Serve Robotics Inc. /DE/ (SERV) Form 8-K — Nov 5, 2026
Serve Robotics reported Q3 2026 revenue of $2.8 million, up 313% year over year, and raised full-year 2026 revenue guidance to $12 million from the prior $9-10 million range. Daily active robots reached 917, daily delivery volume tripled among new partners, and the company launched its first international city in Australia in October. The company ended the quarter with $198 million in cash and marketable securities but still posted a $59.2 million GAAP net loss and a $7.6 million gross loss, with non-GAAP operating expense guidance lowered to $150 million for 2026.
Key figures
- Revenue
- 2835000
- Guidance
- FY2026 revenue guidance raised to $12M (from $9-10M); FY2026 non-GAAP operating expense guidance lowered to $150M (from $160-170M); FY2026 capex $15-17M
- Revenue Yoy
- 313%
- Total Assets
- 331501000
- Cash Position
- 198000000
- Shares Outstanding
- 87599157
- Q3 prior year revenue
- 687000
- Recurring revenue pct
- 69%
- Q3 daily active robots
- 917
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