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SYK STRYKER $104.1B
Mako is the robot — not an AI result
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Reach, Weight, and Proof.
What they are doing
Diversified device company. We score the enabling thread, not the catalog. On the Q2 call, CEO Kevin Lobo tied US growth to Mako: Ortho +9.1%, knees +6.2%, hips +4.9%. Mako: 20 years, 2.5M+ procedures, 45 countries, commercial push on Mako RSP. Prophecy = patient-specific planning. 2.5M procedures is franchise proof, not AI proof. The rest of the call was cyber recovery, vascular backorder, bubucass. They did not narrate an AI stack. The 10-K adds Vocera-class virtual care and ops AI (hygiene).
Why the score
- Reach 2 not 3: Mako is a project. Vocera / ops AI are talk.
- Weight 3 not 4: the robot changes the joint sale. That is not an intelligence result.
- Proof 2 not 3: 2.5 million procedures is hardware volume. Nothing we can point to on the algorithm.
What would move it next quarter: Outcome or attach on Mako / RSP / Prophecy, or Medical AI in the P&L.
Open these first
Evidence
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Lobo on Mako, knees/hips, RSP — not an AI-strategy call
Slides and replay