Intuitive Surgical
ISRGQ1 2026(ISRG Q4 FY2025)Estimated3% AI
AI Revenue %
3%
AI Fair Value
$2.7B
AI Revenue (Q)
$86.0M
Total Revenue (Q)
$2.9B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Q4 FY2025 from FY2025 10-K. 9M 2025 revenue = $7,198.5M. The FY2025 10-K confirms single reportable segment, no AI revenue breakout. AI risk factors remain present. The company describes its 'digital portfolio that enables actionable digital insights.' The FY2025 10-K also mentions risks around 'complex and evolving laws and regulations regarding data privacy, data protection, artificial intelligence, and responsible use of data.' Despite the growing role of AI in the da Vinci 5 platform, ISRG provides zero quantification of AI-driven revenue. The core business remains selling robotic surgical systems and per-procedure disposable instruments. Conservative 3.0% estimate.
Analyzed by claude-opus-4-6
Quoted Figures
The Company manages the business activities on a consolidated basis and operates in one reportable segment
10-K 2025-12-31, Note 13
Incorporating artificial intelligence technologies into our products, services, and operations may result in legal and regulatory risks
10-K 2025-12-31, Risk Factors
Our business is subject to complex and evolving laws and regulations regarding data privacy, data protection, artificial intelligence, and responsible use of data
10-K 2025-12-31, Risk Factors
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