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Sep 30, 2025
Serve Robotics Inc Q3 2025 Earnings Report
Serve Robotics reported strong delivery and revenue growth in Q3 2025 while posting a wider net loss.
Key Takeaways
Serve Robotics experienced significant operational growth in Q3 2025, including a 66% increase in delivery volume and a 209% year-over-year revenue jump. However, the company also posted a $33 million net loss as it continued scaling operations and integrating recent acquisitions.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Serve expects to generate over $2.5 million in revenue in FY2025 and projects a 10x revenue increase in FY2026, with plans to deploy 2,000 robots by mid-December 2025.
Positive Outlook
- Anticipates over $2.5M in revenue for FY2025
- Forecasts 10x revenue growth in FY2026
- Plans to deploy 2,000 robots by mid-December 2025
- Strong liquidity position with $210M in cash at quarter end
- New multi-year partnership with DoorDash
Challenges Ahead
- Net loss widened to $33M in the quarter
- Operating expenses grew significantly due to scaling
- Gross margin was negative at -$4.4M
- Software service revenue declined sequentially
- Continued high R&D spending impacting profitability
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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