Boston Scientific Corp
BSXQ2 2024(BSX Q1 FY2024)Estimated1.5% AI
AI Revenue %
1.5%
AI Fair Value
$742.3M
AI Revenue (Q)
$57.8M
Total Revenue (Q)
$3.9B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
BSX reported $3,856M in total net sales for Q1 2024. No AI-specific revenue disclosed. AI-relevant sub-businesses: Electrophysiology ($300M, a 69% YoY increase driven by FARAPULSE PFA system adoption), Neuromodulation ($256M), Endoscopy ($642M). The rapid growth in Electrophysiology reflects significant adoption of FARAPULSE pulsed field ablation, which uses advanced signal processing and mapping algorithms. With EP growing rapidly, the AI/software-embedded portion increases proportionally. Conservative estimate: ~$58M. $58M / $3,856M = ~1.5%.
Analyzed by claude-opus-4-6
Quoted Figures
Net sales $3,856 [million] for three months ended March 31, 2024
10-Q, Q1 2024, Consolidated Statements of Operations
Electrophysiology $300 [million]; Neuromodulation $256 [million]; Endoscopy $642 [million]
10-Q, Q1 2024, Note L Revenue
AI Products Identified (Ring 1)
FARAPULSE PFA System (pulsed field ablation with mapping)SpyGlass DS II (digital visualization)EXALT Model D (digital duodenoscope)Vercise DBS with StimView XTLATITUDE Patient Management System
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