---
schema_version: "secwatch.filing_event.v1"
accession: "0001832483-26-000004"
form_type: "8-K"
ticker: "SERV"
cik: "0001832483"
company_name: "Serve Robotics Inc. /DE/"
filed_at: "2026-03-11T23:59:59+00:00"
generated_at: "2026-05-15T15:03:28.794065+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001832483-26-000004
- form_type: 8-K
- ticker: SERV
- cik: 0001832483
- company_name: Serve Robotics Inc. /DE/
- filed_at: 2026-03-11T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1832483/000183248326000004/0001832483-26-000004-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1832483/000183248326000004/serv-20260311.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001832483-26-000004
- JSON: https://secwatch.observer/filing/0001832483-26-000004.json
- Plain text: https://secwatch.observer/filing/0001832483-26-000004.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.