secwatch.observer — SEC 8-K summary
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Issuer:     Serve Robotics Inc. /DE/ (SERV)
CIK:        0001832483
Form:       8-K
Filed at:   2025-11-12T23:59:59+00:00
Accession:  0001832483-25-000107
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Serve Robotics Q3 revenue $687k (+209% YoY); guides to 10x revenue growth in 2026
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- Daily active robots rose to 312 (from 59 a year ago); delivery volume up 66% QoQ.
- Closed Q3 with $210M liquidity; raised $100M in registered direct offering in October 2025.
- Entered multi-year strategic partnership with DoorDash for U.S. expansion; launched Chicago market.
- FY2025 revenue guidance >$2.5M; expects 10x revenue growth in 2026; 2,000 robots by mid-Dec 2025.
- Fleet services revenue $433k (+31% QoQ); total revenue $687k in line with guidance.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1832483/000183248325000107/0001832483-25-000107-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1832483/000183248325000107/serv-20251112.htm
  HTML page:      https://secwatch.observer/filing/0001832483-25-000107

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer