Boston Scientific Corp
BSXQ3 2023(BSX Q2 FY2023)Estimated1% AI
AI Revenue %
1%
AI Fair Value
$448.2M
AI Revenue (Q)
$36.0M
Total Revenue (Q)
$3.6B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
BSX reported $3,599M in total net sales for Q2 2023. No AI-specific revenue disclosed. AI-relevant sub-businesses: Electrophysiology ($193M), Neuromodulation ($244M), Endoscopy ($631M). These are hardware medical devices; the embedded software/algorithmic component attributable to AI is a small fraction. Conservative estimate: ~$36M. $36M / $3,599M = ~1.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Net sales $3,599 [million] for three months ended June 30, 2023
10-Q, Q2 2023, Consolidated Statements of Operations
Electrophysiology $193 [million]; Neuromodulation $244 [million]; Endoscopy $631 [million]
10-Q, Q2 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