Intuitive Surgical
ISRGQ2 2025(ISRG Q1 FY2025)Estimated3% AI
AI Revenue %
3%
AI Fair Value
$2.7B
AI Revenue (Q)
$56.7M
Total Revenue (Q)
$1.9B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 FY2025 total revenue $2,253.4M (Product $1,890.4M, Service $363.0M). Revenue growth of 19.2% YoY. No AI revenue disclosure. Single reportable segment. The da Vinci 5 system with enhanced AI features is now more broadly deployed. The company's digital ecosystem continues to expand. New tariff risk factors dominate but AI risk factors persist. Slight increase to 3.0% reflects the growing installed base of da Vinci 5 systems (which have more AI-intensive features like force feedback with AI-assisted tissue recognition, enhanced 3D visualization with ML processing, and integrated case analytics), though AI features remain bundled and not separately priced.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenue $2,253.4M (Product $1,890.4M, Service $363.0M)
10-Q 2025-03-31, Income Statement
The da Vinci surgical system is designed to enable surgeons to perform a wide range of surgical procedures within our targeted general surgery, urologic, gynecologic, cardiothoracic, and head and neck specialties
10-Q 2025-03-31, Note 1
AI Products Identified (Ring 1)
da Vinci 5 AI-enhanced vision and force feedbackMy Intuitive case analyticsdigital insights portfolioAI-assisted tissue identification
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 & Accessoriesda Vinci Xi/X systemsIon system hardware
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix