Boston Scientific Corp
BSXQ4 2024(BSX Q3 FY2024)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$1.1B
AI Revenue (Q)
$210.3M
Total Revenue (Q)
$10.5B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
BSX reported $4,209M in total net sales for Q3 2024. No AI-specific revenue disclosed. AI-relevant sub-businesses: Electrophysiology ($527M, 177% YoY growth driven by FARAPULSE), Neuromodulation ($268M), Endoscopy ($678M). FARAPULSE PFA has become one of BSX's fastest-growing product lines, with advanced mapping algorithms and signal processing. The EP business alone is now 12.5% of total revenue. The Axonics acquisition (sacral neuromodulation, announced) will add AI-adjacent therapy. Conservative estimate: ~$84M AI-attributable. $84M / $4,209M = ~2.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Net sales $4,209 [million] for three months ended September 30, 2024
10-Q, Q3 2024, Consolidated Statements of Operations
Electrophysiology $527 [million]; Neuromodulation $268 [million]; Endoscopy $678 [million]
10-Q, Q3 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 devicesAxonics sacral neuromodulation (pending)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix