Intuitive

What Intuitive does

Intuitive Surgical, Inc. (NASDAQ: ISRG) designs, manufactures, and sells robotic-assisted surgical systems and the integrated ecosystem of instruments, accessories, software, and services that support them. Founded in 1995 and headquartered in Sunnyvale, California, the company is the dominant player in robotic-assisted surgery with an installed base of more than 11,395 da Vinci systems and 1,041 Ion systems globally, more than 14 million cumulative procedures performed, and an estimated 80% share of the robotic surgery market. Its core platforms span four generations of multi-port da Vinci systems (da Vinci 5, Xi, X), the single-port da Vinci SP, and the Ion endoluminal system for robotic bronchoscopy, supported by proprietary technologies including Force Feedback haptic feedback, Firefly fluorescence imaging, SmartFire intelligent stapling, and Ion fiber optic shape-sensing.

Name

Intuitive

Legal name

Intuitive Surgical Operations, Inc.

Website

https://intuitive.com

Company type

Public

Founded year

1995

Operating status

Operating

Headcount range

5,001–10,000 employees

Short description

Intuitive Surgical designs and manufactures robotic-assisted surgical systems, led by the da Vinci multi-port and SP platforms and the Ion endoluminal system, serving hospitals, surgeons, and health systems worldwide with an integrated ecosystem of instruments, digital platforms, and services.

Ownership category

akta.pro rank

Product category

Surgical Robotics

NAICS

Surgical and Medical Instrument Manufacturing (339112), Surgical Appliance and Supplies Manufacturing (339113), Software Publishers (51321), Medical Equipment and Supplies Manufacturing (3391)

SIC

Surgical & Medical Instruments & Apparatus (3841), Orthopedic, Prosthetic & Surgical Appliances & Supplies (3842)

akta.pro primary industry

Surgical Robotics & Computer-Assisted Surgery Platforms (HLAHADAF)

akta.pro secondary industries

Operating Room Integration & Surgical Informatics (OR control, documentation, connectivity) (HLAHADAE), Surgical Navigation, Tracking & Intraoperative Guidance (Ortho/Neuro/ENT) (HLAHADAG), Healthcare & Assistive Robotics (HDAAAIAC), Healthcare & Clinical Simulation (Surgery, Nursing, EMT, Patient Interaction) (EDAFAJAC)

Keywords

• Robotic surgical systems
• Surgical robotics
• Minimally invasive surgery
• Medical robotics
• Surgical instruments

Headquarters

HQ city

Sunnyvale

HQ country

United States

HQ region

North America

Offices13 records

Markets served

GTM type

B2B

Offering type

Hardware or Manufacturing

Cost components

Operations, Supply Chain, Technology or R&D, Marketing or Sales, Personnel, Infrastructure

Revenue model

1. Instruments and Accessories: Recurring consumables revenue from instruments used in da Vinci procedures. Each surgical procedure requires new instruments, creating recurring revenue tied to procedure volume. Represents approximately 60% of total revenue.
2. Service Contracts: Recurring service and support contracts for installed da Vinci and Ion systems. Includes 24x7 technical support, preventive maintenance, software updates, and performance analytics. Represents approximately 15% of total revenue.
3. Da Vinci Surgical Systems: Capital equipment sales of da Vinci multi-port systems (da Vinci 5, Xi, X) and single-port SP system. Also includes Ion endoluminal systems. Represents approximately 23% of total revenue. In-house financing options available.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

Intuitive designs, manufactures, and sells robotic-assisted surgical systems — primarily the da Vinci multi-port platforms (da Vinci 5, Xi, X) and SP single-port system — along with the Ion endoluminal robotic bronchoscopy system. Revenue is generated through capital equipment sales, recurring instruments and accessories consumed per procedure (~60% of revenue), and service and support contracts (~15% of revenue). The offering is complemented by an integrated digital ecosystem including My Intuitive, My Intuitive+, SimNow, and Intuitive Hub for training, performance analytics, and telepresence.

Product overview

Intuitive is a platform-based medical robotics company offering a unified ecosystem of robotic surgical systems, digital platforms, and surgical instruments. The core portfolio includes four generations of da Vinci multiport robotic surgical systems (Da Vinci 5, Xi, X, and SP) and the Ion endoluminal system for robotic bronchoscopy. These systems are supported by an integrated digital ecosystem comprising My Intuitive/My Intuitive+ for surgical data and insights, SimNow/SimNow 2 for simulation training, and Intuitive Hub for automated video capture. The accessory portfolio includes EndoWrist instruments, SureForm staplers, Vessel Sealer Extend, SynchroSeal, and the E-200 energy generator. Key differentiating technologies include Force Feedback (haptic feedback), Firefly fluorescence imaging, and shape-sensing technology. The company generates recurring revenue through instruments, accessories, and service contracts, with systems sales representing approximately 23% of total revenue.

Differentiator

Problem solved

Functional benefit

Brands

• Da Vinci: Robotic surgical systems including da Vinci 5, Xi, X, and SP platforms for multiport and single-port surgery
• Ion
• My Intuitive
• SimNow
• Intuitive Hub
• Intuitive Foundation

Products and services

• Da Vinci 5 The most advanced multiport robotic surgical platform, supporting enhanced surgical senses, greater surgeon autonomy, streamlined OR workflows, advanced data analytics, and force-feedback technology. Targeted at hospitals seeking to expand robotic-assisted minimally invasive surgery programs.
• Da Vinci Xi Fourth-generation multiport robotic surgery system delivering proven capabilities across multiple surgical specialties, with advanced 3DHD vision, Firefly fluorescence imaging, and integrated table motion. Targeted at hospitals performing high volumes across multiple surgical specialties.
• Da Vinci X Value-oriented foundational entry point to robotic surgery built on the same arm architecture as da Vinci Xi, enabling standardization to core instruments and vision technologies with streamlined setup. Targeted at hospitals seeking cost-effective access to the da Vinci ecosystem.
• Da Vinci SP Single-port surgical system uniquely designed for single-incision or natural orifice surgery, with a single arm delivering three multi-jointed instruments and a fully articulating 3DHD endoscope for narrow surgical spaces.
• Ion Robotic bronchoscopy platform for minimally invasive peripheral lung biopsy, featuring an ultrathin catheter with fiber optic shape-sensing technology providing precise location, shape, and orientation throughout navigation and biopsy. Targeted at hospitals and pulmonology programs addressing lung cancer diagnostics.
• SimNow Simulation platform for da Vinci surgical system training, offering 45+ skills exercises and 35+ procedure modules for surgeons to build and maintain proficiency in a consequence-free environment with proficiency-based progression.
• My Intuitive Secure platform bringing together surgical data, learning tools, and performance dashboards providing actionable insights for care teams to make decisions, track training history, and manage inventory. HITRUST CSF and NIST certified.
• My Intuitive+ Premium tier of My Intuitive exclusive to da Vinci 5, featuring AI-powered Case Insights with video analysis, telepresence for remote case observation and mentoring, and SimNow 2 integration.
• Intuitive Hub Visual media platform for automated surgical video recording, review, sharing, and virtual collaboration during da Vinci surgery, featuring automated start/stop/bookmarking, telepresence for real-time case observation, and EMR integration.
• EndoWrist Instruments Wristed surgical instruments for da Vinci systems including forceps, scissors, scalpels, needle holders, retractors, and electrocautery tools for grasping, cutting, dissection, and suturing. Recurring consumables revenue tied to procedure volume.
• SureForm Stapler Robotic stapling instrument with SmartFire technology that monitors tissue compression before and during firing, making automatic adjustments to optimize staple line. Available in 8mm and 12mm sizes with 120 degrees of articulation.
• Vessel Sealer Extend Bipolar electrosurgical sealing instrument for da Vinci systems that seals and cuts vessels up to 7mm diameter using the E-200 generator for faster sealing compared to previous generation.
• SynchroSeal Bipolar electrosurgical instrument with average seal time under 2 seconds for sealing vessels up to 5mm and tissue bundles, featuring enhanced dissection capability.
• Da Vinci E-200 Generator Electrosurgical generator delivering high-frequency energy for cutting, coagulation, and rapid vessel sealing, integrating with da Vinci X, Xi, and 5 systems with adjustable energy settings per port.

Quantifiable outcome

• 30% fewer complications compared to traditional surgery
• +6 more outcomes

Named customers6 records

Segments5 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

AI capability6 records

Feature8 records

Partnerships

Two partnerships are on record, tiered minor.

• OptellumminorStrategic or Co-development Partner · 4 June 2026Partnership with NHS and Intuitive Surgical in the UK for AI-enabled lung cancer diagnostics. Optellum's LungOS AI platform deployed at over 250 clinical sites. Intuitive's Ion system integrated into lung cancer care pathway for peripheral lung biopsy.
• SovatominorStrategic or Co-development Partner · 1 November 2025Intuitive Surgical-backed startup developing a platform for remote robotic surgery (telesurgery). Sovato closed $41 million Series B funding in November 2025 led by Beringea with Teladoc Health participation. Plans to launch first remote procedure programs with health system partners in early 2027 to address surgeon shortages and improve rural access to specialist care.

Scale indicators11 records

Recent moves6 records

Expansion highlights7 records

Direct peers

• Stryker: Stryker's Mako SmartRobotics system is a direct competitor in robotic-assisted surgery, particularly in orthopedics. Stryker shares Intuitive's enterprise hospital sales model and competes for capital equipment budgets across the same surgical suite footprint.

Broad incumbents

• Medtronic: Medtronic's Hugo robotic-assisted surgery platform competes directly with da Vinci across urology, gynecology, and general surgery. As a broad incumbent with deep hospital relationships, Medtronic represents a well-capitalized challenger targeting Intuitive's core market.
• Johnson & Johnson MedTech: Johnson & Johnson's Ottava robotic surgery platform (via Ethicon/Verb Surgical) is a key competitor in soft-tissue robotic surgery. J&J's massive hospital salesforce, surgical instrument portfolio, and Monarch bronchoscopy platform make it a formidable emerging rival across multiple surgical specialties.
• Siemens Healthineers: Siemens Healthineers provides imaging systems that integrate with Intuitive's Ion platform (Cios Spin cone-beam CT). As a broad incumbent in medical imaging, Siemens represents both a partner and adjacent competitor in image-guided interventional procedures including robotic bronchoscopy.

Emerging players

• Zimmer Biomet: Zimmer Biomet's ROSA Robotics system competes in orthopedic and neurosurgical robotics. While narrower than da Vinci in soft-tissue surgery, Zimmer Biomet's orthopedic relationships and capital equipment presence create overlap in hospital surgical suite purchasing decisions.
• Smith+Nephew: Smith+Nephew's CORI handheld robotics system targets orthopedics. While a different form factor than da Vinci, Smith+Nephew competes for hospital and ASC capital budgets and is expanding into more digitally integrated surgical workflows.
• Vicarious Surgical: Vicarious Surgical is developing a next-generation robotic surgical platform with virtual reality and single-port capabilities. As an emerging player focused on disruptive technology, it represents a potential future challenger to da Vinci's platform dominance.
• Moon Surgical: Moon Surgical is developing a smaller, assistant-focused robotic platform for the operating room. While not a direct da Vinci competitor, it targets surgical workflow augmentation that could complement or partially substitute for da Vinci systems in select procedures.
• Brainlab: Brainlab offers surgical navigation, planning, and intraoperative imaging software that competes with elements of Intuitive's digital ecosystem (My Intuitive, Intuitive Hub). It integrates with multiple robotic platforms and represents adjacent competition in surgical informatics.
• Globus Medical: Globus Medical's ExcelsiusGPS robotic navigation platform targets spine and orthopedic surgery. While more focused on navigated instrumentation than full robotic assistance, Globus competes for the same hospital capital equipment budgets and surgeon adoption mindshare.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat7 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/IntuitiveSurg
• YouTubeyoutube.com/@Intuitive
• Facebookfacebook.com/IntuitiveSurg
• LinkedInlinkedin.com/company/intuitive-surgical
• Instagraminstagram.com/intuitivesurgical

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles16 records

Subsidiaries5 records

Funding overview

Funding rounds3 records

Investors4 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A5 records

Investments5 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Intuitive