Company: ISRG
Filing Date: 2025-04-23
Form Type: 10-Q
Source: 0001035267-25-000109
Chunk: 51

Company: INTUITIVE SURGICAL INC
Filing Date: 2025-04-23
Form: 10-Q
Item: Item 1
Chunk 51
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.S. da Vinci procedures grew approximately 13% for the three months ended March 31, 2025, compared to approximately 14% for the three months ended March 31, 2024. The first quarter 2025 U.S. procedure growth was largely attributable to strong growth in general surgery procedures, most notably cholecystectomy and hernia repair procedures. The number of U.S. da Vinci bariatric procedures performed continued to decline in the mid-single digits in the first quarter of 2025 compared to the first quarter of 2024.

OUS Procedures. OUS da Vinci procedures grew approximately 24% for the three months ended March 31, 2025, compared to approximately 20% for the three months ended March 31, 2024. The first quarter 2025 OUS procedure growth was 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. The first quarter 2025 OUS procedure growth rate reflects continued da Vinci adoption in European and Asian markets. We saw strong procedure growth in the UK, India, and South Korea during the first quarter of 2025. We believe that growth in these global markets is being driven by increased acceptance among surgeons and health systems, supported by expanded global evidence validating the clinical and economic value of da Vinci procedures as well as increased surgeon training. In South Korea, the doctor strikes that began in the first quarter of 2024 continued; however, we saw a recovery in the number of procedures performed in the first quarter of 2025, and the growth rate in South Korea modestly exceeded the overall OUS procedure growth rate. The sustainability of this recovery and the extent of the continued impact of these strikes on procedures in South Korea remains uncertain.

Ion Procedures

Overall. Total Ion procedures performed by our customers grew approximately 58% for the three months ended March 31, 2025, compared to approximately 90% for the three months ended March 31, 2024. The first quarter 2025 procedure growth was largely attributable to a larger installed base of Ion systems and the conversion of other lung biopsy modalities.

System Demand

We placed 367 da Vinci surgical systems in the first quarter of 2025, compared to 313 systems in the first quarter of 2024. The increase in system placements reflects continued demand for additional capacity by our customers