Serve Robotics Q1 revenue $3.0M (+238% QoQ, +578% YoY); reaffirms FY2026 guidance ~$26M

Serve Robotics Inc. /DE/

2026-Q1 EPS reported -$0.65 revenue$2,984,000

Revenue of $3.0M, up 238% sequentially and 578% YoY, ahead of plan.
Gross margin improved; software services ~1/3 of revenue, recurring base expanding.
Reaffirmed FY2026 revenue guidance ~$26M; Non-GAAP opex $160-170M.
Fleet of ~2,000 robots; Daily Active Robots 812 (up from 547 in Q4, 73 in Q1 2025).
Cash $197.4M as of March 31, 2026; 76M shares outstanding.

item 2.02 item 7.01 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.95

Serve Robotics Inc. /DE/ reported the first quarter ended March 31, 2026 results: revenue $3.0 million. Guidance reaffirmed.

Period: the first quarter ended March 31, 2026
Revenue: $3.0 million
Guidance: reaffirmed
Result: reported results

Exact text from the filing

on Form 8-K. --- EX-99.1 (EX-99.1) --- Serve Robotics Announces First Quarter 2026 Results with 3X Sequential Revenue Growth • Revenue scaled ahead of plan; Q1 revenue of $3.0 million, up 238% sequentially and 578% year over year, reflecting growth across all offerings. • Entered into additional vertical through acquisition of Diligent Robotics; expanding

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Source: SEC EDGAR

accession 0001832483-26-000017

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