Halliburton Co
HALQ3 2024(HAL Q2 FY2024)Estimated2.5% AI
AI Revenue %
2.5%
AI Fair Value
$443.3M
AI Revenue (Q)
$95.2M
Total Revenue (Q)
$3.8B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Total revenue $5,833M. Segment split: C&P $3,401M, D&E $2,432M. D&E operating income $403M (16.6% margin). Consistent AI product portfolio within D&E: Landmark AI solutions and Sperry iCruise. SAP S4 upgrade spending continued ($29M), indicating ongoing digital transformation. Estimated AI revenue: ~$146M. Math: $146M / $5,833M = 2.5%.
Analyzed by claude-opus-4-6
Quoted Figures
Completion and Production revenue $3,401M; Drilling and Evaluation revenue $2,432M
10-Q Q2 2024 Note 2 Segment Information
Total revenue $5,833M
10-Q Q2 2024 Income Statement
AI Products Identified (Ring 1)
Landmark Software and ServicesSperry Drilling (iCruise 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 fracturingMulti-ChemSAP S4 upgrade
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix