Intuitive Surgical
ISRGQ3 2023(ISRG Q2 FY2023)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$1.5B
AI Revenue (Q)
$35.1M
Total Revenue (Q)
$1.8B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 FY2023 total revenue $1,755.9M (Instruments & Accessories $1,075.9M, Systems $392.7M, Services $287.3M). No AI revenue disclosure. ISRG continues to operate as a single reportable segment with no AI-specific revenue breakout. Conservative 2% estimate.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenue $1,755.9M: Instruments and accessories $1,075.9M, Systems $392.7M, Services $287.3M
10-Q 2023-06-30, 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