Every material Form 8-K Serve Robotics Inc. /DE/ has filed with the SEC since August 17, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Serve Robotics reported third-quarter 2026 revenue of $2.8 million, up 313% from a year earlier but down from $3.2 million in the June quarter, and raised its full-year 2026 revenue guidance to $12 million from $9 million to $10 million. The net loss widened to $59.2 million from $33.0 million a year earlier, and the company lowered its full-year non-GAAP operating expense guidance to $150 million.
Q3 2026 revenue was $2.8 million, versus $687 thousand in Q3 2025 and $3.2 million in Q2 2026.
Net loss for the quarter was $59.2 million, or $0.68 per share, compared with $33.0 million, or $0.54 per share, a year earlier.
Full-year 2026 revenue guidance was raised to $12 million from $9 million to $10 million.
Full-year 2026 non-GAAP operating expense guidance was lowered to $150 million from $160 million to $170 million.
Serve Robotics posted an updated investor presentation on October 5, 2026, adding preliminary, unaudited estimates of its 2026 cost of revenue of $44 million to $48 million. The presentation's plan also shows 2026 total revenue of $9 million to $10 million, so projected costs are several times projected revenue, and the auditor has not reviewed the estimates.
Preliminary 2026 cost of revenue: $44 million to $48 million, based on management estimates and not yet audited or reviewed.
Appendix plan shows 2026 total revenue of $9 million to $10 million and non-GAAP operating expenses of $140 million to $150 million.
Q2 2026 revenue was $3.2 million, and cash and marketable securities were $240 million as of June 30, 2026.
Serve Robotics said in an 8-K that its second-quarter 2026 revenue declined after lower-than-expected delivery volume through its Uber Eats partnership, and that it expects reduced demand in the second half of 2026. The same day, it announced a partnership bringing robot delivery to the Grubhub marketplace in Chicago, Los Angeles and Alexandria, which shareholders may weigh against the outlook for lower demand.
Q2 2026 revenue declined, reflecting lower-than-expected delivery volume through the Uber Eats partnership, as previously disclosed in the Q2 earnings release.
The company expects reduced demand in the second half of 2026.
Grubhub robot delivery begins in Chicago (more than 100 participating merchants) and Los Angeles (nearly 200), with Wonder's Alexandria location also offering robot delivery.
Serve launched in Washington, DC and San Jose, California, both with DoorDash, and its first Miami micro depot is set to open.
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