TE Connectivity plc
TELQ1 2025Estimated5% AI
AI Revenue %
5%
AI Fair Value
$1.7B
AI Revenue (Q)
$191.6M
Total Revenue (Q)
$3.8B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Digital data networks = $413M on total net sales of $3,836M (10.8%). DDN grew 48.0% YoY (vs $279M recast in Q1 FY2024), driven overwhelmingly by AI data center demand. Industrial Solutions segment overall grew 10.8%, with DDN and aerospace being the main growth drivers. The filing notes growth 'primarily as a result of sales growth in the digital data networks and the aerospace, defense, and marine end markets.' At this stage of AI infrastructure buildout (late 2024), AI-specific connectors likely represent ~45% of DDN revenue: $413M x 0.45 = $186M / $3,836M = 4.8%, rounded to 5%.
Analyzed by claude-opus-4-6
AI Products Identified (Ring 1)
High-speed data center connectors (800G/1.6T)GPU-to-GPU interconnect connectorsAI server power connectorsThermal management solutionsOptical transceiver connectors
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.
Digital data networks sub-segment ($413M)Industrial Solutions segment ($1,593M)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix