TE Connectivity plc
TELQ4 2023Estimated2% AI
AI Revenue %
2%
AI Fair Value
$608.0M
AI Revenue (Q)
$76.6M
Total Revenue (Q)
$3.8B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
FY2023 total net sales = $15,832M. Communications Solutions = 12% of total = ~$1,900M. Data & devices was 64% of Communications Solutions per the 10-K = ~$1,216M. 9-month Data & devices = $869M (Q1-Q3 cumulative), implying Q4 = ~$347M. Total Q4 net sales = $15,832M - $11,999M (9mo) = $3,833M. Conservative 20% AI share: $347M x 0.20 = $69M / $3,833M = 1.8%, rounded to 2%. Data & devices showed sequential recovery in Q4 but AI-specific share remained modest.
Analyzed by claude-opus-4-6
AI Products Identified (Ring 1)
High-speed data center connectorsNetworking equipment connectorsHigh-speed optical transceiversServer 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 (~$1,900M annual)Data and devices sub-segment (~64% of Comms)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix