ISRG · 10-Q · 2026Q2 · Full report
Product Launch and Transition
INTUITIVE SURGICAL INC · 2026-07-21 · Importance 60 · Surprise 74 · In source text
Intuitive’s da Vinci 5 multi-port system had an installed base of 1,710 systems as of June 30, 2026, including 136 systems outside the U.S., while da Vinci SP had an installed base of 445 systems. Second-quarter placements included 246 da Vinci 5 systems, up from 180 a year earlier, indicating continued transition toward the fifth-generation platform. The da Vinci SP system is expanding across colorectal, thoracic, transoral, transanal, breast, cholecystectomy, hernia, appendectomy, and nipple-sparing mastectomy procedures, while the company plans additional instruments and regulatory clearances. Ion software now incorporates artificial intelligence across its navigational workflow and advanced imaging capabilities for lung biopsies.
Key facts
- In October 2025, we obtained FDA clearance for software advancements for the Ion endoluminal system introducing AI across Ion’s navigational workflow and integrating new advanced imaging capabilities. source
- During Q2 2026, 246 da Vinci 5 systems were placed, compared to 180 systems in Q2 2025. source
- In March 2024, we obtained NMPA regulatory approval for our Ion endoluminal system in China and placed our first Ion systems in China during the third quarter of 2024. source
- Ion installed base was approximately 1,096 systems as of June 30, 2026, a 21% increase from approximately 905 systems as of June 30, 2025. source
- The second quarter 2026 da Vinci surgical system placements included 246 da Vinci 5 systems compared to 180 systems in the second quarter of 2025. source
- In Q2 2026, 55 Ion systems were placed compared to 54 systems in Q2 2025. source
- As of June 30, 2026, we have an installed base of 1,710 da Vinci 5 surgical systems, of which 136 systems are located in geographic markets outside of the U.S. source
- We have an installed base of 445 da Vinci SP surgical systems as of June 30, 2026. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | probable | — | In October 2025, we obtained FDA clearance for software advancements for the Ion endoluminal system introducing AI across Ion’s… |