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Intuitive Surgical: da Vinci 5 Upgrade Economics & Hospital Fleet Strategy

Partner Interview
Intuitive Surgical•US•Large CapMedtronicSwitching CostsOEMs w/ Installed Base
Oct 26, 2026

Intuitive Surgical: Competitive Moat, da Vinci Upgrade Cycle & Instrument Remanufacturing

Partner Interview
Intuitive Surgical•US•Large CapJohnson & JohnsonRestore RoboticsSwitching CostsOEMs w/ Installed Base
Aug 27, 2026

Intuitive Surgical: Hospital Capital Allocation & Robot Utilization Economics

Partner Interview
Intuitive Surgical•US•Large CapMedtronicSwitching CostsOEMs w/ Installed Base
Aug 24, 2026

Intuitive Surgical & Surgical Science: Robotic Simulation & Digital Ecosystem

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IP Interview
Intuitive Surgical•US•Large CapSurgical ScienceJohnson & JohnsonMedtronicSwitching CostsB2B Software
Sep 24, 2025
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IP Research Analysis

Intuitive Surgical: Competitive Threat of Instrument Remanufacturing

IP Research
IP ResearchIntuitive Surgical•US•Large CapMedtronicJohnson & JohnsonSwitching CostsOEMs w/ Installed Base
Aug 27, 2025

Intuitive Surgical: Europe Capital Equipment & Instrument Sales

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IP Interview
Intuitive Surgical•US•Large CapMedtronicJohnson & JohnsonSwitching CostsOEMs w/ Installed Base
Aug 19, 2025

Intuitive Surgical: Protection Against Remanufacturing

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IP Interview
Intuitive Surgical•US•Large CapMedtronicJohnson & JohnsonSwitching CostsOEMs w/ Installed Base
Aug 5, 2025

Intuitive Surgical Competition: Instrument Remanufacturing Process

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IP Interview
Intuitive Surgical•US•Large CapStrykerJohnson & JohnsonMedtronicSwitching CostsOEMs w/ Installed Base
Jul 28, 2025
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Weekly update

GE Aerospace, COMAC, & Engine Aftermarket, ISRG Threat from Instrument Remanufacturing

GE AerospaceSafranIntuitive SurgicalSwitching CostsOEMs w/ Installed Base
Jul 8, 2025

Intuitive Surgical: Instrument Remanufacturing Competition

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IP Interview
Intuitive Surgical•US•Large CapMedtronicJohnson & JohnsonSwitching CostsOEMs w/ Installed Base
Jul 7, 2025
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IP Research Resource

In Practise 2024: Year In Review

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

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IP Interview
Intuitive Surgical•US•Large CapMedtronicJohnson & JohnsonSwitching CostsOEMs w/ Installed Base
Sep 9, 2024
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Weekly update

FTAI Aviation & CFM56 MRO, Tesla, ISRG, TransDigm, CMG, Constellation Software, RYAN, MongoDB

Tesla•US•Mega CapFTAI AviationToyotaGreen Landscaping GroupMongoDBTopicusConstellation SoftwareIntuitive SurgicalComputer ModellingSLBMedtronicTransDigm GroupOracleSwitching CostsB2B Software
Sep 4, 2024

Intuitive Surgical: General Surgery Penetration

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IP Interview
Intuitive Surgical•US•Large CapJohnson & JohnsonMedtronicSwitching CostsOEMs w/ Installed Base
Sep 2, 2024
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Weekly update

Intuitive Surgical, Danaher, FTAI & AAR, Carvana, LGI, Smartsheet, LPX, MongoDB, Flutter, Idun, Lifco

Intuitive Surgical•US•Large CapLifcoMongoDBDanaherHalmaFTAI AviationCarvanaSmartsheetLennarIdun IndustrierMedtronicGE AerospacePineconeLouisiana-PacificSwitching CostsSerial Acquirer
Aug 14, 2024
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Company Profile

Intuitive Surgical: Da Vinci Sales & Training Process

IP Company Learning Journey
IP ResearchIntuitive Surgical•US•Large CapMedtronicJohnson & JohnsonSwitching CostsOEMs w/ Installed Base
Aug 13, 2024
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Weekly update

Domino's & Fortressing, AppFolio, LiveChat, ISRG, Old Dominion, Proponent / HEI, AMZN & Wayfair

Dominos Pizza•US•Large CapAppFolioAmazonProponentHEICOWencorIntuitive SurgicalXPOAirbusWayfairMedtronicMainfreightWingstopRealPageZendeskSwitching CostsPhysical Infra & Networks
Jan 24, 2024

Intuitive Surgical: Training Surgeons on the Da Vinci

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IP Interview
Intuitive Surgical•US•Large CapJohnson & JohnsonMedtronicSwitching CostsOEMs w/ Installed Base
Jan 22, 2024
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Weekly update

Howdens, Intuitive Surgical, Vistry, Evolution Gaming, AMZN vs Wayfair, TransDigm, Palo Alto

Howden Joinery•GB•Mid CapAmazonEvolutionWayfairHEICOFortinetIntuitive SurgicalTransDigm GroupPalo Alto NetworksSwitching CostsMission Critical Products & Services
Jan 9, 2024

Intuitive Surgical vs Laparoscopy Cost and Sales Process

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IP Interview
Intuitive Surgical•US•Large CapJohnson & JohnsonMedtronicSwitching CostsOEMs w/ Installed Base
Jan 8, 2024

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