Key Takeaways ISRG will move to direct distribution in Italy, Spain, and Portugal in 2026, shifting away from distributors.ISRG expects the shift to be accretive to pro forma earnings as distributor margins offset added costs.ISRG gains tighter pricing, training, and demand visibility, but faces integration risk and higher expenses.Intuitive Surgical (ISRG) is set to overhaul its go-to-market model in Southern Europe, announcing plans to transition to direct distribution in Italy, Spain and Portugal in 2026 ...