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Da Vinci Installed Base
Tracks the total active fleet of Da Vinci systems, which drives recurring revenue from instruments, consumables, and service contracts; a growing installed base increases predictable revenue but also highlights the importance of upgrades and global penetration for future growth.The da Vinci installed base growth is steady and durable, reflecting strong placement momentum (including SP/XiR traction) that underpins recurring service revenue and helps sustain margins despite softer procedure comps in the U.S. and China. That resilience supports Intuitive’s high-margin profile, but investors should watch monetization risks: an extended‑use instrument program and GLP‑1–driven declines in bariatrics could compress I&A revenue-per-procedure, and China tender/pricing pressure or delayed local clearances could temper future unit placement momentum.
Date | Da Vinci Installed Base |
|---|---|
Jun 30, 2026 | 11.71K |
Mar 31, 2026 | 11.39K |
Dec 31, 2025 | 11.11K |
Sep 30, 2025 | 10.76K |
Jun 30, 2025 | 10.49K |
Mar 31, 2025 | 10.19K |
Dec 31, 2024 | 9.90K |
Sep 30, 2024 | 9.54K |
Jun 30, 2024 | 9.20K |
Mar 31, 2024 | 8.89K |