalizadas	Tasa de satisfacción del cliente
Oriente Medio	45	92%
América del norte	38	89%
Europa	24	87%
Asia Pacífico	20	85%

Equipos de gestión de cuentas dedicados

Weatherford emplea a 246 gerentes de cuentas dedicados que sirven a clientes de primer nivel a partir de 2023, con una tasa de retención de clientes promedio del 84%.

Programas de transferencia y capacitación de tecnología continua

La compañía invirtió $ 42.3 millones en programas de capacitación y transferencia de tecnología del cliente durante 2023, cubriendo a 1,854 personal del cliente en múltiples disciplinas.

• Talleres de transformación digital
• Seminarios de eficiencia operativa
• Entrenamiento de tecnología de perforación avanzada
• Programas de seguridad y cumplimiento

Weatherford International PLC (WFRD) - Modelo de negocios: canales

Fuerza de ventas directa

A partir de 2024, Weatherford International emplea a aproximadamente 350 representantes de ventas directas a nivel mundial. El equipo de ventas cubre regiones clave, incluidas América del Norte, Medio Oriente, América Latina y Asia-Pacífico.

Región	Representantes de ventas	Ingresos anuales promedio por representante
América del norte	120	$ 2.4 millones
Oriente Medio	85	$ 1.9 millones
América Latina	75	$ 1.7 millones
Asia-Pacífico	70	$ 1.5 millones

Plataformas digitales y portales de servicios en línea

Weatherford opera una plataforma digital integral con las siguientes métricas:

• Portal de clientes en línea Usuarios activos: 4.500
• Transacciones anuales de servicio digital: 62,000
• Contribución de ingresos de la plataforma digital: 18% de los ingresos totales de la compañía

Conferencias de la industria y ferias comerciales

Estadísticas de participación anual:

Tipo de evento	Número de eventos	Peques estimados generados
Petróleo internacional & Conferencias de gas	12	850
Simposios técnicos regionales	24	1,200

Equipos de consultoría técnica

Weatherford mantiene grupos de consultoría técnica especializada:

• Consultores técnicos totales: 275
• Valor promedio del proyecto: $ 1.3 millones
• Ingresos de servicios de consultoría: $ 356 millones anuales

Redes estratégicas de desarrollo de negocios

Composición de red de asociación estratégica:

Categoría de socio	Número de socios	Ingresos colaborativos
Fabricantes de equipos	42	$ 215 millones
Proveedores de tecnología	28	$ 175 millones
Empresas de ingeniería	35	$ 190 millones

Weatherford International Plc (WFRD) - Modelo de negocio: segmentos de clientes

Principales compañías internacionales de petróleo y gas

A partir de 2024, Weatherford International sirve a las compañías globales de petróleo y gas, incluidas:

Compañía	Servicios de perforación anual Gasto	Región geográfica
Exxonmobil	$ 3.2 mil millones	Global
Caparazón	$ 2.7 mil millones	Internacional
Cheurón	$ 2.4 mil millones	Global

Firmas de exploración y producción independientes

Weatherford se dirige a empresas de exploración independientes medianas con servicios especializados:

• Valor promedio del contrato: $ 12-18 millones
• Mercados primarios: América del Norte, América Latina
• Centrarse en el desarrollo de recursos no convencionales

Compañías petroleras nacionales

Compañía petrolera nacional	Inversión anual en servicios	Regiones clave
Aramco saudí	$ 4.5 mil millones	Oriente Medio
Pemex	$ 1.9 mil millones	México
Petrobras	$ 1.6 mil millones	Brasil

Operadores de perforación en alta mar

Los segmentos clave de clientes de perforación en alta mar incluyen:

• Transocean: contrato de servicios anuales de $ 850 millones
• Diamond Offshore: contrato de servicios anuales de $ 450 millones
• Enfoque operativo: Golfo de México, Mar del Norte, África occidental

Empresas de exploración energética no convencional

Servicios especializados para exploración energética no convencional:

Tipo de empresa	Valor de segmento de mercado	Inversión tecnológica
Exploradores de gas de esquisto	$ 1.2 mil millones	Tecnologías de perforación de alta precisión
Desarrolladores de petróleo ajustados	$ 890 millones	Servicios avanzados de fracturación hidráulica

Weatherford International PLC (WFRD) - Modelo de negocio: Estructura de costos

Inversiones de investigación y desarrollo

En 2022, Weatherford International PLC invirtió $ 98.2 millones en gastos de investigación y desarrollo, lo que representa el 3.4% de los ingresos totales.

Año	Inversión de I + D	Porcentaje de ingresos
2022	$ 98.2 millones	3.4%

Mantenimiento y reemplazo del equipo

Los costos anuales de mantenimiento y reemplazo de equipos para Weatherford International PLC totalizaron aproximadamente $ 213.5 millones en 2022.

• Mantenimiento del equipo de perforación: $ 87.6 millones
• Equipo de intervención de Wellbore: $ 62.3 millones
• Reemplazo del equipo de producción: $ 63.6 millones

Fuerza laboral global y adquisición de talento

Los gastos totales de personal para Weatherford International PLC en 2022 fueron de $ 1.24 mil millones, que cubrió aproximadamente 14,500 empleados a nivel mundial.

Categoría de gastos	Cantidad
Salarios y salarios	$ 945.2 millones
Beneficios y compensación	$ 294.8 millones

Infraestructura tecnológica

Las inversiones en infraestructura tecnológica alcanzaron los $ 76.4 millones en 2022, centrándose en la transformación digital y las tecnologías operativas.

• Infraestructura de computación en la nube: $ 28.3 millones
• Sistemas de ciberseguridad: $ 22.1 millones
• Plataformas de análisis de datos: $ 26.0 millones

Gastos operativos y logísticos

Los gastos operativos y logísticos totales para Weatherford International PLC en 2022 ascendieron a $ 412.6 millones.

Categoría de gastos	Cantidad
Transporte y logística	$ 187.3 millones
Mantenimiento de la instalación	$ 112.5 millones
Gestión de la cadena de suministro	$ 112.8 millones

Weatherford International Plc (WFRD) - Modelo de negocios: flujos de ingresos

Contratos de servicios de perforación

Para el año fiscal 2023, Weatherford International reportó ingresos totales de $ 3.02 mil millones de contratos de servicios de perforación.

Categoría de servicio	Ingresos ($ M)	Porcentaje de total
Servicios de perforación de tierras	1,210	40.1%
Servicios de perforación en alta mar	820	27.2%
Perforación direccional	590	19.5%
Servicios de perforación especializados	400	13.2%

Venta de equipos y arrendamiento

Las ventas de equipos y el arrendamiento generaron $ 1.45 mil millones en ingresos para Weatherford en 2023.

• Ventas de equipos de perforación: $ 850 millones
• Arrendamiento de equipos: $ 600 millones

Licencias de tecnología

Los ingresos por licencia de tecnología para 2023 fueron de $ 215 millones.

Categoría de tecnología	Ingresos de licencia ($ M)
Tecnología de perforación	125
Tecnología de finalización	90

Tarifas de consultoría y soporte técnico

Los servicios de consultoría y soporte técnico generaron $ 380 millones en ingresos para 2023.

• Consultoría técnica: $ 220 millones
• Servicios de soporte de campo: $ 160 millones

Ingresos del proyecto basados ​​en el rendimiento

Los ingresos del proyecto basados ​​en el desempeño totalizaron $ 345 millones en 2023.

Tipo de proyecto	Ingresos ($ M)	Métricas de rendimiento
Recuperación de petróleo mejorada	180	Mejoras de eficiencia
Proyectos de optimización	165	Objetivos de reducción de costos

Weatherford International plc (WFRD) - Canvas Business Model: Value Propositions

You're looking at the core things Weatherford International plc is selling to its customers right now, based on their late 2025 performance metrics. It's all about driving down time and risk while boosting output.

Enhanced well construction and completion with systems like Vero™

The Vero™ mechanized system brings automation to tubular running services (TRS), which directly impacts how fast you can run casing and completions. For one North Sea Operator, this meant improving operational efficiency by 15%, leading to an average of 16.3 joints per hour, with peaks hitting 24 joints per hour, up from the prior average of 14.2 joints per hour. Globally, the system has helped eliminate over 10,000 hours of personnel exposure to rig floor safety risks. In one deepwater Gulf of Mexico job, the Vero system saved approximately 42 hours across a total of 6 casing and completion jobs. On a different set of jobs involving 3,000 connection makeups, there were zero laid-out joints. For an operator in Kazakhstan, using the conventional Vero system on 65 jobs involving 19,000 connections resulted in zero non-productive time (NPT) and an estimated rig time saving of $1.2 million.

The value here is in consistency and speed, which you can see in the performance data:

Metric	Vero Performance Data
Tubular Running Speed Improvement (North Sea)	15%
Average Joints Per Hour (North Sea)	16.3
Total Personnel Safety Hours Eliminated (Global)	Over 10,000 hours
Rig Time Saved (Kazakhstan Example)	$1.2 million
Connections Made with Zero Laid-Out Joints (Example)	3,000

Operational efficiency and safety via Managed Pressure Drilling (MPD)

Managed Pressure Drilling (MPD) is key for navigating tricky pressure windows. Weatherford is deploying its Victus™ intelligent MPD system, which uses algorithm-driven pressure control. They secured a multi-year contract in Mexico for the Trion project, initially covering eight wells with an option to expand to 24 wells. Historically, their MPD approach has driven the Non-Productive Time (NPT) rate down to 99.6%, an improvement from 98.2% back in 2018. The financial impact from specific MPD applications is significant; case studies show $12 million saved using managed pressure cementing after prior wells needed 25 days of remedial work, and another $17 million saved in a separate managed pressure cementing application.

The focus is on proactive pressure management across the entire well construction life cycle, which they now call Managed Pressure Wells (MPW).

Digital transformation tools for real-time asset optimization (e.g., MetaFlow VFM)

Weatherford is pushing its Industrial Intelligence portfolio, which contextualizes physical operations with data-driven software. This includes the MetaFlow Virtual Flow Meter, which offers AI- and physics-based software for real-time, accurate flow measurement. This builds on existing platforms like the Centro® well construction optimization platform. The company's overall financial health supports this digital investment; they posted Q2 2025 revenue of $1,204 million and an Adjusted EBITDA of $254 million, with an Adjusted EBITDA margin of 21.1% for that quarter. They also announced a strategic partnership with Amazon Web Services to modernize digital platforms.

Key digital components include:

• MetaFlow Virtual Flow Meter: For real-time flow measurement.
• Weatherford Canvas: A no-code data science environment.
• Synsera Unified Data Model: Normalizes operational and financial data.
• Doppl Digital Twin: For interactive visualization and simulation.

Production optimization and life-of-well integrity services

Life-of-well integrity is supported by their digital tools, which aim to deliver higher-quality wells with fewer surprises. The company's Q2 2025 Net Income reached $136 million, translating to a 11.3% net income margin. They maintain a strong balance sheet with total liquidity at approximately $1.3 billion and a net leverage ratio of 0.49x. This financial footing allows them to continue investing in services that ensure asset longevity.

Reduced carbon emissions and power savings with ForeSite® VSD

The ForeSite® Power Regenerative VSD, when paired with a permanent magnet motor for rod lift, is delivering tangible environmental and cost benefits. Operators in North America using this system reported double-digit reductions in energy costs alongside improved production efficiency. This directly supports their commitment to sustainability, as they understand the positive impact their technology has on customer emissions profiles. The company is committed to its ultimate objective of becoming Net-Zero by 2050.

Here's a look at the financial context supporting these operational investments:

Financial Metric (Q2 2025)	Amount / Rate
Revenue	$1,204 million
Adjusted EBITDA Margin	21.1%
Net Income Margin	11.3%
Total Liquidity	$1.3 billion
Shareholder Return (Q2 2025)	$52 million

Weatherford International plc (WFRD) - Canvas Business Model: Customer Relationships

You're looking at how Weatherford International plc manages its connections with the energy operators it serves, which is a mix of deep partnerships and straightforward sales. As of late 2025, with Q3 revenues hitting $1,232 million, the relationship strategy is clearly tiered based on the value and complexity of the work.

Dedicated account management for long-term, high-value contracts

Weatherford International plc structures its most critical relationships around multi-year commitments, signaling a move away from purely spot-market interactions. These relationships are supported by dedicated teams focused on securing and executing large-scale service agreements. For instance, the company secured a three-year contract with ADNOC in early 2025 for rigless services. Furthermore, the news flow indicates an eight-year Real-Time Digital Wellsite Monitoring Contract with Romgaz, which falls squarely into the long-term, high-value category. These long-term deals provide revenue visibility, which is key when the company is projecting full-year 2025 revenues between $4.7 billion and $4.9 billion.

Integrated service and technology packages for complex projects

The complexity of modern well construction and completions drives the need for integrated solutions rather than single-point services. The Well Construction & Completions (WCC) segment, which accounted for 38% of revenue in Q2 2025, saw sequential growth driven by higher activity in specialized areas like Liner Hangers. The deployment of advanced digital and physical services together is the core of this approach, exemplified by the successful delivery of Logging While Drilling and Formation Pressure Services for Shell on a high-pressure, high-temperature well drilled to 21,000 feet in the UK during Q1 2025.

Co-development and technology trials with key customers like Equinor

Deep collaboration with major operators is used to test and refine next-generation technology, ensuring new offerings meet real-world demands before wide-scale rollout. Weatherford International plc has a history of this with key players; for example, they secured a Framework Extension with Equinor for Completions and Slot Recovery in June 2024. This type of engagement aligns with the industry focus on 'Reimagining industry collaboration,' a theme from Equinor's Global Supplier Day in October 2025. This iterative process helps embed domain intelligence directly into the technology.

Transactional relationships for standard product sales (e.g., Cementation Products)

Not every interaction is a complex, multi-year partnership; a portion of the business remains transactional, focused on the sale of standard, high-volume products. The Cementation Products line within the WCC segment is a clear example of this. While WCC activity was up in Q2 2025, the Cementation Products activity in the Middle East/North Africa/Asia region was noted as lower in Q3 2025. These sales are crucial for maintaining operational scale across the 75 countries where Weatherford International plc conducts business.

Customer-facing digital platforms for self-service analytics (Canvas)

Weatherford International plc is pushing customer self-service through its digital ecosystem, which was significantly advanced with the launch of the Weatherford Industrial Intelligence portfolio at the FWRD 2025 conference. A key component here is Canvas, which is positioned as a no-code data science environment designed specifically to let engineers apply advanced analytics without needing programming expertise. This modernization effort is underpinned by a strategic agreement with Amazon Web Services (AWS) to migrate and modernize key digital platforms.

Here's a snapshot of the relationship focus areas and associated data points:

Relationship Type	Example/Metric	Financial/Statistical Data Point
Long-Term Contracts	ADNOC Rigless Services Contract	3-year duration
High-Value Partnership	Romgaz Digital Monitoring Contract	8-year term
Integrated Projects	WCC Segment Activity (Liner Hangers)	Drove 3% sequential revenue increase in WCC in Q2 2025
Transactional Sales	Cementation Products Activity	Activity noted as lower in Middle East/North Africa/Asia in Q3 2025
Digital Self-Service	Canvas Platform	Part of the new Industrial Intelligence portfolio launched in 2025

The company's global scale, with approximately 17,300 team members, supports this tiered relationship model across its international footprint.

Weatherford International plc (WFRD) - Canvas Business Model: Channels

You're looking at how Weatherford International plc gets its services and products to the customer, which is a mix of boots-on-the-ground presence and modern digital delivery. It's about being everywhere the customer is drilling, but also making the digital tools accessible from anywhere.

The physical reach is extensive, built over decades. Weatherford International plc operates in approximately 75 countries globally, supported by a network of around 350 operating locations. These locations aren't just sales offices; they are the hubs for service, manufacturing, and R&D. This massive footprint is what allows for the deployment of direct sales force and field service personnel right where the well is being drilled.

Here's a quick look at the scale of this physical channel:

Channel Component	Metric	Data Point (Late 2025)
Geographic Reach	Number of Countries of Operation	75
Physical Footprint	Approximate Operating Locations	350
Recent Revenue Snapshot (Q2 2025)	Total Revenue	$1,204 million
Recent Profitability Snapshot (Q2 2025)	Net Income Margin	11.3%

The digital channel is seeing significant recent investment. Weatherford International plc launched the WFRD Software Launchpad at its FWRD 2025 Technology Conference. This is their centralized industrial SaaS platform (Software as a Service) designed to give customers a single point of access for all Weatherford, partner-built, and even customer-published applications. This move is about simplifying the digital landscape for the operator.

The company also uses long-term, integrated contracts to secure revenue visibility and embed its technology. For example, in September 2025, Weatherford International plc secured a three-year contract with Petróleo Brasileiro S.A. (Petrobras) valued at $147 million to deliver Tubular Running Services (TRS) in Brazil. This reinforces a relationship that has lasted for more than a decade.

This contract structure is also used for product delivery, ensuring localized support for specific offerings. Consider the contract awarded by PDO Oman for an Integrated Completions package, which explicitly includes Cementation Products, showing how the channel supports both high-tech services and essential product lines.

You can see the direct link between the physical and digital channels in their recent contract wins. The Petrobras deal involves deploying proprietary technologies like Vero™, which is an automated connection make-up and evaluation platform, showing the integration of field service with digital assurance. The scale of the business is reflected in the Q1 2025 revenue of $1,193 million and Q2 2025 Adjusted EBITDA of $254 million, numbers that support this global operational structure.

The core distribution methods include:

• Direct engagement via field service personnel across 75 countries.
• A global network comprising manufacturing, service, R&D, and training facilities (around 350 locations).
• Digital sales and delivery through the WFRD Software Launchpad SaaS platform.
• Securing multi-year commitments, such as the three-year, $147 million Petrobras TRS contract.
• Localized supply chains supporting product sales, like the Cementation Products mentioned in the PDO Oman contract.

Finance: review the contract backlog against the Q2 2025 revenue run rate by end of next week.

Weatherford International plc (WFRD) - Canvas Business Model: Customer Segments

You're looking at the core of Weatherford International plc's business, which is deeply tied to where and by whom the energy is being extracted. As of late 2025, the customer base is clearly segmented, balancing established international strongholds with targeted growth plays.

The company's global footprint is significant, with approximately 80% of revenue generated internationally as of Q2 2025. This international focus provides a hedge against softer conditions in specific domestic markets.

Here is a breakdown of the key customer groups Weatherford International plc serves, based on recent operational data:

• National Oil Companies (NOCs) in the Middle East and Asia (largest market at 44% of Q2 revenue)
• International Oil Companies (IOCs) like Shell and bp
• Independent and major operators in North America and Latin America
• Deepwater and offshore operators (e.g., Brazil, Gulf of America)
• New energy sector clients for geothermal and CO2 storage projects

The Middle East/North Africa/Asia (MENA) region is Weatherford International plc's largest single market, representing 44% of Q2 2025 revenue. For the third quarter of 2025, revenue from the Middle East/North Africa/Asia segment was $533 million, showing a 2% sequential increase.

The customer segments can be further detailed by looking at the geographic revenue contributions and specific contract wins from the third quarter of 2025:

Customer Segment Focus	Key Region/Example	Q3 2025 Revenue (USD Millions)	Sequential Change	Year-over-Year Change
NOCs / International Focus	Middle East/North Africa/Asia	$533	+2%	-2%
IOCs / Deepwater	Latin America (e.g., Mexico payments)	$214	+10%	-40%
Operators (All Types)	North America	Data Not Explicitly Separated	+1%	Data Not Explicitly Separated
Deepwater/Offshore Contracts	Brazil (Petrobras Award)	Included in LAM/International	N/A	N/A

IOCs are active customers, evidenced by specific contract awards. For instance, Shell was awarded a two-year contract to supply Cementation Products in offshore U.S. operations during the third quarter of 2025.

Deepwater and offshore activity shows targeted growth potential. Weatherford International plc secured a $147 million Tubular Running Service contract with Petrobras for Deep Water Brazil. Also, Talos Energy awarded a contract for Managed Pressure Drilling and Tubular Running Services in the Gulf of America in Q3 2025. Management noted that North America offshore and Brazil are expected to be primary areas of growth heading into Q4 2025.

The mix of customers in Latin America is evolving. Q3 2025 Latin America revenue reached $214 million, a 10% sequential increase. This was partly supported by a payment from a key customer in Mexico, the first since early 2025, though overall Latin America revenue was down 40% year-over-year.

Weatherford International plc also serves the emerging energy transition space, as the company provides services for oil, geothermal, and natural gas wells worldwide.

You should track the North America segment closely; its Q3 2025 revenue was up only 1% sequentially, with Canada offsetting softness in the U.S. Land market. Finance: draft 13-week cash view by Friday.

Weatherford International plc (WFRD) - Canvas Business Model: Cost Structure

You're looking at the core expenditures for Weatherford International plc as of late 2025, focusing on how they manage the outflow of cash to deliver their services globally. The company has been aggressively managing its cost base, which is a key lever for profitability when revenues fluctuate.

Personnel expenses remain a significant component, but Weatherford International plc has been actively trimming this area. Since the third quarter of 2024, the company has reduced its headcount by over 2,000 employees. This swift action has resulted in lowering annualized personnel expenses by more than $145 million. This reduction is part of a broader strategy to achieve sustainable productivity gains through technology and lean processes.

Capital expenditures (CapEx) and technology investment are strategically managed, targeted to be between 3% to 5% of total revenues for the full year 2025. This aligns with a disciplined approach to capital allocation. For context, in the third quarter of 2025, capital expenditures were $44 million on revenues of $1,232 million for that quarter, which equates to approximately 3.57% of Q3 2025 revenue. Management expects CapEx to trend toward the lower end of that 3% to 5% range for the full year 2025.

The cost structure is heavily influenced by the procurement and deployment of equipment and materials, which feeds into the Cost of Goods Sold (COGS). While specific COGS figures aren't detailed here, the focus on supply chain optimization and technology-driven efficiency is designed to manage these material costs effectively, especially given reported pricing pressure in certain commodity-type services.

Weatherford International plc has also incurred charges related to its ongoing optimization efforts. Restructuring and severance charges are a reflection of these cost-cutting initiatives, though specific amounts for these charges in late 2025 aren't explicitly itemized in the latest disclosures. General and administrative (G&A) costs support the global infrastructure, and while not broken out separately here, they are implicitly managed through the overall drive for structural cost efficiencies.

Here's a snapshot of some key financial metrics relevant to the cost and capital structure as of the third quarter of 2025:

Metric	Period/Target	Amount/Range
Q3 2025 Revenue	Q3 2025 Actual	$1,232 million
Q3 2025 Capital Expenditures	Q3 2025 Actual	$44 million
CapEx as % of Revenue	Q3 2025 Actual (Calculated)	~3.57%
CapEx as % of Revenue	Full Year 2025 Target Range	3% to 5%
Annualized Personnel Expense Reduction	Since Q3 2024	Over $145 million
Headcount Reduction	Since Q3 2024	Over 2,000
Net Working Capital Efficiency	Q3 2025	29.6%

The company is clearly prioritizing operational leverage. For instance, the adjusted EBITDA margin reached 21.8% in Q3 2025, showing that cost actions are flowing through to profitability even with year-over-year revenue declines.

Finance: review the Q4 2025 projected G&A spend against the Q3 actuals to see if the structural efficiency is holding up by next week.

Weatherford International plc (WFRD) - Canvas Business Model: Revenue Streams

You're looking at how Weatherford International plc brings in its money as we close out 2025. It's a mix of high-value services and equipment sales across its global operations, heavily weighted outside of North America, which accounts for approximately 80% of total revenue as of Q2 2025.

The revenue streams are organized around the three primary operating segments. For the full-year 2025, Weatherford International plc provided guidance projecting revenues between $4.7 billion to $4.9 billion.

Here is a breakdown of the revenue contribution from the core segments based on the third quarter of 2025 performance:

Segment	Revenue Stream Description Focus	Q3 2025 Revenue Amount	Approximate % of Q3 Revenue
Drilling and Evaluation (DRE)	Service revenue from managed pressure drilling, directional drilling, and logging/measurement while drilling.	$346 million	28%
Well Construction and Completions (WCC)	Product and service revenue from cementing products, completion tools, and liner hangers.	$468 million	38%
Production and Intervention (PRI)	Service and equipment revenue from artificial lift systems, re-entry, fishing, and well abandonment services.	$326 million	26%

The WCC segment was the strongest performer in Q3 2025, bringing in $468 million. Overall, service revenue comprised about 62% of total revenue as of Q1 2025.

Weatherford International plc is also actively developing more predictable income streams through technology adoption. This focus is seen in their push for digital solutions:

• Launch of the Industrial Intelligence Digital Portfolio, which includes AI-driven, edge-enabled technologies.
• Advancing digital transformation through an agreement with Amazon Web Services to modernize key digital platforms.
• Offering a Software Launchpad to deliver scalable, cloud-based solutions.

While specific recurring revenue figures from long-term contracts and digital subscriptions (SaaS) aren't broken out in the latest public reports, the strategic investment in digital platforms like the Software Launchpad points directly to building a more stable, recurring revenue base going forward. The company is using automation technology and generative AI to drive productivity enhancements, which supports the long-term service contracts that underpin this revenue type.