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CLAIM #40636 · Medtronic PLC (MDT) · 2025Q3 earnings call · Feb 18, 2025 · due Feb 18, 2027

And tibial is another one that I think we're one of the only ones talking about it and for overactive bladder. This is -- we think this will double the size of that business over the next couple of years once we launch it.

Geoff Martha · CEO

PENDING
graded after results covering Feb 18, 2027 are reported

How to check this claim

Look at: Revenue of the overactive bladder (tibial neuromodulation) business segment

It came true if: Reported segment/business revenue >= 2x the pre-launch baseline revenue level

Where: Company-disclosed segment revenue commentary (10-K, investor presentations, or earnings call disclosures on this business line)

In context

ve DBS where you can close the loop the impact on the patient and the impact on the health care system where it's automatically programmed is massive. And so we see that moving forward. Those are all here right now and contributing. And then you get into FY ‘26, Hugo starts to be a meaningful growth driver for our surgical business like we talked about. Ardian kicks in. We haven't quantified that. You have to wait for the Q4 call in terms of the short-term impact on Ardian, but obviously, the NCD really unlocks that. And the patients that we're treating right now, the efficacy is just better than we expected and sure physicians are giving us great feedback. But then you get out beyond that, and these are -- all these growth drivers are going to keep going, but then you add tibial on that. And tibial is another one that I think we're one of the only ones talking about it and for overactive bladder. This is -- we think this will double the size of that business over the next couple of years once we launch it. I mean it is -- there's such a pent-up demand for this. And it takes this from a -- I call it a tibial for -- stimulation for overactive bladder, takes it from more of a medical device, not quite a wearable, but you're getting close to a wearable when you're just going under the skin on the ankle, but above the fascia with a tiny device that -- and I'm not going to give away all the -- it's a very compelling story that is going to open up that market. So you can see we got this flywheel going -- Robbie's question earlier about the investments to keep it going. We feel good about that, especially with the gross margin improvements and some dry powder we have in M&A to augment that. But that's about the extent of the color I can give at this point, and I probably left one or two out, but th

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SEC filings for MDT · Claim quote is verbatim from the 2025Q3 earnings call.