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Edge2 May 2025
Intuitive Surgical: Enhancing Surgery with Robotic Precision
Intuitive Surgical has revolutionized surgery with robotics, building its dominant position through decades of innovation, validation, and expansion.
Medtronic
Medtronic (MDT) investor relations material
Medtronic 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary12 Jan, 2026
Strategic Focus and Portfolio Transformation
Accelerating revenue and earnings growth through generational growth drivers and a robust innovation pipeline, including foundational shifts in global operations and supply chain for sustainable cost improvements.
Hyper-focused on margin expansion to fuel R&D and EPS leverage, with strategic portfolio management and capital allocation to enhance enterprise focus and MedTech market growth.
Plans to separate the diabetes business via IPO or capital markets transaction by end of calendar year, targeting high-growth, high-margin opportunities, though no final decision yet.
Medtronic Performance System implemented to enhance execution, optimize operations, and sustain improvements, strengthening operating rigor, quality, and culture.
Added leadership from inside and outside MedTech to drive profitable growth and align with strategic objectives.
Generational Growth Drivers and Innovation
Four key growth drivers: PFA (pulsed field ablation), Symplicity (renal denervation), AltaViva (neuromodulation), and Hugo (robotic-assisted surgery), each representing $1B+ opportunities.
Launched transformative technologies including Pulsed Field Ablation, Symplicity Spyral, AltaViva, and Hugo M RAS, with robust product pipeline such as Aurora EV-ICD, AiBLE Surgical Ecosystem, and Micra AV2/VR2.
CAS (cardiac ablation solutions) targets $2B in revenue by H1 FY27, with strong market share gains and next-gen product launches.
Expanding indications and geographic reach for key products, including Sphere-9 in Japan and new clinical submissions, and building additional clinical data for Altaviva.
Direct-to-consumer marketing and physician training to drive adoption of new therapies, with rapid physician adoption for AltaViva.
Market Positioning and Growth Opportunities
Well positioned in high-margin MedTech markets: neuroscience, cardiovascular, medical surgical, and diabetes.
Multi-billion-dollar opportunities identified in pulsed field ablation, renal denervation, neuromodulation, and robotic-assisted surgery.
Doubling revenue in fast-growing MedTech segments and leading in breakthrough treatments for hypertension and urge urinary incontinence.
Only 5% of surgeries globally use robotics; Hugo system aims to expand this with differentiated offerings and recent FDA clearance for urology.
Four new multi-billion dollar opportunities unlocked in the past year, with a strong pipeline and focus on effectiveness.
Rationale for preferred Diabetes separation structure?
What drives PFA's projected $2B revenue by 1HFY27?
Impact of COGS efficiency on margin expansion?
How does diabetes spin enable R&D/M&A investment?
RDN vs PFA: How do market-building costs differ?
How does full surgical suite contracting aid Hugo uptake?
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Latest summaries
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- 323410
Strong growth in customers, profits, and deposits, with stable asset quality and global milestones. - 3407
Net income rose 22.7% year-over-year, with improved financials and a revised upward forecast. - RYM
Refreshed strategy targets NZD 150m cash flow uplift, NZD 500m cash release, and resumed dividends by FY 2028. - 9101
Profits fell across most segments, but energy shipping and a major acquisition stood out. - 4626
Double-digit profit and sales growth, with strong segment results and a stock split impact. - 2371
Revenue up 21.5% YoY, but profit down on higher investments; LiPLUS Holdings acquired. - 3401
Major impairments and divestitures led to a net loss and lower revenue across all segments. - 8002
Profit forecast raised to ¥540.0B and annual dividend to ¥107.50 per share after strong results. - COF
Profit rebounded, NTA and occupancy rose, with strong leasing and premium divestment. - NUF
Statutory loss reported, seeds business repositioned, new CEO appointed, all resolutions passed.
Next Medtronic earnings date
Q3 202617 Feb, 2026
Medtronic
Next Medtronic earnings date
Q3 202617 Feb, 2026
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Frequently asked questions
A leader in global medtech industry
If you were to examine different hospitals' surgical imaging machines or pacemakers worldwide, the importance of Medtronic would soon become very clear. Medtronic is probably one of the most innovative companies in the world. Over their 70-year lifetime, Medtronic has grown from being a small electrical repair shop in a Minneapolis garage to a global leader in medical technology with a market cap north of $100 billion.
Owner of more than 49,000 patents
Medtronic treats more than 70 health conditions, from Parkinson’s and chronic heart conditions to diabetes, helping over 100 million people worldwide every year. They are one of the leaders in the global Medtech industry and are growing both organically and through M&A. In fact, Medtronic has done, on average, one acquisition every five months over the last decade.
Their four main business segments are:
Cardiac and Vascular
Minimally Invasive Therapies
Restorative Therapies
Diabetes
Medtronic is mainly known for their revolutionary cardiac devices – battery-powered miniature pacemakers – but have a wide product portfolio, including defibrillators, vessel sealing instruments, mesh and spinal implants, bone graft substitutes, highly advanced insulin pumps, and one of their most recent big investments – the surgical robot – Hugo. Together with the insulin pumps, Medtronic offers a sensor system that continuously monitors the level of glucose in a diabetes patient’s blood and automatically sends this data to the pump, which helps it dose insulin more correctly.
With a portfolio of over 49,000 patents and an impressive $2.5 billion annual spend on research and development, Medtronic is unmatched in their industry and continuously pursues new products and improves existing ones.
A dividend aristocrat with 25+ years of annual increases.
One thing with Medtronic is for certain - they take their dividends seriously. The company qualifies as a so-called Dividend Aristocrat, an entitlement earned by increasing your base dividend yearly for a minimum of 25 consecutive years.
Medtronic's publicly listed competitors include multinational medical technology companies such as Abbott Laboratories, Boston Scientific, and Johnson & Johnson.
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