NASDAQ$SERV

Serve Robotics Inc · Q4 2025 earnings

Q4 2025 earnings · · Before market open

Briefing

Serve Robotics reported Q4 2025 revenue of $2.7M with a net loss as sidewalk delivery robots scaled.

For the quarter ended December 31, 2025, Serve Robotics posted revenue of $2.7 million with ongoing net losses as commercial robot deployments expanded with retail partners.

  • Q4 revenue $2.7M.
  • Autonomous delivery robot deployments scaling.
  • Partnerships with major retailers and food platforms.
  • Early-stage revenue ramp.
  • Investing in fleet and software.

Headline financials

Total Revenue

$2.7M

No prior period
EPS (adj)

$0.46

No prior period
Net Income

-$34.3M

No prior period
Operating Income

$40.3K

No prior period

Revenue & EPS history

Serve Robotics Inc · Revenue · Quarterly

$2.7M

Q4 2025
Beat estimate in 2 of 3 quarters(67%)
ActualEstimate

Forward guidance

Commercial rollout and partnership expansion drive 2026 outlook.

Tailwinds

  • Revenue growing from low base.

Headwinds

  • Not yet profitable.
  • Capital intensive robot fleet buildout.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 7 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

-0.7%

Avg return

Earnings day

-0.6%

Avg return

5 days after

+4.9%

Avg return

30 days after

43%

3 / 7 earnings

Positive

+10.1%

Q4 2025

Best reaction

-10.0%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-5.0%-8.7%-19.2%
Q4 2025+10.1%+1.9%-14.6%
Q3 2025-10.0%-14.3%+15.9%
Q1 2025+9.5%+48.6%+116.2%
Q3 2024+7.3%-14.6%+16.9%
Q2 2024-7.5%-0.4%-34.5%
Q1 2024-9.6%-16.9%-46.2%
Q3 2023

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