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Dec 31, 2023

Intuitive Surgical Q4 2023 Earnings Report

Intuitive Surgical's Q4 2023 earnings were announced, demonstrating significant growth in revenue and da Vinci procedures.

Key Takeaways

Intuitive Surgical announced strong Q4 2023 results, with revenue increasing by 17% year-over-year to $1.93 billion. The company saw growth in da Vinci procedure volume and an increase in the installed base of systems. GAAP net income attributable to Intuitive Surgical was $606 million, or $1.69 per diluted share, while non-GAAP net income was $574 million, or $1.60 per diluted share.

Worldwide da Vinci procedures grew approximately 21% compared with Q4 2022.

The company placed 415 da Vinci surgical systems, compared with 369 in Q4 2022.

Revenue for Q4 2023 reached $1.93 billion, a 17% increase compared to $1.66 billion in Q4 2022.

Q4 2023 GAAP net income attributable to Intuitive was $606 million, or $1.69 per diluted share.

Total Revenue
$1.93B
Previous year: $1.66B
+16.5%
EPS
$1.6
Previous year: $1.23
+30.1%
da Vinci Systems Installed Base
8.61K
Previous year: 7.54K
+14.1%
Total da Vinci Unit Placements
415
Previous year: 369
+12.5%
Gross Profit
$1.28B
Previous year: $1.11B
+15.0%
Cash and Equivalents
$7.34B
Previous year: $6.74B
+8.9%
Total Assets
$15.4B
Previous year: $13B
+19.0%

Intuitive Surgical

Intuitive Surgical

Intuitive Surgical Revenue by Segment

Forward Guidance

The company obtained CE mark certification for the da Vinci single-port (SP) surgical system in January 2024 and plans to commercialize the SP system in select major European countries throughout 2024 as part of a measured rollout strategy.

Revenue & Expenses

Visualization of income flow from segment revenue to net income