Intuitive Surgical
ISRGQ4 2025(ISRG Q3 FY2025)Estimated3% AI
AI Revenue %
3%
AI Fair Value
$2.7B
AI Revenue (Q)
$178.2M
Total Revenue (Q)
$5.9B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Q3 FY2025 total revenue $2,505.1M (Product $2,109.2M, Service $395.9M). 9M 2025 = $7,198.5M. Revenue growth of 22.9% YoY. No AI revenue disclosed. Single segment. ISRG's filings continue to have zero AI revenue quantification despite growing AI integration. The AI risk factors remain, confirming AI is being incorporated, but no dollar figures or percentages for AI contribution are provided. Conservative 3.0% estimate. Math: 3.0% x $2,505.1M = ~$75.2M estimated AI-attributable revenue for Q3 FY2025.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenue $2,505.1M (Product $2,109.2M, Service $395.9M)
10-Q 2025-09-30, Income Statement
Incorporating artificial intelligence technologies into our products, services, and operations may result in legal and regulatory risks or have other adverse consequences to our business, financial condition, or results of operations
10-K 2024-12-31, Risk Factors (carried forward)
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