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Rankings/AON/Q2 2024 Analysis

Aon plc

AON
Q2 2024(AON Q1 FY2024)Estimated1.5% AI
AI Revenue %
1.5%
AI Fair Value
$640.4M
AI Revenue (Q)
$61.0M
Total Revenue (Q)
$4.1B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.gov

Analysis

Aon reported Q1 FY2024 total revenue of $4,070M ($1,808M Commercial Risk, $1,167M Reinsurance, $733M Health, $370M Wealth). Revenue grew 5% year-over-year. The company incurred $119M in Accelerating Aon United Program expenses, focused on technology streamlining, workforce optimization, and real estate reduction. Short-term investments surged to $5.4B due to NFP acquisition pre-funding. No AI-specific revenue is disclosed in any solution line. Estimate: ~1.5% of quarterly revenue ($61M) for AI-enhanced analytics embedded in services.
Analyzed by claude-opus-4-6

Quoted Figures

Total revenue $4,070 million for three months ended March 31, 2024; Commercial Risk Solutions $1,808M, Reinsurance Solutions $1,167M, Health Solutions $733M, Wealth Solutions $370M
10-Q filed for period ending 2024-03-31, Revenue from Contracts with Customers note
Accelerating Aon United Program expenses $119 million for three months ended March 31, 2024
10-Q filed for period ending 2024-03-31, Condensed Consolidated Statements of Income

AI Products Identified (Ring 1)

Digital Client SolutionsStrategy and Technology Group analytics toolsRisk modeling platforms (Tyche, ReMetrica, PathWise)

AI-Enabled Items (Ring 2 — Not Counted)

These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.

Accelerating Aon United Program technology modernizationCoverWallet digital distribution

Confidence Tier

EstimatedNo direct AI revenue disclosure — estimated from product mix