SLB (Schlumberger)
SLBQ4 2024(SLB Q3 FY2024)Estimated2.7% AI
AI Revenue %
2.7%
AI Fair Value
$1.3B
AI Revenue (Q)
$651.9M
Total Revenue (Q)
$24.1B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
D&I segment reported $1,088M on $9,159M total (11.9%). MD&A: 'Digital revenue grew 7% sequentially driven by the increased adoption internationally of our cloud, AI, and edge technology platforms.' From 10-K 2025 recast: Digital Division Q3 2024 = $638M. AI-powered portion ~40% = ~$255M. Math: $255M / $9,159M = 2.8%. Conservative 2.7%.
Analyzed by claude-opus-4-6
Quoted Figures
Digital & Integration revenue $1,088M, Total Revenue $9,159M
10-Q Q3 2024 Segment Note
Digital revenue grew 7% sequentially driven by the increased adoption internationally of our cloud, AI, and edge technology platforms
10-Q Q3 2024 MD&A
Digital Division (recast) Q3 2024 revenue $638M
10-Q Q3 2025 Segment Note recast
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