Analyst
Morgan Stanley
Equibles does not estimate personal net worth.
Dan Kutz is recorded as Analyst at Morgan Stanley. Dan Kutz has spoken on 5 earnings calls across 4 companies, most recently for Perimeter Solutions, Inc. on July 31, 2026. Those appearances were for ProFrac Holding Corp. (ACDC), Perimeter Solutions, Inc. (PRM), Patterson Uti Energy Inc (PTEN) and NOV Inc. (NOV). The companies whose calls Dan Kutz spoke on are classified in the Energy and Basic Materials sectors.
“Please receive your questions. um so i just wanted to ask a few clarifying questions on um the updates from canada and and then i guess maybe some follow-up questions that could maybe help us think through how we might quantify that opportunity but just just to kick it off um i i wanted to clarify that i think you…”
“So I just wanted to come back to a question on free cash flow.”
“And then maybe just looking at the second quarter, I appreciate that there's a lot of puts and takes, but it seems like there's a lot more that's a tailwind sequentially.”
“So you guys had flagged that you think we're running below production maintenance activity levels in the U.S. currently. Just wondering if you have any guess or any sense for how much higher completions activity would have to be to be at more of a maintenance level run rate.”
“So, just going back to Venezuela, I was wondering if you guys could kind of quantify at all, maybe what the level of revenue you were doing back pre-sanctions when you had, I think you said, 400 employees in country. or, you know, kind of what the equipment and spares revenue streams have been the last couple of…”
Morgan Stanley
Analyst
Source not stated
Oil & Gas Equipment & Services · Energy
Specialty Chemicals · Basic Materials
NOV
Oil & Gas Equipment & Services · Energy
