ISRGIntuitive Surgical, Inc.

“an example of this kind of first phase might be AI-enabled anatomy identification where you can see AI showing critical structures in the surgical field, showing tissue planes to help assist the surgeon. Then, over time, what we expect is that many of those same foundations that are being established and built in kind of that first phase, if you will, will support more advanced assistance around augmented dexterity and it will include -- likely include aspects of automation. There, an example might be helping to control the camera as the surgeon is focused on the procedure.”

“it starts with high-quality data, and that data will exist in video data from surgeries. It will exist in robotic data streams like kinematic data and force data. It will exist in connected electronic medical records, where we're working with customers to do so. And once we have that high-quality data set, then the job of our AI and our data scientists is to turn that into meaningful insights.”

“Our advantage, we believe, lies is in the unique data sets that are available to us today through something like Force Feedback and will be increasingly available to us as we add capability to da Vinci 5. And so all of that together creates this flywheel. It's a flywheel that starts with data, insights, actions. Advancing the Quintuple Aim, the flywheel spins, it becomes that virtuous cycle.”

“we are seeing some pretty rapid utilization of our current platform with My Intuitive+, and we're seeing thousands of use cases a month.”

“I'll start with AI. And I'm really -- and you asked the question, but I'm going to speak specifically about AI as it shows up in our products and with our customers and not so much AI on the corporate side. And so if -- when we look at AI, it's like any other product, and it's really through the lens of the Quintuple Aim and will it advance outcomes and reduce variation, improve certain patient experiences, lower total cost, advance access for patients around the globe.”

“da Vinci 5 captures real-world surgical data at greater scale and fidelity, enabling deeper insight into how procedures are performed in practice. That insight paired with clinical context from connected electronic medical records, provides better understanding of variation, workflow and outcomes, and informs current and planned digital and AI-enabled capabilities.”

“We see opportunities to continue to drive innovation-led revenue performance with our SP stapler, planned SP vessel sealer and growth in use of existing and planned AI and digital capabilities. We also have plans to increase the value of our Ion platform in the lung through our pursuit of a staging indication and the integration of AI-based ROSE technology.”

“Both are known technologies. And the time lines are more short term, but they won't be this year. We do believe that they are bringing a truly significant differentiated value to the lung cancer diagnosis -- detection and diagnosis journey and expect to share that value with customers.”

“Collectively, these efforts are foundational to our long-term digital and AI road map where we expect to add telesurgery, deeper decision support and augmented dexterity, including aspects of future automation, all in pursuit of advancing the Quintuple Aim.”

“As we expand those capabilities and it will include telesurgery in the future, that is on our road map. We expect that to be a subset of those use cases.”

“Over the midterm, SP will incorporate much of the da Vinci 5 ecosystem, including current and future digital and AI capabilities.”