>>Procedure growth: 60% da Vinci system installation growth: -11% Installed base YOY % growth vs procedure % growth? I have heard from very good sources the robots sit idle too often and some hospitals they even "collect dust". I thought the instrumentation would grow faster as the units were installed. I would compare it to a surgical stapler for a new way to do an existing procedure that is not disposable and needs a disposable cartridge every time its fired. I am more interested in the reload revenue growth then I am the actual sales of the instrument. If the year starts with a thousand instruments in the field and 400 instruments were sold during the year there is now 40% more instruments in the field I want to see the reload revenue growth at a much higher rate then the sold base growth.
ISRG – The “same store” sales growth that bridgeofsighs is seeking cannot be derived by subtracting the growth in installations from the growth in overall procedures, as you tried to do. Rather, what bridgeofsighs is seeking (if I understand him correctly) is the growth in procedures conducted by machines that have been installed for more than one year.
Whether this is a pertinent metric for ISRG investors to attempt to track is debatable; however, same store sales growth defined as above is indeed the metric that investors typically emphasize for companies who are expanding the installed base.
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