Serve Robotics reports Q4 revenue up 400% YoY to $0.9M; raises 2026 outlook to ~$26M

Serve Robotics Inc. /DE/

Q4 2025 revenue $0.9M (+400% YoY); full year revenue $2.7M, above prior guidance of $2.5M.
Fleet scaled to 2,000 robots across 20 cities; daily active robots 547 vs 57 a year ago.
Completed four strategic acquisitions: Vayu, Phantom Auto, Diligent Robotics, Vebu.
Raised 2026 revenue guidance to ~$26M; expects ~$25M capex; cash position $260M.
Merchant base grew to 4,500+ partners; now multi-platform with Uber Eats and DoorDash.

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Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.9

Serve Robotics Inc. /DE/ reported twelve months ended December 31, 2025 results: revenue $2.7 million. Guidance raised.

Period: twelve months ended December 31, 2025
Revenue: $2.7 million
Guidance: raised
Result: reported results

Exact text from the filing

Full year 2025 revenue was $2.7 million, above prior guidance of $2.5 million.

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Earnings Releases SEC 8-K Item 2.02 confidence 0.9

Serve Robotics Inc. /DE/ reported fourth quarter ended December 31, 2025 results: revenue $0.9 million. Guidance raised.

Period: fourth quarter ended December 31, 2025
Revenue: $0.9 million
Guidance: raised
Result: reported results

Exact text from the filing

Revenue : Revenue of $0.9 million in the fourth quarter exceeded prior guidance and increased roughly 400% compared to fourth quarter 2024.

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Source: SEC EDGAR

accession 0001832483-26-000004

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