Intuitive Surgical, Inc. (ISRG) Q2 2026 Earnings Call Transcript

Intuitive Surgical, Inc. ( ISRG ) Q2 2026 Earnings Call July 16, 2026 4:30 PM EDT

Company Participants Daniel Connally - VP & Head of Investor Relations David Rosa - CEO & Director Jamie Samath - Executive VP, CFO & Enterprise Technology Leader

Conference Call Participants Travis Steed - BofA Securities, Research Division Robert Marcus - JPMorgan Chase & Co, Research Division Frederick Wise - Stifel, Nicolaus & Company, Incorporated, Research Division Larry Biegelsen - Wells Fargo Securities, LLC, Research Division Ryan Zimmerman - BTIG, LLC, Research Division Matthew Taylor - Jefferies LLC, Research Division Vikramjeet Chopra - BMO Capital Markets Equity Research Michael Polark - Wolfe Research, LLC Vijay Kumar - Evercore ISI Institutional Equities, Research Division

Daniel Connally VP & Head of Investor Relations Good afternoon, and welcome to Intuitive's second quarter 2026 earnings conference call. Joining me today are Dave Rosa, our CEO; and Jamie Samath, our CFO.

Before we begin, I would like to remind you that comments made on today's conference call may contain forward-looking statements. Actual results may differ materially from those expressed or implied as a result of certain risks and uncertainties. These risks and uncertainties are described in our Securities and Exchange Commission filings, including our most recent Form 10-K filed on February 3, 2026 and Form 10-Q filed on April 22, 2026.

Our SEC filings can be found through our website at intuitive.com or at the SEC's website. Investors are cautioned not to place undue reliance on such forward-looking statements. This conference call will be available for audio replay on our website in the Events section under our Investor Relations page. We have posted today's press release and supplementary financial