Company: ISRG
Filing Date: 2025-07-23
Form Type: 10-Q
Source: 0001035267-25-000192
Chunk: 120

Company: INTUITIVE SURGICAL INC
Filing Date: 2025-07-23
Form: 10-Q
Item: Item 2
Chunk 120
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 Vinci procedure volume and approximately 55% higher Ion procedure volume. The year-to-date 2025 U.S. da Vinci procedure growth was approximately 14%, driven primarily by strong growth in general surgery procedures, most notably cholecystectomy, hernia repair, and appendectomy procedures, as well as growth in gynecological procedures. The number of U.S. da Vinci bariatric procedures continued to decline in the high-single digits in the first six months of 2025 compared with the first six months of 2024. The year-to-date 2025 OUS da Vinci procedure growth was approximately 24%, driven by growth in general surgery procedures, most notably colorectal and hernia repair procedures, urologic procedures, most notably prostatectomy and partial nephrectomy procedures, and gynecologic procedures, most notably hysterectomy procedures. Geographically, the year-to-date 2025 OUS da Vinci procedure growth was driven by several markets with particular strength in India and South Korea.

Systems revenue increased by 27% to $1.10 billion for the six months ended June 30, 2025, compared to $0.87 billion for the six months ended June 30, 2024. The higher year-to-date 2025 system revenue was primarily driven by an increase in da Vinci system placements, higher operating lease revenue, and higher year-to-date 2025 ASPs, driven by an increase in da Vinci 5 system placements.

During the six months ended June 30, 2025, a total of 762 da Vinci surgical systems were placed compared to 654 systems during the six months ended June 30, 2024. By geography, 420 systems were placed in the U.S., 161 in Europe, 121 in Asia, and 60 in other OUS markets during the six months ended June 30, 2025, compared to 297 systems placed in the U.S., 155 in Europe, 151 in Asia, and 51 in other OUS markets during the six months ended June 30, 2024. The increase in system placements was primarily driven by continued demand for additional capacity by our customers as a result of procedure growth 

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as well as increased demand for our next-generation da Vinci 5 system, including the impact from customers beginning to trade in fourth-generation da Vinci systems.

The following table summarizes our da Vinci system placements and systems installed at customers under leasing arrangements:

Six Months Ended June 30,20252024Da