Serve Robotics (NASDAQ: SERV) reported $2.7M FY2025 revenue with Q4 revenue up ~400% YoY to $0.9M — above prior $2.5M annual guidance. 2025 net loss was steep as the company invested in fleet expansion (Source: Serve Robotics Q4/FY2025 Press Release).
Serve has deployed more than 2,000 autonomous delivery robots across 20 cities and 6 metros — the largest sidewalk delivery fleet in the US, with the active fleet up 20× since the start of 2025 (Source: Serve Robotics Q4/FY2025 Press Release).
Strategic partnerships drive scale: a multi-year DoorDash rollout across the US, plus an agreement to deploy up to 2,000 delivery robots on Uber Eats. 2026 revenue guidance is ~$26M — a material step-up signalling commercial maturity (Source: Serve Robotics Press Release).
Q4 revenue $0.9M (+400% YoY); above prior $2.5M guidance.
Largest US sidewalk delivery fleet; fleet 20× larger than start of 2025; 20 cities, 6 metros.
Multi-year DoorDash rollout; up to 2,000 Uber Eats delivery robots deployment agreement.
Material step-up; raised after Q4 2025 print.
AI-powered conversational delivery robot; T-Mobile 5G Advanced + edge compute backbone.
Serve pioneered commercial robot autonomy in 2021; now scaling to 2,000+ robots across 20 US cities (Source: Serve Robotics IR).
Multi-year DoorDash US rollout + Uber Eats agreement for up to 2,000 robots — work on the platform powering real commercial delivery (Source: Serve Robotics Press Release).
"Maggie" AI conversational delivery robot unveiled at NVIDIA GTC 2026 — built on T-Mobile 5G Advanced + edge compute (Source: Serve Robotics Press Release).
Publicly traded since April 2024 via SPAC; quarterly reporting (Source: SEC EDGAR).
Compact team building category-defining autonomous delivery (Source: Serve Robotics Newsroom).
Validates hardware + manufacturing expertise; cross-industry partnership (Source: Serve Robotics IR).
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