Serve Robotics Q4 Earnings Call Highlights

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Serve Robotics (NASDAQ:SERV) utilized its 4th fourth 2025 net telephone to item a accelerated scale-up of its autonomous transportation fleet and a broadening concern exemplary that present includes advertising, software, aboriginal information monetization, and healthcare robotics pursuing a caller acquisition.

Co-founder and CEO Ali Kashani said the institution finished 2025 with 2,000 robots activated crossed 20 chiseled cities successful six large metropolitan areas, stretching “from Los Angeles each the mode to the Washington, D.C., corridor.” During the year, Serve launched Atlanta, Dallas, Chicago, and Miami and “expanded aggressively” successful existing markets. Kashani said the institution besides added DoorDash alongside Uber Eats, which helium said provides entree to over 80% of the U.S. nutrient transportation market done the 2 platforms combined.

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Kashani emphasized reliability metrics during the expansion, citing a 99.8% transportation completion rate and what helium described arsenic a beardown information grounds portion scaling. He besides framed 2025 arsenic a impervious twelvemonth for the technology, positioning 2026 arsenic a play focused much connected utilization, efficiency, and “compounding returns.”

Management repeatedly referenced a four-step “flywheel” built astir information collection, exemplary improvement, deployment astatine scale, and monetization. Kashani said Serve completed four strategical acquisitions since aboriginal 2025, with each intended to fortify parts of that loop.

• Diligent Robotics: Adds an indoor domain successful healthcare with a fleet of nearly 100 “Moxi” robots. Kashani said Moxi robots person completed over 1 cardinal deliveries crossed more than 25 hospitals.

• Vayu Robotics: Adds an end-to-end carnal AI modeling team, with an accent connected grooming crossed operating domains (indoors and outdoors).

• Phantom Auto: Adds a connectivity and distant assistance stack, which Kashani said supports low-latency supervision and besides generates grooming information erstwhile supervisors assistance robots successful existent time.

• Weebo: Kashani said this acquisition supports monetization by boosting partnerships with restaurants and large quick-service edifice (QSR) brands.

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In discussing the Diligent acquisition, Kashani said integration is underway and that Serve is “already starting to integrate” its level capabilities with Moxi robots, portion noting the enactment “will instrumentality immoderate time.” CFO Brian Read added that the institution views Diligent’s contracts arsenic established recurring gross agreements that disagree from Serve’s nutrient transportation request cycle.