Q1 revenue down 19% at $321 million with lower proportion of reimbursable revenues.q1 operating loss of $1,284 million after making material asset impairments.q1 operating loss of $1,284 million after making material asset impairments.q1 adjusted ebitda of $55 million, representing 17.1% margin.industry has two fundamental challenges which are emphasized by recent events - there are too many rigs carrying too much debt.in quarter we took an impairment of $1.2 billion as we recognize, along with others in sector, that a number of our assets are increasingly unlikely to return to market and need to be scrapped.assets across industry also carry debt levels which are unlikely to be sustainable.we should expect to see substantial indebtedness being converted to equity.current market conditions compounded by the covid-19 pandemic has resulted in a significant oversupply of oil amid a global economic decline.consequently, we have seen operators take several measures including significant 2020 capex cuts impacting offshore activity.we expect a reduction in exploration programs and delays in the sanctioning of development programs resulting in cancelled or deferred tenders, contract terminations and renegotiation of existing contracts.in turn, this will impact supply and demand dynamics, putting pressure on dayrates and driving down utilization for all asset types in the coming quarters..
SDRL Ratings Summary
SDRL Quant Ranking
You've reached your free article limit.
Want To Read More Articles?
See what it all means for your stocks with premium tools
Stockprices is a weekly video covering what moved markets
this week, featuring a panel of Stockprices editors. It is published by the
close of trading on Fridays. Hosted by Nathaniel E. Baker, contributing editor,
and featuring: Aaron Task, VP Contributor Content and co-host Stockprices's Alpha
Trader podcast; Brad Olesen, VP News; Steve Alpher, Managing Editor News, co-host
Alpha Trader.
Unsubscribe From All
You successfully activated
“Only Essentials”
Confirm Upgrade
Your subscription will be moved to the annual plan. Service will automatically renew unless cancelled. No Refunds. Click upgrade to confirm.
Stockprices uses Plaid to connect you account
Connect effortlessly
Plaid lets you securely connect your financial accounts in seconds
Your data belongs to you
Plaid doesn't sell personal info, and will only use it with your permission