Boston Scientific Corp
BSXQ4 2025(BSX Q3 FY2025)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$1.1B
AI Revenue (Q)
$243.7M
Total Revenue (Q)
$12.2B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
BSX reported $5,065M in total net sales for Q3 2025. No AI-specific revenue disclosed. AI-relevant sub-businesses: Electrophysiology ($865M, 64% YoY growth), Neuromodulation ($293M), Urology ($682M, includes Axonics), Endoscopy ($747M). EP is now 17.1% of total revenue. BSX's FARAPULSE pulsed field ablation system and cardiac mapping platforms incorporate algorithmic signal processing but BSX has never disclosed AI as a revenue category. All AI-relevant revenue is deeply embedded in medical device hardware sales. Conservative estimate: ~$101M. $101M / $5,065M = ~2.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Net sales $5,065 [million] for three months ended September 30, 2025
10-Q, Q3 2025, Consolidated Statements of Operations
Electrophysiology $865 [million]; Neuromodulation $293 [million]; Urology $682 [million]; Endoscopy $747 [million]
10-Q, Q3 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