Скачать или смотреть Serve Robotics Q3 2025 Earnings: 1,000 Robots & DoorDash Boost

Serve Robotics reported a strong Q3 2025 with 209% revenue growth to $687K, driven by scaling their autonomous delivery fleet to over 1,000 robots deployed. Key partnerships with DoorDash and Uber Eats are expanding their commercial footprint in major U.S. cities like Chicago, Dallas, Miami, and Los Angeles, serving over 3,600 restaurants and 3 million people. This operational growth contrasts with a $33M GAAP net loss and deeply negative gross margins, highlighting the high cash burn and early-stage nature of the business.

Management emphasized technological advances through acquisitions of Vayu Robotics and Phantom Auto, enhancing AI-driven autonomy and remote tele-operations to improve efficiency and safety. They expect to deploy their 2,000th robot by mid-December 2025 and project a 10x revenue increase in 2026, aiming for over $25M in revenue. The strategic partnership with DoorDash enables multi-platform robot utilization, reducing dead mileage and improving unit economics.

Despite the significant losses, Serve Robotics strong liquidity position with over $310M in cash and securities provides runway for aggressive expansion. Investors are watching closely for proof of improved unit economics, particularly the milestone when robot delivery costs fall below human delivery costs. The stock showed a muted reaction post-earnings, reflecting cautious optimism about the companys operational progress amid financial challenges in this high-growth robotics and physical AI market.

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