Serve Robotics Q3 revenue up 313% to $2.8 million; 2026 outlook raised to $12 million
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.
Key points
- 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.
The filing
Written by AI on Nov 9, 2026, 11:45 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 05, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.