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Intuitive Surgical: Competitive Moat, da Vinci Upgrade Cycle & Instrument Remanufacturing
Aug 27, 2026
Partner Interview
Intuitive Surgical•US•Large CapJohnson & JohnsonRestore RoboticsSwitching CostsOEMs w/ Installed BaseAug 27, 2026
Intuitive Surgical: Hospital Capital Allocation & Robot Utilization Economics
Aug 24, 2026
Partner Interview
Intuitive Surgical•US•Large CapMedtronicSwitching CostsOEMs w/ Installed BaseAug 24, 2026
Intuitive Surgical & Surgical Science: Robotic Simulation & Digital Ecosystem
Sep 24, 2025
Sep 24, 2025
IP Research Analysis
Intuitive Surgical: Competitive Threat of Instrument Remanufacturing
Aug 27, 2025
IP Research
IP ResearchIntuitive Surgical•US•Large CapMedtronicJohnson & JohnsonSwitching CostsOEMs w/ Installed Base
Aug 27, 2025
Intuitive Surgical: Europe Capital Equipment & Instrument Sales
Aug 19, 2025
Aug 19, 2025
Intuitive Surgical: Protection Against Remanufacturing
Aug 5, 2025
Aug 5, 2025
Intuitive Surgical Competition: Instrument Remanufacturing Process
Jul 28, 2025
Jul 28, 2025
Weekly update
GE Aerospace, COMAC, & Engine Aftermarket, ISRG Threat from Instrument Remanufacturing
Jul 8, 2025
GE AerospaceSafranIntuitive SurgicalSwitching CostsOEMs w/ Installed Base
Jul 8, 2025
Intuitive Surgical: Instrument Remanufacturing Competition
Jul 7, 2025
Jul 7, 2025
IP Research Resource
In Practise 2024: Year In Review
Dec 30, 2024
Tesla•US•Mega CapPerimeter SolutionsFTAI AviationIntuitive SurgicalDomino's Pizza EnterprisesThe GymFergusonDanaherConstellation SoftwareTopicusLoarAshtead GroupBurford CapitalACV AuctionsHermèsLifcoWatscoHalmaSwitching CostsSerial Acquirer
Dec 30, 2024
Intuitive Surgical: ASC's, Hugo Comparison & Efficiency Gains
Sep 9, 2024
Sep 9, 2024
Weekly update
FTAI Aviation & CFM56 MRO, Tesla, ISRG, TransDigm, CMG, Constellation Software, RYAN, MongoDB
Sep 4, 2024
Tesla•US•Mega CapFTAI AviationToyotaGreen Landscaping GroupMongoDBTopicusConstellation SoftwareIntuitive SurgicalComputer ModellingSLBMedtronicTransDigm GroupOracleSwitching CostsB2B Software
Sep 4, 2024
Intuitive Surgical: General Surgery Penetration
Sep 2, 2024
Sep 2, 2024
Weekly update
Intuitive Surgical, Danaher, FTAI & AAR, Carvana, LGI, Smartsheet, LPX, MongoDB, Flutter, Idun, Lifco
Aug 14, 2024
Intuitive Surgical•US•Large CapLifcoMongoDBDanaherHalmaFTAI AviationCarvanaSmartsheetLennarIdun IndustrierMedtronicGE AerospacePineconeLouisiana-PacificSwitching CostsSerial Acquirer
Aug 14, 2024
Company Profile
Intuitive Surgical: Da Vinci Sales & Training Process
Aug 13, 2024
IP Company Learning Journey
IP ResearchIntuitive Surgical•US•Large CapMedtronicJohnson & JohnsonSwitching CostsOEMs w/ Installed Base
Aug 13, 2024
Weekly update
Domino's & Fortressing, AppFolio, LiveChat, ISRG, Old Dominion, Proponent / HEI, AMZN & Wayfair
Jan 24, 2024
Dominos Pizza•US•Mid CapAppFolioAmazonProponentHEICOWencorIntuitive SurgicalXPOAirbusWayfairMedtronicMainfreightWingstopRealPageZendeskSwitching CostsPhysical Infra & Networks
Jan 24, 2024
Intuitive Surgical: Training Surgeons on the Da Vinci
Jan 22, 2024
Jan 22, 2024
Weekly update
Howdens, Intuitive Surgical, Vistry, Evolution Gaming, AMZN vs Wayfair, TransDigm, Palo Alto
Jan 9, 2024
Howden Joinery•GB•Mid CapAmazonEvolutionWayfairHEICOFortinetIntuitive SurgicalTransDigm GroupPalo Alto NetworksSwitching CostsMission Critical Products & Services
Jan 9, 2024
Intuitive Surgical vs Laparoscopy Cost and Sales Process
Jan 8, 2024
Jan 8, 2024
Weekly update
Amazon Robotics, CVNA Operations, ISRG, FIVE, Burford, HEI, Wayfair, XPEL, Yelp,
Oct 24, 2023
Amazon•US•Mega CapXPELFive BelowYelpCarvanaWayfairOverstockIntuitive SurgicalCarMaxMedtronicHEICO3MSwitching CostsVertically Integrated Retailer
Oct 24, 2023
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