SLB (Schlumberger)
SLBQ3 2024(SLB Q2 FY2024)Estimated2.5% AI
AI Revenue %
2.5%
AI Fair Value
$1.1B
AI Revenue (Q)
$228.5M
Total Revenue (Q)
$9.1B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
D&I segment reported $1,050M on $9,139M total (11.5%). MD&A notes 'higher digital revenue' and 'increased adoption of SLB's digital solutions and higher exploration data license sales.' From 10-K 2025 recast: Digital Division had $2,439M FY2024. Allocating ~$600M to Q2 Digital (seasonal strength). AI-powered ~40% = ~$240M. Math: $240M / $9,139M = 2.6%. Conservative at 2.5% reflecting growing digital adoption.
Analyzed by claude-opus-4-6
Quoted Figures
Digital & Integration revenue $1,050M, Total Revenue $9,139M
10-Q Q2 2024 Segment Note
Growth in digital revenue was driven by the increased adoption of SLB's digital solutions and higher exploration data license sales
10-Q Q2 2024 MD&A
AI Products Identified (Ring 1)
Delfi digital platformLumi AI platformCloud/AI/edge technology platformsAutonomous 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 licensingAsset Performance SolutionsProfessional Services
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix