SLB (Schlumberger)
SLBQ1 2025(SLB Q4 FY2024)Estimated2.8% AI
AI Revenue %
2.8%
AI Fair Value
$1.3B
AI Revenue (Q)
$676.1M
Total Revenue (Q)
$24.1B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
From 10-K FY2024 (recast in 2025 10-K): Digital Division full-year $2,439M on $36,289M total = 6.7%. Q4 implied Digital = $2,439M - $1,734M (nine months) = $705M. AI portion ~40% = ~$282M. Q4 total revenue = $36,289M - $27,005M = $9,284M. Math: $282M / $9,284M = 3.0%. Conservative 2.8% as strong Q4 digital includes year-end perpetual license sales (not all AI).
Analyzed by claude-opus-4-6
Quoted Figures
Digital & Integration full-year revenue $4,247M, Total Revenue $36,289M
10-K FY2024 Segment Note
Digital Division (recast) full-year revenue $2,439M in 2024
10-K FY2025 Segment Note recast
Digital Solutions includes domain-specific application of innovative digital capabilities, such as artificial intelligence ('AI') and machine learning
10-K FY2024 Item 1 Business Description
AI Products Identified (Ring 1)
Delfi digital platformLumi AI platformCloud/AI/edge platformsAutonomous drillingPerformance Live centersDigital twins
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 ServicesTraditional simulation software
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix