Boston Scientific Corp
BSXQ1 2024(BSX Q4 FY2023)Estimated1% AI
AI Revenue %
1%
AI Fair Value
$476.1M
AI Revenue (Q)
$35.3M
Total Revenue (Q)
$3.5B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
BSX reported $14,240M in full year 2023 net sales. Q4 standalone = $14,240M - $10,515M = $3,725M. The 10-K describes AI-adjacent product offerings including SpyGlass digital catheters, EXALT digital duodenoscopes, Vercise DBS with StimView XT (Brainlab collaboration), LATITUDE patient management, and EP mapping systems. None have separately disclosed AI revenue. The 10-K also mentions Apollo Endosurgery acquisition (endoscopic suturing, not AI). Conservative estimate: ~$37M. $37M / $3,725M = ~1.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Total net sales $14,240 [million] for year ended December 31, 2023
10-K, FY2023, Consolidated Statements of Operations
MedSurg segment net sales $5,320 [million]; Cardiovascular segment net sales $8,630 [million]
10-K, FY2023, Segment Reporting Note
AI Products Identified (Ring 1)
SpyGlass DS II (digital visualization)EXALT Model D (digital duodenoscope)Vercise DBS with StimView XTLATITUDE Patient Management SystemEP mapping systemsApollo ESG/REVISE endoscopic 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