{"id":6772,"date":"2022-12-04T20:35:29","date_gmt":"2022-12-04T12:35:29","guid":{"rendered":"https:\/\/singledoggy.investments\/?p=6772"},"modified":"2023-03-14T15:01:38","modified_gmt":"2023-03-14T07:01:38","slug":"isrg_q3_update_and_new_competitors","status":"publish","type":"post","link":"https:\/\/singledoggy.investments\/2022\/12\/04\/isrg_q3_update_and_new_competitors\/","title":{"rendered":"\u7af6\u722d\u8005\u6d6e\u73fe\uff0c8\u6210\u5e02\u4f54\u7387\u5c07\u9047\u6311\u6230\uff1f\u76f4\u89ba\u624b\u8853 ISRG \u8fd1\u6cc1\u66f4\u65b0"},"content":{"rendered":"<p>\u9019\u7bc7\u6587\u7ae0\u9664\u4e86\u66f4\u65b0 ISRG \u7684\u71df\u904b\u8fd1\u6cc1\u5916\uff0c\u5c07\u6703\u9ede\u51fa\u5169\u9593\u6f5b\u5728\u7684\u7af6\u722d\u5c0d\u624b\uff0c\u4ed6\u5011\u7684\u624b\u8853\u985e\u578b\u8207 ISRG \u9ad8\u5ea6\u91cd\u758a\uff0c\u5728\u672a\u4f86\u53ef\u80fd\u9010\u6f38\u4fb5\u8755 ISRG \u9ad8\u9054 80% \u7684\u5e02\u5360\u7387\u3002<\/p>\n<p>ISRG \u76f8\u95dc\u6587\u7ae0\u56de\u9867 :<\/p>\n<ul>\n<li><strong><a href=\"https:\/\/singledoggy.investments\/2022\/04\/02\/isrg\/\" target=\"_blank\" rel=\"noopener\">\u6bdb\u5229\u4e03\u6210\u3001\u6de8\u5229\u4e09\u6210\uff0c\u5177\u58df\u65b7\u5730\u4f4d\u7684\u91ab\u7642\u8a2d\u5099\u9f8d\u982d<\/a><\/strong><\/li>\n<li><strong><a href=\"https:\/\/singledoggy.investments\/2022\/04\/22\/isrg-2022q1\/\" target=\"_blank\" rel=\"noopener\">\u76f4\u89ba\u624b\u8853 ISRG Q1\u5b63\u5831\u91cd\u9ede\u6574\u7406<\/a><\/strong><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<hr \/>\n<h2>\u8ca1\u52d9\u8fd1\u6cc1<\/h2>\n<p>Q3 \u71df\u6536 1,557.4 \u767e\u842c , \u4e0a\u5b63 1,522.1 \u767e\u842c\uff0cQoQ 2.3%\u3002<\/p>\n<p>Q3 \u6bdb\u5229\u7387 67.6%\uff0c\u4e0a\u5b63 67.2%\uff0c 2022 YTD 67.5%\u3002<\/p>\n<p><strong>\u539f\u56e0 :<\/strong> \u532f\u7387\u3001\u4f9b\u61c9\u93c8\u6548\u7387\u4e0b\u964d\u3001\u901a\u81a8\u3001\u56fa\u5b9a\u6210\u672c\u4f54\u6bd4\u589e\u52a0\uff0c\u5c0e\u81f4\u6bdb\u5229\u4e0b\u6ed1\u3002<\/p>\n<p>&nbsp;<\/p>\n<p>Q3 \u71df\u696d\u5229\u6f64\u7387 25.6%\uff0c\u4e0a\u5b63 26.1%\uff0c2022 YTD 26.4%\u3002<\/p>\n<p><strong>\u539f\u56e0 :<\/strong>\u00a0\u56e0\u61c9\u64f4\u5ee0\uff0c\u5718\u968a\u64f4\u7de8 ( \u904e\u53bb 4 \u5b63\u64f4\u7de8 2,000 \u4eba )\uff0c\u4f7f SG&amp;A \u4e0a\u5347\uff0c\u4e5f\u5c0e\u81f4\u71df\u696d\u5229\u6f64\u7387\u53d7\u5230\u5f71\u97ff\u3002<\/p>\n<p>Q3 EPS 0.9\uff0c\u4e0a\u5b63 0.85\uff0c2022 YTD 2.74\uff0cQ3 \u52a0\u5927\u80a1\u7968\u56de\u8cfc\u529b\u5ea6\u3002<\/p>\n<p style=\"text-align: center;\"><img fetchpriority=\"high\" class=\"aligncenter size-full wp-image-6773\" src=\"https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2022\/12\/01.png?resize=780%2C230&#038;ssl=1\" alt=\"\" width=\"780\" height=\"230\" srcset=\"https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2022\/12\/01.png?w=1541&amp;ssl=1 1541w, https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2022\/12\/01.png?resize=300%2C89&amp;ssl=1 300w, https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2022\/12\/01.png?resize=1024%2C302&amp;ssl=1 1024w, https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2022\/12\/01.png?resize=768%2C227&amp;ssl=1 768w, https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2022\/12\/01.png?resize=1536%2C454&amp;ssl=1 1536w, https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2022\/12\/01.png?resize=1200%2C354&amp;ssl=1 1200w\" sizes=\"(max-width: 780px) 100vw, 780px\" data-recalc-dims=\"1\" \/>\u8fd1\u56db\u5b63\u7372\u5229\u6027\u9010\u6f38\u4e0b\u6ed1<\/p>\n<p>&nbsp;<\/p>\n<h4><strong>\u7d93\u5e38\u6027\u6536\u5165<\/strong><\/h4>\n<p>&nbsp;<\/p>\n<p><strong>1 ) \u91ab\u6750\u696d\u52d9<\/strong><br \/>\nQ3 \u71df\u6536 871.6 \u767e\u842c\uff0c\u4e0a\u5b63 895.3 \u767e\u842c\uff0cQ3 YoY 15%, QoQ -3%<\/p>\n<p>Q3 \u958b\u53f0\u624b\u8853\u91cf QoQ \u4ecd\u6709\u4e0a\u5347\uff0c\u4ee3\u8868\u5e73\u5747\u6bcf\u53f0\u5200\u6536\u5230\u7684\u91ab\u6750\u6536\u5165\u4e0b\u6ed1\u3002<\/p>\n<p><strong>\u539f\u56e0 :<\/strong> \u6839\u64da\u516c\u53f8\u8aaa\u6cd5\uff0c\u4e0b\u6ed1\u662f\u53d7\u5230\u532f\u7387\u53ca\u5ba2\u6236\u63a1\u8cfc\u9031\u671f\u8b8a\u5316\u6240\u81f4\u3002<\/p>\n<p>&nbsp;<\/p>\n<p><strong>2 ) \u670d\u52d9\u6536\u5165<\/strong><br \/>\nQ3 \u71df\u6536 259.9 \u767e\u842c\uff0c\u4e0a\u5b63 251.7 \u767e\u842c\uff0cQ3 YoY 12%, QoQ 3%<\/p>\n<p>&nbsp;<\/p>\n<p><strong>3 ) \u79df\u8cc3\u696d\u52d9<\/strong><br \/>\nQ3 \u71df\u6536 97.5 \u767e\u842c\uff0c\u4e0a\u5b63 93 \u767e\u842c\uff0cQ3 YoY 34%, QoQ 5%<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<h4>\u7cfb\u7d71\u92b7\u552e\u6536\u5165<\/h4>\n<p>Q3 \u71df\u6536 425.9 \u767e\u842c\uff0c\u4e0a\u5b63 375.1 \u767e\u842c\uff0cQ3 YoY 3%, QoQ 14%<\/p>\n<p style=\"text-align: center;\"><img class=\"aligncenter size-full wp-image-6774\" src=\"https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2022\/12\/02.png?resize=760%2C476&#038;ssl=1\" alt=\"\" width=\"760\" height=\"476\" srcset=\"https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2022\/12\/02.png?w=760&amp;ssl=1 760w, https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2022\/12\/02.png?resize=300%2C188&amp;ssl=1 300w\" sizes=\"(max-width: 760px) 100vw, 760px\" data-recalc-dims=\"1\" \/>\u8fd1\u56db\u5b63\u91ab\u6750\u53ca\u7cfb\u7d71\u92b7\u552e\u6536\u5165<\/p>\n<h4><\/h4>\n<h4><\/h4>\n<h4>\u95dc\u9375\u6307\u6a19 &#8211; \u88dd\u6a5f\u91cf\u53ca\u624b\u8853\u91cf<\/h4>\n<p>&nbsp;<\/p>\n<p>Q3 \u5168\u7403\u88dd\u6a5f\u7e3d\u91cf 7,364 \u53f0\uff0c\u4e0a\u5b63 7,135 \u53f0\u3002<\/p>\n<p>Q3 \u624b\u8853\u91cf 47.5 \u842c\uff0c\u4e0a\u5b63 46.9 \u842c\u3002<\/p>\n<p>Q3 \u5e73\u5747\u57f7\u884c\u53f0\u6578 64.5 \u53f0\uff0c\u4e0a\u5b63 68 \u53f0\uff0c\u53bb\u5e74\u540c\u5b63 62 \u53f0\u3002<\/p>\n<p>\u6bcf\u53f0\u624b\u8853\u91ab\u6750\u8ca2\u737b\u71df\u6536 $1,835\uff0c\u4e0a\u5b63 $1,909\u3002<\/p>\n<p style=\"text-align: center;\"><img class=\"aligncenter size-full wp-image-6775\" src=\"https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2022\/12\/03.png?resize=762%2C474&#038;ssl=1\" alt=\"\" width=\"762\" height=\"474\" srcset=\"https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2022\/12\/03.png?w=762&amp;ssl=1 762w, https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2022\/12\/03.png?resize=300%2C187&amp;ssl=1 300w\" sizes=\"(max-width: 762px) 100vw, 762px\" data-recalc-dims=\"1\" \/>2022\u524d\u4e09\u5b63\u624b\u6578\u91cf\u53ca\u7cfb\u7d71\u65b0\u589e\u91cf ( \u5305\u542b\u92b7\u552e\u53ca\u79df\u8cc3 )<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<h2>\u96fb\u8a71\u6703\u8b70<\/h2>\n<ul>\n<li>\u65e5\u672c\u5df2\u7d93\u6279\u51c6 da Vinci SP \u65bc\u4e00\u822c\u5916\u79d1\u3001\u80f8\u5916\u79d1\u3001\u6ccc\u5c3f\u5916\u79d1\u3001\u5a66\u79d1\u3001\u7d93\u53e3\u982d\u9838\u5916\u79d1\u624b\u8853\u7684\u4f7f\u7528\u3002<\/li>\n<li>\u4ee5\u820a\u63db\u65b0\u7684\u5269\u9918\u91cf\u6e1b\u5c11\uff0c\u4ee5\u820a\u63db\u65b0\u7387\u5c07\u653e\u7de9\u3002<\/li>\n<li>Q3 Ion \u8a2d\u5099\u92b7\u91cf 50 \u53f0\uff0c\u5168\u7403\u88dd\u6a5f\u91cf 254 \u53f0\uff0c\u898f\u6a21\u4ecd\u6709\u9650\u3002<\/li>\n<li>\u6301\u7e8c\u6295\u8cc7\u5728\u7522\u54c1\u6539\u826f\u53ca\u670d\u52d9\u5275\u65b0\uff0c\u9810\u8a08\u65b0\u5e73\u53f0\u7684\u7372\u5229\u80fd\u529b\u6703\u96a8\u6642\u9593\u63d0\u5347\u81f3\u6b77\u53f2\u5e73\u5747\u6c34\u6e96\u3002<\/li>\n<li>Q3 \u7cfb\u7d71 ASP \u70ba 150 \u842c\uff0c\u8207\u4e0a\u5b63\u6301\u5e73\uff0c\u532f\u7387\u53ca\u66f4\u9ad8\u4ee5\u820a\u63db\u65b0\u7387\u7684\u4e0d\u5229\u5f71\u97ff\uff0c\u8207 Xi dual console \u66f4\u9ad8\u7684\u55ae\u50f9\u76f8\u4e92\u62b5\u92b7\u3002<\/li>\n<li>\u6bcf\u53f0\u624b\u8853\u91ab\u6750\u8ca2\u737b\u71df\u6536\uff0c\u7d04\u5728 1,800 \u7f8e\uff0c\u4e0a\u5b63\u7d04\u5728 1,900 \u7f8e\uff0c\u56e0\u70ba\u532f\u7387\u5f71\u97ff\u5c0e\u81f4\u6bcf\u53f0\u624b\u8853\u91ab\u6750\u71df\u6536\u7d04\u6e1b\u5c11 50 \u7f8e\uff0c\u800c\u5269\u9918\u90e8\u5206\u5247\u662f\u56e0\u70ba\u5ba2\u6236\u8a02\u8cfc\u6a21\u5f0f\u7684\u6539\u8b8a\u3002<\/li>\n<li>\u5c07\u653e\u7de9\u4eba\u54e1\u62db\u52df\uff0c\u9810\u8a08\u660e\u5e74\u71df\u696d\u8cbb\u7528\u7684\u6210\u9577\u5c07\u4f4e\u65bc\u4eca\u5e74\u3002<\/li>\n<li>\u4e0a\u8abf 2022 \u5168\u5e74\u624b\u8853\u9810\u671f\u6210\u9577\u7387\uff0c\u5f9e 14%~16.5% \u4e0a\u8abf\u81f3 17%~18%\u3002<\/li>\n<li>\u4e0b\u8abf 2022 \u5168\u5e74\u6bdb\u5229\u7387\u9810\u671f\uff0c\u5f9e 69%~70.5% \u4e0b\u8abf\u81f3 69%~69.5%\uff0c\u9810\u8a08\u5c07\u66f4\u63a5\u8fd1\u65bc\u4e0b\u9650 69%\u3002<\/li>\n<li>\u4e0b\u8abf\u5e74\u5ea6\u8cc7\u672c\u652f\u51fa\u9810\u671f\uff0c\u5f9e 7~8\u5104 \u4e0b\u8abf\u81f3 6~7 \u5104\u3002<\/li>\n<li>\u91ab\u9662\u8cc7\u672c\u652f\u51fa\u5728\u6b77\u53f2\u7d93\u6fdf\u8870\u9000\u671f\u7684\u8868\u73fe &#8211; 2008 \u5e74\u6709\u51fa\u73fe\u9023 3 \u5b63\u7684\u91ab\u9662\u8cc7\u672c\u652f\u51fa YoY \u4e0b\u964d\uff0c2013 \u5e74\u9023\u7e8c 5 \u5b63\uff0c2020 \u5e74\u9023\u7e8c 3 \u5b63\u3002<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<h2>\u4e0d\u53ef\u8f15\u8996\u7684\u6f5b\u5728\u7af6\u722d\u98a8\u96aa<\/h2>\n<p>\u6700\u8fd1\u7684\u4ea4\u6d41\u4e2d\uff0c\u91ab\u5e2b\u670b\u53cb\u5011\u4e5f\u63d0\u5230\u4e86\u4e00\u4e9b\u6f5b\u5728\u7684\u7af6\u722d\u8005\uff0c\u5728\u9577\u671f\u7684\u8996\u89d2\u4e0b\uff0c\u9054\u6587\u897f\u624b\u8853\u4ecd\u53ef\u80fd\u906d\u9047\u7af6\u722d\uff0c\u6240\u4ee5\u9700\u8981\u63d0\u524d\u7559\u610f\u3002<\/p>\n<p>\u70ba\u4e86\u5206\u6790\u7af6\u722d\u6703\u5982\u4f55\u5c55\u958b\uff0c\u6211\u5011\u9700\u8981\u5148\u4e86\u89e3\u6a5f\u5668\u4eba\u624b\u8853\u7522\u696d\u767c\u5c55\u7684\u6280\u8853\u8def\u7dda\u3002<\/p>\n<p>&nbsp;<\/p>\n<h3>\u7522\u696d\u672c\u8cea\u8207\u6280\u8853\u767c\u5c55\u8def\u7dda<\/h3>\n<p>\u300c \u63d0\u5347\u50b7\u60a3\u7642\u7a0b\u9ad4\u9a57\u4ee5\u53ca\u964d\u4f4e\u91ab\u7642\u5718\u968a\u7167\u8b77\u6210\u672c \u300d\u662f\u6a5f\u5668\u4eba\u624b\u8853\u7522\u696d\u7684\u767c\u5c55\u672c\u8cea\uff0c\u5f9e\u904e\u53bb\u7522\u54c1\u7684\u767c\u5c55\u8def\u7dda\uff0c\u53ef\u4ee5\u770b\u51fa\u9019\u4e00\u8da8\u52e2 :<\/p>\n<ol>\n<li><strong>\u63d0\u9ad8\u8a2d\u5099\u9748\u6d3b\u5ea6\uff0c\u6e1b\u5c11\u958b\u5b54\u6578 &#8211; \u589e\u52a0\u624b\u81c2\u3001\u63d0\u9ad8\u6d3b\u52d5\u81ea\u7531\u5ea6\u3002<\/strong><\/li>\n<li><strong>\u64ec\u771f\u64cd\u4f5c\uff0c\u63d0\u9ad8\u91ab\u5e2b\u64cd\u4f5c\u7cbe\u5ea6 &#8211; \u89f8\u611f\u56de\u994b\u30013D\u93e1\u982d\u3001\u6e1b\u5c11\u9ad4\u529b\u6d88\u8017\u3002<\/strong><\/li>\n<li><strong>\u6578\u64da\u7d2f\u7a4d\uff0c\u512a\u5316\u624b\u8853\u6d41\u7a0b &#8211; \u63d0\u4f9b\u624b\u8853\u65b9\u6848\u6216\u5206\u6790\u3002<\/strong><\/li>\n<\/ol>\n<p style=\"text-align: center;\"><img loading=\"lazy\" class=\"aligncenter size-full wp-image-6776\" src=\"https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2022\/12\/04.png?resize=638%2C242&#038;ssl=1\" alt=\"\" width=\"638\" height=\"242\" srcset=\"https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2022\/12\/04.png?w=638&amp;ssl=1 638w, https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2022\/12\/04.png?resize=300%2C114&amp;ssl=1 300w\" sizes=\"(max-width: 638px) 100vw, 638px\" data-recalc-dims=\"1\" \/>\u6b77\u4ee3\u9054\u6587\u897f\u6a5f\u578b\u7279\u9ede<\/p>\n<p>&nbsp;<\/p>\n<em><strong>\u60a8\u76ee\u524d\u6c92\u6709\u6b0a\u9650\u89c0\u770b\u5168\u6587\uff0c\u8acb<a href=\"https:\/\/singledoggy.investments\/login-2\/\">\u767b\u5165<\/a>\u60a8\u7684\u5e33\u865f\u6216\u52a0\u5165<a href=\"https:\/\/singledoggy.investments\/subscribe-register\/\">\u8a02\u95b1<\/a><\/strong><\/em>\r\n\r\n&nbsp;\r\n\r\n&nbsp;\n","protected":false},"excerpt":{"rendered":"<p>\u9019\u7bc7\u6587\u7ae0\u9664\u4e86\u66f4\u65b0 ISRG \u7684\u71df\u904b\u8fd1\u6cc1\u5916\uff0c\u5c07\u6703\u9ede\u51fa\u5169\u9593\u6f5b\u5728\u7684\u7af6\u722d\u5c0d\u624b\uff0c\u4ed6\u5011\u7684\u624b\u8853\u985e\u578b\u8207 ISRG \u9ad8\u5ea6\u91cd\u758a\uff0c\u5728 [&hellip;]<\/p>\n","protected":false},"author":208238138,"featured_media":6785,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_coblocks_attr":"","_coblocks_dimensions":"","_coblocks_responsive_height":"","_coblocks_accordion_ie_support":""},"categories":[727749846,74968],"tags":[2686242,727749697,19533173,727749698,727749696,19763814],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2022\/12\/07.jpg?fit=959%2C719&ssl=1","jetpack-related-posts":[],"_links":{"self":[{"href":"https:\/\/singledoggy.investments\/wp-json\/wp\/v2\/posts\/6772"}],"collection":[{"href":"https:\/\/singledoggy.investments\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/singledoggy.investments\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/singledoggy.investments\/wp-json\/wp\/v2\/users\/208238138"}],"replies":[{"embeddable":true,"href":"https:\/\/singledoggy.investments\/wp-json\/wp\/v2\/comments?post=6772"}],"version-history":[{"count":20,"href":"https:\/\/singledoggy.investments\/wp-json\/wp\/v2\/posts\/6772\/revisions"}],"predecessor-version":[{"id":6805,"href":"https:\/\/singledoggy.investments\/wp-json\/wp\/v2\/posts\/6772\/revisions\/6805"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/singledoggy.investments\/wp-json\/wp\/v2\/media\/6785"}],"wp:attachment":[{"href":"https:\/\/singledoggy.investments\/wp-json\/wp\/v2\/media?parent=6772"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/singledoggy.investments\/wp-json\/wp\/v2\/categories?post=6772"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/singledoggy.investments\/wp-json\/wp\/v2\/tags?post=6772"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}