Serve Robotics Inc.
Serve Robotics Inc. Q1 FY2026 earnings call
May 7, 2026 · fiscal period ended 2026-03
EPS · actual vs est
Revenue · actual vs est
Summary
Generated 2026-05-07
Management highlights
Key managerial messages include: Investments in autonomy where robots move faster with improved capabilities. Commercializing connectivity layer for robots, with customers already using the service. Seeing strong demand in last mile delivery with no apparent constraint, focusing on policy, societal acceptance, and integration. Learning ongoing from optimization of daily revenue per robot, customizing per market. Expanding to new cities including Vancouver, working on regulatory aspects and partnerships. Active in M&A, with autonomy stack suitable for environments where robots and humans coexist. Focus on hospital segment with KPIs tracked and plans to increase fleet size for revenue growth.
Guidance
Aiming for $26 million overall revenue. Expecting more growth on the fleet side in the back half of the year. Planning to support top line growth in the hospital segment through additional robots in the remainder of 2026.
Q&A highlights
Q: Can you talk about demand as you're seeing it?
A: Feels like infinite time with lots of opportunities for new use cases, no constraint on demand but needs to solve policy, societal acceptance, and integration.
Q: Key learnings from optimization?
A: Ongoing learnings about where to send robots, job distances, market-dependent variables.
Q: Adding robots in second half?
A: Both current city expansions and new cities/international, like Vancouver pilot.
Q: How does regulation inform market expansion?
A: Focus on receptive markets with permit to operate, demand, and operational setup.
Q: Revenue contribution from fleet vs software?
A: Strong Q1 for software, back half expects more growth on fleet side, focusing on monetizing robots.
Q: MOXIE and hospital segment?
A: Track KPIs for robot productivity, work on pricing with hospitals, increase fleet size for revenue.
Q: Other verticals for autonomy stack?
A: Environments where robots and humans coexist like malls, airports, hospitals.
Q: Status of DoorDash?
A: Delivery volume growing faster, merchant count 6x since start of year.
Key numbers
Reported versus consensus
Earnings calendar feed
| Metric | Reported | Consensus | Delta | Prior year |
|---|---|---|---|---|
| EPS | $-0.65 | $-0.65 | +0.0% | — |
| Revenue | $3.0M | $2.8M | +5.6% | — |
Transcript
May 7, 2026Full transcript unavailable for redistribution
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