Serve Robotics reported fourth‑quarter 2025 revenue of $882,000, a 15% increase over the consensus estimate of $762,500. The lift was driven by a 400% year‑over‑year jump in sales, largely attributable to the rapid expansion of the autonomous sidewalk fleet from 57 to 547 daily active robots, which generated higher revenue per robot and increased overall deployment volume.
The company posted an adjusted loss of $0.34 per share, beating the consensus loss of $0.53 per share by $0.19. The stronger-than‑expected earnings result was largely a result of disciplined cost management and the higher mix of higher‑margin Gen 3 platform deployments, which offset the impact of lower‑margin legacy robot sales and the one‑time charge associated with the transition to the new platform.
Daily supply hours rose from 455 to 6,676 in the quarter, reflecting the increased operational activity of the expanded fleet. The average daily supply hours per robot climbed 56% to over 12 hours, underscoring the company’s ability to scale its autonomous operations while maintaining high utilization rates.
Management raised its fiscal‑2026 revenue guidance from $25 million to $26 million, a 4% increase that signals confidence in continued demand for autonomous sidewalk solutions. The guidance lift follows the strong Q4 performance and the company’s expectation that the Gen 3 platform will continue to capture market share in the growing urban mobility segment.
Overall, the results demonstrate that Serve Robotics is successfully scaling its autonomous fleet while maintaining cost discipline, positioning the company for continued growth in the next fiscal year. The earnings beat and guidance raise reinforce investor confidence in the company’s execution and long‑term strategy.
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