Intuitive Surgical, Inc. (ISRG) Presents at Wells Fargo 20th Annual Healthcare Conference


Intuitive Surgical, Inc. (NASDAQ:ISRG) Wells Fargo 20th Annual Healthcare Conference 2025 September 3, 2025 9:30 AM EDT

Company Participants

David Rosa – CEO & Director
Jamie Samath – CFO, Head of Business Technology & Enterprise Technology Leader

Conference Call Participants

Larry Biegelsen – Wells Fargo Securities, LLC, Research Division

Presentation

Larry Biegelsen
Senior Medical Device Equity Research Analyst

All right. Good morning, everyone. I’m Larry Biegelsen, the medical device analyst at Wells Fargo. And it’s my pleasure to host this session with the management team from Intuitive Surgical. With us, we have Dave Rosa, the new CEO; Jamie Samath, Executive Vice President and CFO; and Dan Connelly, Head of Investor Relations. The format is going to be fireside chat. If anyone has a question they want to ask, just raise your hand. We’ll call on you. So with that, let’s jump in. Dave, Jamie and Dan. Thanks so much for being here. We really appreciate it. You guys have been long time supporters of the conference. So thank you.

David Rosa
CEO & Director

Thank you. Thanks for having us, Larry.

Question-and-Answer Session

Larry Biegelsen
Wells Fargo Securities, LLC, Research Division

So let’s start with a couple of big picture questions. Dave, you’ve been in the CEO seat now for a couple of months now — 2 months now.

David Rosa
CEO & Director

A couple of months, yes.

Larry Biegelsen
Wells Fargo Securities, LLC, Research Division

So talk about your vision for Intuitive Surgical over the next 5 to 10 years, please?

David Rosa
CEO & Director

Sure. So if I — I’ve been with the company almost 30 years. And if I think back about how the company started and what our — what we call our vision and our mission is, it’s really about advanced technology innovation, moving and improving patient care, right? That’s the core of this. And



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