---
schema_version: "secwatch.filing_event.v1"
accession: "0001832483-26-000017"
form_type: "8-K"
ticker: "SERV"
cik: "0001832483"
company_name: "Serve Robotics Inc. /DE/"
filed_at: "2026-05-07T23:59:59+00:00"
generated_at: "2026-05-14T22:00:42.964134+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001832483-26-000017
- form_type: 8-K
- ticker: SERV
- cik: 0001832483
- company_name: Serve Robotics Inc. /DE/
- filed_at: 2026-05-07T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1832483/000183248326000017/0001832483-26-000017-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1832483/000183248326000017/serv-20260507.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001832483-26-000017
- JSON: https://secwatch.observer/filing/0001832483-26-000017.json
- Plain text: https://secwatch.observer/filing/0001832483-26-000017.txt

## Source-grounded claims
- claim_id: d7e3035ab32a1624b89d7b7f88fea67637f742c0
  claim: Serve Robotics Inc. /DE/ reported the first quarter ended March 31, 2026 results: revenue $3.0 million. Guidance reaffirmed.
  evidence_excerpt: 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
  evidence_url: https://www.sec.gov/Archives/edgar/data/1832483/000183248326000017/0001832483-26-000017-index.htm

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