Boston Scientific Corp
BSXQ2 2025(BSX Q1 FY2025)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$1.1B
AI Revenue (Q)
$77.1M
Total Revenue (Q)
$3.9B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
BSX reported $4,663M in total net sales for Q1 2025. No AI-specific revenue disclosed. AI-relevant sub-businesses: Electrophysiology ($730M, 143% YoY growth), Neuromodulation ($271M), Urology ($633M, now includes Axonics sacral neuromodulation products), Endoscopy ($673M). EP is now 15.7% of total revenue, driven by FARAPULSE PFA system's continued global rollout. These products embed algorithmic signal processing, AI-driven mapping, and digital visualization. Conservative estimate: ~$93M. $93M / $4,663M = ~2.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Net sales $4,663 [million] for three months ended March 31, 2025
10-Q, Q1 2025, Consolidated Statements of Operations
Electrophysiology $730 [million]; Neuromodulation $271 [million]; Urology $633 [million]; Endoscopy $673 [million]
10-Q, Q1 2025, Note K 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 SystemAxonics sacral neuromodulation
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 devicesUrology products
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix