Earnings summaries and quarterly performance for Serve Robotics Inc. /DE/.
Executive leadership at Serve Robotics Inc. /DE/.
Board of directors at Serve Robotics Inc. /DE/.
Research analysts who have asked questions during Serve Robotics Inc. /DE/ earnings calls.
AJ
Alex Johnson
Evercore ISI
1 question for SERV
Also covers: CHRW, UHG
David Lee
Bank of America
1 question for SERV
Emily Williams
Citigroup
1 question for SERV
JP
Jessica Patel
Jefferies
1 question for SERV
KC
Kevin Chang
Barclays
1 question for SERV
Maria Garcia
Wells Fargo
1 question for SERV
Michael Turner
Morgan Stanley
1 question for SERV
RJ
Robert Jones
UBS
1 question for SERV
SC
Sarah Chen
Goldman Sachs
1 question for SERV
Recent press releases and 8-K filings for SERV.
Serve Robotics Completes Acquisition of Diligent Robotics
SERV
M&A
New Projects/Investments
- Serve Robotics Inc. completed the acquisition of Diligent Robotics, Inc. on January 27, 2026.
- The aggregate consideration for the acquisition was $29.0 million in Serve Robotics common stock, which includes a potential $5.3 million earnout contingent on achieving certain milestones.
- At closing, Serve Robotics issued 32,835 shares of Common Stock and paid approximately $19.0 million in cash for a debt adjustment, which reduced the aggregate stock consideration.
- The company also assumed 1,319,151 New Restricted Stock Units held by continuing employees.
Jan 29, 2026, 9:05 PM
Serve Robotics to Acquire Diligent Robotics
SERV
M&A
New Projects/Investments
Revenue Acceleration/Inflection
- Serve Robotics Inc. has entered into an agreement to acquire Diligent Robotics, Inc., a provider of AI-powered robot assistants for the healthcare industry.
- This acquisition expands Serve's autonomous robotics platform into indoor environments, specifically hospitals, broadening its market opportunity beyond last-mile delivery.
- Diligent's Moxi robot is deployed in over 25 hospital facilities across the U.S., having completed over 1.25 million autonomous deliveries.
- The acquisition is expected to deliver non-organic revenue, with annual sales at each hospital projected to range between $200k to $400k.
- Diligent Robotics, founded in 2017, has raised over $100 million in financing from investors.
Jan 21, 2026, 1:00 PM
Serve Robotics Achieves 2025 Robot Deployment Goal
SERV
New Projects/Investments
Product Launch
- Serve Robotics has achieved its 2025 goal of deploying more than 2,000 delivery robots, establishing the largest sidewalk delivery fleet in the U.S..
- The company's fleet expanded twentyfold since the start of the year, driven by rapid expansion across key U.S. markets and growing partnerships with platforms such as Uber Eats and DoorDash.
- In 2025, Serve expanded service zones in every existing market, launched in 110 high-density neighborhoods across the United States, and introduced its Gen 3 robots.
Dec 12, 2025, 12:30 PM
Serve Robotics Reports Q3 2025 Financial Results and Operational Milestones
SERV
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Serve Robotics reported Q3 2025 revenue of $687,000, marking a 210% increase year-over-year, with fleet revenue at $433,000 and branding revenue jumping 120% sequentially.
- The company reached a significant operational milestone by deploying over 1,000 robots and increased its delivery volume by 66% in the quarter, now serving over 3,600 restaurants.
- Strategic expansion includes new partnerships with DoorDash and Jersey Mike's Subs, and the company is on track to deploy its 2,000th robot by mid-December 2025 in Miami ,.
- Serve Robotics projects over $2.5 million in revenue for full year 2025 and anticipates an annualized revenue run rate of $60-$80 million, with initial indications of a 10x revenue inflection in 2026.
- The company maintains a strong financial position, starting Q3 2025 with $211 million in cash and marketable securities and a debt-free balance sheet, further bolstered by a $100 million stock sale in October.
Nov 12, 2025, 10:00 PM
Serve Robotics Announces Third Quarter 2025 Results and Strategic Growth
SERV
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Serve Robotics Inc. reported Q3 2025 revenue of $687 thousand, representing a 209% increase compared to Q3 2024, with delivery volume growing 66% quarter over quarter.
- The company maintained a strong liquidity position of $210 million as of September 30, 2025, and subsequently raised an additional $100 million in October 2025 through a registered direct share offering.
- Serve Robotics entered a new multi-year strategic partnership with DoorDash and expanded its national presence by launching the Chicago market, now serving over 3,600 restaurants across the U.S..
- The company anticipates generating over $2.5 million in revenue for FY2025 and projects 10x revenue growth in 2026, while also expecting to deploy its 2,000th robot ahead of schedule in mid-December 2025.
Nov 12, 2025, 9:03 PM
Serve Robotics Reports Q3 2025 Results and Provides 2025/2026 Outlook
SERV
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Serve Robotics reported Q3 revenue of $687 thousand, representing a 209% increase versus Q3 2024, with delivery volume growing 66% QoQ and 300% YoY.
- The company ended Q3 2025 with a liquidity position of $210 million in cash and marketable securities and subsequently raised an additional $100 million through a registered direct share offering.
- Serve Robotics expects to generate $2.5 million in 2025 revenue and projects 10x revenue growth in 2026 based on preliminary projections.
- The 2,000th robot is expected ahead of schedule in mid-December, supported by a new DoorDash multi-year strategic partnership and the launch of the Chicago market.
Nov 11, 2025, 11:00 PM
Serve Robotics Announces Registered Direct Offering of Common Stock
SERV
- Serve Robotics Inc. announced a registered direct offering of 6,250,000 shares of common stock at a price of $16.00 per share.
- This offering is expected to generate gross proceeds of approximately $100.0 million.
- The company intends to use the net proceeds for general corporate purposes, including working capital, capital expenditures, and general and administrative expenses.
- The offering is anticipated to close on or about October 14, 2025.
Oct 10, 2025, 11:30 AM
Serve Robotics Inc. announces partnership with DoorDash
SERV
New Projects/Investments
Product Launch
Revenue Acceleration/Inflection
- Serve Robotics Inc. and DoorDash announced a new multi-year strategic partnership to deploy autonomous robot deliveries across the U.S.
- Serve's autonomous delivery robots are currently delivering to DoorDash customers in Los Angeles, with plans for expansion to additional cities.
- This collaboration is expected to increase the potential volume of orders available for Serve's delivery services.
- Serve Robotics has a track record of over 100,000 successful deliveries in multiple cities and has existing agreements to deploy up to 2,000 delivery robots across various U.S. markets.
Oct 9, 2025, 6:34 PM
Serve Robotics Deploys 1,000th Autonomous Delivery Robot
SERV
Product Launch
New Projects/Investments
Guidance Update
- Serve Robotics Inc. announced the deployment of its 1,000th third-generation autonomous delivery robot as of October 6, 2025.
- Over 380 third-generation robots were deployed in September alone.
- The company remains on track to reach its goal of deploying 2,000 AI-powered delivery robots by year-end 2025.
Oct 6, 2025, 11:33 AM
Quarterly earnings call transcripts for Serve Robotics Inc. /DE/.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more