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Intuitive Surgical Q3 2026 Investor Presentation

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Intuitive Surgical's Q3 2026 Investor Presentation, released with its third-quarter 2026 results around October 21, 2026. The 19-page deck covers the company's mission, customer focus areas, 2025 platform scale (3.2M+ procedures and 1,900+ systems placed in 2025; 12,000+ systems in hospitals), capital and revenue trends (84% recurring revenue, +21% YoY revenue in 2025), da Vinci Multi-port, da Vinci 5, da Vinci SP and Ion metrics, and Q3 2026 results: $3.05 billion revenue (22% Y/Y), 14% da Vinci procedure growth, 546 da Vinci systems placed, 69.9% non-GAAP gross margin, $3.00 non-GAAP EPS, and a da Vinci installed base of 12,094 as of September 30, 2026.

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Intuitive Surgical
ISRG
Investor presentation
Q3 2026 earnings
Surgical robotics

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Description

Main Topic

Intuitive Surgical's Q3 2026 Investor Presentation, released with its third-quarter 2026 results around October 21, 2026. The 19-page deck covers the company's mission, customer focus areas, 2025 platform scale (3.2M+ procedures and 1,900+ systems placed in 2025; 12,000+ systems in hospitals), capital and revenue trends (84% recurring revenue, +21% YoY revenue in 2025), da Vinci Multi-port, da Vinci 5, da Vinci SP and Ion metrics, and Q3 2026 results: $3.05 billion revenue (22% Y/Y), 14% da Vinci procedure growth, 546 da Vinci systems placed, 69.9% non-GAAP gross margin, $3.00 non-GAAP EPS, and a da Vinci installed base of 12,094 as of September 30, 2026.

Key Benefits

  • •Puts the quarter's headline numbers on one slide: $3.05B revenue (+22% Y/Y), 69.9% non-GAAP gross margin, $3.00 non-GAAP EPS, 14% da Vinci procedure growth, 12% installed base growth and 546 systems placed
  • •Gives every platform the same three-card scorecard (procedures, installed base, utilization), so da Vinci Multi-port, SP and Ion can be compared directly
  • •Shows the recurring-revenue story with a stacked revenue chart from 2017 to 2025 labelled with the recurring share each year (71% rising to 84%) and the pricing ranges for systems, instruments and services
  • •Breaks out the da Vinci 5 launch: 270,000+ procedures, 1,200+ systems installed, 10,400+ surgeons and 11% higher utilization than Xi
  • •Uses a clean visual system that alternates dark and light slides: blue-gradient dividers, warm off-white data slides, white rounded cards and large thin numerals

Target Audience

  • •Institutional and retail investors following Intuitive Surgical (ISRG)
  • •Equity research analysts covering medtech and surgical robotics
  • •Healthcare and medtech strategy professionals, hospital administrators and industry readers
  • •Investor relations teams benchmarking quarterly earnings decks
  • •Founders and presentation designers learning how a large-cap company structures an investor deck

Use Cases

  • •Quick review of Intuitive Surgical's Q3 2026 headline results and installed base
  • •Reference template for a quarterly earnings or investor-day presentation
  • •Model for a repeating per-product KPI slide (procedures, installed base, utilization)
  • •Example of a regional installed-base slide built over a world map
  • •Inspiration for a strategic-priorities slide and an ESG/corporate-impact closing slide

Unique Value Propositions

  • •One scorecard pattern repeated across three platforms, so readers learn it once and compare at a glance
  • •Recurring-revenue share is labelled on every year of the revenue chart, which makes the business-model shift easy to see
  • •Product hero imagery on dark navy section dividers keeps a data-heavy deck from feeling flat
  • •The quarter's results take only two slides (a six-KPI card slide plus a regional installed-base map) and sit after the long-term context

Slide Pages (19)

Detailed view of each slide page, including layout, key content and visual elements.

Page 1
Cover

Investor Presentation Q3 2026

Content

Cover slide with the INTUITIVE wordmark, the title 'Investor Presentation' and the period label 'Q3 2026'.

Layout Structure

Full-bleed gradient background; logo top-left, large left-aligned title in the vertical center, period label and copyright footer bottom-left.

Key Visual Elements

  • •Deep navy-to-electric-blue diagonal gradient
  • •White INTUITIVE wordmark
  • •Large thin sans-serif title
  • •Generous negative space
Page 2
Disclaimer

Cautionary note on forward-looking statements

Content

Safe-harbor disclaimer under the Private Securities Litigation Reform Act of 1995. It lists risks such as macroeconomic factors, reliance on sole- and single-source suppliers, competition, reimbursement and recalls, and points readers to Intuitive's Form 10-K and 10-Q filings.

Layout Structure

Black background with a small title top-left and dense body text in three equal newspaper-style columns; footer logo and copyright.

Key Visual Elements

  • •Solid black background
  • •Three-column white body text
  • •Minimal title styling
Page 3
Mission & Vision

Our mission and Our vision

Content

Mission: minimally invasive care is life-enhancing care, and intelligent technology expands physicians' potential to heal without constraints. Vision: less invasive and profoundly better care, where diseases are identified early and treated quickly. Value pills read Purpose, Value, Innovative, Transformative and Commitment.

Layout Structure

Two-column layout: large 'Our mission' / 'Our vision' headings with italic accent words and paragraphs on the left; overlapping rounded-square and circular photo crops on the right, decorated with floating pill labels.

Key Visual Elements

  • •Warm off-white background
  • •Overlapping rounded and circular photo masks (surgeon console hands, family moment)
  • •Colored pill tags in blue, white and pale yellow
  • •Mixed roman/italic heading typography
Page 4
Strategy / Value Pillars

Where we are focused with our customers

Content

Five customer focus pillars, each with sub-metrics: improve clinical outcomes (length of stay, complications, readmission), enhance patient experience, improve care team experience, lower total cost of care, and expand access to care.

Layout Structure

Centered title over five equal columns. Each column has a rounded-square portrait photo threaded on a horizontal blue line, a blue two-line heading and a short list of sub-points.

Key Visual Elements

  • •Five rounded-square portrait photos
  • •Horizontal blue connector line through the photos
  • •Blue column headings with black bullet text
  • •Off-white background
Page 5
Key Metrics

Intuitive by the numbers (2025)

Content

3.2M+ procedures on Intuitive systems in 2025 and 20.4M+ to date; 1,900+ systems placed in 2025 and 12,000+ systems in hospitals globally; 4,000+ peer-reviewed articles in 2025 and 48,000+ to date. Each number is split by Multiport, Single port and Ion, e.g. 3.0M+ / 55K+ / 140K+ procedures and 10,720+ / 370+ / 990+ installed systems.

Layout Structure

Three-column, two-row stat grid separated by thin vertical rules. Each cell has a huge numeral and a label, and four cells add a translucent blue pill bar holding a three-way breakdown. Source footnotes sit at the bottom.

Key Visual Elements

  • •Navy-to-blue gradient background
  • •Oversized thin white numerals
  • •Rounded blue breakdown bars with three dividers
  • •Thin vertical column dividers
Page 6
Charts / Trends

Worldwide capital trends

Content

Two stacked bar charts for 2020-2025 (da Vinci only). Left: annual system placements split into greenfield/incremental and trade-in. Right: installed base by United States, Europe, Asia and rest-of-world, with a +12% YoY callout for 2025.

Layout Structure

Title top-left, then two side-by-side stacked column charts with Y-axis gridlines and shared-style legends below each; a large '+12% YoY' annotation sits above the final bar on the right.

Key Visual Elements

  • •Stacked column charts in navy, royal blue, periwinkle and grey
  • •Soft lavender gradient background
  • •Large YoY growth callout
  • •Bottom legends
Page 7
Financial Charts

Revenue trend (USD, in millions)

Content

Stacked revenue bars for 2017-2025 split into recurring and non-recurring revenue. The recurring share is labelled each year, rising from 71% in 2017 to 84% in 2024 and 2025, and 2025 revenue is up 21% YoY. A sidebar gives approximate pricing: $0.6M-$3.1M per da Vinci system, $900-$3,700 per procedure for instruments and accessories, $95K-$225K per year for services, and fixed-payment or usage-based operational leases.

Layout Structure

Wide stacked column chart on the left two-thirds, with recurring-share percentages set as step labels between bars and a '+21% YoY' callout on the last bar; a right-hand text sidebar lists the four revenue models with blue bold headers.

Key Visual Elements

  • •Navy recurring and light-blue non-recurring stacked bars
  • •Step-line percentage annotations
  • •Large +21% YoY callout
  • •Blue bold sidebar headers
Page 8
Section Divider

Da Vinci platforms

Content

Section divider introducing the da Vinci platform family, showing four robotic systems side by side.

Layout Structure

Dark navy background with a thin white rounded-rectangle frame. The section title sits on the left; a product lineup render on the right breaks out of the frame.

Key Visual Elements

  • •Dark navy studio background
  • •White product renders of four da Vinci systems
  • •Thin white rounded outline frame
  • •Large white title
Page 9
KPI Scorecard

Da Vinci Multi-port

Content

2020-2025 scorecard. Procedures grew from 1.2M+ to 3.0M+ (17% YoY growth), installed base from 5.9K+ to 10.7K+ (12% YoY), and utilization from 210+ to 300+ (3% YoY).

Layout Structure

Title top-left above three equal white rounded cards. Each card has a bold metric label, a big colored growth percentage, 'YoY Growth', and a six-bar column chart with only the first and last values labelled.

Key Visual Elements

  • •Three white rounded cards on off-white
  • •Gradient bars in royal blue, periwinkle and teal
  • •Large colored percentage numerals
  • •Endpoint-only data labels
Page 10
Product Launch / Stats

A strong da Vinci 5 launch

Content

da Vinci 5 has clearances in the U.S., Korea, Japan and Europe. As of Dec. 2025 it had 270,000+ procedures performed, 1,200+ systems installed globally, 10,400+ surgeons using it, and 11% higher utilization than Xi (Q4 2025 U.S. estimate).

Layout Structure

Three-zone layout: large headline and clearance subtext on the left, a white product close-up (surgeon console viewer) in the center, and a right-hand stack of four blue stats separated by thin rules.

Key Visual Elements

  • •Pastel blue-to-peach gradient background
  • •Soft-focus white product render
  • •Vertical list of blue numerals with dividers
  • •Large three-line headline
Page 11
KPI Scorecard

Da Vinci SP

Content

Single-port scorecard for 2020-2025. Procedures rose from 5K+ to 55K+ (87% YoY growth), installed base from 60+ to 370+ (39% YoY), and utilization from 110+ to 180+ (29% YoY).

Layout Structure

Same three-card scorecard template as the Multi-port slide: metric label, big growth percentage and a six-year column chart in each card.

Key Visual Elements

  • •Reused three-card layout
  • •Steeply rising blue and periwinkle bars
  • •Teal utilization bars
  • •Endpoint value labels
Page 12
Section Divider

Ion

Content

Section divider for Ion, Intuitive's robotic endoluminal platform, shown with a close-up of its catheter arm and touchscreen controller.

Layout Structure

Dark navy background with a rounded white outline frame. A single-word title sits on the left; the product render on the right extends beyond the frame.

Key Visual Elements

  • •Dark navy background
  • •White robotic arm with cyan light rings
  • •Thin rounded outline frame
  • •Minimal single-word title
Page 13
KPI Scorecard

Ion

Content

Ion scorecard for 2020-2025. Procedures rose from 1K+ to 140K+ (51% YoY growth), installed base from 30+ to 990+ (24% YoY), and utilization from 80+ to 160+ (9% YoY).

Layout Structure

Third use of the three-card scorecard: procedures, installed base and utilization cards, each with a growth percentage and a 2020-2025 column chart.

Key Visual Elements

  • •White rounded cards
  • •Blue, periwinkle and teal gradient bars
  • •Large percentage callouts
  • •Off-white background
Page 14
Section Divider

Q3'26 Results

Content

Section divider opening the Q3 2026 results section.

Layout Structure

Full-bleed blue gradient matching the cover, with a large left-aligned title at mid-height and the footer logo.

Key Visual Elements

  • •Navy-to-electric-blue gradient
  • •Large thin white title
  • •Consistent cover-style treatment
Page 15
Financial Highlights

Q3 2026 Results

Content

Operating KPIs: 14% da Vinci procedure growth Y/Y, 12% da Vinci installed base growth Y/Y and 546 da Vinci systems placed. Financial KPIs: $3.05 billion revenue (22% Y/Y), 69.9% non-GAAP gross margin and $3.00 non-GAAP EPS.

Layout Structure

Title top-left above two large white rounded cards side by side. Each card stacks three KPIs vertically, with a big blue numeral over a short label; operating metrics are on the left and financials on the right.

Key Visual Elements

  • •Two white rounded cards with soft shadows
  • •Large blue numerals
  • •Light lavender gradient background
  • •Three-by-two KPI grid
Page 16
Geographic Breakdown

Da Vinci System Installed Base

Content

12,094 da Vinci systems worldwide as of September 30, 2026: 6,807 in the United States, 2,436 in Europe, 2,176 in Asia and 675 in the rest of the world.

Layout Structure

A faint world map fills the background. Two solid blue blocks hold the regional figures (US/Europe on the left, Asia/Rest of World on the right), and connector lines run to a bracketed central total.

Key Visual Elements

  • •Faded white world map
  • •Solid royal-blue stat blocks
  • •Bracket-framed central number
  • •Horizontal connector lines
Page 17
Strategic Priorities

2026 priorities

Content

The overarching aim is to accelerate access to and quality of minimally invasive care through four priorities: 01 platform growth (global expansion of da Vinci 5, SP and Ion), 02 procedure adoption, 03 quality and manufacturing, and 04 innovation to reach more patients through early-stage R&D for new disease states.

Layout Structure

Title and blue tagline in a left column; a two-by-two grid of rounded cards on the right, each with a large black index number, a blue heading and a short description.

Key Visual Elements

  • •Two-by-two numbered card grid
  • •Large 01-04 numerals
  • •Blue headings and tagline
  • •Soft lavender gradient
Page 18
ESG / Sustainability

Corporate Impact

Content

Outcomes-focused innovation is presented as core to the business and aligned with Intuitive's environmental sustainability, social responsibility and governance transparency work, with a link to the 2025 Corporate Impact Report.

Layout Structure

Full-bleed aerial photo of a park lawn with people. A centered frosted-glass panel holds a serif headline and paragraph, and a blue pill button-link sits below it.

Key Visual Elements

  • •Aerial green grass photograph
  • •Frosted-glass translucent text panel
  • •Serif headline contrasting with sans body
  • •Blue pill call-to-action button
Page 19
Closing

Closing logo

Content

Closing slide showing only the INTUITIVE wordmark.

Layout Structure

Full-bleed blue gradient with the centered white logo and no other elements.

Key Visual Elements

  • •Navy-to-blue gradient background
  • •Centered white wordmark

Frequently Asked Questions

Common questions about this slide and the underlying presentation content.

What does the Intuitive Surgical Q3 2026 Investor Presentation cover?

The 19-page deck covers Intuitive's mission and vision, customer focus areas, 2025 scale metrics, worldwide capital and revenue trends, scorecards for da Vinci Multi-port, da Vinci 5, da Vinci SP and Ion, Q3 2026 results, the da Vinci installed base by region, 2026 priorities and corporate impact.

What were Intuitive Surgical's key Q3 2026 results?

The deck reports $3.05 billion in revenue (22% Y/Y), a 69.9% non-GAAP gross margin, $3.00 non-GAAP EPS, 14% da Vinci procedure growth, 12% da Vinci installed base growth and 546 da Vinci systems placed in the quarter.

How large is the da Vinci installed base?

As of September 30, 2026 there were 12,094 da Vinci systems worldwide: 6,807 in the United States, 2,436 in Europe, 2,176 in Asia and 675 in the rest of the world.

How much of Intuitive's revenue is recurring?

The revenue trend slide shows recurring revenue rising from 71% of the total in 2017 to 84% in 2024 and 2025, with 2025 revenue up 21% YoY. Instruments and accessories run about $900-$3,700 per da Vinci procedure, and services about $95K-$225K per system per year.

What design style does this investor deck use?

It alternates navy-to-electric-blue gradient dividers with warm off-white or lavender data slides. Metrics sit in white rounded cards with large thin numerals, charts use a blue-periwinkle-teal palette, dark navy product-render dividers introduce each platform, and the closing impact slide uses a frosted-glass panel over a photo.

Can I download an editable PPTX version of this deck?

Yes. This page offers the original PDF and an editable PPTX download. Intuitive Surgical publishes the deck as a PDF; the PPTX is a conversion of that PDF, so every slide's text, charts and layout can be edited in PowerPoint, Keynote or Google Slides. You can also use the Create Slides Like This flow on 2Slides to generate a new deck in the same style with your own content.

How can I adapt this deck for my own company's investor presentation?

Keep the flow of mission, customer value, scale metrics, revenue model, per-product scorecards, quarterly results, regional footprint and priorities. Reuse the three-card scorecard for each product line, swap in your own KPIs and regions, and replace the product renders with your own imagery.

Where does the original presentation come from?

It was published by Intuitive Surgical with its Q3 2026 results, around October 21, 2026, and is available on the company's investor relations site at isrg.intuitive.com.

Sources & further reading

  • Intuitive Surgical Investor Relations — Intuitive Surgical, Inc.

    Official investor relations site where Intuitive publishes quarterly results, SEC filings and investor presentations, including the Q3 2026 Investor Presentation.

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