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Serve Robotics Announces Second Quarter 2026 Results

$SERVPress releaseAug 6, 2026, 4:40 PM ETRead the release

Serve Robotics reported Q2 revenue of $3.2 million, up 404% year-over-year and 9% sequentially, driven by triple-digit growth across delivery, branding, and software verticals. Despite the strong top-line growth, the company revised its full-year 2026 revenue guidance down to a range of $9 million to $10 million, citing lower-than-expected delivery volume through its Uber Eats partnership. Management also improved its operating expense outlook to $140 million to $150 million.

Key figures

Revenue
3238000
Guidance
FY2026 revenue $9 million to $10 million; Non-GAAP operating expense $140 million to $150 million
Revenue Yoy
404%
Shares outstanding
86000000
Cash and securities
$240.4 million
Daily active robots
792

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