TE Connectivity plc
TELQ4 2022Estimated2% AI
AI Revenue %
2%
AI Fair Value
$559.3M
AI Revenue (Q)
$76.8M
Total Revenue (Q)
$3.8B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Full year FY2022 Communications Solutions segment = $2,487M (16% of $15,859M total). Data & devices was 58% of Communications Solutions per the 10-K. Estimated FY2022 annual Data & devices ~$1,443M. Prior 3 quarters Data & devices were approximately $392M + $426M (interpolated from 9-month) + $425M = ~$1,243M, implying Q4 ~$200M (reflecting 14-week quarter with a 53-week fiscal year). But the 10-K doesn't break out quarterly -- using annual segment percentages. Total Q4 FY2022 net sales = $15,859M - $11,922M (9mo) = $3,937M. At similar AI penetration (~20% of Data & devices): ~$200M x 0.20 = $40M / $3,937M = ~1.0%. However, the Communications Solutions Data & devices figure is harder to pin Q4 standalone. Using the consistent 2% estimate given limited AI demand in late 2022.
Analyzed by claude-opus-4-6
AI Products Identified (Ring 1)
High-speed data center connectorsNetworking equipment connectorsServer power 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.
Communications Solutions segment ($2,487M annual)Data and devices sub-segment (~58% of Comms)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix