NASDAQ$ISRG

Intuitive Surgical Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Intuitive Surgical's Q1 2023 financial results were announced, demonstrating revenue growth and continued adoption of da Vinci systems.

Intuitive Surgical announced a 14% increase in revenue to $1.70 billion for Q1 2023, driven by growth in da Vinci procedure volume. The company placed 312 da Vinci Surgical Systems during the quarter and grew its installed base to 7,779 systems. GAAP net income was $355 million, or $1.00 per diluted share, while non-GAAP net income was $437 million, or $1.23 per diluted share.

  • Worldwide da Vinci procedures grew approximately 26% compared to Q1 2022.
  • The company placed 312 da Vinci Surgical Systems, compared with 311 in the first quarter of 2022.
  • The da Vinci Surgical System installed base grew to 7,779 systems, a 12% increase year-over-year.
  • First quarter revenue increased 14% to $1.70 billion compared to $1.49 billion in the first quarter of 2022.

Headline financials

Total Revenue

$1.7B

Previous: $1.49B+14.0%
EPS (adj)

$1.23

Previous: $1.13+8.8%
Da Vinci systems installed base

7.8K

Previous: 6.9K+12.4%
Total da Vinci system placements

312

Previous: 311+0.3%
Free Cash Flow

$355M

Previous: $366M-2.8%
Net Income

$355M

Previous: $366M-2.8%
Operating Income

$388M

Previous: $408M-5.0%
Gross Profit

$1.11B

Previous: $1.01B+10.2%
Cash & Equivalents

$6.58B

Previous: $8.4B-21.7%
Total Assets

$13.1B

Previous: $13.7B-4.6%
Stock-Based Comp

$140M

Previous: $121M+15.7%

Revenue & EPS history

Intuitive Surgical · Revenue · Quarterly

$1.7B

Q1 2023+14%vs Q1 2022
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Revenue by segment

Intuitive Surgical · $1.7B total across 3 segments · Q1 2023

  • Instruments and accessories
    $986M+21.6%
  • Systems
    $427M-0.2%
  • Services
    $283M+13.6%

Forward guidance

The company is focusing on increased adoption, pursuit of expanded indications and product launches, excellence in supply and product quality, and increased productivity as they scale their business.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

+1.9%

Avg return

Earnings day

+1.3%

Avg return

5 days after

+3.1%

Avg return

30 days after

55%

40 / 73 earnings

Positive

+31.1%

Q2 2009

Best reaction

-16.7%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.8%-3.5%-9.3%
Q4 2025-3.1%+4.4%-2.8%
Q3 2025-2.3%+19.1%+21.4%
Q2 2025+0.7%+0.7%-5.7%
Q1 2025+1.9%+7.4%+12.7%
Q4 2024-4.0%+4.1%+2.7%
Q3 2024+9.3%+8.6%+10.7%
Q2 2024+6.8%+6.8%+12.4%
Q1 2024-2.1%+0.8%+6.6%
Q4 2023-1.5%+10.6%+17.7%
Q3 2023-3.1%+0.7%+10.8%
Q2 2023-3.7%-5.4%-18.2%
Q1 2023+11.0%+11.7%+16.1%
Q4 2022-4.8%-4.6%-9.6%
Q3 2022+11.1%+14.9%+37.2%
Q2 2022-3.4%-1.1%+2.5%
Q1 2022-16.7%-19.3%-27.7%
Q4 2021-8.2%-6.2%-13.7%
Q3 2021+2.3%+2.8%+8.1%
Q2 2021+1.4%+4.7%+13.2%
Q1 2021+9.9%+7.9%+2.6%
Q4 2020-6.8%-1.3%+2.5%
Q3 2020+0.2%-2.4%+0.3%
Q2 2020+2.1%+1.2%+3.8%
Q1 2020+3.0%-2.8%+1.8%
Q4 2019-3.4%-6.6%+0.5%
Q3 2019+6.8%+1.0%+7.4%
Q2 2019+1.0%+2.7%-5.4%
Q1 2019-6.5%-4.7%-6.6%
Q4 2018-2.8%-6.7%+4.1%
Q3 2018-7.1%-6.6%-4.5%
Q2 2018-2.1%-0.9%-0.6%
Q1 2018+12.6%+9.1%+9.5%
Q4 2017+0.6%-2.2%-2.3%
Q3 2017+4.3%+4.8%+10.8%
Q2 2017-4.1%-2.3%+1.8%
Q1 2017+5.1%+5.9%+11.9%
Q4 2016+6.9%+0.4%+6.5%
Q3 2016-4.0%-4.4%-7.7%
Q2 2016+4.9%+2.8%+2.2%
Q1 2016+2.8%
Q4 2015+2.1%
Q3 2015+4.4%
Q2 2015+10.5%
Q1 2015-6.5%
Q4 2014-0.1%
Q3 2014-0.7%
Q2 2014+18.8%
Q1 2014-9.0%
Q4 2013-6.5%
Q3 2013-6.2%
Q2 2013-5.5%
Q1 2013-4.5%
Q4 2012+11.6%
Q3 2012+3.9%
Q2 2012-9.3%
Q1 2012+8.0%
Q4 2011+0.4%
Q3 2011+9.3%
Q2 2011+10.3%
Q1 2011+2.0%
Q4 2010+1.5%
Q1 2009+1.5%
Q3 2010-7.9%
Q2 2010+7.4%
Q1 2010+0.2%
Q4 2007-1.9%
Q4 2009-1.9%
Q3 2009-3.1%
Q3 2008-3.1%
Q2 2008+31.1%
Q4 2008+31.1%
Q2 2009+31.1%

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