Serve Robotics Announces Fourth Quarter and Full Year 2025 Results

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• Fleet now operates across 20 cities and 6 major metro areas, from Los Angeles to the Washington, D.C. corridor, maintaining a 99.8% delivery completion rate

  60% confidence

• Now operating as a multi-platform fleet with both Uber Eats and DoorDash, covering over 80% of the U.S. food delivery market

  60% confidence

• We entered 2026 from a position of increasing operational scale and financial strength. In 2025, we exceeded our revenue guidance, improved the mix and quality of our revenue base, and maintained substantial liquidity to support our growth strategy

  60% confidence

• With our raised 2026 revenue outlook and the addition of Diligent Robotics, we believe we are well positioned to expand recurring revenue, invest with discipline, and continue building long term shareholder value

  60% confidence

• What our team accomplished last year is extraordinary. We went from operating in a single city to running the largest autonomous sidewalk fleet in the country, and we did it while delivering near-perfect reliability and surpassing our financial targets

  60% confidence

• Physical AI improves with real-world data, better AI makes the fleet more valuable, and a more valuable fleet funds the next turn of the cycle — from city sidewalks to hospital corridors

  60% confidence

• Each acquisition strengthens a specific step of the Serve's data-models-deployment-monetization flywheel

  60% confidence

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