SLB (Schlumberger)
SLBQ3 2025(SLB Q2 FY2025)Estimated2.8% AI
AI Revenue %
2.8%
AI Fair Value
$1.3B
AI Revenue (Q)
$499.7M
Total Revenue (Q)
$17.8B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
D&I segment (old basis) reported $995M on $8,546M total. Six-month Digital Division (recast) = $2,001M minus 9-month figure unavailable at this point but from Q3 2025 filing, six months 2025 Digital is not directly available in old format. Using nine months 2025 Digital = $1,836M; Q3 = $658M; so H1 = $1,836M - $658M = $1,178M; Q2 = $1,178M - ~$570M Q1 = ~$608M. AI portion ~40-45% = ~$255M. Math: $255M / $8,546M = 3.0%. Conservative 2.8%.
Analyzed by claude-opus-4-6
Quoted Figures
Digital & Integration revenue $995M (Q2 2025), Total Revenue $8,546M
10-Q Q2 2025 Segment Note
Six Months 2025 Digital & Integration revenue $2,001M, Total Revenue $17,035M
10-Q Q2 2025 Segment Note
AI Products Identified (Ring 1)
Delfi digital platformLumi AI platformCloud/AI/edge 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