Now there’s a spanner in the works. Intuitive is withdrawing from the memorandum of understanding drafted in January.
Consequently, SUS’s simulation software will no longer be included in every delivery of the Da Vinci 5 model, but only for selected customers. As a result, next year’s revenue forecast will have to be lowered by 60-90 MSEK.
The impact is thus estimated to be at most -6%, but this certainly cuts expectations for future years as well. It also makes one wonder about the relationship with the largest customer.