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Intuitive Surgical, Inc. (ISRG) Q2 2026 Earnings Call Transcript

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Intuitive Surgical, Inc. (ISRG) Q2 2026 Earnings Call July 16, 2026 4:30 PM EDT

Company Participants

Daniel Connally – VP & Head of Investor Relations
David Rosa – CEO & Director
Jamie Samath – Executive VP, CFO & Enterprise Technology Leader

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Conference Call Participants

Travis Steed – BofA Securities, Research Division
Robert Marcus – JPMorgan Chase & Co, Research Division
Frederick Wise – Stifel, Nicolaus & Company, Incorporated, Research Division
Larry Biegelsen – Wells Fargo Securities, LLC, Research Division
Ryan Zimmerman – BTIG, LLC, Research Division
Matthew Taylor – Jefferies LLC, Research Division
Vikramjeet Chopra – BMO Capital Markets Equity Research
Michael Polark – Wolfe Research, LLC
Vijay Kumar – Evercore ISI Institutional Equities, Research Division

Presentation

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Operator

Good day, and thank you for standing by. Welcome to the Intuitive Q2 Earnings Conference Call. [Operator Instructions] Please be advised that today’s conference is being recorded. I would now like to turn the conference over to your speaker for today, Dan Connally. Please go ahead.

Daniel Connally
VP & Head of Investor Relations

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Good afternoon, and welcome to Intuitive’s second quarter 2026 earnings conference call. Joining me today are Dave Rosa, our CEO; and Jamie Samath, our CFO. Before we begin, I would like to remind you that comments made on today’s call may contain forward-looking statements. Actual results may differ materially from those expressed or implied as a result of certain risks and uncertainties. These risks and uncertainties are described in our Securities and Exchange Commission filings, including our most recent Form 10-K filed on February 3, 2026 and Form 10-Q filed on April 22, 2026. Our SEC filings can be found through our website at intuitive.com or at the SEC’s website. Investors are cautioned not to place undue reliance on such forward-looking statements. This conference call will be available for audio replay on our website in the Events section under our Investor Relations page. We have posted today’s press release and supplementary financial

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