ISRG · News · 20260808N

Competition and New Entrants

INTUITIVE SURGICAL INC · 2026-08-08 · Importance 44 · Surprise 42 · In source text

Intuitive Surgical has 11,710 da Vinci systems in use globally, underscoring its installed-base position in robotic-assisted surgery. Medtronic and Johnson & Johnson are introducing competing surgical-robot platforms. Medtronic is also advancing AI-assisted surgery through its Touch Surgery Aide platform and Hugo robotic system, with an FDA-cleared algorithm providing real-time visual assistance to surgeons.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuenegativecontingentMedical device competitors Medtronic and Johnson & Johnson are bringing out their own surgical robots.