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Serve Robotics
Serve Robotics (SERV) investor relations material
Serve Robotics Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary7 May, 2026
Executive summary
Q1 2026 revenue reached $3.0 million, up 578% year-over-year and 238% sequentially, driven by expansion of outdoor and indoor robot fleets and acquisitions including Diligent Robotics.
Integration of Diligent Robotics expanded operations into healthcare, now reflected in results and increasing the operating footprint to 44 cities in 14 states.
Net loss widened to $49.0 million from $13.2 million in Q1 2025, reflecting higher operating expenses and integration costs.
Nearly half of total revenue is now recurring, with about one-third from software services.
Approximately 2,000 autonomous robots deployed, with nearly 2 million deliveries completed.
Financial highlights
Q1 2026 revenue: $3.0 million, up from $440,000 in Q1 2025 and $882,000 in Q4 2025.
Gross loss for Q1 2026 was $9.0 million; gross margin was negative 302%, but improved from Q4.
GAAP net loss: $49.0 million (–$0.65/share); non-GAAP net loss: $38.0 million (–$0.50/share).
Ended Q1 2026 with $197.4 million in cash and marketable securities.
Q1 recurring revenue was ~$1.4 million; software services contributed about one-third of revenue.
Outlook and guidance
2026 revenue guidance reiterated at $26 million.
Non-GAAP operating expense guidance for 2026 maintained at $160–$170 million.
Q2 growth expected to be slower as focus shifts to operational efficiency and utilization.
Management expects existing liquidity to fund operations for at least the next 12 months.
Software revenue impact on gross margin trends
Diligent integration and healthcare scale update
Strategy to increase revenue per active robot
Nature of Diligent and Vebu earnout milestones
Impact of IEEPA tariff ruling on financials
Status of internal control remediation plan
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Latest events from Serve Robotics
- Achieved 578% YOY revenue growth and leads U.S. autonomous delivery with 2,000 robots.SERV
Investor presentation7 May 2026 - Scaling autonomous robots cut delivery costs and drove 578% revenue growth in Q1 FY2026.SERVInvestor presentation7 May 2026
- Vote on director elections and auditor ratification at the June 2026 annual meeting.SERVProxy filing24 Apr 2026
- Director elections, auditor ratification, and governance updates highlight the annual meeting.SERVProxy filing24 Apr 2026
- Q4 revenue up 400% year-over-year, 2,000 robots deployed, and 2026 guidance raised to $26M.SERVQ4 202511 Mar 2026
- 400% YoY growth and $26M 2026 revenue projected, fueled by scaled robotics and platform integration.SERVInvestor presentation11 Mar 2026
- Q2 revenue surged 655% year-over-year as robot fleet expansion and capital raises accelerated.SERVQ2 20242 Feb 2026
- Q3 2024 revenue up 254% to $222,000; net loss $7.99M; robot and automation expansion ongoing.SERVQ3 202415 Jan 2026
- Autonomous delivery robots scale nationwide, aiming for $1 per delivery and broad market impact.SERVCantor Fitzgerald Global Technology Conference26 Dec 2025
Next Serve Robotics earnings date
Q2 20266 Aug, 2026
Serve Robotics
Next Serve Robotics earnings date
Q2 20266 Aug, 2026
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excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
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@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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