Halliburton Co
HALQ4 2025(HAL Q3 FY2025)Estimated3% AI
AI Revenue %
3%
AI Fair Value
$563.4M
AI Revenue (Q)
$114.2M
Total Revenue (Q)
$3.8B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Total revenue $5,600M. Segment split: C&P $3,223M, D&E $2,377M. D&E operating income $348M (14.6% margin). Continued restructuring ($392M impairments in Q3 alone, including $169M severance and $115M asset write-offs). Landmark AI solutions and Sperry iCruise/LOGIX remain the AI revenue drivers. Estimated AI revenue: ~$168M. Math: $168M / $5,600M = 3.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Completion and Production revenue $3,223M; Drilling and Evaluation revenue $2,377M
10-Q Q3 2025 Note 3 Segment Information
Total revenue $5,600M
10-Q Q3 2025 Income Statement
Impairments and other charges $392M in Q3 2025
10-Q Q3 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 fracturingNorth America Land asset write-offsChemical business sale
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix