How did Intuitive Surgical perform in late 2025?

Intuitive Surgical ended 2025 strongly, placing 532 da Vinci surgical robots in the fourth quarter and increasing its global installed base by 12% year-over-year.

What drives Intuitive Surgical's revenue?

Approximately 60% of Intuitive Surgical's revenue comes from instruments and accessories, with 75% of its total income being recurring revenue from services and maintenance.

How is Intuitive Surgical leveraging AI?

Intuitive Surgical is integrating AI into its products to assist surgeons, receiving FDA approval in late 2025 for an AI tool that enhances lung biopsies.

Home / Business and Economy / Robots Drive Growth: Intuitive Surges Ahead

Robots Drive Growth: Intuitive Surges Ahead

1 Feb

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Summary

Surgical robot placements increased by 532 units in Q4 2025.
Recurring revenue constitutes 75% of the company's income.
AI integration is a key future growth driver for surgical tools.

Robots Drive Growth: Intuitive Surges Ahead

Intuitive Surgical concluded 2025 with robust performance, reporting 532 da Vinci surgical robot placements in the fourth quarter, a notable increase from the prior year. The company now boasts over 11,106 operational systems globally, marking a 12% year-over-year rise.

While the placement of these advanced robotic systems is a key indicator, the core of Intuitive Surgical's revenue comes from supporting instruments and accessories, accounting for approximately 60% of sales. The actual sale of the da Vinci robots represents about 25% of revenue, with services making up the remaining 15%.

A significant strength lies in the recurring revenue model, which comprises about 75% of the company's income. This consistent income stream grows with each installed unit, as robots require ongoing maintenance and parts. The increasing utilization of these systems is crucial, evidenced by an 18% rise in procedures performed with da Vinci in 2025 compared to 2024.