SLB (Schlumberger)
SLBQ4 2025(SLB Q3 FY2025)Estimated3% AI
AI Revenue %
3%
AI Fair Value
$1.4B
AI Revenue (Q)
$810.1M
Total Revenue (Q)
$27.0B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Starting Q3 2025, SLB breaks out a standalone Digital division: $658M revenue on $8,928M total (7.4%). This Digital division includes Platforms & Applications (Delfi, Lumi, Petrel SaaS -- core AI), Digital Operations (AI-assisted field operations, double-counted and eliminated), Digital Exploration (seismic data library -- NOT AI), and Professional Services (consulting -- partially AI). The AI-powered portion is primarily Platforms & Applications and the AI component of Digital Operations. Estimating ~40-45% of $658M Digital division is AI = ~$270M. Math: $270M / $8,928M = 3.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Digital Division revenue $658M, Total Revenue $8,928M
10-Q Q3 2025 Segment Note
Revenue from Digital Operations of $464M in 2025 (full year) is reflected in the Digital Division... the resulting revenue is recognized in both the respective Core division as well as in the Digital Division. This effect is eliminated in consolidation.
10-K FY2025 Segment Note
Platforms & Applications: includes SLB's cloud technologies such as the Delfi and Lumi platforms... utilize artificial intelligence (AI) and machine learning
10-K FY2025 Item 1 Business Description
AI Products Identified (Ring 1)
Delfi cloud platformLumi AI platformPetrel SaaS (AI-enhanced)Techlog SaaS (AI-enhanced)Digital Operations (autonomous drilling, automated well intervention)Performance 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.
Digital Exploration (seismic data library)Professional Services (consulting)Data Center Solutions (hardware, reported in All Other)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix