California Case Summaries

Surgical Instrument Service v. Intuitive Surgical — Ninth Circuit Revives Robot Aftermarket Antitrust Claims

Reported / Citable

Case
Surgical Instrument Service Company, Inc. v. Intuitive Surgical, Inc.
Court
Ninth Circuit Court of Appeals
Judge
MURGUIA (Barack Obama, 2011); KOH (Joseph R. Biden, 2021); Thomas (appointment info not available)
Date Decided
2026-08-13
Docket No.
25-1372
Status
Reported / Citable
Topics
antitrust tying, aftermarket, market power, surgical robots, jury instructions

Background

Surgical Instrument Service challenged Intuitive Surgical’s control over attachments and servicing for robot-assisted soft-tissue surgery. Evidence showed Intuitive held more than 99 percent of the robot foremarket and all of the relevant instrument aftermarket, and allegedly used approval restrictions to exclude third-party competitors.

After trial, the district court instructed jurors that the challenger had to prove special Kodak/Epic factors used in certain single-brand aftermarket cases. The verdict favored Intuitive, and the service company appealed.

The Court’s Holding

The Ninth Circuit reversed. The special factors apply when a plaintiff cannot show power in a competitive foremarket and instead claims that a seller later exploited customers locked into a brand. They were unnecessary here because evidence directly supported a conventional claim that dominant foremarket power was leveraged into the tied aftermarket.

The panel also rejected Intuitive’s request for judgment as a matter of law. Evidence could allow a reasonable jury to find preexisting market power and to conclude that Intuitive’s approval process for third-party products and services was illusory.

Key Takeaways

  • Courts must distinguish Kodak-style lock-in claims from ordinary foremarket/aftermarket tying theories.
  • Near-total power in the primary product market can materially simplify proof of power in a related aftermarket.
  • An ostensibly available approval pathway may not defeat an antitrust claim if evidence shows it is not realistically usable.
  • Incorrect market-definition instructions can require a new trial.

Why It Matters

The decision matters to California medical-device companies and independent service providers operating within proprietary ecosystems. Firms controlling a platform and its replacement products should assess whether certification, compatibility, or approval programs function as genuine access routes or exclusionary barriers.

Read the full opinion (PDF) · Court docket

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