Intuitive Surgical
ISRGQ1 2023(ISRG Q4 FY2022)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$1.5B
AI Revenue (Q)
$31.1M
Total Revenue (Q)
$1.6B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Q4 FY2022 total revenue $1,655.0M (derived: FY2022 total $6,222.2M minus 9M $4,567.2M). FY2022 annual breakdown: Instruments & Accessories $3,517.9M, Systems $1,680.1M, Services $1,024.2M. No AI segment, no AI revenue quantification. The 10-K describes the business identically to quarterly filings: robotic surgical systems with a vision system, instruments, and accessories. No AI-specific risk factors or revenue discussions appear in the FY2022 10-K. Conservative 2% estimate.
Analyzed by claude-opus-4-6
Quoted Figures
FY2022 Total revenue $6,222.2M: Instruments and accessories $3,517.9M, Systems $1,680.1M, Services $1,024.2M
10-K 2022-12-31, Note 5
Q4 derived revenue: $6,222.2M - $4,567.2M = $1,655.0M
Derived from 10-K and 10-Q
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