GE HealthCare Technologies Inc.
GEHCQ1 2023(GEHC Q4 FY2022)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$314.9M
AI Revenue (Q)
$91.5M
Total Revenue (Q)
$4.6B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
FY2022 total revenue $18,341M (combined/carve-out basis). Q4 2022 derived: $18,341M - $13,403M (9M from Q3 2023 comparative) = $4,938M. GEHC operates in four segments (Imaging, Ultrasound, PCS, PDx) with zero AI-specific revenue disclosure. AI is mentioned as a strategic priority in the context of 'precision care' and 'artificial intelligence and machine learning-based clinical decision support.' The Edison AI platform (launched 2019) had ~40 FDA-cleared AI algorithms by this period, primarily bundled into imaging device software packages (CT Air Recon DL, MR AIR Recon DL). No standalone AI revenue line item exists. Conservative 2% estimate reflects embedded AI software components in equipment sales and service contracts, primarily in the Imaging and Ultrasound segments. Math: ~$99M estimated AI / $4,938M total = ~2.0%.
Analyzed by claude-opus-4-6
Quoted Figures
enabling precision care by increasing health system capacity, enhancing productivity, digitizing healthcare delivery, and improving clinical outcomes
10-K 2022-12-31, Item 1 Business
integrated diagnostics, artificial intelligence (AI) and machine learning-based clinical decision support, highly personalized therapies enabled by more precise diagnostics, and remote patient monitoring
10-K 2022-12-31, Item 1 Business
Q1 2022 $4,343M + Q2 2022 $4,484M + Q3 2022 $4,576M = 9M 2022 $13,403M
10-Q comparatives from Q1-Q3 2023 filings
AI Products Identified (Ring 1)
Edison AI platformCT Air Recon DLMR AIR Recon DLAI-enabled clinical applications bundled in imaging devices
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 equipment salesUltrasound devicesPCS monitoring hardwarePDx contrast agentsService contracts
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix