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Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
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Serve Robotics (SERV) investor relations material
Serve Robotics Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary7 Aug, 2025
Executive summary
Q2 2025 revenue reached $642K, up 46% sequentially and 37% year-over-year, with delivery volume growing 78%–80% from Q1 2025 and rapid fleet expansion ahead of schedule.
Expanded into Atlanta, announced Chicago launch, completed a Middle East pilot in Doha, and secured national partnerships with Little Caesars and Uber Eats.
Merchant partners increased to over 2,500, up from 1,500 in Q1 and an eightfold increase year-over-year.
Fleet quadrupled in H1 2025, with plans to quadruple again in H2 2025, targeting 2,000 robots by year-end.
Maintained 99.8% delivery reliability and strong safety record despite rapid scaling.
Financial highlights
Q2 2025 revenue: $642K, up 46% sequentially; gross loss $(2.86)M; net loss $(20.85)M; adjusted EBITDA $(14.94)M.
Operating expenses for Q2 2025 totaled $19.8M; R&D at $9.12M and G&A at $8.08M.
Cash and marketable securities at June 30, 2025 were $183M, up from $139.6M at year-end 2024.
Fleet revenue grew 55%–56% quarter over quarter; software revenue was $312K in Q2 2025.
Accumulated deficit reached $141.6M as of June 30, 2025.
Outlook and guidance
Q3 2025 revenue guidance is $600K–$700K, representing 170%–215% year-over-year growth.
Annualized revenue run rate projected at $60M–$80M once 2,000-robot fleet is fully deployed and utilized, expected in 2026.
Management expects existing liquidity to fund operations for at least the next 12 months, but may seek additional capital for growth or acquisitions.
Delivery revenue expected to grow in Q3, offset by declines in software and branding revenues due to non-recurring contracts.
Anticipated $20M cash savings over two years due to self-funding equipment investments.
Q3 revenue guidance vs. 2026 run rate
Detail the AI/autonomy data flywheel impact
What is the long-term robot hardware strategy?
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Next Serve Robotics earnings date
Q3 202512 Nov, 2025
Next Serve Robotics earnings date
Q3 202512 Nov, 2025
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Eferix Drawings Google Play
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Frequently asked questions
Serve Robotics Inc. develops autonomous delivery robots designed for last-mile logistics. The company specializes in self-driving sidewalk robots that facilitate contactless deliveries for restaurants, retailers, and other businesses. Its technology integrates artificial intelligence, advanced sensors, and remote monitoring systems to navigate urban environments safely. The company is headquartered in Redwood City, California, and its shares are listed on the NASDAQ.
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