SLB (Schlumberger)
SLBQ2 2023(SLB Q1 FY2023)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$752.2M
AI Revenue (Q)
$154.7M
Total Revenue (Q)
$7.7B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Digital & Integration segment reported $894M on $7,736M total (11.6%). Segment naming changed to 'Digital & Integration'. D&I $894M minus ~$350M APS minus ~$120M exploration data = ~$424M digital; ~35% AI-powered (growing AI adoption) = ~$148M. Math: $148M / $7,736M = 1.9%, rounded to 2.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Digital & Integration revenue $894M, Total Revenue $7,736M
10-Q Q1 2023 Segment Note
AI Products Identified (Ring 1)
Delfi digital platformLumi data platformAI/ML subsurface analytics
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.
Exploration data processingAsset Performance SolutionsTraditional simulation software
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix