CLAIM #33178 · Intuitive Surgical Inc (ISRG) · 2024Q1 earnings call · Apr 18, 2024 · due Dec 31, 2025
“Yes, I think as we add capabilities and time, we have some imaging things that we want to do. We have some things in terms of software upgrades and analytics power and some things we want to do in terms of integration. That's much more likely to be ‘25 and later than ‘24.”
Gary Guthart · CEO
In context
“growth rates. And I think, again, to Gary's point, it will be dynamic and we're just going to have to see how it plays out throughout the year. Rick Wise: Okay, great. And let me turn to some of the new and incremental features you talked about, Gary. I'm sure all of us on the call have been talking to doctors. I've been hearing a variety of additional features. Some sound quite compelling. Can you give us any flavor? I mean, first, I'd be happy to hear from you what some of them could be? But how quickly, given what you know today, when could we see those features that, again, I would assume would enhance the value? Are we going to see them this year, second-half, or is it more likely that's something for next year as you get supply chain where you want it to be? Thank you. Gary Guthart: Yes, I think as we add capabilities and time, we have some imaging things that we want to do. We have some things in terms of software upgrades and analytics power and some things we want to do in terms of integration. That's much more likely to be ‘25 and later than ‘24. A lot of ‘24 will be making sure that we and our suppliers feel great about what we've got and then adapting to any immediate feedback that we see. Operator: And we will go to the next line. Adam Maeder, Piper Sandler. Please go ahead. Adam Maeder: Good afternoon. Thank you for taking the questions, and congrats on the nice quarter. I wanted to start by asking about the force feedback instruments. I was hoping, Gary, you could share a little bit more color on the feedback that you're getting from clinicians thus far into launch? And then if I understand correctly, you have six force feedback instruments that are used across different common procedures. Will you look to expand the portfolio of that technology going forward? And if so, what might that look like? And then I had a follow-up,”
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SEC filings for ISRG ↗ · Claim quote is verbatim from the 2024Q1 earnings call.