Halliburton Co
HALQ3 2023(HAL Q2 FY2023)Estimated2.2% AI
AI Revenue %
2.2%
AI Fair Value
$357.5M
AI Revenue (Q)
$83.8M
Total Revenue (Q)
$3.8B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Total revenue $5,798M. Segment split: C&P $3,476M, D&E $2,322M. Landmark AI solutions and Sperry intelligent drilling represent the AI slice of D&E. Q2 2023 also introduced SAP S4 upgrade expense ($13M), indicating increased digital investment. Estimated AI revenue: ~$128M. Math: $128M / $5,798M = 2.2%.
Analyzed by claude-opus-4-6
Quoted Figures
Completion and Production revenue $3,476M; Drilling and Evaluation revenue $2,322M
10-Q Q2 2023 Note 2 Segment Information
Total revenue $5,798M
10-Q Q2 2023 Income Statement
AI Products Identified (Ring 1)
Landmark Software and ServicesSperry Drilling intelligent systems
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 fracturingMulti-Chem specialty chemicalsArtificial Lift
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix