Boston Scientific Corp
BSXQ3 2024(BSX Q2 FY2024)Estimated1.5% AI
AI Revenue %
1.5%
AI Fair Value
$763.3M
AI Revenue (Q)
$61.8M
Total Revenue (Q)
$4.1B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
BSX reported $4,120M in total net sales for Q2 2024. No AI-specific revenue disclosed. AI-relevant sub-businesses: Electrophysiology ($428M, a massive 122% YoY increase driven by FARAPULSE adoption), Neuromodulation ($282M), Endoscopy ($676M). FARAPULSE continues its rapid growth trajectory. These products incorporate algorithmic signal processing, mapping software, and digital visualization. Conservative estimate: ~$62M AI-attributable. $62M / $4,120M = ~1.5%.
Analyzed by claude-opus-4-6
Quoted Figures
Net sales $4,120 [million] for three months ended June 30, 2024
10-Q, Q2 2024, Consolidated Statements of Operations
Electrophysiology $428 [million]; Neuromodulation $282 [million]; Endoscopy $676 [million]
10-Q, Q2 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