Aon plc
AONQ4 2023(AON Q3 FY2023)Estimated1% AI
AI Revenue %
1%
AI Fair Value
$394.4M
AI Revenue (Q)
$29.5M
Total Revenue (Q)
$3.0B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Aon reported Q3 FY2023 quarterly revenue of $2,953M (nine months: $10,001M). The company initiated the Accelerating Aon United Program in Q3 2023 — a three-year restructuring program to streamline technology infrastructure, optimize leadership, and reduce real estate. While this involves technology investment, it is a cost optimization program, not an AI product initiative. No AI-specific revenue is disclosed. $6M in AAU Program expenses incurred in Q3. Estimate: ~1.0% of quarterly revenue ($30M) for embedded AI analytics.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenue $2,953 million for three months ended September 30, 2023
10-Q filed for period ending 2023-09-30, Condensed Consolidated Statements of Income
In the third quarter of 2023, Aon initiated a three-year restructuring program with the purpose of streamlining the Company's technology infrastructure, optimizing its leadership structure and resource alignment
10-Q filed for period ending 2023-09-30, Accelerating Aon United Program note
AI Products Identified (Ring 1)
Digital Client SolutionsStrategy and Technology Group analytics 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.
Accelerating Aon United Program technology modernizationCoverWallet digital distribution
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix