Intuitive Surgical: FY26 Q1 earnings call, Apr 21, 2026

No Kalshi or Polymarket word markets were listed for Intuitive Surgical’s Apr 21, 2026 earnings call (FY26 Q1). 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.

6 matches for “Tariff”; 4 quoted, at least 25 words apart.

Jamie Samathcompanyprepared

…cost reductions and fixed overhead leverage, partly offset by the impact of tariffs. While Q1 results were not significantly impacted by higher oil and memory…

Jamie Samathcompanyprepared

…teams. Continuing initiatives to further improve gross margins, excluding the impact of tariffs, are focused on leverage of fixed overhead, improving product and service margins…

Dan Connallycompanyprepared

…of 67%-68% of revenue, which reflected 120 basis points of impact from tariffs. We are updating our estimate for non-GAAP gross profit margin to be…

Travis Steedanalystqa

…some macro stuff, but still raised gross margin 50 basis points, and tariffs only came down 20 basis points. I guess the contribution margin of…

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