SYKStryker Corporation

“we created a new business unit called SmartCare at the beginning of this year, which combines the Vocera and the care.ai businesses. And the launch of Smart Hospital is really providing seamless integration. So the Vocera is seamlessly integrated with care.ai and integrated with our Secure II beds and a whole host of other products. So it's a very seamless system that we're now providing to hospitals. The feedback has been very positive. In fact, they had a really good first quarter. Obviously, we weren't able to ship everything, but they're building really good momentum within SmartCare. I'm very bullish on this for the long term, and the creation of the business unit was really well timed to really be very focused and to be able to pour more investment into this area.”

“it's still a bit early, but what I'd tell you is we're getting tremendous feedback from customers that felt that the move all the way to Mako was a bit too big of a leap. For now, it seems like ASC has been a bit of a sweet spot. Again, that's early. I'm not saying we're going to limit this at all to just the ASC. But the actual transition to RPS is much easier for a surgeon than going all the way to Mako. In terms of how you do the procedure, it's just very, very easy to adopt. And there were some competitive surgeons that felt that they really like the idea of going to a robotic solution, obviously, with haptic boundaries.”

“What's different about Mako 4 is you're getting into new procedures. Advanced hip and revision hip is really getting tremendous feedback from our surgeons. Revisions are hard and Mako 4 makes the revision hip procedure much, much easier. But of course, it's being also used for Knees and other applications. So it's more multifunctional. And what we're seeing really is just tremendous uptake in the interest around having a robot that's so multifunctional that it can even do eventually shoulder soon coming up.”

“we delivered our best ever Q1 for Mako installations both in the U.S. and internationally, with high and increasing utilization rates across the globe. We continue to expect sustained momentum from installations and utilization to drive growth in our joint replacement businesses.”

“we anticipate fully launching on Mako 4 mid-year”

“We also have, obviously, the launch of Triathlon Gold, our medial-stabilized inserts. So there's just a lot of momentum that we have. And regardless of what competitive actions are occurring, we're really not seeing that take away from customer interest in Stryker, our leading position. And if you look at our full year guidance that we reaffirmed that assumes we will continue to outgrow the Orthopaedic marketplace by 200 to 300 basis points”

“we love our position as market leaders in robotics. And you can see with Mako 4 getting a huge uptake and tremendous excitement about that in addition to Shoulder being launched on Mako 4 midyear.”

“we're not going to stop. We have some other things in the pipeline. I'm not ready to share today, but we're going to continue to build upon this multifunctional robot with additional procedures.”

“continued adoption of robotic-assisted surgery”