SLB expects U.S. land rig counts to continue declining as operators maintain capital discipline, but views this environment as a structural opportunity rather than a headwind. As drilling becomes more complex and capital intensive, operators are turning to digital drilling optimization and AI to deliver better wells, lower risk, and higher returns — allowing digital revenue to grow even as rig activity falls.
Why Falling U.S. Rig Counts Are Fueling the Next Wave of Digital Growth




