GE HealthCare Technologies Inc.
GEHCQ2 2025(GEHC Q1 FY2025)Estimated4% AI
AI Revenue %
4%
AI Fair Value
$853.3M
AI Revenue (Q)
$186.0M
Total Revenue (Q)
$4.7B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 2025 total revenue $4,777M (Products $3,117M + Services $1,660M). R&D at $344M (up from $324M in Q1 2024). Notable: Company recorded a $97M gain on remeasurement of Nihon Medi-Physics equity method investment, indicating strategic activity. Risk factors now include 'the impacts related to our increasing focus on and investment in cloud, edge computing, artificial intelligence (AI), and software offerings.' The 10-K for FY2024 had elevated AI to core company identity. CareIntellect now scaling with enterprise customers. Increased to 4% reflecting growing AI software attach rates, CareIntellect subscription revenue growth, and increasing premium pricing for AI-enabled equipment vs non-AI alternatives. Math: ~$191M estimated AI / $4,777M total = ~4.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenues $4,777M (Q1 2025), Products $3,117M, Services $1,660M
10-Q 2025-03-31, Income Statement
Research and development $344M (Q1 2025) vs $324M (Q1 2024)
10-Q 2025-03-31, Income Statement
Gain on remeasurement of Nihon Medi-Physics equity method investment ($97M)
10-Q 2025-03-31, Cash Flow Statement
AI Products Identified (Ring 1)
Edison AI platformCareIntellect cloud AI platform130+ FDA-cleared AI algorithmsCT Air Recon DLMR AIR Recon DLCommand CenterMural Virtual Care Solution
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 equipmentAVS devicesPCS monitoring systemsPDx contrast agentsService contracts
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix