secwatch.observer — SEC 8-K summary
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Issuer:     Serve Robotics Inc. /DE/ (SERV)
CIK:        0001832483
Form:       8-K
Filed at:   2026-08-06T20:44:36+00:00
Accession:  0001832483-26-000034
Event type: earnings
Sentiment:  negative
Materiality: 0.75
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1832483/000183248326000034/0001832483-26-000034-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1832483/000183248326000034/serv-20260806.htm
  HTML page:      https://secwatch.observer/filing/0001832483-26-000034

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