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upstream oil and gas

2 statements across 2 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Mar 20, 2019 by Luther Birdzell · across every show →

Everything said about upstream oil and gas, oldest first

Mar 20, 2019
Assertion Contradicted
Birdzell: 90% of upstream spend is within 60 days of drilling
“Right, and 90% of that five hundred billion is spent 30 days pre-drilled to 30 days post-drilled.”
Luther Birdzell Mar 20, 2019 ▶ 3:11 1334 This $600k+ ARR SaaS Helps Oil and Gas Companies Predict Oil Well Production
Jun 28, 2020 neutral
Insight
Birdzell: Upstream oil and gas purchases software mostly in Q4 and Q1
“It is oil and gas, upstream oil and gas tends to purchase software in Q four, in Q one, little bit in Q two, and very little in Q three.”
Luther Birdzell Jun 28, 2020 ▶ 10:23 Oil Drilling Software Breaks $1m in Revenue, but $6m+ raised?
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