Boston Scientific Corp
BSXQ2 2023(BSX Q1 FY2023)Estimated1% AI
AI Revenue %
1%
AI Fair Value
$443.9M
AI Revenue (Q)
$33.9M
Total Revenue (Q)
$3.4B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
BSX reported $3,389M in total net sales for Q1 2023. No AI-specific revenue disclosed. AI-relevant sub-businesses: Electrophysiology ($177M, growing rapidly from $118M prior year driven by FARAPULSE PFA adoption), Neuromodulation ($234M), Endoscopy ($577M, includes SpyGlass digital systems). The algorithmic/software component of these products remains a small fraction of device revenue. Conservative estimate: ~$34M. $34M / $3,389M = ~1.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Net sales $3,389 [million] for three months ended March 31, 2023
10-Q, Q1 2023, Consolidated Statements of Operations
Electrophysiology $177 [million]; Neuromodulation $234 [million]; Endoscopy $577 [million]
10-Q, Q1 2023, Note L Revenue
AI Products Identified (Ring 1)
SpyGlass DS II (digital visualization)EXALT Model D (digital duodenoscope)Vercise DBS with StimView XTLATITUDE Patient Management SystemEP mapping systems
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.
Electrophysiology productsNeuromodulation hardwareEndoscopy hardwareCardiac Rhythm Management devices
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix