ISRG · Earnings call · 2026Q3T · Full report

Products and Technology

INTUITIVE SURGICAL INC · 2026-10-20 · Importance 34 · Surprise 42 · In source text

Intuitive received CE marks for Force Feedback instrumentation and cardiac procedures on da Vinci 5, and for transvaginal gynecological procedures on SP; da Vinci 5 cardiac clearance now covers the U.S., Europe, India, Japan, and Korea. FDA clearances for surgeon-initiated tool eject and multi-arm targeting were described as adding efficiency and surgeon autonomy, while a handheld endoscope received FDA clearance. The company also received FDA clearance for a foundational, noncommercial next-generation flexible robotic endoscope for gastrointestinal use and submitted a cavitational ultrasonic aspirator for liver and pancreas procedures. Management said it is developing a voice-activated interface and automated fourth-arm control for da Vinci 5, while telepresence supports future telesurgery efforts.

Key facts

• Intuitive has two active Ion development programs: a ROSE system for on-site cytology and endobronchial ultrasound integrated into Ion for staging; both are expected to be accretive to Ion revenue per case.
• In Q3 2026, Intuitive received FDA 510(k) clearance for da Vinci 5 surgeon-initiated tool eject and multi-arm targeting.
• Intuitive received FDA 510(k) clearance in the prior week for an integrated version of the da Vinci 5 handheld endoscope.
• In August 2026, Intuitive received FDA 510(k) clearance for a foundational noncommercial next-generation flexible robotic endoscope system for gastrointestinal tract use.
• Intuitive expects several regulatory clearances for telesurgery in the first half of 2028.
• Intuitive is developing da Vinci 5 digital and AI capabilities, including a voice-activated user interface and automated fourth arm control.
• Intuitive submitted a cavitational ultrasonic aspirator instrument for FDA 510(k) clearance for use in liver and pancreas procedures.
• A CFO-described surgeon's da Vinci 5 prostatectomy potency-return curve was about 10 points higher than his Xi comparator, which he attributed to Force Feedback.

Impact estimates