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Re: SPORT19 post# 94917

Tuesday, 09/03/2019 4:03:32 PM

Tuesday, September 03, 2019 4:03:32 PM

Post# of 140475
I don't recall the source nor can I find it at the moment, maybe I saved the link at home. But...

Last year's results indicated here:

https://www.beckersspine.com/orthopedic-a-spine-device-a-implant-news/item/45087-intuitive-surgical-s-da-vinci-sp-wins-clearance-for-2nd-procedure-category-3-details.html

Here's confirmation of 15 SP systems in 2018:

https://www.dotmed.com/news/story/46632

https://au.finance.yahoo.com/news/intuitive-surgical-da-vinci-sp-125812899.html



Somewhere else I had seen something like 12 more for Q1 and 15 for Q2 with expectations of following the trend.

These are sales figures, not deliveries. Q1 only saw 6 SP systems delivered because of some manufacturing issues. This is from ISRG's Q1 call transcript(https://www.fool.com/earnings/call-transcripts/2019/04/18/intuitive-surgical-inc-isrg-q1-2019-earnings-call.aspx):

Gary S. Guthart -- President & Chief Executive Officer
Okay. On the SP side, the manufacturing constraint was a mechanical thing having to do with frictions and rails and the way these things pull together. I think the team has got it. I think we'll meet our SP shipment plan for the year. So I think they're knocking it down, it's just the timing issue there.

This was from not quite 2 months ago, and I have no idea about the reliability of the data presented (unfamiliar with the source) but they say 34 delivered so far (delivered is different than sold, given the manufacturing issues previously stated by Guthart himself):

https://surgrob.blogspot.com/2019/07/intuitives-strong-numbers.html


I did what I could... It was an honest effort, probably moreso than you expected of me in particular. now back to work!


Message in reply to:
Can you show the board where you got 50-60 sales of SP?
Link?
Thanks