secwatch.observer — SEC 8-K summary
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Issuer:     Serve Robotics Inc. /DE/ (SERV)
CIK:        0001832483
Form:       8-K
Filed at:   2025-08-07T23:59:59+00:00
Accession:  0001832483-25-000087
Event type: earnings
Sentiment:  positive
Materiality: 0.60
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Serve Robotics Q2 revenue $642k (+46% QoQ); delivery volume up 78%; guidance reaffirmed
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1832483/000183248325000087/0001832483-25-000087-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1832483/000183248325000087/serv-20250807.htm
  HTML page:      https://secwatch.observer/filing/0001832483-25-000087

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