ISRG's US Procedure Growth Slows: Is ACA Headwind a Temporary Concern?
Intuitive Surgical's US procedure growth slowed in Q2, though the slowdown is attributed to ACA-related care deferrals that may be temporary. Underlying demand and adoption of the da Vinci 5 system remain strong.
Why it matters — ISRG watchers would track whether the Q2 procedure-growth slowdown is a short-term ACA deferral or a more lasting demand issue affecting the company's core US business.