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CLAIM #40640 · Medtronic PLC (MDT) · 2025Q4 earnings call · May 21, 2025 · due Apr 30, 2026

And combined with the investments we're prioritizing to even further enhance the AiBLE ecosystem, we expect our strength in CST to continue.

Geoff Martha · CEO

PENDING
graded after results covering Apr 30, 2026 are reported

In context

tware, imaging, robotics, navigation and powered surgical instruments, has by far the largest installed base with over 10,000 capital units well ahead of our competition. Now, this is important because when a customer upgrades one of our pieces of capital, they're not just upgrading one product, they're upgrading to the full AiBLE ecosystem. So, you don't go just from O-arm to new O-arm or navigation to new NAV or robot to new robot, you go from one of these pieces of equipment to the entire AiBLE ecosystem. AiBLE is not only appealing to spine surgeons around the world, it's also attracting the competition's best sales reps and distributors to join Medtronic. Some of the world's leading spine and neurosurgery centers, including large iconic teaching institutions, are moving to Medtronic. And combined with the investments we're prioritizing to even further enhance the AiBLE ecosystem, we expect our strength in CST to continue. Another business that continues to win share is Neuromodulation, which grew 10%. Our closed-loop sensing technology is driving strong growth in both Pain Stim and Brain Mod. In Pain Stim, we grew 12%, including 15% growth in the US on the continued strength of our Inceptiv closed-loop spinal cord stimulator. We continue to win share and have now reached the number one global position in SCS. Inceptiv is changing patients' lives as they no longer have to adjust their therapy throughout the day, and they aren't having to come back to the doctor's office to have their device settings changed. So, Inceptiv is reducing burden for the patient and for the physician. In Brain Modulation, we grew mid-single-digits, including 9% growth in international markets on the continued adoption of our Brain

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SEC filings for MDT · Claim quote is verbatim from the 2025Q4 earnings call.