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Redeye provides its initial take on Surgical Science’s Q4 2024 report, which featured decent top line figures. We consider margins rather soft for the seasonally strong fourth quarter. A ramp in recurring revenues along with Intuitive Surgical’s broader da Vinci 5 rollout should contribute to margin expansion from mid-2025e. However, we suspect recent M&A will at least partly counteract this effect. After the report, we expect to increase our sales estimates and lower our margin projections.
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