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Intuitive Surgical, Inc. (ISRG) Q4 2025 Earnings Call Transcript

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Intuitive Surgical, Inc. (ISRG) Q4 2025 Earnings Call January 22, 2026 4:30 PM EST

Company Participants

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

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Conference Call Participants

Travis Steed – BofA Securities, Research Division
Larry Biegelsen – Wells Fargo Securities, LLC, Research Division
Robert Marcus – JPMorgan Chase & Co, Research Division
Frederick Wise – Stifel, Nicolaus & Company, Incorporated, Research Division
David Roman – Goldman Sachs Group, Inc., Research Division
Patrick Wood – Morgan Stanley, Research Division

Presentation

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Operator

Good day, everyone, and welcome to Intuitive’s Fourth Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note, this conference is being recorded.

Now it’s my pleasure to turn the call over to the Vice President of Investor Relations, Dan Connally.

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Daniel Connally
VP & Head of Investor Relations

Good afternoon, and welcome to Intuitive’s fourth quarter 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 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 10-K filed on January 31, 2025, and Form 10-Q filed on October 22, 2025. 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.

Please note that 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 data tables to our website.

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