GE HealthCare Technologies Inc.
GEHCQ2 2023(GEHC Q1 FY2023)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$326.2M
AI Revenue (Q)
$94.1M
Total Revenue (Q)
$4.7B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 2023 total revenue $4,707M (Products $3,131M + Services $1,576M). First quarter as standalone public company post-spin from GE (Jan 3, 2023). No AI revenue breakout in financial statements. Four segments (Imaging, Ultrasound, PCS, PDx) with no AI sub-segment. The company describes AI as a strategic enabler of precision care but provides no dollar quantification. R&D spending of $270M likely includes AI development but this is investment, not revenue. Edison platform continues with ~40+ FDA-cleared AI algorithms embedded in equipment software. Conservative 2% estimate for AI features bundled into device and service pricing. Math: ~$94M estimated AI / $4,707M total = ~2.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenues 4,707 (Q1 2023), Products $3,131M, Services $1,576M
10-Q 2023-03-31, Income Statement
Research and development $270M
10-Q 2023-03-31, Income Statement
AI Products Identified (Ring 1)
Edison AI platformCT Air Recon DLMR AIR Recon DLAI-enabled clinical applications
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.
Imaging segment equipmentUltrasound devicesPCS monitoring systemsPDx contrast agentsService contracts
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix