earnings
confidence high
sentiment positive
materiality 0.60
Serve Robotics Q2 revenue $642k (+46% QoQ); delivery volume up 78%; guidance reaffirmed
Serve Robotics Inc. /DE/
2025-Q2 EPS reported
-$0.60
revenue$1,082,000
- Q2 revenue $642k, up 46% sequentially; daily active robots 160 (vs 73 in Q1); daily supply hours +340% YoY.
- Delivery volume grew 78% sequentially; launched Atlanta market, announced Chicago, completed Doha pilot.
- Liquidity $183M; Q3 guidance $600-700k revenue (170-215% YoY growth); projected annualized $60-80M at full fleet utilization.
- Post-Q2 began Little Caesars delivery; plans to quadruple fleet again in H2 2025 after quadrupling in H1.
item 2.02item 7.01item 9.01