ISRG's International Push for Ion: Strategic Bet or Overstretch?

Key Takeaways ISRG sold first Ion systems in Australia and Korea, marking its Asia-Pacific expansion.ISRG sees these markets as testbeds to replicate U.S. Ion adoption success.ISRG faces Asia capital constraints, tariffs, and competition as execution risks.Intuitive Surgical (ISRG) is doubling down on its Ion platform’s global prospects, marking its first commercial system sales in Australia and Korea during the second quarter of  2025. The expansion comes as Ion continues its remarkable momentum, with proc ...