)
Edge28 Nov 2025
Keeping the Streak Alive: The Story of Duolingo
How Duolingo made language learning addictive, scaled to millions of users, and built a powerful subscription business around everyday practice.
TechnipFMC (FTI) investor relations material
TechnipFMC TD Cowen 2nd Annual Energy Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.TD Cowen 2nd Annual Energy Conference summary18 Nov, 2025
Strategic transformation and business model evolution
Shifted offshore project delivery by introducing a configurable architecture, reducing engineering time by 9–12 months and increasing certainty in project outcomes.
Merged FMC Technologies and Technip in 2017 to create an integrated model (iEPCI), consolidating up to 14 contracts into one and fostering long-term client relationships.
Over 80% of business now comes from direct awards, reflecting customer recognition of value and improved project returns.
Focus on integration over consolidation, differentiating from competitors and aligning closely with client needs.
Only about one-third of the journey to reduce cycle time is complete, with significant potential for further improvement.
Market outlook and competitive positioning
Offshore is now the preferred destination for capital due to better economics and access compared to U.S. unconventionals and Middle East regions.
Offshore reservoirs offer high recoverable rates and low decline rates, making them attractive for long-term investment.
The configurable Subsea 2.0 platform and integrated iEPCI model provide a significant competitive advantage, with over 50% of orders using this architecture.
Competitors are pursuing consolidation, while the company continues to focus on integration and configurability.
Lean principles, inspired by Toyota, are being applied across the organization to drive efficiency and cultural transformation.
Financial performance and guidance
Achieved consistent subsea order intake near $10 billion per year, with a three-year target of $30 billion.
Provided 2026 guidance with expectations for continued revenue and margin growth as higher-value backlog is executed.
Margin expansion is driven by improved project returns for clients, not by setting internal margin targets.
Only about a third of manufacturing capacity is currently executing Subsea 2.0 work, indicating room for further margin improvement as adoption increases.
$2 billion share buyback program announced, reflecting confidence in business stability and value.
Subsea 2.0: What's the margin impact from backlog conversion?
Beyond current frontiers, what are the next offshore growth regions?
Quantify future margin upside from cycle time reduction
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next TechnipFMC earnings date
Q4 202527 Feb, 2026
Next TechnipFMC earnings date
Q4 202527 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
TechnipFMC PLC is a global energy services company specializing in the design, engineering, and installation of subsea and surface technologies for the oil and gas industry. It operates primarily through two business segments: Subsea and Surface Technologies. The Subsea division provides solutions across the full lifecycle of subsea fields, including subsea production systems, risers, flowlines, and well intervention services. The Surface Technologies division focuses on onshore and shallow water projects, offering equipment for drilling, production, and flow measurement. The company is headquartered in London, UK, and its shares are listed on the NYSE.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage