Boston Scientific Corp
BSXQ4 2023(BSX Q3 FY2023)Estimated1% AI
AI Revenue %
1%
AI Fair Value
$461.6M
AI Revenue (Q)
$35.3M
Total Revenue (Q)
$3.5B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
BSX reported $3,527M in total net sales for Q3 2023. No AI-specific revenue disclosed. AI-relevant sub-businesses: Electrophysiology ($190M), Neuromodulation ($229M), Endoscopy ($629M). Conservative estimate of AI-attributable software/algorithm component: ~$35M. $35M / $3,527M = ~1.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Net sales $3,527 [million] for three months ended September 30, 2023
10-Q, Q3 2023, Consolidated Statements of Operations
Electrophysiology $190 [million]; Neuromodulation $229 [million]; Endoscopy $629 [million]
10-Q, Q3 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