Halliburton Co
HALQ3 2025(HAL Q2 FY2025)Estimated3% AI
AI Revenue %
3%
AI Fair Value
$559.2M
AI Revenue (Q)
$114.2M
Total Revenue (Q)
$3.8B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Total revenue $5,510M. Segment split: C&P $3,171M, D&E $2,339M. D&E operating income $312M (13.3% margin, compressed from restructuring). No new AI-specific disclosures. Landmark, iCruise, and LOGIX remain the AI portfolio. Estimated AI revenue: ~$165M. Math: $165M / $5,510M = 3.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Completion and Production revenue $3,171M; Drilling and Evaluation revenue $2,339M
10-Q Q2 2025 Note 3 Segment Information
Total revenue $5,510M
10-Q Q2 2025 Income Statement
AI Products Identified (Ring 1)
Landmark Software and ServicesSperry 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 divestitureFacility closures
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix