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.
17 matches for “Ion”; 5 quoted, at least 25 words apart.
…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…
…20%. We exited the quarter with more than 13,200 da Vinci and Ion systems installed worldwide. Over time, our customers have adopted, operationalized, and standardized…
…long-term growth in Asia, we recently announced plans for a significant new Ion manufacturing facility in Penang, Malaysia. We expect this facility to begin operations…
…detection and treatment of lung cancer. During Q3, we received reimbursement for Ion in Korea, and we expect further reimbursement actions in other geographies in…
…value for our customers and their patients. Increasingly, our da Vinci and Ion systems and the Intuitive ecosystem are being integrated into customers' core infrastructure…
Where the listed words were said
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…
…per share. Core metrics were solid in Q3. Taking da Vinci and Ion together, total procedures grew 15%, the installed base of systems grew 13%,…
…signs of a response to the June reimbursement changes. Procedure growth in China was roughly in line with the corporate average, reflecting lower recent capital…
…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…
…one-time benefit of $28 million from the refund of previously paid IEEPA tariffs. Excluding this benefit, non-GAAP gross margin would have been 68.9%, an improvement…
…in the U.S., Europe, India, Japan, and Korea. During Q3, we received FDA 510(k) clearance on da Vinci 5 for surgeon-initiated tool eject and multi-arm…
…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…
Adoption of Intuitive Telepresence continues to increase, with surgeons using these sessions to share techniques and to scale training in ways that were not previously…
…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…
Agents: this page as TSV at /api/v1/appearances/intuitive-surgical:2026-10-20:earnings_call · words: /api/v1/brief?appearance=intuitive-surgical:2026-10-20:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP