11Mesยท

Serve Robotics Q3โ€™25 Earnings Highlights

$SERV


๐Ÿ”น Revenue: $0.687M (Est. $0.691M) ๐Ÿ”ด; +209% YoY

๐Ÿ”น EPS: ($0.54) (Est. ($0.32)) ๐Ÿ”ด

๐Ÿ”น Delivery Volume: UP +66% QoQ; UP +300% YoY

๐Ÿ”น Fleet: 1,000+ robots deployed; targeting 2,000 by mid-Dec 2025


Guidance:

๐Ÿ”น FY25 Revenue: > $2.5M

๐Ÿ”น FY26 Revenue: ~10x 2025 (preliminary indication)


Segment:

๐Ÿ”น Fleet Revenues: $0.433M; UP +31% QoQ

๐Ÿ”น Branding Revenues: UP +120% QoQ


Other Metrics:

๐Ÿ”น Daily Supply Hours: UP +713% YoY

๐Ÿ”น Coverage: 3.0M+ people across 1.0M+ households

๐Ÿ”น Restaurants Served: 3,600+ across the U.S.

๐Ÿ”น Shares Outstanding: ~67.8M (as of Sep 30, 2025)

๐Ÿ”น Liquidity: $210M at quarter-end; +$100M equity raise completed in Oct 2025


Commentary:

๐Ÿ”ธ โ€œWeโ€™re on track to deploy 2,000 robots before year-end, advancing toward a 10x revenue increase next year.โ€

๐Ÿ”ธ โ€œWeโ€™re investing in autonomy and platform strength, integrating Phantom Auto and Vayu to expand a more diverse revenue stack.โ€


Strategic Updates:

๐Ÿ”น New multi-year strategic partnership with DoorDash for U.S. rollout

๐Ÿ”น Market expansion: launched Chicago; recent expansion in Dallas, Miami, Los Angeles

๐Ÿ”น Acquisitions: Vayu (AI foundation model autonomy) and Phantom Auto (ultra-low-latency teleoperation)

2
Partecipa alla conversazione