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Intuitive Surgical is Known for Selling $1 Million Surgical Robots. But Here's How it Actually Makes Most of its Revenue.
The Motley Fool· 2025-02-20 09:10
Core Insights - Intuitive Surgical is the global leader in the robotic surgery market, primarily known for its da Vinci surgical system, which has significantly contributed to the company's revenue growth and stock performance [1][3][9] Revenue Generation - The da Vinci systems, priced over $1 million, do not account for the majority of Intuitive's revenue; instead, the company generates more than $5 billion annually from the sales of instruments and accessories used in robotic procedures [2][6][8] - In addition to instruments and accessories, Intuitive also earns $1.3 billion from service contracts for maintaining its robotic platforms, contributing to a total revenue of $8.3 billion, with 76% derived from recurring sources [8] Competitive Advantage - Intuitive's long-standing presence in the market since its founding in 1995 provides it with a competitive advantage, as surgeons are familiar with the da Vinci system, making them less likely to switch to new platforms [3][4] - The company's strong earnings growth has been resilient over time, with only minor declines during periods like the early pandemic when surgeries were postponed [5] Investment Potential - The combination of a solid competitive moat and a recurring revenue model positions Intuitive as a stable investment with growth potential, despite its current high valuation at 74 times forward earnings estimates [9]
Vinci: Back In Favor In 2025
Seeking Alpha· 2025-02-19 09:51
Core Insights - Seeking Alpha introduces The Zen Trader as a new contributing analyst, encouraging others to share investment ideas for publication and potential earnings [1] Group 1 - Seeking Alpha emphasizes the opportunity for contributors to gain exposure and financial benefits through article submissions [1] - The platform highlights that it welcomes diverse perspectives from both professional and individual investors [3]
Vinci: Relative Value Case, But They Are Still Sinking Cash For Growth
Seeking Alpha· 2025-02-17 11:46
Group 1 - Vinci SA remains an attractive investment due to its valuation, although the mode of return needs to be revised from a deleveraging play as the company is still in that stage [2] - The Value Lab focuses on long-only value investment ideas, targeting a portfolio yield of about 4% and has performed well over the last five years by engaging in international markets [1][2] - The Valkyrie Trading Society consists of analysts sharing high conviction ideas that are downside limited and likely to generate non-correlated and outsized returns in the current economic environment [3]
Christmas in the Jungle: Founders Metals Hits 36.0 m of 2.21 g/t Gold & 67.0 m of 1.26 g/t Gold from Surface in New Da Vinci Discovery
Newsfile· 2024-12-11 12:30
Core Insights - Founders Metals Inc. has announced significant gold mineralization results from the newly discovered Da Vinci prospect at the Antino Gold Project in Suriname, indicating strong exploration potential [3][4]. Exploration Results - The first five drill holes at Da Vinci revealed gold mineralization from surface, with notable intervals including: - 67.0 m of 1.26 g/t Au, including 21.0 m of 3.24 g/t Au [3][4] - 36.0 m of 2.21 g/t Au [3][4] - 28.5 m of 1.30 g/t Au, including 10.5 m of 2.39 g/t Au [4] - 15.6 m of 1.18 g/t Au from surface [4] - 47.0 m of 1.07 g/t Au, including 10.5 m of 3.40 g/t Au from surface [4] Geological Features - The Da Vinci discovery exhibits geological characteristics similar to other gold zones on the property, including: - Multiple northwest-striking shear zones [5] - Stronger shearing at lithological contacts [5] - Higher gold grades associated with brittle overprinting [5] Future Plans - The initial drilling plan has been expanded from three to twelve holes, with additional results expected in early Q1 2025 [4]. - The company is fully financed for 60,000 metres of drilling in 2025, indicating a strong commitment to exploration [4][11]. Company Overview - Founders Metals is focused on advancing the Antino Gold Project, which spans 20,000 hectares and has produced over 500,000 ounces of gold to date [11].
Meta-analysis published in Annals of Surgery shows benefits of da Vinci surgery across seven oncologic procedures compared to laparoscopic and open
GlobeNewswire News Room· 2024-12-05 21:15
Analysis included 230 studies—a mix of randomized, prospective, and database research SUNNYVALE, Calif., Dec. 05, 2024 (GLOBE NEWSWIRE) -- (NASDAQ:ISRG) The peer-reviewed Annals of Surgery published a meta-analysis of 30-day surgical outcomes across seven oncological surgical procedures, comparing robotic, laparoscopic, and open surgical approaches. The study covered a 12-year timeframe and analyzed 230 studies from 22 countries: 34 randomized controlled trials, 74 prospective studies, and 122 database revi ...
Vinci: Why This French Company Is An A1-Sort Of Buy
Seeking Alpha· 2024-12-05 09:19
Analyst’s Disclosure: I/we have a beneficial long position in the shares of VCISY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. While this article may sound like financial advice, please observe that the author is not a CFA or in any way licensed to give financial advi ...
Vinci: The Silent Compounder
Seeking Alpha· 2024-12-03 14:52
Today, we're going to cover a French company that runs under the radar: Vinci SA ( OTCPK:VCISF ) ( OTCPK:VCISY ). The company's roots date back to 1899 and with a current market capitalization of almost $60 billion is onePhilipp is a seasoned value investor with nearly 20 years of experience in the field. He takes a global approach to investment opportunities, seeking out undervalued companies that offer a significant margin of safety, leading to attractive dividend yields and returns. While he does not lim ...
Intuitive Surgical Stock Hits Record High on da Vinci Device Demand
Investopedia· 2024-10-18 14:26
Key Takeaways Intuitive Surgical beat profit and sales forecasts on higher demand for its minimally invasive da Vinci surgical devices. The company reported an 18% year-over-year increase in da Vinci procedures worldwide. The news sent shares of da Vinci on pace to close at a record high. Shares of Intuitive Surgical (ISRG) hit an all-time high Friday, a day after the medical device maker posted better-than-expected results on more use of its da Vinci minimally invasive surgical devices. The company reporte ...
Intuitive Surgical Q3: Da Vinci 5 Robot Set For 2025, But Overvalued
Seeking Alpha· 2024-10-18 05:04
I initiated a 'Sell' rating on Intuitive Surgical (NASDAQ: ISRG ) (NEOE: ISRG:CA ) in January 2024. The company plans to roll out their Da Vinci 5 robot in mid-2025, which could be a major catalyst for their stock price. While I Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for ...
Half Year 2024 Vinci SA Analsyt Meeting Transcript
GuruFocus· 2024-10-09 16:26
Jul 26, 2024 / 08:00AM GMT Xavier Huillard - Vinci SA - Chairman of the Board and Chief Executive Officer, Chairman of the Executive Committee and Chairman of the Management and Coordination Committee Good morning to you all. Thanks for joining us for this presentation. For obvious logistical reasons, we are at Vinci's head office, just next door to the Arena 92, where the Olympic swimming events will be held. As you know, I'm joined by Christian Labeyrie as usual on stage. We have the full Executive Commit ...