TE Connectivity plc
TELQ3 2025Estimated7% AI
AI Revenue %
7%
AI Fair Value
$2.4B
AI Revenue (Q)
$824.4M
Total Revenue (Q)
$11.8B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Digital data networks = $606M on total net sales of $4,534M (13.4%). DDN grew 84.2% YoY (vs $329M recast in Q3 FY2024), the strongest growth rate yet. Industrial Solutions grew 30.0% with DDN as the primary driver. Management noted Industrial Solutions growth driven by 'digital data networks; energy; aerospace, defense, and marine; and automation and connected living end markets.' The 84% YoY growth in DDN is unmistakably AI-driven. Estimating ~55% AI share of DDN: $606M x 0.55 = $333M / $4,534M = 7.3%, rounded to 7%.
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 connectorsNext-gen switch 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 ($606M)Industrial Solutions segment ($2,116M)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix