SLB (Schlumberger)
SLBQ3 2022(SLB Q2 FY2022)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$699.3M
AI Revenue (Q)
$135.5M
Total Revenue (Q)
$6.8B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
SLB's Digital Integration segment reported $955M revenue on $6,773M total (14.1%). However, this segment bundles APS field projects (~$300-350M/quarter), exploration data licensing, and digital solutions. The AI component (Delfi platform, AI/ML subsurface analytics, early autonomous drilling) represents a small subset of digital solutions. SLB's AI offerings were nascent in 2022. Conservative estimate: ~$135M AI revenue = 2.0% of total. Math: D&I $955M minus ~$350M APS minus ~$150M exploration data = ~$455M digital solutions; ~30% AI-powered = ~$135M; $135M / $6,773M = 2.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Digital Integration revenue $955M, Total Revenue $6,773M
10-Q Q2 2022 Segment Note
Digital solutions include domain-specific application of innovative digital capabilities such as artificial intelligence and machine learning
10-K FY2022 Item 1 Business Description
AI Products Identified (Ring 1)
Delfi digital platformAI/ML subsurface analyticsINNOVATION FACTORI
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 processing (seismic)Asset Performance Solutions (field management)Traditional simulation software
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix