SLB (Schlumberger)
SLBQ1 2023(SLB Q4 FY2022)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$742.5M
AI Revenue (Q)
$149.5M
Total Revenue (Q)
$7.5B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Full-year Digital Integration segment reported $3,725M on $28,091M total (13.3%). Annual figures: D&I $3,725M minus estimated ~$1,400M APS minus ~$500M exploration data = ~$1,825M digital solutions; ~30% AI-powered = ~$548M annually. Q4 implied D&I = $3,725M - $955M - $900M - $857M = $1,013M (strong Q4 with year-end digital sales). Estimated Q4 AI: ~$160M. Math: $160M / ($28,091M - $20,213M) = $160M / $7,878M = 2.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Digital Integration full-year revenue $3,725M, Total Revenue $28,091M
10-K FY2022 Segment Note
Digital Integration pretax income $1,357M on $3,725M revenue (36.4% margin)
10-K FY2022 Segment Note
AI Products Identified (Ring 1)
Delfi digital platformAI/ML subsurface analyticsINNOVATION FACTORI
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