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ISRG Revenue by Segments

Revenue by Segments

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In Q3'25, Intuitive Surgical's (ISRG) Instruments and accessories segment generated $1.52B in revenue, marking the highest contribution among segments and driving overall quarterly performance. The Systems segment added $590M, reflecting steady demand for capital equipment, while Services contributed $396M, underscoring recurring revenue from maintenance and support. Total revenue for the quarter reached approximately $2.5B USD. From Q4'22 to Q3'25, ISRG's revenue breakdown shows Instruments and accessories as the dominant segment, growing from $943M to $1.52B with consistent upward momentum and accelerating in recent quarters, particularly post-Q4'24. Systems revenue exhibited volatility, declining from $451M in Q4'22 to a low of $379M in Q3'23 before rebounding to $654M in Q4'24 and stabilizing around $590M, indicating cyclical capital spending patterns. Services provided stable growth throughout, rising steadily from $259M to $396M, comprising an increasing share of total revenue and highlighting the benefits of a subscription-like model in the da Vinci surgical ecosystem.