Halliburton Co
HALQ2 2024(HAL Q1 FY2024)Estimated2.5% AI
AI Revenue %
2.5%
AI Fair Value
$433.0M
AI Revenue (Q)
$95.2M
Total Revenue (Q)
$3.8B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Total revenue $5,804M. Segment split: C&P $3,373M, D&E $2,431M. D&E operating margin improved to 16.4% ($398M / $2,431M). Landmark AI solutions and Sperry intelligent RSS (iCruise) remain the key AI product lines. No AI-specific revenue disclosed. Estimated AI revenue: ~$145M. Math: $145M / $5,804M = 2.5%.
Analyzed by claude-opus-4-6
Quoted Figures
Completion and Production revenue $3,373M; Drilling and Evaluation revenue $2,431M
10-Q Q1 2024 Note 2 Segment Information
Total revenue $5,804M
10-Q Q1 2024 Income Statement
AI Products Identified (Ring 1)
Landmark Software and Services (AI solutions)Sperry Drilling (iCruise intelligent RSS)
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.
Zeus electric fracturingSAP S4 upgrade ($34M)Artificial Lift
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix