Intuitive Surgical
ISRGQ4 2022(ISRG Q3 FY2022)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$1.4B
AI Revenue (Q)
$31.1M
Total Revenue (Q)
$1.6B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q3 FY2022 total revenue $1,557.4M (Instruments & Accessories $871.6M, Systems $425.9M, Services $259.9M). No AI revenue disclosure. Single reportable segment. The company continues to describe its products as robotic surgical systems with a 'high-performance vision system.' No AI-specific features are highlighted as revenue drivers. Conservative 2% estimate for embedded ML/computer vision components in the vision system and surgical analytics.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenue $1,557.4M: Instruments and accessories $871.6M, Systems $425.9M, Services $259.9M
10-Q 2022-09-30, 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