Intuitive Surgical, Inc. (ISRG) Wells Fargo 21st Annual Healthcare Conference September 9, 2026 8:45 AM EDT
Company Participants
Daniel Connally – VP & Head of Investor Relations
Jamie Samath – Executive VP, CFO & Enterprise Technology Leader
Conference Call Participants
Larry Biegelsen – Wells Fargo Securities, LLC, Research Division
Presentation
Larry Biegelsen
Wells Fargo Securities, LLC, Research Division
Okay. Welcome back. I’m Larry Biegelsen, the med tech analyst at Wells Fargo. And it’s my pleasure to host this session with the management team from Intuitive Surgical. With us, we have Jamie Samath, Executive Vice President, CFO and Enterprise Technology Leader; and Dan Connally, Head of Investor Relations. The format is a fireside chat. Jamie — and Dan is going to read the safe harbor statement.
Daniel Connally
VP & Head of Investor Relations
Just real quick. Comments in today’s session may contain forward-looking statements. Actual results may differ materially from those expressed or implied as a result of certain risks and uncertainties. These risks and uncertainties are described in our Securities and Exchange Commission filings, including our most recent Forms 10-K and 10-Q, which you can find through our website at intuitive.com or at the SEC’s website. Investors are cautioned not to place undue reliance on such forward-looking statements.
Larry Biegelsen
Wells Fargo Securities, LLC, Research Division
Thanks, Dan, and thank you for being here.
Jamie Samath
Executive VP, CFO & Enterprise Technology Leader
Yes. Happy to be here.
Question-and-Answer Session
Larry Biegelsen
Wells Fargo Securities, LLC, Research Division
So Jamie, I wanted to start with procedures with a focus on the U.S. And we’ve seen U.S. procedure growth slow recently. And your comment about law of large numbers, I think, concerned some investors to be candid. So my question is, what framework would you use to help people estimate U.S. procedure growth going forward?