TE Connectivity plc
TELQ3 2024Estimated3% AI
AI Revenue %
3%
AI Fair Value
$941.8M
AI Revenue (Q)
$119.4M
Total Revenue (Q)
$4.0B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Using recast FY2025 segment structure, Q3 FY2024 Digital data networks = $329M on total net sales of $3,979M (8.3%). DDN grew 20.5% sequentially, driven by AI data center connector demand. The FY2024 10-K describes the segment serving 'data center equipment' and 'artificial intelligence/machine learning applications.' Estimating ~35% AI share: $329M x 0.35 = $115M / $3,979M = 2.9%, rounded to 3%.
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 solutions
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 ($329M recast)Industrial Solutions segment ($1,628M recast)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix