Financial research concept

Robotic Surgery da Vinci Installed Base

Robotic Surgery da Vinci Installed Base estimates the number of da Vinci surgical systems installed with customers at a point in time.

By Lee BaileyPublished Sep 23, 2026
Research context

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Research date
Sep 23, 2026Use the dated article and cited sources for the definition, examples, and stated limitations.
Operating-model context
17 connected conceptsPart of the reviewed Robotic Surgery Platform Economics; issuer definitions remain distinct where disclosed.
Company examples
1 reviewed companyRelationships reflect supported examples, not a normalized cross-company KPI ranking.
  1. Why the installed base matters
  2. Investor caution
  3. Part of the Robotic Surgery Platform Economics
  4. See It in Company Research
  5. Continue Research

Robotic Surgery da Vinci Installed Base is Intuitive's estimate of da Vinci surgical systems installed with customers at a point in time, including systems placed under qualifying lease arrangements.

Intuitive reported an installed base of approximately 11,106 da Vinci systems at December 31, 2025, compared with approximately 9,902 a year earlier.

Why the installed base matters

The installed base is the platform from which procedures, instruments and accessories consumption, service contracts, and operating lease revenue can recur. A growing installed base can therefore support future recurring revenue even when system placements themselves are uneven.

Investor caution

Installed base is not the same as systems sold cumulatively. It includes leased systems and is adjusted for retirements and other changes. Intuitive has periodically verified and removed retired older systems from its installed-base estimate.

Source:

Part of the Robotic Surgery Platform Economics

Connect procedure demand, installed-base growth and utilization, system placements and financing mix, and recurring instruments, service, and lease revenue to understand robotic-surgery platform economics.

How the model fits together
  • Procedure demand and installed-base utilization: Annual procedure volume is driven by the system base available through the year and procedures performed per system. Installed-base growth and utilization growth therefore help separate capacity expansion from deeper use, but the point-in-time installed base and annual procedure count do not form an exact accounting identity.
  • Placements, financing mix, and system revenue timing: System placements add customer capacity through sales and multiple lease structures. Operating-lease placement mix changes when revenue is recognized, so placement growth and systems-revenue growth can diverge because of financing mix, product mix, trade-ins, lease buyouts, and pricing.
  • Recurring installed-base monetization: Intuitive defines recurring revenue as instruments and accessories revenue plus service revenue plus operating lease revenue. Procedure activity drives consumable demand, the installed base supports service economics, and leased systems add recurring system revenue, while the recurring-revenue mix shows the combined contribution relative to total company revenue.

See It in Company Research

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