Aon plc
AONQ2 2025(AON Q1 FY2025)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$955.0M
AI Revenue (Q)
$81.4M
Total Revenue (Q)
$4.1B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Aon reported Q1 FY2025 total revenue of $4,729M ($3,191M Risk Capital, $1,545M Human Capital). Revenue grew 16% year-over-year (Q1 2024: $4,070M), partly due to NFP acquisition impact and organic growth. The company now operates in two segments: Risk Capital and Human Capital, powered by Aon Business Services. $110M in AAU Program expenses. No AI-specific revenue is disclosed. Information technology expense was $136M vs $124M prior year, a 10% increase suggesting continued technology investment. Estimate: ~2.0% of quarterly revenue ($95M) for embedded AI analytics across expanded portfolio.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenue $4,729 million for three months ended March 31, 2025; Risk Capital $3,191M, Human Capital $1,545M
10-Q filed for period ending 2025-03-31, Condensed Consolidated Statements of Income and Revenue note
Information technology expense $136 million for Q1 2025 vs $124 million for Q1 2024
10-Q filed for period ending 2025-03-31, Condensed Consolidated Statements of Income
AI Products Identified (Ring 1)
Strategy and Technology Group analytics toolsDigital Client SolutionsConsumer benefits digital platformTalent analytics and assessment tools
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.
Aon Business Services technology platformAccelerating Aon United Program technology modernization
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix