canar.ai
Rankings/BSX/Q4 2022 Analysis

Boston Scientific Corp

BSX
Q4 2022(BSX Q3 FY2022)Estimated1% AI
AI Revenue %
1%
AI Fair Value
$417.6M
AI Revenue (Q)
$31.7M
Total Revenue (Q)
$3.2B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.gov

Analysis

BSX reported $3,170M in total net sales for Q3 2022. No AI-specific revenue is disclosed. AI-relevant sub-businesses: Electrophysiology ($148M), Neuromodulation ($221M), Endoscopy ($559M). The AI/ML software component within these hardware-dominant product lines is small. Conservative estimate: ~$32M AI-attributable. $32M / $3,170M = ~1.0%.
Analyzed by claude-opus-4-6

Quoted Figures

Net sales $3,170 [million] for three months ended September 30, 2022
10-Q, Q3 2022, Consolidated Statements of Operations
Electrophysiology $148 [million]; Neuromodulation $221 [million]; Endoscopy $559 [million]
10-Q, Q3 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