The earnings call highlighted significant achievements such as reaching deployment milestones, revenue growth, and strategic partnerships, indicating strong operational and financial progress. However, the negative EBITDA and high operating expenses present challenges that need addressing.

Company Guidance

In the third quarter of 2025, Serve Robotics provided several metrics indicating significant growth and expansion. The company crossed the milestone of deploying 1,000 robots, representing a 10-fold increase in fleet size within a year. Delivery reliability approached 100%, with delivery volume increasing by 66% in a single quarter. Serve Robotics now delivers for over 3,600 restaurants, marking a 45% increase from the previous quarter and a ninefold increase year-over-year. Financially, Q3 revenue reached $687,000, up 210% compared to the previous year, driven by a 120% sequential jump in branding revenue and a shift towards recurring software revenue. The company ended the quarter with $211 million in cash and marketable securities, and projected full-year 2025 revenue of over $2.5 million, with fleet revenues expected to grow threefold year-over-year. Serve Robotics aims to achieve an annualized revenue run rate of $60 to $80 million, with plans to deploy 2,000 robots by the end of 2025, and anticipates a 10x revenue inflection in 2026.

Deployment Milestone

Serve Robotics crossed the threshold of deploying 1,000 robots, marking a significant inflection point in their operations.

Delivery Volume and Reliability Increase

The company achieved nearly 100% delivery reliability, with a 66% increase in delivery volume in a single quarter.

Expansion of Partnerships

Serve Robotics announced a partnership with DoorDash, expanding their reach to over 80% of the US food delivery market along with Uber.

Revenue Growth

Total revenue for Q3 2025 was $687,000, a 210% increase compared to last year, with fleet revenue becoming the predictable growth engine.

Strategic Acquisitions

The acquisition of YU Robotics is expected to enhance autonomous delivery capabilities and reduce data infrastructure costs.

Operational Expansion

Serve Robotics expanded its fleet size 10x, cities 5x, and major platform partners 2x within a year.

Financial Stability

The company ended the quarter with $211 million in cash and marketable securities, maintaining a debt-free balance sheet.

Serve Robotics Inc (SERV) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

SERV Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Mar 05, 2026	2025 (Q4)	-0.49 / -	-0.36	―	―	―
Nov 12, 2025	2025 (Q3)	-0.32 / -0.40	-0.2	-100.00% (-0.20)	―
Aug 07, 2025	2025 (Q2)	-0.20 / -0.36	-0.27	-33.33% (-0.09)	―
May 08, 2025	2025 (Q1)	-0.19 / -0.23	-0.37	37.84% (+0.14)	―
Mar 06, 2025	2024 (Q4)	-0.16 / -0.36	-0.19	-89.47% (-0.17)	―
Nov 07, 2024	2024 (Q3)	-0.16 / -0.20	-0.208	3.85% (<+0.01)	―
Aug 13, 2024	2024 (Q2)	-0.25 / -0.27	-0.135	-100.00% (-0.14)	―
May 15, 2024	2024 (Q1)	- / -0.37	-0.139	-166.19% (-0.23)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

SERV Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 12, 2025	$10.47	$9.42	-10.03%
Aug 07, 2025	$10.59	$10.47	-1.13%
May 08, 2025	$6.56	$7.46	+13.72%
Mar 06, 2025	$7.92	$7.43	-6.19%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Serve Robotics Inc (SERV) report earnings?

Serve Robotics Inc (SERV) is schdueled to report earning on Mar 05, 2026, Before Open (Confirmed).

What is Serve Robotics Inc (SERV) earnings time?

Serve Robotics Inc (SERV) earnings time is at Mar 05, 2026, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is SERV EPS forecast?

SERV EPS forecast for the fiscal quarter 2025 (Q4) is -0.5.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing