Answer

Management commentary on WAMGR outlook and Urology launches (Boston Scientific, Q2 2026 earnings transcript)

WAMGR outlook (what management said)

Management estimated WAMGR at ~7%–8%, characterizing it as the appropriate baseline for planning purposes (“We would estimate our WAMGR is probably 7% to 8%” and “I think the 7% to 8% call for the WAMGR… is… the appropriate number.”) ¹².
They also indicated no change to that WAMGR assumption for 2027 guidance purposes, framing 2027 as improving versus second-half 2026 while assuming WATCHMAN markets don’t improve/behavior doesn’t change (“assuming that the WATCHMAN markets don’t change… improve 2027 versus our second half 2026 guidance.”) ³⁴.
Management tied the longer-term improvement story (into 2H ’27 and ’28) to the idea that WAMGRs they compete in are 7%–8% while other parts of the portfolio grow faster and improve (“…confidence in improvement… one, the WAMGRs that we compete in are 7% to 8%.”) ³.
In terms of impact on near-term performance, they emphasized that updated guidance reflects revenue growth below WAMGR due to WATCHMAN and EP headwinds (“our underlying assumptions are that these dynamics continue in ’27, resulting in revenue growth below our WAMGR…”). While that statement is framed around EP and WATCHMAN, it is part of how management is setting the WAMGR-relative outlook. ⁵

Urology outlook and “launch” commentary (what management said)

Near-term Urology trajectory and frustration with results

Management described Urology results as frustrating year-to-date, while expecting “flattish growth” of about +1% for the full year (“On Urology, we're frustrated with our results year-to-date. We do anticipate kind of flattish growth, maybe up 1% for the full year.”) ¹.
They further clarified Urology performance in the quarter, attributing a miss to sacral neuromodulation recovery taking longer than expected (“Urology grew 1% this quarter… falling short… driven by sacral neuromodulation with the recovery… taking longer than we had anticipated.”) ⁶.
For the full year, they guided Urology growth flat to low-single digits, consistent with the “flattish” characterization (“We now expect our full year Urology growth to be flat to low-single digits.”) ⁶.

Key drivers of expected improvement (including team rebuilding in SNM)

Management said they expect Urology to improve in 2027, stating they are confident and that it should improve as disruptions normalize (“we're confident… that's going to improve in 2027.”) ¹.
They specifically pointed to Sacral Neuromodulation: management attributed earlier underperformance to disruption of commercial capabilities, then said those gaps were filled via training, hiring, and field activation of new reps, with expectations that performance improves as the team matures through 2026 and further in 2027 (“We… had a significant… disruption… those gaps have been filled… We've trained and hired and are now in the field activating… So we anticipate that business should get better as the quarters progress… in ’26 and with a more mature team in 2027.”) ¹.

“Stone portfolio” launches and the intent to reach at-market growth

In Urology’s stone segment, management highlighted three key launches in the core stone portfolio over the coming 2–3 quarters and said they expect to move closer to at-market growth in 2027 (“We have 3 key launches in our core stone portfolio over the coming 2 or 3 quarters. We expect to get closer to at-market growth in 2027…”) ¹.

“Aim” for Urology growth to match market rate in 2027

Management’s explicit 2027 target for Urology was to get closer to Urology market growth rate in 2027 (“So we aim for our Urology business to kind of get closer to their Urology market growth rate in 2027.”) ¹.

Putting it together: how management framed WAMGR vs. Urology catalysts

Management anchored planning on WAMGR of ~7%–8% ¹² and stated that 2027 improvement is expected versus second-half 2026 while assuming WATCHMAN dynamics don’t improve ³⁴.
Separately, for Urology, management acknowledged near-term pressure/mixed execution (flat growth) driven largely by Sacral Neuromodulation recovery delays and then laid out a catalyst-driven rebound:
- 3 core stone launches over the next ~2–3 quarters, expected to help Urology approach at-market growth in 2027 ¹
- Sacral Neuromodulation commercial recovery progressing through additional training/hiring and field activation, with improvement expected across 2026 quarters and further in 2027 as the team matures ¹
- Overall stance: Urology flattish ~+1% in 2026 and improvement in 2027 toward the market growth rate ¹⁶.

References

Boston Scientific Corporation (BSX) earnings transcript 2026 - Q2

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Boston Scientific Sets WAMGR at 7-8 Percent and Sees Urology Rebound in 2027

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Research question

Answer

Management commentary on WAMGR outlook and Urology launches (Boston Scientific, Q2 2026 earnings transcript)

WAMGR outlook (what management said)

Urology outlook and “launch” commentary (what management said)

Near-term Urology trajectory and frustration with results

Key drivers of expected improvement (including team rebuilding in SNM)

“Stone portfolio” launches and the intent to reach at-market growth

“Aim” for Urology growth to match market rate in 2027

Putting it together: how management framed WAMGR vs. Urology catalysts

References

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