MDTMedtronic plc
AI adoption · Q1 2026 earnings call
Health CarePiloting
4
extracted from this call
3 / 5
operational, no hard numbers
Not disclosed
no breakout in this call
AI was mentioned briefly and in passing on this call, primarily as a macro-level technology accelerant for MedTech and in the context of the CathWorks acquisition, whose FFRangio system uses AI for cath lab decision-making. Management did not provide any quantification of AI-specific revenue, investment, or productivity impact. The AiBLE ecosystem in spine surgery was referenced as a strategic framework but without explicit AI elaboration.
Adopter
See full leaderboard →27/ 100
51
stage: piloting · max spec: 3
0
no quantified disclosure
35
1 scope
product_embedded
4 AI mentions from this call.
Extracted verbatim from the MDT Q1 2026 earnings call transcript. Speaker, section, and specificity tier surfaced for each mention.
- T3Prepared remarks· CEO· Product-embedded AI
“CathWorks' FFRangio system uses a combination of AI and advanced computational science to improve decision-making in the cath lab. The company recently presented positive 1-year data from the ALL-RISE trial validating FFRangio as a noninvasive technology poised to disrupt the gold standard, traditional wire-based FFR, which is a $1 billion segment growing in the low double digits.”
— Geoffrey Martha, MDT earnings callCathWorksFFRangio - T2Prepared remarks· CFO· Product-embedded AI
“Stealth is a force multiplier, driving pull-through across planning, robotics and our broader AiBLE ecosystem. It promotes the adoption of robotics in spine surgery, creates efficiencies that allow more physicians to integrate it without disrupting workflow.”
— Thierry Pieton, MDT earnings callStealth AXiS, AiBLE - T2Q&A· CEO· Product-embedded AII'll start with MedSurg grew 5% this quarter. Surgery grew 3% this quarter. Maybe just how you factor these businesses and as you talked about accelerating growth next year into the guidance and to keep these businesses at kind of these higher growth levels. And on Hugo, when does that start to show up on the surgery growth?
“I want to get to the point where we're talking about the enabling technology, not just Hugo, but all the enabling technology, including the digital piece, kind of like we do with -- in spine, with AiBLE. That's what we're building to.”
— Geoffrey Martha, MDT earnings callHugo, Touch Surgery, AiBLE - T1Prepared remarks· CEO· Product-embedded AI
“AI, digital, robotics as well as advanced electronics are meaningful accelerants. And at Medtronic, we are uniquely positioned to integrate these technologies for safer care, improved outcomes and stronger health care economics that scale globally.”
— Geoffrey Martha, MDT earnings call
What management wouldn’t quantify.
Analyst questions where management declined to share a specific number. The pattern of refusals is often as informative as the disclosures.
- No quantification of AI-specific revenue contribution from any product or segment.
- No disclosure of AI-related R&D or capex spend.
- AiBLE ecosystem referenced as a strategic framework but no AI-specific metrics provided.
- CathWorks FFRangio described as using AI but no revenue contribution, integration timeline, or adoption metrics disclosed.
- No analyst directly questioned AI strategy or AI revenue contribution; management volunteered only high-level framing.
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