Competitive LandscapeCMR Surgical is not seen as a significant threat to ISRG due to lack of meaningful commercial infrastructure in the US, with the Versius system's limited release suggesting gradual market entry and limited immediate competition.
Market Position And GrowthIntuitive leads the robot-assisted surgery industry with its multi- and single-port da Vinci systems, and ongoing upgrade cycle drives double-digit system/mid-to-high-teens procedure growth, supporting accelerating revenue growth.
Technology And InnovationDa Vinci 5 takes robotics to standard of care by unlocking 10,000x computing power with AI/machine learning, elevating good surgeons to the best surgeons for safer, faster, and more reliable surgery.