SLB (Schlumberger)
SLBQ2 2024(SLB Q1 FY2024)Estimated2.2% AI
AI Revenue %
2.2%
AI Fair Value
$962.4M
AI Revenue (Q)
$191.6M
Total Revenue (Q)
$8.7B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
D&I segment reported $953M on $8,707M total (10.9%). From 10-K 2025 recast, Digital Division Q1 2024 can be inferred: nine months 2024 Digital = $1,734M, nine months ~3 quarters. AI portion of Digital Division estimated at ~40% = ~$230M/quarter. Math: ~$230M / $8,707M = 2.6%. Conservative 2.2% accounting for uncertainty in AI-specific vs total digital split.
Analyzed by claude-opus-4-6
Quoted Figures
Digital & Integration revenue $953M, Total Revenue $8,707M
10-Q Q1 2024 Segment Note
Digital revenue grew 7% sequentially driven by increased adoption of SLB's digital solutions
10-Q Q3 2024 MD&A
AI Products Identified (Ring 1)
Delfi digital platformLumi AI platformAutonomous drillingPerformance Live centers
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 SolutionsProfessional Services
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix