Serve Robotics Inc. announced a partnership with White Castle to deliver the fast‑food chain’s sliders and other menu items using Serve’s autonomous sidewalk robots on the Uber Eats platform. The collaboration expands Serve’s presence on Uber Eats into Los Angeles, Miami, Dallas–Fort Worth, Atlanta (Buckhead), Chicago, Fort Lauderdale, and Alexandria, Virginia, with additional cities slated for future rollout.
The partnership is expected to increase order volume for Serve’s fleet, enhance brand visibility for White Castle, and demonstrate the scalability of Serve’s autonomous delivery technology in a high‑traffic, consumer‑facing environment. White Castle’s CEO, Chris Shaffery, said, "At White Castle, innovation has been at the heart of our business for more than 100 years. Partnering with Serve Robotics gives us an exciting new way to combine convenience, technology, and great taste together, while allowing Cravers to enjoy their favorite items in a fun and sustainable way."
Serve’s Q4 2025 revenue rose to $0.9 million, beating consensus estimates of $0.76 million. The EPS loss of $0.46 also beat expectations of a $0.49 loss, a margin improvement driven by strong demand for the new partnership and disciplined cost management. The revenue beat reflects a 400% year‑over‑year increase from the $0.176 million reported in Q4 2024, while the EPS improvement signals that the company is managing its operating expenses more effectively as it scales its fleet.
Management raised its 2026 revenue outlook to approximately $26 million from the prior guidance of $2.5 million, a ten‑fold increase that signals confidence in the company’s ability to capture additional market share through new merchant relationships and expanded deployments. The guidance lift is supported by recent acquisitions—including Diligent Robotics, VYU Robotics, Phantom Auto, and Weebo—that broaden Serve’s revenue mix beyond delivery into healthcare, AI, and restaurant‑technology services.
The announcement triggered a strong market reaction, with analysts noting that the revenue beat and guidance raise were the primary drivers of the rally. The partnership also benefits from NVIDIA’s endorsement of Serve’s robots as a “physical AI” example at CES, adding credibility to the company’s technology platform. The combination of a high‑profile brand partnership, a significant guidance upgrade, and external validation from a leading AI chipmaker contributed to the positive sentiment among investors.
Ali Kashani, CEO of Serve Robotics, said, "What our team accomplished last year is extraordinary." He added, "White Castle is a legendary brand that helped define convenient, fast meals, and we're thrilled to bring that legacy into the future." CFO Brian Read noted, "Total revenue for Q4 2025 increased over 400% year‑over‑year to $0.9 million. Full year 2025 revenue was $2.7 million, exceeding our guidance of $2.5 million and representing growth of 46% over the prior year."
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