SLB (Schlumberger)
SLBQ4 2022(SLB Q3 FY2022)Estimated1.8% AI
AI Revenue %
1.8%
AI Fair Value
$650.5M
AI Revenue (Q)
$134.6M
Total Revenue (Q)
$7.5B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Digital Integration segment reported $900M revenue on $7,477M total (12.0%). D&I revenue declined sequentially (from $955M) suggesting APS volatility. Estimated AI portion: D&I $900M minus ~$350M APS minus ~$130M exploration data = ~$420M digital; ~30% AI-powered = ~$126M. Math: $126M / $7,477M = 1.7%, rounded to 1.8%.
Analyzed by claude-opus-4-6
Quoted Figures
Digital Integration revenue $900M, Total Revenue $7,477M
10-Q Q3 2022 Segment Note
AI Products Identified (Ring 1)
Delfi digital platformAI/ML subsurface analytics
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 SolutionsTraditional simulation software
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix