Question 1

What percentage of Intuitive Surgical's revenue comes from AI?

Accepted Answer

Intuitive Surgical derives approximately 3.05% of its revenue from AI-related products and services, representing $249.9M in annual AI revenue out of $8.2B total. This estimate has "Estimated" confidence — no direct ai revenue disclosure — estimated from product mix.

Question 2

What is Intuitive Surgical's AI Fair Value?

Accepted Answer

Intuitive Surgical's AI Fair Value is $4.7B, ranking it #55 among publicly traded companies in the AI supply chain. AI Fair Value is calculated as Market Cap × AI Revenue %, representing what a company's AI business would be worth as a standalone entity.

Question 3

How has Intuitive Surgical's AI revenue changed recently?

Accepted Answer

Intuitive Surgical's AI revenue percentage stayed flat from 3.0% to 3.0% (0.0pp) between Q4 2025 and Q1 2026. Over the last 12 quarters tracked, AI revenue has trended upward.

Question 4

How does Intuitive Surgical compare to peers in AI Apps?

Accepted Answer

Intuitive Surgical's AI revenue percentage of 3.05% is below the AI Apps layer average of 9.2%. Among 5 ranked peers, 3 peers have a higher AI revenue percentage.

Question 5

Where does Intuitive Surgical sit in the AI supply chain?

Accepted Answer

Intuitive Surgical operates in the AI Applications & Verticals layer (Layer 9 of 9) of the AI supply chain. Companies deploying AI in specific industries — autonomous vehicles, healthcare, robotics, and more. Key AI products include da Vinci 5, Ion, My Intuitive App, AI-guided Surgery.

Question 6

How reliable is Intuitive Surgical's AI revenue estimate?

Accepted Answer

Intuitive Surgical's AI revenue data has a "Estimated" confidence tier. No direct AI revenue disclosure — estimated from product mix. Source: SEC Filing Analysis.

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