Serve Robotics Inc
NASDAQ:SERV
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Serve Robotics Inc
NASDAQ:SERV
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Serve Robotics Inc
Serve Robotics, Inc. engages in providing self-driving delivery. The company is headquartered in Redwood City, California and currently employs 57 full-time employees. The company went IPO on 2024-03-06. The firm offers an autonomous all-electric robot that makes delivery sustainable and economical. The Company’s fleet consists of over 100 robots. Its autonomous all-electric robot can provide real-time presence and status updates on those platforms and receive requests to perform deliveries with respect to customer orders placed on those platforms as needed. The company uses artificial intelligence methodologies to design, train and deploy a host of models on robots to perform a variety of tasks, including identification of sidewalk surfaces, intersections, traffic signals, obstacles, pedestrians, and vehicles, and projecting the trajectory of other dynamic agents. Its capabilities include automatic emergency braking, vehicle collision avoidance, and fail-safe mechanical braking. The robots consist of a number of key systems, such as drivetrain, power system, and connectivity.
Serve Robotics, Inc. engages in providing self-driving delivery. The company is headquartered in Redwood City, California and currently employs 57 full-time employees. The company went IPO on 2024-03-06. The firm offers an autonomous all-electric robot that makes delivery sustainable and economical. The Company’s fleet consists of over 100 robots. Its autonomous all-electric robot can provide real-time presence and status updates on those platforms and receive requests to perform deliveries with respect to customer orders placed on those platforms as needed. The company uses artificial intelligence methodologies to design, train and deploy a host of models on robots to perform a variety of tasks, including identification of sidewalk surfaces, intersections, traffic signals, obstacles, pedestrians, and vehicles, and projecting the trajectory of other dynamic agents. Its capabilities include automatic emergency braking, vehicle collision avoidance, and fail-safe mechanical braking. The robots consist of a number of key systems, such as drivetrain, power system, and connectivity.
Scale: Serve deployed 2,000 robots across 20 cities in 6 metropolitan areas, completing nearly 1,000 robot deployments in Q4 alone and keeping a 99.8% delivery completion rate.
Revenue Beat: Q4 revenue was $0.9 million (nearly 400% YoY) and full-year 2025 revenue was $2.7 million, above prior guidance of $2.5 million.
2026 Guidance Raised: Management raised 2026 revenue guidance to approximately $26 million, citing the Diligent Robotics acquisition and recurring healthcare contracts.
Flywheel & Strategy: Company emphasized a four-step flywheel (data → models → deployment → monetization) and described four 2025 acquisitions (Vayu, Fantom Auto, Diligent Robotics, Vebu) that each strengthen parts of that flywheel.
Monetization Diversifying: Beyond delivery fees, branding/advertising grew 50% YoY in Q4; advertising could become ~50% of fleet revenues over time; first data monetization revenues were recorded in Q4.
Unit economics improving: Average daily operating hours per robot rose 56% to over 12 hours; cost per delivery trended down quarter-over-quarter and management expects margin improvement through 2026.
Balance sheet & liquidity: Company ended the year with $260 million in cash and marketable securities and Q4 capital expenditures of $16.5 million.
