Serve Robotics Q2 revenue $3.2M (+404% YoY); cuts FY2026 guidance to $9-10M

Serve Robotics Inc. /DE/

Q2 revenue $3.2M, up 404% YoY and 9% sequentially; recurring revenue >50% of total.
Daily Active Robots 792 (Q2) vs 812 (Q1) and 160 (Q2 2025); Daily Supply Hours 9,809.
FY2026 revenue guidance cut to $9-10M from prior; cites lower Uber Eats delivery volume.
Non-GAAP operating expense guidance lowered to $140-150M from $160-170M.
Cash $240.4M; shares outstanding ~86M.

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