Intuitive Surgical
ISRGQ2 2022(ISRG Q1 FY2022)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$1.3B
AI Revenue (Q)
$29.8M
Total Revenue (Q)
$1.5B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
ISRG reports three revenue categories (Instruments & Accessories $810.3M, Systems $428.1M, Services $249.3M; total $1,487.7M) with zero AI-specific disclosure. The company operates as one reportable segment. The da Vinci surgical system is fundamentally a robotic electromechanical device with stereoscopic vision. While the system includes machine vision for surgical guidance and software-based instrument tracking, these are integral components of the robotic surgery platform that predates modern AI. No AI features are separately monetized or quantified. The 'high-performance vision system' uses image processing but ISRG does not characterize it as AI in this period's filings. Conservative 2% estimate reflects minor embedded AI/ML components in the vision system and analytics software, bundled into the system and service pricing.
Analyzed by claude-opus-4-6
Quoted Figures
develops, manufactures, and markets the da Vinci Surgical System and the Ion endoluminal system
10-Q 2022-06-30, Note 1
The systems consist of a surgeon console or consoles, a patient-side cart, a high-performance vision system, and proprietary instruments and accessories
10-Q 2022-06-30, Note 1
Total revenue $1,487.7M (Q1 2022: Instruments & Accessories $810.3M, Systems $428.1M, Services $249.3M)
10-Q 2022-06-30, Revenue Note 5 (derived Q1 = H1 minus Q2)
AI Products Identified (Ring 1)
da Vinci vision system image processingsurgical instrument tracking software
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Instruments & AccessoriesSystems hardwareIon endoluminal system
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix