Intuitive Surgical (ISRG) 44th Annual J.P. Morgan Healthcare Conference summary

Strategic vision and mission

• Focus on robotics, AI, advanced imaging, and intelligent technology to improve healthcare outcomes and expand access globally.

• Mission and vision have driven talent recruitment and innovation for 30 years, with a durable outlook.

• Strategy guided by the Quintuple Aim: improving outcomes, lowering costs, expanding access, and measuring impact.

• Vision for a future with less invasive, faster treatments and early disease identification.

• Customer-centric approach, with continuous feedback shaping product development and service delivery.

Customer and patient impact

• Over 20.4 million patients served globally, with procedures performed in more than 70 countries.

• Significant growth in procedures outside the US, rising from 17% in 2005 to 35% in 2025.

• Net Promoter Score reached 76 in 2025, classified as world class.

2025 performance highlights

• Achieved 20 million cumulative procedures, with 3.2 million performed in 2025.

• 1,900 systems placed in 2025, growing installed base to over 12,000 globally.

• 19% year-over-year procedure growth, 13% installed base growth, and 21% revenue growth to $10 billion.

• 84% of 2025 revenue was recurring.