DXC Technology Co
DXCQ1 2026(DXC Q3 FY2026)Estimated3% AI
AI Revenue %
3%
AI Fair Value
$318.9M
AI Revenue (Q)
$291.1M
Total Revenue (Q)
$9.7B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
DXC reported total revenue of $3,194M. CES $1,266M, GIS $1,607M, Insurance $321M. The Q3 FY2026 filing updates the background to: 'DXC is a leading enterprise technology and innovation partner delivering software, services, and solutions to global enterprises and public sector organizations helping them harness AI to drive outcomes at a time of exponential change with speed.' This is the strongest AI positioning yet, suggesting growing AI consulting pipeline and AI-augmented delivery. Stepping to 3.0% = ~$96M. This remains conservative: CES (~$1,266M) is the primary AI conduit, and even at 3%, AI revenue would be only ~7.6% of CES revenue — a small fraction of the segment's total consulting and engineering work.
Analyzed by claude-opus-4-6
Quoted Figures
Revenues $3,194 million for Q3 FY2026
10-Q filed for period ending December 31, 2025, Income Statement
CES revenues were $1,266 million; GIS revenues were $1,607 million; Insurance revenues were $321 million
10-Q filed for period ending December 31, 2025, Segment Revenues
DXC is a leading enterprise technology and innovation partner delivering software, services, and solutions to global enterprises and public sector organizations helping them harness AI to drive outcomes at a time of exponential change with speed.
10-Q filed for period ending December 31, 2025, MD&A Background
AI Products Identified (Ring 1)
CES AI consulting and engineeringAI-powered Modern WorkplaceAI-driven Intelligent OperationsData analytics and automation solutionsAI-powered insurance solutions
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.
Applications modernizationInsurance Software and BPSCloud ITO and Security (traditional)Modern Workplace (traditional)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix