Halliburton Co
HALQ2 2025(HAL Q1 FY2025)Estimated3% AI
AI Revenue %
3%
AI Fair Value
$554.0M
AI Revenue (Q)
$114.2M
Total Revenue (Q)
$3.8B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Total revenue $5,417M (down 7% YoY). Segment split: C&P $3,120M, D&E $2,297M. Significant impairments ($356M) including severance ($107M) and chemical business write-down ($104M) indicate restructuring. D&E operating income $352M (15.3% margin). Landmark AI solutions, iCruise, and LOGIX automation continue as primary AI revenue drivers. Estimated AI revenue: ~$163M. Math: $163M / $5,417M = 3.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Completion and Production revenue $3,120M; Drilling and Evaluation revenue $2,297M
10-Q Q1 2025 Note 3 Segment Information
Total revenue $5,417M
10-Q Q1 2025 Income Statement
Impairments and other charges $356M including $107M severance
10-Q Q1 2025 Note 2
AI Products Identified (Ring 1)
Landmark Software and Services (AI solutions)Sperry Drilling (iCruise)LOGIX automation
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 IQ electric fracturingChemical business saleVoltaGrid collaboration
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix