Iqvia Holdings Inc.
IQVQ1 2024(IQV Q4 FY2023)Estimated3% AI
AI Revenue %
3%
AI Fair Value
$564.0M
AI Revenue (Q)
$112.1M
Total Revenue (Q)
$3.7B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
No AI revenue breakout. FY2023 TAS was $5,862M, 9M was $4,331M, so Q4 TAS = $1,531M. FY2023 total was $14,984M, 9M was $11,116M, so Q4 total = $3,868M. TAS was 39.6% of total. Applying ~7.5% AI penetration to TAS = ~$115M, or ~3.0% of total. The 10-K for 2023 describes 'IQVIA Connected Intelligence' and mentions expanded analytics capabilities but still no AI revenue disclosure.
Analyzed by claude-opus-4-6
Quoted Figures
Technology & Analytics Solutions revenues $5,862M for FY2023 (implies Q4 $1,531M); Total revenues $14,984M (implies Q4 $3,868M)
10-K filed 2023-12-31, Segment Data
Our scaled and growing information set contains approximately 61 petabytes of unique proprietary data
10-K filed 2023-12-31, Item 1 Business
AI Products Identified (Ring 1)
IQVIA Connected IntelligenceAnalytics-driven clinical developmentReal world solutions ecosystemProprietary clinical and commercial applications
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.
Traditional data subscriptionsLegacy analytics platformsClinical research services (non-AI)Contract sales services
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix