SLB (Schlumberger)
SLBQ2 2025(SLB Q1 FY2025)Estimated2.8% AI
AI Revenue %
2.8%
AI Fair Value
$1.4B
AI Revenue (Q)
$243.8M
Total Revenue (Q)
$8.7B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
D&I segment reported $1,006M on $8,490M total. MD&A: '17% growth in digital revenue, supported by greater adoption of digital technologies.' Also 'strong growth in data center infrastructure solutions.' From 10-K 2025 recast: Nine months 2025 Digital = $1,836M; $1,836M / 3 ~$612M average/quarter. Q1 Digital estimated ~$570M (weaker Q1). AI-powered ~40-45% = ~$240M. Math: $240M / $8,490M = 2.8%.
Analyzed by claude-opus-4-6
Quoted Figures
Digital & Integration revenue $1,006M, Total Revenue $8,490M
10-Q Q1 2025 Segment Note
Digital revenue grew 17% year on year supported by greater adoption of digital technologies and higher sales of exploration data
10-Q Q1 2025 MD&A
Digital & Integration pretax operating margin of 30% expanded 380 bps year on year
10-Q Q1 2025 MD&A
AI Products Identified (Ring 1)
Delfi digital platformLumi AI platformCloud/AI/edge platformsAutonomous drillingPerformance Live centersData center infrastructure solutions
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 licensingAsset Performance SolutionsProfessional Services
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix