SLB (Schlumberger)
SLBQ1 2024(SLB Q4 FY2023)Estimated2.2% AI
AI Revenue %
2.2%
AI Fair Value
$919.4M
AI Revenue (Q)
$182.8M
Total Revenue (Q)
$8.3B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Full-year D&I segment reported $3,871M on $33,135M total (11.7%). Q4 implied D&I = $3,871M - $894M - $947M - $982M = $1,048M (seasonally strong Q4 with year-end digital sales). From 10-K 2025 recast, Digital Division was $2,034M in FY2023 (includes Digital Operations double-count eliminated in consolidation). AI-powered portion of Digital ~40% = ~$814M annually. Q4 AI estimate: ~$235M. Math: $235M / ($33,135M - $24,145M) = $235M / $8,990M = 2.6%. Being conservative at 2.2% to account for recast inclusion of Digital Operations double-count.
Analyzed by claude-opus-4-6
Quoted Figures
Digital & Integration full-year revenue $3,871M, Total Revenue $33,135M
10-K FY2023 Segment Note
Digital Division (recast) revenue $2,034M in 2023
10-K FY2025 Segment Note recast
AI Products Identified (Ring 1)
Delfi digital platformLumi AI platformAI/ML subsurface analyticsPerformance Live centersAutonomous drilling software
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 SolutionsProfessional Services (consulting)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix