Serve Robotics Expands Partnerships as Fleet Reaches 2,000 Robots

• Serve reported $2.7 million in full-year 2025 revenue, about a 46% increase year over year, and raised its 2026 revenue outlook to approximately $26 million.
• The company said it expanded its delivery network by adding DoorDash alongside Uber Eats, growing to more than 4,500 merchant partners, and launching White Castle delivery via autonomous robots.

Serve Robotics said it generated $2.7 million in revenue for 2025, exceeding earlier guidance of $2.5 million, as it reported fourth-quarter and full-year 2025 results. The company also raised its revenue outlook for 2026 to approximately $26 million, driven by continued delivery growth and the addition of Diligent Robotics.

Serve said its partner network expanded through the addition of DoorDash alongside Uber Eats, which together cover more than 80% of the U.S. food delivery market. The company said its merchant base grew to more than 4,500 restaurant and retail partners, a more than 10x increase from approximately 400 a year earlier. Serve also announced that White Castle joined its brand partner lineup, joining existing restaurants Shake Shack, Little Caesars, and Jersey Mike’s, with deliveries available through Uber Eats in Serve’s operating area.

Serve said it ended the year with 2,000 robots deployed across 20 cities and six major metropolitan areas. The fleet operates from Los Angeles to the Washington, D.C. corridor and maintains a 99.8% delivery completion rate. The company also completed acquisitions of Diligent Robotics, Vayu Robotics, Phantom Auto, and Vebu, while its revenue mix expanded beyond delivery fees to include branding and advertising, software and data licensing, and recurring healthcare revenue from Diligent Robotics.

🌀 Tom’s Take:

Serve’s expansion isn’t just about deploying more robots. By adding new partners and building revenue streams beyond delivery fees, from software to healthcare robotics, the company is widening how autonomous robots generate value across its platform.

Sources: Serve Robotics / Serve Robotics