Boston Scientific Corp
BSXQ3 2022(BSX Q2 FY2022)Estimated1% AI
AI Revenue %
1%
AI Fair Value
$404.1M
AI Revenue (Q)
$32.4M
Total Revenue (Q)
$3.2B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
BSX reported $3,244M in total net sales for Q2 2022. BSX does not disclose any AI-specific revenue. The company operates two segments (MedSurg and Cardiovascular) with no AI-labeled line items. AI-relevant products are embedded in device revenue: Electrophysiology ($152M, includes cardiac mapping systems with algorithmic signal processing), Neuromodulation ($239M, includes Vercise DBS with StimView visualization software), and Endoscopy ($560M, includes SpyGlass digital visualization and EXALT digital duodenoscopes). However, these are primarily hardware medical devices; the AI/software component is a small embedded element. Conservative estimate: ~$32M AI-attributable revenue. $32M / $3,244M = ~1.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Net sales $3,244 [million] for three months ended June 30, 2022
10-Q, Q2 2022, Consolidated Statements of Operations
Electrophysiology $152 [million]; Neuromodulation $239 [million]; Endoscopy $560 [million]
10-Q, Q2 2022, Note L Revenue
AI Products Identified (Ring 1)
SpyGlass DS II (digital visualization)EXALT Model D (digital duodenoscope)Vercise DBS with StimView (brain visualization software)LATITUDE Patient Management SystemCardiac mapping/EP signal processing
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