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Intuitive Surgical, Inc. Message Board

  • andersongordon Apr 28, 2013 5:02 PM Flag

    Q1 2013 Earnings Estimate-$100k, $0.00 EPS****Ongoing Earnings At Breakeven*****

    It's really hard to glean anything about hiring for PINPOINT, or sales. ISRG sold 69 units vs 64 in Q3 and 88 in Q4 2012. I expect Life Cell to sell 45 vs 44 in Q3 and 47 in Q4 2012. The interesting number will be PINPOINTs. They sold 2 last quarter and I'm putting in 10 for this quarter, but that is a number out of the air. I have nothing to go on but the fact that they increased sales and marketing personell to 10 from 2 last quarter. Remember in the last CC they said they expect their sales persons to bring in annual revenue of ~$1 million appiece (spelling?) within 6-12 months. How many new hires? How many easy sales to hospitals waiting for the PILLAR study results? How many "early" adopters would be willing and able to be the "First" to jump in? All of these are talked about in tomorrows conference call I hope. They should have little impact from Warrents this time as the price hardly moved from close of Q4 to close of Q1.

    I have revenue going from $6.85 Million Q4 to $7.47. As the year progresses I expect growth to pick up as PINPOINT rolls out and the Year Over Year growth rate to end at 62%, not in conflict with "growth in excess of 40% for years to come" stated in the last CC.

    All comments welcomed.
    Iron sharpens Iron. Proverbs 27:17

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