Kevin Lobo: Yes. Listen, yes, we’re targeting kind of, let’s call it, Q3 for the spine robot on Mako. What I’d say is that we — the Mako launch for spine will be for Pedicle group placement, but it is a fabulous workflow faster than what’s on the market today. and smoother. So I’m really pleased with what I’ve seen with our Mako Spine robot. In addition, I keep mentioning we have this additional product that will be launched within the same ecosystem using the same navigation card that does bone cutting. It is not specifically the Mako product. It’s a different product, but it operates within the same ecosystem. So I believe that we’ll go from today being behind being ahead of the market with the launch of those two. And those two products are coming at the same time. So the other product, the bone cutting product will arrive at the same time as Mako and provide a really fabulous ecosystem.
Richard Newitter: Okay. And then just on augmented reality, can we assume that the application you have in shoulder, I think, for right now, that’s going to go to other orthopedic areas. Do you have any time lines for that? Or is that something we’ll hear more about next week.
Kevin Lobo: Look, I’m not sure we’re going to tell you a lot more about it next week, but we’re big believers. And well, the term we use is mistreality so that we can actually sort of see through the rest of the room and also see the screens. We’re big believers in mixed reality. It’s going to be a big part of the future. So you don’t have to look sideways when you’re doing procedures, you look right into the into the surgical field. But I’m not sure we’re ready to give you time lines on that. But that’s something we believe is going to be powerful. We’re already seeing some of the value with shoulder, and we have every intention of expanding that to other applications in the years ahead.
Operator: The next question comes from the line of Drew Ranieri with Morgan Stanley.
Andrew Ranieri: Kevin, for you, you were talking about your strong U.S. and OUS knees replacement growth. But you’re also talking about change management when it comes to maybe the spine or the shoulder application. When you do think about OUS geographies for Mako, can you just talk about the utilization that you do see for hips and knees because there’s a bit of a change management there. Robotics is fairly new OUS. But are you seeing any type of acceleration compared to what you saw in the early days of U.S. launch?
Kevin Lobo: Yes. Listen, we’re right now in Asia Pacific and even outside of, let’s say, the U.K., the — let’s call it the rest of EMEA. We’re kind of right now where we were 5, 6 years ago in the United States. So we’re seeing an inflection point. We’re seeing things really start to take off in — not in Australia because that was a fast adopter. But in Japan, for sure, in India for sure, in some of the other European countries where it’s really starting to take off. And it’s kind of the inflection point. We saw this sort of terrific growth here in the U.S., started about 5, 6 years ago. That is now starting to happen in these other markets, really, really exciting. And you see that with the other ortho number, just kind of starting to pop.
And you see that in the hip-and-knee business, the growth that we’re seeing internationally, I think that’s going to be a gift that will keep on giving for the next few years because it took us a while, honestly, to get going in some of these markets, and we’re now starting to hit our stride and feeling very bullish about the future make on. This is just with hips and knees forget about not even thinking about spine and shoulder, just — it was — it just took a little longer to get surgeons on board to figure out the model, to get the MPS training, to get the language translation, there’s all these steps we had to sort of go through we’ve been through that, and now we’re starting to really realize terrific growth. And I think that will continue in the years ahead.
Andrew Ranieri: Maybe I’ll save this one for next week, but just on GLP-1, just talking to a couple of ortho surgeons ourselves. I got the sense that they actually do heavier BMI patients still manually versus robotics. If you do actually see a near-term benefit as these patients do lose weight, would you expect to see more of a mix benefit on Mako or just kind of a rising tide lifts all ships for your knee business.
Kevin Lobo: Yes. To me, it’s a rising tide lifts all ships. And whether they do manually or doing with Mako, that’s really a surgeon choice. It’s not really tied to how thin or how heavy somebody is, whether they choose to do it manure to robotically.
Operator: The next question comes from the line of Danielle Antalffy with UBS.
Danielle Antalffy: Thank you so much. And I actually had a question, I’m sure you guys will talk about this more next week, so sorry if I’m front-running that. But international looks pretty strong this quarter. Just curious about what you can say, what’s driving that growth and how sustainable is that? And then the second part of the question is on the orthopedic backlog and whether the magnitude of the backlog this quarter versus last and the quarter prior, has come down. Appreciate you believe it’s going to continue to contribute into 2024. But I guess I’m just trying to get a sense of the magnitude of that contribution going forward, how we should think about that.
Kevin Lobo: Yes, sure. Listen, I’m super excited about international. As you know, we’ve now hadfive consecutive years of international growing faster than U.S. This year, we’re on pace to be the sixth consecutive year. And as I mentioned earlier on the call, Mako is only just starting to really gain steam in a lot of international markets. Our camera business is gaining steam in the international market. So I think we’re really poised and next week, we — as part of our agenda, we have an international panel that we’re going to hold. We have a number of our leaders from our international markets will be there on the panel and even available in the walk around time to be able to chat with all of the investors and analysts. So we feel bullish about international.
That has not always been the case. If you remember 10 years ago, that was a sore spot for us. it’s still a source of tremendous upside. If you look at our business, over 70% of our sales are still in the United States. So we still have tremendous potential in international, and that should last for a long time to come. And then the second part, Jason.
Jason Beach: Yes, I’ll take the second part here, Danielle. So as it relates to kind of procedural backlog, and similar to what I said in my prepared remarks, procedures are strong, right? And so as we think about kind of Q4 and into next year, I’m not going to try to quantify in terms of percentages of growth that comes with that. But we do think that we’ll remain elevated kind of well into next year. And every quarter, we reassess that based on intelligence that we have, talking to surgeons, et cetera. But we do expect it will continue to be a moderate tailwind into next year.
Operator: The last question comes from the line of Matt Taylor with Jefferies.
