During each of the 2012 quarterly CC's, there was an indication that the placement of NVDQ devices in hospitals was increasing by about 100 per quarter and at last count had reached 600 hospitals. If you have a couple of hours to spend listening in to the Investor Day CC you will find it incredibly informative.
That is historical information. What I'm looking for is how they are doing now, before the conference call. Example: For ISRG I can track and trend newly listed surgeons and get a surrogate for recurring and new system sales.
Would love to know if you have any success in figuring out how to track sales before the conference calls. If nothing else, some comfort can be drawn from the steadiness of the past trends. One I did not mention that I also consider important is the fact that the number of breast reconstruction surgeries using their equipment has steadily been increasing by 1% per quarter. By this time next year that could reach a tipping point in which their equipment becomes the standard of care for those type of operations.