GE HealthCare Technologies Inc.
GEHCQ1 2025(GEHC Q4 FY2024)Estimated3.5% AI
AI Revenue %
3.5%
AI Fair Value
$731.0M
AI Revenue (Q)
$502.1M
Total Revenue (Q)
$14.3B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Q4 2024 derived revenue: FY2024 $19,825M - 9M 2024 $14,353M = $5,472M. Seasonally strongest quarter. The FY2024 10-K now describes GEHC as 'a trusted partner and leading global healthcare solutions provider, innovating medical technology, pharmaceutical diagnostics, and integrated, cloud-first AI-enabled solutions, services, and data analytics.' This represents a significant elevation of AI in the company's identity. The company had over 130 FDA-cleared AI and software-as-medical-device algorithms. CareIntellect gaining traction. Increased to 3.5% reflecting growing AI software monetization, CareIntellect subscriptions, and higher AI feature attach rates on equipment. Math: ~$192M estimated AI / $5,472M total = ~3.5%.
Analyzed by claude-opus-4-6
Quoted Figures
a trusted partner and leading global healthcare solutions provider, innovating medical technology, pharmaceutical diagnostics, and integrated, cloud-first AI-enabled solutions, services, and data analytics
10-K 2024-12-31, Item 1 Business
Q4 2024 derived: FY2024 $19,825M - 9M $14,353M = $5,472M
Derived from 10-K FY2024 total and 10-Q 9M 2024
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