[athollywood]

I guess I'll explain how the business side of drilling a well works. An operator (think Chevron) will decide where and when the well is drilled. They will then hire a drilling company (say H&P) that owns and operates rigs to drill the well. Even though the drilling company operates the rig, they basically drill it however the operator ask them too.

So to answer your question, any operator requires these services, though most dont know it. A company called Pason is the leading company in the drilling data industry. Their bread and butter is just data measurement and streaming, though they recently have entered the analytics space. Their technology seems pretty promising.