Weatherford International Plc (WFRD): modelo de negócios [Jan-2025 Atualizado]

No mundo dinâmico dos serviços de petróleo e gás, a Weatherford International PLC (WFRD) surge como uma potência tecnológica, transformando desafios complexos de perfuração em soluções inovadoras. Ao misturar estrategicamente tecnologias de ponta, experiência global e ofertas abrangentes de serviços, a empresa criou um nicho único em um cenário de energia cada vez mais competitivo. Seu modelo de negócios Canvas revela uma abordagem sofisticada que vai além dos serviços tradicionais de campos petrolíferos, prometendo maior eficiência operacional, impacto ambiental reduzido e soluções personalizadas que atendem aos requisitos de exploração e produção mais exigentes.

Weatherford International Plc (WFRD) - Modelo de negócios: Parcerias -chave

Alianças estratégicas com grandes empresas de exploração de petróleo e gás

A Weatherford International mantém parcerias estratégicas com as seguintes empresas importantes de exploração de petróleo e gás:

Empresa	Tipo de parceria	Foco geográfico
ExxonMobil	Colaboração de tecnologia de perfuração	Operações globais
Chevron	SERVIÇOS DE CONSTRUÇÃO DE PODOS	América do Norte, Oriente Médio
Concha	Soluções avançadas de perfuração	Mercados internacionais

Parcerias de tecnologia com fabricantes de equipamentos de perfuração

O Weatherford colabora com fabricantes de equipamentos de perfuração especializados:

• Nacional Oilwell Varco (novembro)
• Baker Hughes
• Schlumberger Limited

Colaboração com instituições de pesquisa

As parcerias de pesquisa incluem:

Instituição	Foco na pesquisa	Tipo de colaboração
Texas A&M University	Perfuração de inovação tecnológica	Programa de pesquisa conjunta
Universidade de Stanford	Engenharia subterrânea	Desenvolvimento de Tecnologia

Joint ventures com provedores de serviços de energia regional

As parcerias regionais de joint venture incluem:

• Companhia petrolífera da Arábia Saudita (Aramco Saudita)
• Petrobras (Brasil)
• Rosneft (Rússia)

Relacionamentos de fornecedores com fabricantes especializados de equipamentos de campo petrolífero

Fornecedor	Categoria de equipamento	Valor anual do contrato
Cameron International	Equipamento da cabeça de poço	US $ 75 milhões
Halliburton	Ferramentas de perfuração	US $ 50 milhões

Weatherford International Plc (WFRD) - Modelo de negócios: Atividades -chave

Serviços de campo petrolífero e design de equipamentos

O Weatherford International se concentra na criação de equipamentos especializados em campos petrolíferos com as seguintes especificações importantes:

Categoria de equipamento	Saída anual de projeto	Cobertura de mercado
Ferramentas de perfuração	3.750 configurações de design exclusivas	48 países em todo o mundo
Sistemas de conclusão	2.200 projetos de equipamentos especializados	35 mercados internacionais

Desenvolvimento e implementação de tecnologia de perfuração

O desenvolvimento da tecnologia se concentra em soluções avançadas de perfuração:

• Investimento anual de P&D: US $ 187,4 milhões
• Portfólio de patentes: 426 patentes tecnológicas ativas
• Regiões de implementação de tecnologia: América do Norte, Oriente Médio, América Latina

Bem construindo serviços de construção e conclusão

Serviços abrangentes de construção de poços incluem:

Tipo de serviço	Volume anual de serviço	Duração média do projeto
Construção de poço onshore	1.275 poços completos	45-60 dias por projeto
Offshore bem conclusão	387 poços completos	90-120 dias por projeto

Caracterização e otimização do reservatório

Serviços avançados de gerenciamento de reservatórios:

• Capacidades de modelagem geológica: 672 Projetos de análise de reservatório anualmente
• Implantações de tecnologia de sensor avançado: 1.248 instalações de sensores
• Cobertura de análise preditiva: 53 regiões de exploração global

Gerenciamento global de projetos e suporte técnico

Infraestrutura de gerenciamento de projetos:

Categoria de suporte	Alcance global	Pessoal técnico
Centros de Suporte Técnico	24 locais internacionais	2.675 engenheiros especializados
Equipes de gerenciamento de projetos	17 hubs operacionais regionais	1.453 gerentes de projeto certificados

Weatherford International plc (WFRD) - Modelo de negócios: Recursos -chave

Tecnologias avançadas de perfuração e conclusão

A Weatherford International mantém um portfólio de tecnologias avançadas de perfuração com as seguintes especificações importantes:

Categoria de tecnologia	Tecnologia específica	Especificação técnica
Sistemas de perfuração	Bits de perfuração RockEater	Capaz de operar em profundidades de até 30.000 pés
Tecnologias de conclusão	Sistemas de preenchimento inteltical	Capacidades de monitoramento em tempo real com 99,7% de confiabilidade operacional

Extensa experiência técnica global

A experiência técnica global de Weatherford abrange:

• Presença operacional em 80 países
• Força de trabalho técnica de 17.300 profissionais
• Equipes de engenharia com experiência média no setor de 15 anos

Equipes de engenharia e pesquisa especializadas

Investimentos de pesquisa e desenvolvimento a partir de 2023:

Métrica de P&D	Valor
Despesas anuais de P&D	US $ 142 milhões
Número de projetos de pesquisa ativos	37 Iniciativas de Desenvolvimento de Tecnologia

Frota abrangente de equipamentos de perfuração

Composição da frota de equipamentos:

• 350 plataformas de perfuração avançadas
• 2.500 ferramentas de perfuração especializadas
• Valor estimado da frota: US $ 1,2 bilhão

Patentes tecnológicas proprietárias e propriedade intelectual

Detalhes da carteira de propriedade intelectual:

Categoria IP	Contagem total	Patentes ativas
Total de patentes	276	189 utilizado ativamente
Categorias de patentes	Tecnologias de perfuração, conclusão, monitoramento	Cobrindo vários domínios tecnológicos

Weatherford International Plc (WFRD) - Modelo de negócios: proposições de valor

Soluções integradas para desafios de perfuração complexos

A Weatherford International oferece soluções abrangentes de perfuração com os seguintes recursos importantes:

Categoria de solução	Capacidades tecnológicas	Penetração de mercado
Otimização de perfuração	Sistemas de direção rotativa avançada	Implantado em 28 países
Bem construção	Tecnologias de perfuração de precisão	Serve 65% dos mercados offshore global
Caracterização do reservatório	Imagem de subsuperfície em tempo real	Operações em 6 continentes

Tecnologias inovadoras que aumentam a eficiência operacional

As inovações tecnológicas de Weatherford incluem:

• Sistemas de desempenho de perfuração automatizados
• Manutenção preditiva aprimorada pelo aprendizado de máquina
• Plataformas de planejamento digital de poços digitais

Serviços de perfuração econômicos e tecnologicamente avançados

Segmento de serviço	Redução de custos	Melhoria de eficiência
Otimização de perfuração	Até 22% de redução de custo operacional	30% de ciclos de perfuração mais rápidos
Intervenção de poço	15% de despesas de intervenção mais baixas	40% Utilização de equipamentos aprimorados

Capacidades operacionais globais abrangentes

Pegada operacional global:

• Ativo em mais de 80 países
• Mais de 19.000 funcionários globais
• Rede de mais de 1.100 locais de serviço

Impacto ambiental reduzido através de tecnologias avançadas

Tecnologia Ambiental	Redução de carbono	Status de implementação
Equipamento de perfuração de baixa emissão	Reduz o CO2 em 35%	Implantado em 42 regiões operacionais
Sistemas de reciclagem de água	90% de eficiência de reutilização de água	Implementado em 25 principais sites de perfuração

Weatherford International PLC (WFRD) - Modelo de Negócios: Relacionamentos ao Cliente

Parcerias baseadas em contratos de longo prazo

A Weatherford International mantém contratos estratégicos de longo prazo com grandes empresas de petróleo e gás em todo o mundo. A partir de 2023, a empresa registrou 87 acordos ativos de serviço de longo prazo em 12 mercados internacionais.

Tipo de contrato	Número de contratos	Duração média
Suporte de exploração	42	5-7 anos
Serviços de perfuração	35	4-6 anos
Otimização da produção	10	3-5 anos

Serviços técnicos de suporte e consultoria

O Weatherford fornece suporte técnico abrangente com 672 especialistas técnicos dedicados globalmente a partir do quarto trimestre 2023.

• 24/7 de assistência técnica remota
• Suporte de engenharia no local
• Serviços de monitoramento em tempo real
• Consultoria de manutenção preditiva

Soluções personalizadas para necessidades individuais de clientes

Em 2023, o Weatherford se desenvolveu 127 soluções tecnológicas personalizadas Para requisitos específicos do cliente em diferentes geografias.

Região	Soluções personalizadas	Taxa de satisfação do cliente
Médio Oriente	45	92%
América do Norte	38	89%
Europa	24	87%
Ásia -Pacífico	20	85%

Equipes de gerenciamento de contas dedicadas

A Weatherford emprega 246 gerentes de conta dedicados que atendem aos clientes de primeira linha a partir de 2023, com uma taxa média de retenção de clientes de 84%.

Programas contínuos de transferência e treinamento de tecnologia

A empresa investiu US $ 42,3 milhões em programas de treinamento e transferência de tecnologia de clientes durante 2023, cobrindo 1.854 pessoas de clientes em várias disciplinas.

• Oficinas de transformação digital
• Seminários de eficiência operacional
• Treinamento avançado de tecnologia de perfuração
• Programas de segurança e conformidade

Weatherford International Plc (WFRD) - Modelo de Negócios: Canais

Força de vendas direta

A partir de 2024, a Weatherford International emprega aproximadamente 350 representantes de vendas diretas em todo o mundo. A equipe de vendas abrange as principais regiões, incluindo América do Norte, Oriente Médio, América Latina e Ásia-Pacífico.

Região	Representantes de vendas	Receita anual média por representante
América do Norte	120	US $ 2,4 milhões
Médio Oriente	85	US $ 1,9 milhão
América latina	75	US $ 1,7 milhão
Ásia-Pacífico	70	US $ 1,5 milhão

Plataformas digitais e portais de serviço online

O Weatherford opera uma plataforma digital abrangente com as seguintes métricas:

• Usuários ativos do portal de clientes on -line: 4.500
• Transações anuais de serviço digital: 62.000
• Contribuição da receita da plataforma digital: 18% da receita total da empresa

Conferências e feiras do setor

Estatísticas anuais de participação:

Tipo de evento	Número de eventos	Candidatos estimados gerados
Petróleo internacional & Conferências de gás	12	850
Simpósios técnicos regionais	24	1,200

Equipes de consultoria técnica

O Weatherford mantém grupos especializados de consultoria técnica:

• Total de Consultores Técnicos: 275
• Valor médio do projeto: US $ 1,3 milhão
• Receita dos Serviços de Consultoria: US $ 356 milhões anualmente

Redes estratégicas de desenvolvimento de negócios

Composição de rede de parceria estratégica:

Categoria de parceiro	Número de parceiros	Receita colaborativa
Fabricantes de equipamentos	42	US $ 215 milhões
Provedores de tecnologia	28	US $ 175 milhões
Empresas de engenharia	35	US $ 190 milhões

Weatherford International PLC (WFRD) - Modelo de negócios: segmentos de clientes

Grandes empresas internacionais de petróleo e gás

A partir de 2024, a Weatherford International serve as principais empresas globais de petróleo e gás, incluindo:

Empresa	Gastos anuais de serviços de perfuração	Região geográfica
ExxonMobil	US $ 3,2 bilhões	Global
Concha	US $ 2,7 bilhões	Internacional
Chevron	US $ 2,4 bilhões	Global

Empresas de exploração e produção independentes

O Weatherford tem como alvo as empresas de exploração independentes de médio porte com serviços especializados:

• Valor médio do contrato: US $ 12-18 milhões
• Mercados primários: América do Norte, América Latina
• Concentre -se no desenvolvimento de recursos não convencionais

Empresas nacionais de petróleo

Companhia Oil Nacional	Investimento anual em serviços	Regiões -chave
Aramco saudita	US $ 4,5 bilhões	Médio Oriente
PEMEX	US $ 1,9 bilhão	México
Petrobras	US $ 1,6 bilhão	Brasil

Operadores de perfuração offshore

Os principais segmentos de clientes de perfuração offshore incluem:

• Transocean: contrato de serviços anuais de US $ 850 milhões
• Diamond Offshore: Contrato de Serviços Anuais de US $ 450 milhões
• Foco operacional: Golfo do México, Mar do Norte, África Ocidental

Empresas não convencionais de exploração de energia

Serviços especializados para exploração de energia não convencional:

Tipo de empresa	Valor do segmento de mercado	Investimento em tecnologia
Exploradores de gás de xisto	US $ 1,2 bilhão	Tecnologias de perfuração de alta precisão
Desenvolvedores de óleo apertado	US $ 890 milhões	Serviços avançados de fraturamento hidráulico

Weatherford International plc (WFRD) - Modelo de negócios: estrutura de custos

Investimentos de pesquisa e desenvolvimento

Em 2022, a Weatherford International PLC investiu US $ 98,2 milhões em despesas de pesquisa e desenvolvimento, representando 3,4% da receita total.

Ano	Investimento em P&D	Porcentagem de receita
2022	US $ 98,2 milhões	3.4%

Manutenção e substituição de equipamentos

Os custos anuais de manutenção e substituição de equipamentos da Weatherford International PLC totalizaram aproximadamente US $ 213,5 milhões em 2022.

• Manutenção de equipamentos de perfuração: US $ 87,6 milhões
• Equipamento de intervenção do poço: US $ 62,3 milhões
• Substituição de equipamentos de produção: US $ 63,6 milhões

Força de trabalho global e aquisição de talentos

As despesas totais de pessoal da Weatherford International Plc em 2022 foram de US $ 1,24 bilhão, cobrindo aproximadamente 14.500 funcionários em todo o mundo.

Categoria de despesa	Quantia
Salários e salários	US $ 945,2 milhões
Benefícios e compensação	US $ 294,8 milhões

Infraestrutura de tecnologia

Os investimentos em infraestrutura tecnológica atingiram US $ 76,4 milhões em 2022, com foco em transformação digital e tecnologias operacionais.

• Infraestrutura de computação em nuvem: US $ 28,3 milhões
• Sistemas de segurança cibernética: US $ 22,1 milhões
• Plataformas de análise de dados: US $ 26,0 milhões

Despesas operacionais e logísticas

As despesas operacionais e de logística totais da Weatherford International PLC em 2022 totalizaram US $ 412,6 milhões.

Categoria de despesa	Quantia
Transporte e logística	US $ 187,3 milhões
Manutenção da instalação	US $ 112,5 milhões
Gestão da cadeia de abastecimento	US $ 112,8 milhões

Weatherford International PLC (WFRD) - Modelo de negócios: fluxos de receita

Contratos de serviços de perfuração

Para o ano fiscal de 2023, a Weatherford International registrou receita total de US $ 3,02 bilhões em contratos de serviços de perfuração.

Categoria de serviço	Receita ($ m)	Porcentagem de total
Serviços de perfuração de terras	1,210	40.1%
Serviços de perfuração offshore	820	27.2%
Perfuração direcional	590	19.5%
Serviços de perfuração especializados	400	13.2%

Vendas e leasing de equipamentos

As vendas e leasing de equipamentos geraram US $ 1,45 bilhão em receita para o Weatherford em 2023.

• Vendas de equipamentos de perfuração: US $ 850 milhões
• Leasing de equipamentos: US $ 600 milhões

Licenciamento de tecnologia

A receita de licenciamento de tecnologia para 2023 foi de US $ 215 milhões.

Categoria de tecnologia	Receita de licenciamento ($ M)
Tecnologia de perfuração	125
Tecnologia de conclusão	90

Taxas de consultoria e suporte técnico

Os serviços de consultoria e suporte técnico geraram US $ 380 milhões em receita para 2023.

• Consultoria técnica: US $ 220 milhões
• Serviços de suporte de campo: US $ 160 milhões

Receitas de projeto baseadas em desempenho

As receitas de projeto baseadas em desempenho totalizaram US $ 345 milhões em 2023.

Tipo de projeto	Receita ($ m)	Métricas de desempenho
Recuperação aprimorada de óleo	180	Melhorias de eficiência
Projetos de otimização	165	Metas de redução de custos

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.