MAAT INDEX

CLAIM #40780 · Medtronic PLC (MDT) · 2026Q2 earnings call · Nov 18, 2025 · due Dec 31, 2026

And we're measuring that speed of adoption in quarters, not years.

Geoff Martha · CEO

PENDING
graded after results covering Dec 31, 2026 are reported

How to check this claim

Look at: Simplicity (renal denervation) revenue ramp/adoption trajectory as reported by segment

It came true if: Management or reported revenue shows adoption ramping meaningfully within 2-3 quarters of back-half FY2026 launch, rather than requiring multiple years to reach measurable contribution

Where: Company quarterly earnings releases and management commentary (Cardiovascular segment revenue, Simplicity RDN contribution)

In context

, those are we would say our big, you know, multibillion-dollar, you know, up market opportunities. In the back half, the contribution will be more from PFA in that category. PFA is, I mean, you know, is cranking right now. We've got a lot of momentum there. When it comes to Simplicity, and obviously Simplicity and Ultaviva are approved in The U.S., you know, on simplicity, I'd say we're gonna see it start to, you know, tick up in the back half of the year. And then ramp, you know, in the quarters following that. You know, like I said, between the NCD, and the commercial payers coming online, you know, this market is, you know, really a best-case scenario. It's as big as what we said it is, it's not about, you know, if or even how big. Like, it's as big as we said as it's really how fast. And we're measuring that speed of adoption in quarters, not years. Altaviva, you know, again, just approved a lot of great leading indicators, physician trainings over, you know, booked, and we can talk more about that if I get questions on why we're so excited. Again, it'll start to contribute in the back half a little bit. And then Hugo, we don't have too much on, you know, we but we do still expect the approval in the back half of our year. Then there's another getting to the base business, you know, diabetes pops, you know, pops back up, as our new sensors are available. Neuromodulation continues to be strong. CST will be continue to be strong. CRM, had two really good, you know, a really good Q2, you know, I don't know if we're gonna have that same level of growth there, but still, you know, strong growth there. And then you've got two other busines

Verify independently

SEC filings for MDT · Claim quote is verbatim from the 2026Q2 earnings call.