At the 2026 JP Morgan Healthcare Conference, Intuitive Surgical outlined how its portfolio of robotic surgical systems continued to grow globally in 2025. The company’s strategy remains centred on technical innovation in its platforms: Ion, Da Vinci single-port and multi-port. In 2025, Intuitive Surgical’s systems were utilised in over 3.2 million procedures and served over 20 million patients worldwide. The company placed 1,900 new surgical systems in 2025, upping its total installed base to 12,000 systems. Procedure volumes for Intuitive Surgical grew 19% year-over-year (YoY), and revenue reached $10bn in the past year. Procedures performed outside of the U.S. made up 35% of Intuitive Surgical’s total procedures, growing by 12% since 2015, and highlighting the company’s geographic expansion.
In 2025, Intuitive Surgical received regulatory clearance for its Da Vinci V platform in the US, South Korea, Japan, and Europe. The company is continually adding new features to the platform, including force feedback, a force gauge, curved vessel sealers, insufflation sensing, better UI, and 3D modelled visualisation. These upgrades intend to improve surgeon autonomy while overcoming difficult technical challenges and improving procedural efficiency.
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Intuitive Surgical released specifics on its Ion platform, reporting 51% YoY growth in Ion procedures for 2025, alongside a 24% YoY growth in the platform’s installed base. Intuitive Surgical has set the goal to shorten the time from detection to treatment for lung cancer with its Ion platform, from six months to one month. As well as improving the treatment timeline, the Ion platform also helps in early detection of lung cancer, in combination with cone-beam CT imaging.
The company has also acknowledged strong headwinds in some sectors. In the US, Intuitive Surgical’s bariatric procedures have declined. This is due in part to competition from GLP-1 (glucagon-like peptide-1) agonist medications, which are used to treat type-2 diabetes and obesity. However, bariatric procedures only account for less than 3% of Intuitive Surgical’s procedures in the US.
Competition in soft tissue-focused robotic surgical systems is also increasing. Medtronic’s Hugo system received FDA clearance in December 2025 for urologic procedures, introducing an alternative to some of Intuitive Surgical’s platforms. Even so, according to GlobalData, Intuitive Surgical retains 58% market share of US. robotic surgical systems and 86% market share of US robotic surgical system accessories, reflecting the company’s strong lead in the market.
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