You go from an issue to identification to closure more quickly. 07/21/22 - 1:30 PM PDT. Fourth quarter 2022 GAAP net income attributable to Intuitive Surgical, Inc. included excess tax benefits of $18 million, or $0.05 per diluted share, compared with $27 million, or $0.07 per diluted share, in the fourth quarter of 2021. Colorectal growth was strong, with solid growth in malignant hysterectomy, thoracic, and prostatectomy procedures. The higherfourth quarter revenue was driven by growth in da Vinci procedure volume, partially offset by a decline in system placements and foreign currency impacts. The non-GAAP* measures are described below and are reconciled to the corresponding GAAP measures at the end of this release. Our total Ion clinical experience is approximately 4,000 cases to date. Our flexible robotics program, first targeted toward diagnostic bronchoscopy, has had a strong quarter. Shifting to the extended use program, you know, you've been out for around six months, smaller rollout in Europe in the fourth quarter. We're clearly seeing that in markets like India, Taiwan, there's been an impact in terms of how they've handled that from a healthcare system perspective and the resulting impact on our procedures. While this did not have a material impact to our operating results in Q2, the outlook we are providing does not reflect any potential significant disruption or additional costs related to supply constraints. From a market perspective, about 60%-ish or so are sleeves, about 15% are revisions. The Companys calculated non-GAAP effective tax rate is generally higher than its GAAP effective tax rate. I think we're going to have to let it play for another few quarters to see. For the first three quarters of 2021, it reported $1.4 billion in operating income on $4.2 billion in revenues. Intuitive will hold a teleconference at 1:30 p.m. PST today to discuss the fourth quarter 2021 financial results. In terms of our underlying numbers, we're growing at a little faster rate in the revision section, sleeves and bypass grow about the same rate. Intuitive Surgical Dives To 8-Month Low; Why It Could Still Outperform Our focus is in clinical capability and productivity of the installed base we have. For full-year 2021, Intuitive Surgical revenues are estimated to be north of $5.7 billion, reflecting a 30% y-o-y growth, while the growth rate is expected to slow to low teens next year . The Company shipped 385 da Vinci Surgical Systems in the fourth quarter of 2021, compared with 326 systems in the fourth quarter of 2020. 06/14/22 - 1:20 PM PDT. I think that would be a mistake. To supplement its consolidated financial statements, which are prepared and presented in accordance with accounting principles generally accepted in the United States (GAAP), the Company uses the following non-GAAP financial measures: constant currency revenue, non-GAAP gross profit, non-GAAP income from operations, non-GAAP net income attributable to Intuitive Surgical, Inc., non-GAAP net income per diluted share attributable to Intuitive Surgical, Inc. (EPS), and non-GAAP diluted shares outstanding. Health . SBC expense has been, and will continue to be for the foreseeable future, a significant recurring expense in the Companys business. The painful part is the investment troughs are deep in the early and middle years of those product cycles. The Company defines non-GAAP gross profit as gross profit, excluding amortization of intangible assets and SBC and long-term incentive plan expenses. Outside the U.S., we placed 115 systems in the second quarter, compared with 72 in the second quarter of 2020 and 108 systems last quarter. Marshall will provide a review of our financial results. Based on market data, we believe that diagnostic pipelines in the U.S. began to recover from the impact of the pandemic in March, with a lag in the recovery of associated procedures. There are a number of limitations related to the use of non-GAAP measures versus measures calculated in accordance with GAAP. Intuitive Surgical Stock Nears $1,000 As The Covid Recovery Continues The Company defines non-GAAP net income as net income attributable to Intuitive Surgical, Inc., excluding intangible asset charges, non-cash impairment charges and recoveries, certain acquisition-related items for the re-measurement of contingent consideration, SBC and long-term incentive plan expenses, litigation charges and recoveries, gains (losses) on strategic investments, adjustments attributable to noncontrolling interest in joint venture, net of the related tax effects, and tax adjustments, including the excess tax benefits or deficiencies associated with SBC arrangements, a one-time tax benefit from re-measurement of certain deferred tax assets, and the net tax effects related to intra-entity transfers of non-inventory assets. To choose OpenText Collaborates with Bayer to Simplify Digital Operations Intuitive Surgical Is Falling After Earnings. This Analyst Thinks It's The Motley Fool recommends the following options: long January 2022 $580 calls on Intuitive Surgical and short January 2022 $600 calls on Intuitive Surgical. We believe value creation in surgery and acute care is foundationally human. Fourth quarter 2021 systems revenue increased by 28% to $470million, compared with $367million in the fourth quarter of 2020. To change your e-mail options at So here's kind of where we stand with the backlog. Having said all of that, it's been a short period since they've had extended use instruments. But once you develop a really capable ecosystem, then it has a lot of platform use, and that investment can be recovered over time. At the time you receive a -- by the time you're at -- that market penetration rates that are significant. The system features an ultra-thin, ultra-maneuverable catheter that allows navigation far into the peripheral lung and provides the unprecedented stability necessary for precision in biopsy. These forward-looking statements are necessarily estimates reflecting the judgment of the Companys management and involve a number of risks and uncertainties that could cause actual results to differ materially from those suggested by the forward-looking statements. Listen to Webcast. 06/14/22 - 1:20 PM PDT. Yes. And so we have some indications that we saw backlog reflected in the Q2 results. On a constant currency basis, fourth quarter 2022 revenue increased 10% compared to the fourth quarter of 2021. This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Intuitive | ISRG Investor events & presentations Hi, Gary. A reconciliation between our pro forma and GAAP results is posted on our website. Philip Kim, our head of investor relations, will not be joining on today's call as he's currently on paternity leave following the birth of his daughter. Intuitive Surgical Stock Is Getting Close To Fair Value OUS markets grew 51% year over year or 19% on a two-year compound annual growth rate basis. We also saw an increase in our IDN customers opening new da Vinci and Ion programs in hospitals within their network that did not previously have an Intuitive robotics program, indicating their interest in diversifying access to Intuitive programs across their networks. Jamie will discuss procedure and clinical highlights and provide an update of our financial outlook. your options for e-mail notification, please enter your e-mail address below and click And so we watch that number because we know it's highly sensitive. 5001-10,000 Employees. You are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date of this press release. Montreal, Quebec, Canada. Intuitive Surgical, Inc. ISRG recently announced preliminary results for fourth-quarter and full-year 2021. The increase in cash in the second quarter primarily reflected cash from operations and stock exercises. Where are we going with this one? [Inaudible] on a nice quarter. First quarter 2022 non-GAAP* net income attributable to Intuitive Surgical, Inc. was $413 million, or $1.13 per diluted share, compared with $427 million, or $1.17 per diluted share, in the first quarter of 2021. To the extent that COVID impacts procedures, it will also impact capital purchases. Q4 2022 INTUITIVE Earnings Conference Call, INTUITIVE at J.P. Morgan Healthcare Conference, Q3 2022 INTUITIVE Earnings Conference Call, INTUITIVE at 2022 Wells Fargo Healthcare Conference, Q2 2022 INTUITIVE Earnings Conference Call, INTUITIVE at 43rd Annual Goldman Sachs Global Healthcare Conference, INTUITIVE at BofA Securities 2022 Healthcare Conference, Q1 2022 INTUITIVE Earnings Conference Call. To choose Thanks. I think that when you think about our product cycles, I would just have you look back earlier in the da Vinci experience in that these are long development cycles. To make the world smarter, happier, and richer. I will describe the highlights of our performance on a non-GAAP or pro forma basis. Instruments and accessories, training programs, support staff, analytics capability, publication, scientific publications demonstrating what you've done, the analytics, and evidence-based build are all, I think, important. Fourth quarter 2022 as reported revenue increased 7%compared to thefourth quarter of 2021. And as competition progresses in various markets, we will likely experience longer selling cycles and price pressures. With me today, we have Gary Guthart, our CEO; Marshall Mohr, our CFO; and Jamie Samath, our senior vice president of finance. Product and brand names/logos are trademarks or registered trademarks of Intuitive Surgical or their respective owner. So those are the drivers we watch. We are building tools and capabilities that allow hospital departments and departments of surgery to manage their program and look across programmatics for efficiency, for learning, for outcomes, and these things interlink. Intuitive Surgical has been witnessing an upward estimate revision trend for 2021. I know last quarter, you kind of brought up the concept of going after thoracic and some additional other areas. With respect to operating expenses, on our last call, we forecast to grow full-year pro forma 2021 operating expenses between 18% and 22% above 2020 levels. *Average returns of all recommendations since inception. We've seen that in some OUS markets. In closing, we continue to believe there is a substantial and durable opportunity to fundamentally improve surgery and acute interventions. We placed 20 Ion systems in the quarter, bringing the installed base to 70 systems. Our fully integrated advanced instruments portfolio has been a strong addition to our multiport ecosystem, allowing for high-quality tissue interaction controlled from the surgeon's console while optimizing workflow. INTUITIVE at 2022 Wells Fargo Healthcare Conference. OK. And then just one quick follow-up. I think the product ecosystem with XI with a 60-millimeter stapler is in good shape, and we're getting good feedback from surgeons in that regard. The Company presents constant currency revenue to provide a framework for assessing how our underlying business performed excluding the effect of foreign currency fluctuations. (2) Selling, general and administrative includes the effect of the following items: One-time tax benefit from re-measurement of certain deferred tax assets, Discrete tax expense arising from the conclusion of a tax matter, Gains on strategic investments, net of tax, Accounts payable and other accrued liabilities, Total liabilities and stockholders equity, Adjustments attributable to noncontrolling interest in joint venture. These forward-looking statements include, but are not limited to, statements related to the expected impacts of the COVID-19 pandemic on the Companys business, financial condition, and results of operations, future results of operations, future financial position, the Companys financing plans and future capital requirements, the Companys potential tax assets or liabilities, and statements based on current expectations, estimates, forecasts, and projections about the economies and markets in which the Company operates and the Companys beliefs and assumptions regarding these economies and markets. The Zacks . Fourth quarter 2022 non-GAAP* net income attributable to Intuitive Surgical, Inc. was $439 million, or $1.23 per diluted share, compared with $473 million, or $1.29 per diluted share, in the fourth quarter of 2021. In the past 60 days, the Zacks Consensus Estimate for its earnings has moved north by 8.4% to $14.72. Intuitive brings more than two decades of leadership in robotic-assisted surgical technology and solutions to its offerings and develops, manufactures, and markets the da Vinci Surgical System and the Ion endoluminal system. Instrument and accessory revenue per procedure of $1,940 increased, compared with $1,900 per procedure for the second quarter of last year, and decreased, compared with $1,950 per procedure in the first quarter. Clinical trial sites completed enrollment for our PRECIsE clinical trial. But I don't have scientific evidence. Fourth quarter 2021 GAAP income from operations increased to $450million, compared with $416million in the fourth quarter of 2020. Fourth quarter 2021 GAAP income from operations included share-based compensation expense of $120 million, compared with $104 million in the fourth quarter of 2020. Intuitive | ISRG in the News I'll now turn the time over to Marshall to take you through our financial performance in greater detail. It's taking getting the advanced instruments, put them together as a set, getting our workflows and our clinical pathways right, and I think that's been powerful to date. Data Provided by Refinitiv. We know that new system placements are closely tied to anticipated procedure volumes and system utilization in mature markets. And the capital to support that demand has not run ahead of the procedure demand. Our digital learning programs continue to be an important part of our overall learning initiatives. Phone: 408-523 . Copyright 2023 Intuitive Surgical. Intuitive Announces Preliminary Fourth Quarter and Full Year 2021 Non-GAAP net income attributable to Intuitive Surgical, Inc. and EPS. Excellent communication and presentation skills. The rise in earnings was driven by higher . Intuitive Surgical, and Verb Surgical, among other countless innovations. Partly, it's delays in getting in and getting tested and starting the journey and then getting in and having a procedure or treatment, whatever that might be. Gary S. Guthart Chief Executive Officer, Member of the Board of Directors. These non-GAAP financial measures also facilitate managements internal comparisons to its historical performance. And then given that it's cancer procedure, in some cases, it's a little bit longer follow-up. We rolled out the extended use instruments in Europe and the U.S. back in the fourth quarter. Presentation: Operator. Fourth quarter 2022 GAAP income from operations decreased to $373 million, compared with $450 million in the fourth quarter of 2021. Mai 2022: CI. That's right -- theythink these 10stocks are even better buys. However, our expense growth rate was modestly lower than our plan, driven by pandemic-related factors. Leasing as a percentage of total sales lag has and will continue to fluctuate with customer and geographic mix. In the U.S., procedures that are dependent on diagnostic pipelines also grew, albeit at lower rates as compared to benign procedures. Jamie, anything? Well, I'll add one bit of color to that. Copyright 2023 Intuitive Surgical. Long-term incentive plan expense relates to phantom share awards granted in China by the Companys Intuitive-Fosun joint venture to its employees that vest over four years and can remain outstanding for seven to ten years. In the quarter, we completed a number of placements with larger IDNs that prefer to purchase rather than lease product. Just on the recent spread of COVID and variants and the potential impact on demand and hospitals' ability to do procedures, are you starting to see that impact now? Based in Sunnyvale, California. Second-quarter system placements of 328 systems increased 84%, compared with 178 systems for the second quarter of 2020, and increased 10%, compared with 298 systems last quarter. That low end also reflects some impact of a resurgence in the U.S. Intuitive Announces Fourth Quarter Earnings | Intuitive Surgical Here's Why You Should Invest in Intuitive Surgical (ISRG) Now Revenues are anticipated to be about $1.55 . The increase in instruments and accessories revenue was primarily driven by approximately 18% growth in da Vinci procedure volume, partially offset by customer buying patterns and foreign currency impacts. 10/08/22 - 11:00 AM EDT. We are refining our estimate and expect our full-year pro forma operating expense growth to be between 17% and 21%. So energy and stapling and other things, we think that is possible. At Intuitive, we envision a future of care that is less invasive and profoundly better, where diseases are identified early and treated quickly, so patients can get back to what matters most. (1) Services revenue includes the effect of the following item: (2) Selling, general and administrative includes the effect of the following item: (3) Income from operations includes the effect of the following item: (4) Interest and other income, net includes the effect of the following item: (5) Income tax expense includes the effect of the following items: Excess tax benefits related to share-based compensation arrangements. Each quarter on these calls, we highlight certain recently published studies that we deem to be notable. Even then, it's not enough. A couple of things I'd say. Clinical Specialist - Chicago, IL Job in Chicago, IL at PROCEPT BioRobotics The number we're watching closely is hospitalization. Icey Jiang - Google Women Techmakers Scholar - LinkedIn We're OK. We're not frightened of that. I think there's elements of our spend that have been restrained because of -- restricted because of COVID and its impact. Q2 2022 INTUITIVE Earnings Conference Call. So short answer there is just kind of a reminder of what we're trying to do. I think that's what's been driving our success in the early market. The second reason to invest in Intuitive Surgical is its incredible profitability. PROCEPT BioRobotics is a surgical robotics company enabling better patient care by developing transformative solutions in urology. Susanne Feldt - Founder - Hermaid | LinkedIn Intuitive Surgical's adjusted net income of $435 million in Q3 2021 reflected a good 30% rise from its $334 million figure in the prior-year quarter. Obviously, you made some comments about variance and not factoring in kind of an increase. Are we starting to see leverage potentially that could enable a little bit better margins as we think about next year, year after? The authors concluded, "The results revealed that robotic-assisted thoracic surgery is a feasible and safe technique compared with VATs in terms of short-term and long-term outcomes." The next page will display a menu of options. Yeah, sure. The fourth quarter 2021 system shipments included 143systems shipped under operating lease and usage-based arrangements, compared with 120 systems in thefourth quarter of 2020. OK. And last one on SP. INTUITIVE SURGICAL, INC.-14.33%: 79 654: BOSTON . Cost basis and return based on previous market day close. Maybe just at the beginning of your comments, I was struck that you emphasized that da Vinci utilization rates are, if I understood you correctly, at the high end of historical averages. An accomplished communicator seeking opportunities in Ottawa, with a proven ability to multitask under high-pressure situations to meet deadlines. Submit. Full Time Faculty & Clinical Coordinator, Surgical Technologist Program Ask us about our $5,000 Sign on Bonus Rasmussen University Rasmussen University is seeking an experienced Surgical Technologist passionate about taking their own experience and translating that into helping students succeed in meeting their educational and professional goals. COVID-19 has had, and will likely continue to have, an adverse impact on the Companys procedure volumes. Please go ahead. Gary, just with you, just thinking through the My Intuitive and what you're doing at the surgeon level. Good afternoon. Key business metrics for the second quarter were as follows. And regarding the backlog, how do you know there was catch-up and why won't that continue for the next few quarters? (4) Income tax expense includes the effect of the following items: One-time tax benefit from re-measurement of certain deferred tax assets, Discrete tax expense arising from the conclusion of a tax matter, Accounts payable and other accrued liabilities, Total liabilities and stockholders equity, Adjustments attributable to noncontrolling interest in joint venture. As I conclude, for the balance of the year, we're focused on the following: first, agile and flexible support for our customers globally as they need it, often addressing the return of surgical patients to treatment. And so we'll see over time, we'll be able to measure a little bit better over time, and we'll monitor it. During the second half of 2022, the Company saw COVID-19 resurgences impact da Vinci procedure volumes in China. So first question for me is just trying to dissect your procedure results a little bit more because some really interesting comments, that you saw strength in benign cases, some catch-up cases. . If You Invested $1,000 in Intuitive Surgical's IPO, This Is How Much We are in the execution and launch phase of four efforts. Intuitive Surgical -Export management Iqm selezione - 07.2021 . How are you thinking about competition? We believe that globally, customers have had not completely adjusted their instrument buying patterns to reflect the additional uses per instrument. Good afternoon. ET. And then has the elasticity relative to the extended use program and the pricing adjustments played out relative to your expectations? So I apologize for the short-term-oriented question, but you're the first large-cap company to report here. any time, re-enter your e-mail address and click Submit, then adjust your form entries. We also find that our economic offerings with da Vinci X and EUP, we have choices that we ourselves can offer our customers. We also note the increasing number of COVID-19 cases in certain geographies associated with the Delta variant. Supporting investors, corporations, start-ups, and academic research labs. Or is this simply and primarily just something about the pandemic accelerating the use of da Vinci and robotics surgery broadly? I just wondered, are you suggesting or should we be thinking that we could be in the front of a new wave of capital acquisition, with again, capital released because of the need to add additional systems to accommodate the expanding number of procedures? Intuitive Surgical Inc. (ISRG) Q1 2021 Earnings Call Transcript During the first half of 2022, the Company saw COVID-19 resurgences impact da Vinci procedure volumes in the U.S. and Europe followed by recoveries. Research consulting in a firm with a clear vision to commercialize the neurotechnology industry at scale. Consistent with the last quarter's forecast, we expect our noncash stock compensation expense to range between $450 million and $470 million in 2021. Intuitive | ISRG Investor events & presentations - Intuitive Surgical Leasing represented 33% of current quarter placements, compared with 29% last year and 43% last quarter. This article is a transcript of this conference call produced for The Motley Fool. 2022 Proxy Statement 36.4 MB. We're doing that as a combination of My Intuitive plus some of the simulation work that we do, plus some of the machine learning and video analysis work that we do. Investors are cautioned not to place undue reliance on these forward-looking statements, including statements about our results of operations, growth strategy and commercial opportunity. Thoracic Surgery Market was valued at USD 3.1 Billion in 2021, and it is expected to reach a CAGR of 7.18 % . COVID had a significant impact on da Vinci procedure volumes in the second quarter of 2020. Growth in the U.K. was strong, with a slower recovery in France, Italy, and Germany. Jamie will take you through procedure dynamics in more detail later in the call. So several of those things are in the markets, the very first kind of Gen 1, some of them are on Gen 2. While we strive for our Foolish Best, there may be errors, omissions, or inaccuracies in this transcript. Gotcha. And we've seen both good clinical outcomes, but also high surgeon satisfaction and better ergonomics. This growth rate compares with 9% last year and 8% last quarter. Investor's Business Daily . In Q2, U.S. procedures grew 77% year over year, which equates to 16% on a two-year compound annual growth rate basis. And I'd just be curious to -- since you all are calling it out repeatedly as an important incremental growth driver, where are we now, in your view, in that, I'm sure, multiyear, long-term adoption process? Copyright 2023 Intuitive Surgical. We ended the quarter with cash and investments of $7.7 billion, compared with $7.2 billion last quarter. 3 min read. Later we will have a question-and-answer session. Intuitive Surgical Stock Appears To Be A Better Bet Over This - Forbes Management addresses these limitations by providing specific information regarding the GAAP amounts excluded from non-GAAP net income attributable to Intuitive Surgical, Inc. and non-GAAP EPS and evaluating non-GAAP net income attributable to Intuitive Surgical, Inc. and non-GAAP EPS together with net income attributable to Intuitive Surgical, Inc. and net income per share attributable to Intuitive Surgical, Inc. calculated in accordance with GAAP. Second-quarter system average selling prices decreased to $1.55 million from $1.65 million for both the second quarter of 2020 and the first quarter of 2021. It's hard to have a precise measure on it. Intuitive Surgical, Inc. (Nasdaq:ISRG), headquartered in Sunnyvale, Calif., is the pioneer and a global technology leader in robotic-assisted, minimally invasive surgery. As a result, we expect lower trade-in transactions over time. And finally, expanding our clinical, economic, and analytical evidence base for key procedures and countries. Those things are ongoing now. your options for e-mail notification, please enter your e-mail address below and click Analysts: . Mehr Brsen-Nachrichten .
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