GE HealthCare Technologies Inc.
GEHCQ1 2024(GEHC Q4 FY2023)Estimated2.5% AI
AI Revenue %
2.5%
AI Fair Value
$427.1M
AI Revenue (Q)
$120.5M
Total Revenue (Q)
$4.8B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Q4 2023 derived revenue: FY2023 $19,553M - 9M 2023 $14,346M = $5,207M. Seasonally strongest quarter. The FY2023 10-K introduces a heightened AI narrative: 'the impacts related to our increasing focus on and investment in cloud, edge, artificial intelligence (AI), and software offerings' appears as a risk factor for the first time. The company had ~50 FDA-cleared AI algorithms by end of 2023. Slight uptick to 2.5% reflects growing AI software attach rates on new equipment sales, early CareIntellect development, and expanding Edison platform monetization through service contracts with AI-powered remote diagnostics. Still no explicit AI revenue quantification. Math: ~$130M estimated AI / $5,207M total = ~2.5%.
Analyzed by claude-opus-4-6
Quoted Figures
the impacts related to our increasing focus on and investment in cloud, edge, artificial intelligence (AI), and software offerings
10-K 2023-12-31, Risk Factors / Forward-Looking Statements
Q4 2023 derived: FY2023 $19,553M - 9M $14,346M = $5,207M
Derived from 10-K FY2023 total and 10-Q 9M 2023
AI Products Identified (Ring 1)
Edison AI platformCT Air Recon DLMR AIR Recon DLAI-enabled clinical applicationsCommand Center hospital operations AI
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