Intuitive Surgical
ISRGQ2 2023(ISRG Q1 FY2023)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$1.5B
AI Revenue (Q)
$33.9M
Total Revenue (Q)
$1.7B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 FY2023 total revenue $1,696.2M (Instruments & Accessories $985.6M, Systems $427.4M, Services $283.2M). No AI revenue segment or disclosure. Single reportable segment. The company describes its products as 'da Vinci Surgical Systems and the Ion endoluminal system' with no AI-specific revenue language. Conservative 2% estimate for embedded computer vision and analytics components.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenue $1,696.2M: Instruments and accessories $985.6M, Systems $427.4M, Services $283.2M
10-Q 2023-03-31, Note 5
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