TE Connectivity plc
TELQ4 2025Estimated8% AI
AI Revenue %
8%
AI Fair Value
$2.8B
AI Revenue (Q)
$942.2M
Total Revenue (Q)
$11.8B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
FY2025 total net sales = $17,476M (from 10-K: Industrial Solutions = 46% = ~$8,039M). DDN was 28% of Industrial Solutions per the 10-K = ~$2,251M annual. DDN 9-month = $1,501M, implying Q4 DDN = ~$750M. Q4 net sales = $17,476M - $12,513M (9mo) = $4,963M. The FY2025 10-K explicitly states TEL enables 'data centers enabling artificial intelligence' in its business description. DDN growth continued to accelerate through FY2025 driven by AI infrastructure demand. Estimating ~55% AI share of Q4 DDN: $750M x 0.55 = $413M / $4,963M = 8.3%, rounded to 8%.
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 (~$750M est Q4)Industrial Solutions segment (46% of total)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix