SLB (Schlumberger)
SLBQ4 2023(SLB Q3 FY2023)Estimated2.1% AI
AI Revenue %
2.1%
AI Fair Value
$821.2M
AI Revenue (Q)
$174.5M
Total Revenue (Q)
$8.3B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
D&I segment reported $982M on $8,310M total (11.8%). D&I $982M minus ~$370M APS minus ~$130M exploration data = ~$482M digital; ~35% AI-powered = ~$169M. Math: $169M / $8,310M = 2.0%, round to 2.1% reflecting growing AI product adoption.
Analyzed by claude-opus-4-6
Quoted Figures
Digital & Integration revenue $982M, Total Revenue $8,310M
10-Q Q3 2023 Segment Note
AI Products Identified (Ring 1)
Delfi digital platformLumi data platformAI/ML subsurface analyticsPerformance 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 processingAsset Performance Solutions
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix