Company: ISRG
Filing Date: 2025-10-22
Form Type: 10-Q
Source: 0001035267-25-000209
Chunk: 115

Company: INTUITIVE SURGICAL INC
Filing Date: 2025-10-22
Form: 10-Q
Item: Item 2
Chunk 115
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 revenue2,109.2 1,709.2 6,048.4 4,978.9 Service395.9 328.9 1,150.1 959.7 Total revenue$2,505.1 $2,038.1 $7,198.5 $5,938.6 U.S.$1,717.6 $1,379.4 $4,885.2 $3,937.1 OUS787.5 658.7 2,313.3 2,001.5 Total revenue$2,505.1 $2,038.1 $7,198.5 $5,938.6 % of Revenue – U.S.69%68%68%66%% of Revenue – OUS31%32%32%34%Instruments and accessories$1,518.8 $1,264.2 $4,360.6 $3,667.5 Service395.9 328.9 1,150.1 959.7 Operating lease revenue223.0 167.8 632.0 472.7 Total recurring revenue$2,137.7 $1,760.9 $6,142.7 $5,099.9 % of Total revenue 85%86%85%86%Da Vinci Surgical System Placements by RegionU.S. unit placements263 219 683 516 OUS unit placements164 160 506 517 Total unit placements*427 379 1,189 1,033 *Systems placed under fixed-payment operating lease arrangements (included in total unit placements)116 79 276 227 *Systems placed under usage-based operating lease arrangements (included in total unit placements)115 141 346 327 Da Vinci Surgical System Placements involving Trade-ins or Lease UpgradesUnit placements involving trade-ins or lease upgrades141 38 291 88 Unit placements not involving trade-ins or lease upgrades286 341 898 945 Ion System Placements**50 58 153 202 **Systems placed under fixed-payment operating lease arrangements (included in total unit placements)11 19 38 61 **Systems placed under usage-based operating lease arrangements (included in total unit placements)6 17 42 54 

42

Product Revenue

Three Months Ended September 30