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Intuitive Surgical10-Q: Competitor named

Faces competitive pressure from third parties selling remanufactured instruments and unauthorized services

What happened

The company explicitly identified a risk from third-party remanufacturers and unauthorized service providers, which threatens revenue, patient safety, and brand reputation. This pain point makes them receptive to solutions for product authentication, anti-counterfeiting, secure track-and-trace, and digital rights management to protect their ecosystem.

Source

SEC EDGARJul 21, 2026

Quarterly report (Form 10-Q)

Intuitive Surgical 10-Q

Filing excerpt

THIRD PARTIES MAY OFFER TO SELL REMANUFACTURED INSTRUMENTS AND ACCESSORIES TO OUR CUSTOMERS OR PROVIDE UNAUTHORIZED SERVICE ON OUR SYSTEMS, WHICH COULD ADVERSELY IMPACT OUR FINANCIAL RESULTS, CREATE SAFETY ISSUES, AND HARM OUR REPUTATION.

sec.gov/Archives/edgar/data/1035267/000103526726000058/isrg-20260630.htmRead the full source

Other signals in this filing (9)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Competitor named

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
06/30
Filed
Jul 21, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Details

CIK
1035267
Accession number
0001035267-26-000058
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Competitive intelligence
Signal category
Market

Topics and mentions

Competitors

  • Third party remanufacturers
  • Unauthorized service providers

Extraction

Confidence
High
Relevance
80%
Sentiment
Negative
Detected
Jul 28, 2026
signal_type
sec-10q
signal_subtype
competitorNamed

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/f96daa19-967b-4a53-8b30-ebc0eb11955e returns this record as JSON. POST /v1/companies/enrich returns every signal for intuitive.com.

{
  "signal_id": "f96daa19-967b-4a53-8b30-ebc0eb11955e",
  "signal_type": "sec-10q",
  "signal_subtype": "competitorNamed",
  "detected_at": "2026-07-28T07:04:58.028+00:00",
  "company": {
    "name": "Intuitive Surgical",
    "domain": "intuitive.com"
  },
  "data": {
    "detail": "The company explicitly identified a risk from third-party remanufacturers and unauthorized service providers, which threatens revenue, patient safety, and brand reputation. This pain point makes them receptive to solutions for product authentication, anti-counterfeiting, secure track-and-trace, and digital rights management to protect their ecosystem.",
    "metrics": {
      "timeframe": "current_quarter"
    },
    "summary": "Faces competitive pressure from third parties selling remanufactured instruments and unauthorized services",
    "excerpts": "THIRD PARTIES MAY OFFER TO SELL REMANUFACTURED INSTRUMENTS AND ACCESSORIES TO OUR CUSTOMERS OR PROVIDE UNAUTHORIZED SERVICE ON OUR SYSTEMS, WHICH COULD ADVERSELY IMPACT OUR FINANCIAL RESULTS, CREATE SAFETY ISSUES, AND HARM OUR REPUTATION.",
    "relevance": 0.8,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1035267/000103526726000058/isrg-20260630.htm",
    "filing_date": "2026-07-21",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "06/30",
    "sales_relevance": "Competitive intelligence",
    "signal_category": "market",
    "competitors_mentioned": [
      "Third party remanufacturers",
      "Unauthorized service providers"
    ]
  }
}

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