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Rankings/HAL/Q1 2023 Analysis

Halliburton Co

HAL
Q1 2023(HAL Q4 FY2022)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$324.1M
AI Revenue (Q)
$76.2M
Total Revenue (Q)
$3.8B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.gov

Analysis

Full year 2022 total revenue approximately $20,302M (derived from 9-month $14,715M + Q4 ~$5,587M). The 10-K describes 'digital and automation technologies' as a 2022 highlight but provides no AI revenue breakout. Landmark Software & Services within D&E provides 'cloud based digital services' but revenue is not disclosed separately. D&E full year margin was 15%. Estimated AI-powered revenue for Q4: ~$112M on Q4 revenue of ~$5,587M = 2.0%.
Analyzed by claude-opus-4-6

Quoted Figures

Our total revenue increased 33% in 2022 as compared to 2021
10-K FY2022 Item 7 Executive Overview
Our accelerated deployment and integration of digital and automation technologies created technical differentiation in the market and contributed to our higher margins and increased internal efficiencies
10-K FY2022 Item 1 2022 Highlights
Landmark Software and Services: provides cloud based digital services and artificial intelligence solutions on an open architecture for subsurface insights, integrated well construction, and reservoir and production management
10-K FY2023 Item 1 (earliest filing with this language)

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 fracturingHalliburton Labs clean energy acceleratorPipeline & Process Services

Confidence Tier

EstimatedNo direct AI revenue disclosure — estimated from product mix