"What our team accomplished last year is extraordinary. Serve Robotics went from operating in a single city to running the largest autonomous sidewalk fleet in the country, and achieved this while delivering near-perfect reliability and surpassing our financial targets."
"Serve Robotics posted Q4 2025 revenue of $882,000, beating the consensus estimate of $736,960. That represents 401.59% year-over-year revenue growth, a number that reflects a company in full-scale deployment mode rather than steady-state operations."
"NVIDIA CEO Jensen Huang spotlighted Serve Robotics at CES as a prime example of physical AI, a moment that sent SERV shares up over 13% on that day alone. That kind of endorsement from the company powering the AI infrastructure buildout carries significant weight."
Serve Robotics stock jumped 13% in pre-market trading following Q4 2025 earnings results released March 11. The company reported Q4 revenue of $882,000, exceeding consensus estimates of $736,960, with full-year FY2025 revenue reaching $2.651 million. The company achieved 401.59% year-over-year revenue growth while scaling its autonomous sidewalk robot fleet from approximately 100 to 2,000 units across 20 U.S. cities. Daily active robots increased from 57 to 547 units, and merchant partners expanded from 400 to over 4,500. Management raised 2026 guidance to project roughly 10x year-over-year growth. NVIDIA CEO Jensen Huang endorsed Serve Robotics as a leading example of physical AI at CES, providing significant credibility to the platform.
Read at 24/7 Wall St.
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