Boston Scientific Corp
BSXQ1 2023(BSX Q4 FY2022)Estimated1% AI
AI Revenue %
1%
AI Fair Value
$433.8M
AI Revenue (Q)
$31.7M
Total Revenue (Q)
$3.2B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
BSX reported $12,682M in full year 2022 net sales. Q4 standalone = $12,682M - $9,440M (9-month) = $3,242M. No AI-specific revenue is disclosed anywhere in the 10-K. The 10-K describes products including SpyGlass digital visualization, EXALT single-use digital duodenoscopes, Vercise DBS with StimView XT visualization software (developed with Brainlab AG), and LATITUDE patient monitoring. These are medical devices with embedded software/algorithmic components, but the AI portion is not separable. Conservative estimate: ~$32M AI-attributable. $32M / $3,242M = ~1.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Total net sales $12,682 [million] for year ended December 31, 2022
10-K, FY2022, Consolidated Statements of Operations
MedSurg segment net sales $5,057 [million]; Cardiovascular segment net sales $8,161 [million]
10-K, FY2022, Segment Reporting Note
AI Products Identified (Ring 1)
SpyGlass DS II (digital visualization)EXALT Model D (digital duodenoscope)Vercise DBS with StimView XT (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