GE HealthCare Technologies Inc.
GEHCQ4 2023(GEHC Q3 FY2023)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$363.7M
AI Revenue (Q)
$96.4M
Total Revenue (Q)
$4.8B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q3 2023 total revenue $4,822M (Products $3,186M + Services $1,636M). 9M 2023 total $14,346M. No AI revenue breakout. R&D spending at $322M (up from $270M in Q1, $298M in Q2), possibly reflecting increased AI/digital investment. However, R&D is cost, not revenue. No AI-specific revenue mentioned in MD&A or segment notes. The FY2023 10-K risk factors introduce 'the impacts related to our increasing focus on and investment in cloud, edge, artificial intelligence (AI), and software offerings' -- indicating AI is becoming a larger strategic focus but still no revenue quantification. Conservative 2% estimate. Math: ~$96M estimated AI / $4,822M total = ~2.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenues $4,822M (Q3 2023), Products $3,186M, Services $1,636M
10-Q 2023-09-30, Income Statement
Research and development $322M (Q3 2023)
10-Q 2023-09-30, Income Statement
9M 2023 Total revenues $14,346M
10-Q 2023-09-30, 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