ISRG · News · 20260902N
Recurring Revenue Mix
INTUITIVE SURGICAL INC · 2026-09-02 · Importance 50 · Surprise 24
Intuitive Surgical was reported to generate approximately 85% of revenue from recurring sources tied to its installed da Vinci system base. The recurring stream includes instruments, accessories, and service activity associated with installed systems. This mix supports revenue persistence as the installed base expands. The company’s da Vinci 5 placements and Ion platform growth were identified as contributors to future recurring revenue expansion.
Key facts
- In Q2 2025 Intuitive Surgical saw an 18% increase in instruments and accessories revenue. source