ZBHZimmer Biomet Holdings, Inc.
AI adoption · Q1 2026 earnings call
Health CareScaling
11
extracted from this call
4 / 5
quantified with specifics
Not disclosed
no breakout in this call
AI was discussed primarily in the context of Zimmer Biomet's robotic surgery portfolio, with the most significant focus on mBoss (Monogram), described as a 'fully autonomous AI-driven orthopedic robotic system.' Management also referenced OrthoGrid as an 'AI-based hip navigation platform' and highlighted the company's broader AI-enabled robotics and smart implant strategy. AI was framed as a core pillar of the company's innovation and diversification strategy, with a new Chief Science Technology and Medical Affairs Officer hired specifically to lead AI-enabled robotics and connected technologies.
Adopter
See full leaderboard →60/ 100
78
stage: scaling · max spec: 4
40
rev: qualitative_only · 2 quant outcomes
65
2 scopes
product_standaloneproduct_embedded
11 AI mentions from this call.
Extracted verbatim from the ZBH Q1 2026 earnings call transcript. Speaker, section, and specificity tier surfaced for each mention.
- T4Prepared remarks· CEO· Standalone AI product
“the actual technology growth in the first quarter, and that's TMINI is 30%.”
— Ivan Tornos, ZBH earnings callTMINI, ROSA - T3Prepared remarks· CEO· Standalone AI product
“we hosted technical evaluations of boss or fully autonomous AI-driven orthopedic robotic system, which we acquired via the Monogram acquisition. Surgeon feedback was overwhelmingly positive as the potential gains in safety, efficiency, ease of use, reproducibility and accuracy resonated very strongly with the customers that we engage. We recently completed enrollment in our 102-patient clinical study, we continue to expect U.S. approval and the launch of the semiautonomous version in early 2027, followed by the fully autonomous version in late 2027 or early 2028.”
— Ivan Tornos, ZBH earnings callmBoss, Monogram - T3Q&A· CEO· Standalone AI productonce you launch the semiautonomous system with Persona early next year, how should we think about the pace of the rollout? Will there be a limited launch initially at select centers and how that might impact ROSA.
“we are going to invest to make sure that's the case. So we are hiring north of 200 sales reps behind the launch of Monogram in addition to the many reps that already got in the field. We are investing heavily on clinical evidence. We recently announced that we hired Dr. Jonathan [indiscernible], who happens to be 1 of the world's global key opinion leaders when it comes to technology, some of who's actually been an entrepreneur as well. We're also investing in rethinking or rather thinking, not just the clinical strategy, but also the economic strategy.”
— Ivan Tornos, ZBH earnings callMonogram - T3Q&A· CEO· Standalone AI productonce you launch the semiautonomous system with Persona early next year, how should we think about the pace of the rollout? Will there be a limited launch initially at select centers and how that might impact ROSA.
“If what we've proven is right, the fees remain there going to be launching the most efficient readout there in what we can do cases under 4 minutes procedure times. We believe that it's going to have the highest amount of safety given the enhanced surgical boundaries. We believe that it's going to really democratize orthopedic cases from a technology standpoint, very consistent when it comes to a procedure is very reproducible. The learning curve is very short.”
— Ivan Tornos, ZBH earnings callMonogram, mBoss, ROSA - T3Prepared remarks· CEO· Standalone AI product
“OrthoGrid, or AI-based hem navigation platform, a HAMMR or surgical impact. International Hip sales increased by 1%. The -- while still early in its launch, we are seeing rapid adoption in Japan”
— Ivan Tornos, ZBH earnings callOrthoGrid, HAMMR - T3Prepared remarks· CEO· Standalone AI product
“In anticipation of the mBos launch, we're increasing the number of robotic clinical sales representatives targeting to hire over 200 by the end of 2027.”
— Ivan Tornos, ZBH earnings callmBoss - T2Prepared remarks· CEO· Standalone AI product
“we recently committed to becoming the exclusive orthopedic investor in the mobility revolution fund, a musculoskeletal venture capital fund launched through our collaboration between Deerfield management and the Hospital for Special Surgery in New York City. This is going to give us the opportunity to invest in technology that has the potential to truly change the standard of care from AI data applications to cartilage repair solutions.”
— Ivan Tornos, ZBH earnings callDeerfield Management, Hospital for Special Surgery - T2Q&A· CEO· Product-embedded AIOne of the innovations that feels most innovative for you guys that's exclusively in your hands. It's the Canary smart implant that's embedded in Persona IQ.
“Companies that have connected data before, during and after the procedure. Companies that can being objective data around outcomes, promo whatnot, and they can validate that can reduce the cost of care I believe they're going to be meaningfully rewarded. So we continue to invest in a variety of fronts to make sure that we are the company that can validate all of the above.”
— Ivan Tornos, ZBH earnings callPersona IQ, Canary - T2Prepared remarks· CEO· Product-embedded AI
“Dr. [indiscernible] will lead the strategy, delivery and management of our global portfolio spanning AI-enabled robotics, software and data, smart implants and connected technologies while also overseeing or global medical education.”
— Ivan Tornos, ZBH earnings callHospital for Special Surgery - T2Prepared remarks· CEO· Standalone AI product
“OrthoGrid delivered its strongest quarter to date, with significant growth and accelerated adoption, solidifying OrthoGrid as a core driver of our digital ecosystem and interior hip triple play.”
— Ivan Tornos, ZBH earnings callOrthoGrid - T2Q&A· CEO· Standalone AI productonce you launch the semiautonomous system with Persona early next year, how should we think about the pace of the rollout? Will there be a limited launch initially at select centers and how that might impact ROSA.
“we strongly believe that the combination of Monogram plus ROSA plus TMINI, it's going to give us a competitive advantage.”
— Ivan Tornos, ZBH earnings callFinsurgicalMonogram, ROSA, TMINI
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 revenue or ARR attribution provided for AI-specific products (OrthoGrid, Persona IQ, mBoss) as distinct line items.
- No quantification of OrthoGrid's AI-specific contribution to hip growth beyond qualitative 'strongest quarter to date' and 'significant growth.'
- No detail on the economic model (pricing, per-procedure fees, capital vs. consumable) for mBoss/Monogram at launch.
- Persona IQ/Canary smart implant discussed only qualitatively despite direct analyst question; no adoption metrics or revenue contribution disclosed.
- No capex or R&D spend specifically attributed to AI development disclosed.
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