---
schema_version: "secwatch.filing_event.v1"
accession: "0001832483-26-000034"
form_type: "8-K"
ticker: "SERV"
cik: "0001832483"
company_name: "Serve Robotics Inc. /DE/"
filed_at: "2026-08-06T20:44:36+00:00"
generated_at: "2026-08-06T20:46:16.722537+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001832483-26-000034
- form_type: 8-K
- ticker: SERV
- cik: 0001832483
- company_name: Serve Robotics Inc. /DE/
- filed_at: 2026-08-06T20:44:36+00:00
- event_type: earnings
- sentiment: negative
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1832483/000183248326000034/0001832483-26-000034-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1832483/000183248326000034/serv-20260806.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001832483-26-000034
- JSON: https://secwatch.observer/filing/0001832483-26-000034.json
- Plain text: https://secwatch.observer/filing/0001832483-26-000034.txt

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