Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.
Looking for your thoughts on Uber and Intuitive Surgical, particularly at current prices are they appealing for the medium to long term? Also on Uber do you see a risk to their business model in the future in light of Tesla et al releasing self-driving cars? Or is the likely possibility these self-driving car manufacturers partner with Uber and Uber shares some of this revenue with them?
Hi Scott,
Two very different and interesting businesses here:
Uber Technologies Inc (UBER US): UBER has become a household name of phenomenal scale. In Q1 of 2025 it enjoyed US $11.5 billion from 3 billion trips (+18% YoY). The companies enjoyed excellent growth in its Advertising division, which is now generating ~US $1.5 billion annual run-rate, growing at 60% year-on-year. They are indeed investing in the autonomous vehicle landscape, the very space which could elevate it to the next level or see it struggle in the years ahead.
Intuitive Surgical Inc (ISRG US): For subscribers unfamiliar with IRRG its a medical technology company best known for developing the da Vinci Surgical System—a robot-assisted platform that helps surgeons perform minimally invasive surgeries with greater precision and control. The company’s is performing strongly in 2025, driven by rising demand for robotic-assisted surgeries, though facing some cost pressure from tariffs. Q1 2025 revenue was US$2.25 billion, up 19% YoY, while procedures were up +17% globally, with strong uptake of the new da Vinci 5 system.
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