Serve Robotics Publishes Investor Presentation Outlining 2026 Financial Outlook

On October 5, 2026, Serve Robotics Inc. filed a Current Report on Form 8-K disclosing the availability of an updated investor presentation. The document provides an overview of the company’s operations, fleet deployment, and preliminary financial expectations for the fiscal year ending December 31, 2026.

The presentation highlights Serve Robotics as a category creator in autonomous sidewalk robotics, operating the largest commercial Level 4 fleet in the United States. As of the filing date, the company reports deploying 2,000 Serve sidewalk robots and 100 Moxi hospital robots across 44 U.S. cities and 14 states. The company notes that its fleet grew 20-fold in one year and has achieved a 99.8% completion rate with zero major incidents.

In terms of market expansion, Serve Robotics announced new partnerships with DoorDash in Washington, D.C., and San Jose, reaching a combined population of 8 million. Additionally, the company launched a partnership with Grubhub in Chicago and Los Angeles, with 100 participating merchants in Chicago and nearly 200 in Los Angeles at launch. The company also introduced a new micro-depot model in Miami to lower the cost of entering new neighborhoods.

The filing includes preliminary unaudited information regarding the company’s cost of revenue for the second half of 2026. Management estimates that the cost of revenue will be $9 million to $10 million for the year ending December 31, 2026, representing approximately 3.5% year-over-year growth. The company cautions that these figures are based on preliminary estimates and are subject to completion of financial closing procedures. The independent registered public accounting firm has not conducted an audit or review of these estimates.

The presentation outlines a revenue diversification strategy that includes last-mile delivery, healthcare, branding and advertising, and software platform revenue. The company also discussed its acquisition of Diligent Robotics in early 2026, which added the Moxi robot to its portfolio for hospital environments.