Boston Scientific Corp
BSXQ3 2025(BSX Q2 FY2025)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$1.1B
AI Revenue (Q)
$159.5M
Total Revenue (Q)
$8.0B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
BSX reported $5,061M in total net sales for Q2 2025. No AI-specific revenue disclosed. AI-relevant sub-businesses: Electrophysiology ($840M, 96% YoY growth), Neuromodulation ($303M), Urology ($676M, includes Axonics), Endoscopy ($737M). EP now represents 16.6% of total revenue. The software/algorithmic component of FARAPULSE and EP mapping systems, DBS visualization, digital endoscopy platforms, and sacral neuromodulation programming remains embedded and non-separable. Conservative estimate: ~$101M. $101M / $5,061M = ~2.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Net sales $5,061 [million] for three months ended June 30, 2025
10-Q, Q2 2025, Consolidated Statements of Operations
Electrophysiology $840 [million]; Neuromodulation $303 [million]; Urology $676 [million]; Endoscopy $737 [million]
10-Q, Q2 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