Loading…
Loading…
my first is on Frontline Care, uh, up 2% in the quarter. Anita, you highlighted the planned product exits.
where has it gone better, faster, bigger than you What’s the biggest, better, faster thing
how much more is there to go in your mind and the implications for operating margins as we look ahead
what you're charging Vitor with, what you're tasking Vitor with as he steps into the role
if there would be some upside to this thoughtfully prudent guidance, in the next two, four, six quarters
You're not that far away. You said, "I think there's more room ahead" just maybe expand on your thinking there
I'm more fascinated and hoping to dig in further on the 3 major initiatives, operating model change and the commercial team alignment
my initial back of the envelope calculation suggests that just as I do the math, that implies sort of a step down in operating margins relative -- flat or down
Your $1 billion share repurchase announcement over the next 12 to 18 months certainly seems like a positive to me
To what extent are you going to reinvest some of those savings, which I think was some of the language in the 8-K
talk us through your expectations for how the '25-year is going to unfold. I mean maybe the cadence of the year
Maybe you can help us better understand where the upside and where the risks are
are you seeing -- are you hearing the same thing that I heard? I mean, obviously, as the year unfolds and as you -- as education expands
have you shaded your TAVR expectations in some way with your comments and guided in the first quarter, is it any different
what's your comfort as you're leaving, or Pete, what's your comfort with the medium-term targets now?
Should we expect to see that broad portfolio drive accelerated order growth as you look ahead
What gets the revenues growing again? What gets the margin story stabilized
you expected, if I recall correctly, second half '25 filing. Is that on track
at what rate are these going to unfold and happen and roll out, I know, subject to FDA approval.
talk about a couple of initiatives that others are focused on. And to what degree is this important to Intuitive Surgical
what dynamics internationally drove I&A at double the rate of procedure growth
you also highlighted digital subscription. And I'm just not sure if I've personally, maybe I've missed it, heard that language
About 9 million procedures in direct line of sight. I went back and looked at '24 and you all said 7 million at the time
when do we get past the when is bariatrics less of a drag? Seems like it's been going on for a while
how much do you think the original capital cost is versus Medicare coverage and commercial rates?
there would be additional features, additional software different additional capabilities. And I was hoping you could expand on that
as things evolve and as dV5 rolls out, it's early to say what's next. But how are you thinking about what's next broadly
I missed what you said about after hours surgery growth. I just didn't get the number. But after hours surgery and you recently hired a new leader
OUS growth was particularly robust at 24%. Maybe you can talk about the drivers there, the sustainability of the drivers
maybe help us understand what areas this -- in what way this might enhance da Vinci 5? Will it open up new procedures? Will it be about productivity?
What accelerates -- what drives the next phase of growth there? And specifically, when is -- what level of sales or what has to happen?
is this a quarter's worth of orders? Is it all used up by the end of this year?
can you approximate your current mix of full AI autonomous coding versus primarily traditional computer-assisted coding
Consensus is a shade over $2 billion for Q2 coming into the call. Do you feel like that adequately reflects a reasonable midpoint
what's the relative importance over the next 12 months in terms of observing that progress
Is it more likely we're going to see additional tuck-in growth-enhancing, margin-enhancing deals sooner rather than later
Maybe talk us through the next big milestone there, time lines there. And just maybe remind us, if you would, the impact of this process going on
the drinking water business, you've kept it for all the reasons you said. And I think Bryan's words were the potential to unlock additional value here
tariffs are a bigger headwind, you were very clear. But offsetting that is the business momentum is the lower -- is the lower FX
Just where are we, and where are you in realizing this opportunity? What are you expecting?
help us understand that upper end of the guidance range and the things that you're counting on to go right
share with us, if you would, Ivan, some more of your updated latest thoughts about the sales force transition
you didn't raise by overall by the beat, you left sales unchanged EPS less than the EPS beat
Help us better understand what's embedded at a high level in that thinking
where are we in that Wave 1 rollout process and impact?
You've trained several hundred customers. My impression, if I remember correctly from AUS that you hope to train maybe 1,000 by year end
which of the products in the second half are going to be most impactful