secwatch.observer — SEC 8-K summary
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Issuer:     Serve Robotics Inc. /DE/ (SERV)
CIK:        0001832483
Form:       8-K
Filed at:   2026-03-11T23:59:59+00:00
Accession:  0001832483-26-000004
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 reports Q4 revenue up 400% YoY to $0.9M; raises 2026 outlook to ~$26M
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1832483/000183248326000004/0001832483-26-000004-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1832483/000183248326000004/serv-20260311.htm
  HTML page:      https://secwatch.observer/filing/0001832483-26-000004

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