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SEC filings, financial facts, source resources, and Goglides workspace context for INTUITIVE SURGICAL INC.
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Intuitive Surgical's moat depends on whether da Vinci 5 deepens installed-base economics instead of just refreshing hardware.
OpenIntuitive Surgical is not only a robot sale story; the installed base creates recurring instruments, accessories, and service economics.
OpenIntuitive Surgical reported FY2025 revenue of $10.1 billion and Q1 2026 revenue of $2.8 billion. The thesis depends on procedure growth, installed-base expansion, systems demand, recurring instruments, margins, cash flow and inventory discipline.
OpenADMA is profitable and ASCENIV is still growing, but Q1 2026 reset the story: standard IG pricing pressure, distributor timing, BIVIGAM weakness, and long-term guidance withdrawal turned 2026 into a proof year.
OpenAclaris has enough cash to run a busy 2026 immunology catalyst calendar, but the company still has no approved wholly controlled product, recurring operating losses, ATM dilution, and several clinical proof gates that can change the story quickly.
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