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Rankings/HAL/Q4 2023 Analysis

Halliburton Co

HAL
Q4 2023(HAL Q3 FY2023)Estimated2.2% AI
AI Revenue %
2.2%
AI Fair Value
$372.9M
AI Revenue (Q)
$83.8M
Total Revenue (Q)
$3.8B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.gov

Analysis

Total revenue $5,804M. Segment split: C&P $3,487M, D&E $2,317M. Continuing digital/AI investment within D&E (Landmark, Sperry). No new AI-specific disclosures in Q3 filing. Estimated AI revenue: ~$128M. Math: $128M / $5,804M = 2.2%.
Analyzed by claude-opus-4-6

Quoted Figures

Completion and Production revenue $3,487M; Drilling and Evaluation revenue $2,317M
10-Q Q3 2023 Note 2 Segment Information
Total revenue $5,804M
10-Q Q3 2023 Income Statement

AI Products Identified (Ring 1)

Landmark Software and ServicesSperry Drilling

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 upgradeCompletion Tools

Confidence Tier

EstimatedNo direct AI revenue disclosure — estimated from product mix