Intuitive Surgical: FY26 Q3 earnings call, Oct 20, 2026
On its Oct 20, 2026 earnings call (FY26 Q3), Intuitive Surgical said 11 of the 14 words Kalshi listed; Parrot’s count agreed with all 14 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
14 words · 11 settled yes · our count agreed on 14 of 14- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Clip | Market |
|---|---|---|---|---|---|---|---|
| Da Vinci 5 3+ times | Yes | 30 | 30 | ✓ | 88%transcripts from the transcript model | Hear it 4:04, Da Vinci 5 (3+ times) | – |
| Ion 3+ times | Yes | 17 | 17 | ✓ | 90%transcripts from the transcript model | Hear it 2:16, Ion (3+ times) | – |
| China | Yes | 7 | 8 | ✓ | 90%transcripts from the transcript model | Hear it 7:10, China | – |
| Reimbursement | Yes | 5 | 5 | ✓ | 86%transcripts from the transcript model | Hear it 6:32, Reimbursement | – |
| Hernia | Yes | 5 | 5 | ✓ | 79%transcripts from the transcript model | Hear it 6:21, Hernia | – |
| Tariff | Yes | 4 | 4 | ✓ | 85%transcripts from the transcript model | Hear it 12:59, Tariff | – |
| FDA | Yes | 4 | 4 | ✓ | 70%transcripts from the transcript model | Hear it 8:11, FDA | – |
| International | Yes | 3 | 3 | ✓ | 82%transcripts from the transcript model | Hear it 6:04, International | – |
| Telepresence | Yes | 2 | 2 | ✓ | 65%transcripts from the transcript model | Hear it 9:10, Telepresence | – |
| Medicare / Medicaid | Yes | 1 | 1 | ✓ | 59%transcripts from the transcript model | Hear it 15:49, Medicare / Medicaid | – |
| Autonomy | Yes | 1 | 1 | ✓ | 39%transcripts from the transcript model | Hear it 8:21, Autonomy | – |
| Acquire / Acquired / Acquisition | No | 0 | 0 | ✓ | 73%transcripts from the transcript model | – | |
| Supply Chain | No | 0 | 0 | ✓ | 58%transcripts from the transcript model | – | |
| GLP-1 | No | 0 | 0 | ✓ | 57%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 21, 2026 13:45 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
30 matches for “Da Vinci 5”; 5 quoted, at least 25 words apart.
da Vinci system placements increased 28% worldwide, with da Vinci 5 and SP accounting for 65% of global placements. Installations of XiR and X more…
…quarter, we received several CE marks, including force feedback instrumentation and cardiac procedures on da Vinci 5, as well as transvaginal gynecological procedures on SP.
…we received FDA 510(k) clearance for an integrated version of the da Vinci 5 handheld endoscope. In August, we received FDA 510(k) clearance for our…
…scale training in ways that were not previously practical. Telepresence on da Vinci 5 serves as a foundation for our efforts in telesurgery, where we…
As da Vinci 5, SP, and Ion become a greater proportion of our business, revenue growth benefits from a richer product mix, higher levels of…
Where the listed words were said
…and benign gynecology procedures other than hysterectomy continue to lead growth. da Vinci 5 accounted for more than a quarter of U.S. procedures in Q3,…
…quarter for Intuitive, with broad-based adoption across our multi-port, single port, and Ion platforms. In Q3, total procedures increased 15%, driven by 14% growth in…
…quarter with 42% procedure growth, surpassing 200,000 cumulative da Vinci procedures. In China, the operating environment remains challenging. To support expected long-term growth in Asia,…
…build the foundation of market access country by country through regulatory clearances, reimbursement, training, and clinical and economic validation. da Vinci placements outside the U.S.…
…37% in Q2 and 34% in Q1, with the strongest growth in hernia repair and cholecystectomy. Benign procedures represent over a quarter of our international…
…operating margin was 42% of revenue, or 41% excluding a one-time pre-tax tariff refund of $28 million. Non-GAAP earnings per share grew 25% to $3…
…establish and expand their da Vinci programs. As of Q3, nearly 4,000 international customers have a da Vinci program, and nearly 25% operate two or…
…we continue to monitor the impacts from lower ACA enrollment, changes to Medicaid eligibility, and potential changes to 340B. Outside the U.S., total and da…
…eject and multi-arm targeting, both of which bring incremental efficiency and surgeon autonomy to procedures. Surgeons have reported that these innovations support extending access to…
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