Intuitive Surgical: FY25 Q4 earnings call, Jan 22, 2026

No Kalshi or Polymarket word markets were listed for Intuitive Surgical’s Jan 22, 2026 earnings call (FY25 Q4). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

7 matches for “Tariff”; 5 quoted, at least 25 words apart.

David Rosacompanyprepared

…investments in R&D and manufacturing scale as well as the impacts of tariffs and newer platform mix, cost efficiency initiatives helped to partially offset these…

Jamie Samathcompanyprepared

…procedures grew 19% and total revenue grew 21%. Despite the impact of tariffs, pro forma operating margin improved approximately 70 basis points to 37% for…

Jamie Samathcompanyprepared

…was 37%, which included an impact of approximately 95 basis points from tariffs and a $70 million contribution to the Intuitive Foundation. The strength of…

Jamie Samathcompanyprepared

…Q4 of last year. The year-over-year decline reflects a 95-basis-point impact from tariffs, higher facility costs, a greater mix of lower-margin da Vinci 5 and…

Daniel Connallycompanyprepared

…and 68% of net revenue. This year, we forecast an impact from tariffs of 1.2% of net revenue, plus or minus 10 basis points. Other…

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