Halliburton Co
HALQ1 2026(HAL Q4 FY2025)Estimated3.5% AI
AI Revenue %
3.5%
AI Fair Value
$658.9M
AI Revenue (Q)
$133.3M
Total Revenue (Q)
$3.8B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Full year 2025 total revenue ~$22,146M (down 3% from 2024). Q4 derived: ~$5,619M. The 2025 10-K 2026 Focus explicitly names 'Zeus IQ electric fracturing platform, our iCruise rotary steerable systems and LOGIX automation' for North America, and commits to 'drive differentiation and efficiencies through the deployment of digital and automation technologies.' The milestone of '50% of North American fracturing fleet transitioned to Zeus electric pumps' signals scale. Landmark continues to provide 'artificial intelligence solutions.' With LOGIX now at scale and iCruise growing, AI-powered revenue is trending upward. Estimated AI revenue for Q4: ~$197M. Math: $197M / $5,619M = 3.5%.
Analyzed by claude-opus-4-6
Quoted Figures
Our total revenue decreased 3% in 2025 as compared to 2024
10-K FY2025 Item 7 Executive Overview
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 FY2025 Item 1 Operating Segments
North America: Maximize value by utilizing our Zeus IQ electric fracturing platform, our iCruise rotary steerable systems and LOGIX automation
10-K FY2025 2026 Focus
achieving the milestone of 50% of our North American fracturing fleet transitioned to Zeus electric pumps
10-K FY2025 2025 Highlights - Sustainability
Develop our strategic collaboration with VoltaGrid around behind-the-meter power generation
10-K FY2025 2026 Focus
AI Products Identified (Ring 1)
Landmark Software and Services (AI solutions)Sperry Drilling (iCruise intelligent RSS)LOGIX automation platformZeus IQ electric fracturing (AI-optimized)
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.
VoltaGrid power generation collaborationChemical business sale (expected H1 2026)Low carbon energy business
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix