Intuitive Surgical (ISRG) 44th Annual J.P. Morgan Healthcare Conference summary
Event summary combining transcript, slides, and related documents.
44th Annual J.P. Morgan Healthcare Conference summary
12 Apr, 2026Strategic vision and mission
Emphasizes a 30-year commitment to advancing robotics, AI, and imaging in healthcare, guided by the Quintuple Aim framework for improving outcomes, lowering costs, and expanding access.
Focus on expanding minimally invasive care through intelligent technology and empowering physicians to deliver better outcomes.
Vision for a future with less invasive, faster treatments and early disease identification.
Attracts top global talent and maintains strong customer focus, integrating feedback into product development and strategy.
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 and 35% now outside the U.S.
Installed 1,900 systems in 2025, growing the installed base to over 12,000.
Published over 48,000 peer-reviewed articles to date, supporting clinical evidence.
Latest events from Intuitive Surgical
- Q2 2026 revenue up 19% to $2.89B, with strong procedure and system growth and improved margins.ISRG
Q2 202621 Jul 2026 - Q2 revenue up 14% to $2.01B, net income up, driven by strong procedure and system growth.ISRG
Q2 20249 Jul 2026 - Q1 2026 saw 17% procedure and 23% revenue growth, with raised guidance and strong margins.ISRG
Q1 20268 Jul 2026 - Board and shareholder proposals passed; strong growth and innovation remain top priorities.ISRG
AGM 202630 Apr 2026 - Board recommends approval of all annual meeting proposals, including director elections and compensation.ISRG
Proxy Filing13 Mar 2026 - Shareholders to vote on board, pay, auditor, and equity plan amid strong growth and governance.ISRG
Proxy Filing13 Mar 2026 - Board elections, strong financial growth, and all management proposals approved; shareholder proposals rejected.ISRG
AGM 20253 Feb 2026 - Strong 2025 growth and da Vinci 5 adoption drive continued expansion into 2026.ISRG
Q4 202522 Jan 2026 - Da Vinci 5 launch drives strong placements and positive feedback, supporting robust financial outlook.ISRG
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