{"city":"San Francisco","name":"Serve Robotics","slug":"serve-robotics","facts":[{"date":"2026-08-23","type":"ownership_change","value":"Uber sold all of its shares in Serve Robotics","source":"TechCrunch"},{"date":"2026-08-23","type":"partnership","value":"Uber partnership ending in 2027","source":"TechCrunch"},{"date":"2026-08-23","type":"partnership","value":"Grubhub partnership to deploy sidewalk robots in three U.S. markets","source":"TechCrunch"},{"date":"2026-08-23","type":"partnership","value":"DoorDash sidewalk-robot partnership expanded to San Jose and Washington, D.C.","source":"TechCrunch"},{"date":"2026-08-23","type":"ownership_change","value":"Uber sold all of its shares in Serve Robotics.","source":"TechCrunch"},{"date":"2026-08-23","type":"partnership","value":"Uber is ending its Serve Robotics partnership next year.","source":"TechCrunch"}],"peers":[{"name":"Amazon Robotics","rank":5,"slug":"amazon-robotics","score":"94.5"},{"name":"Unitree","rank":25,"slug":"unitree","score":"86.5"},{"name":"AutoStore","rank":26,"slug":"autostore","score":"86"},{"name":"Geek+","rank":44,"slug":"geek","score":"83"},{"name":"Symbotic","rank":57,"slug":"symbotic","score":"81"},{"name":"JD Logistics","rank":73,"slug":"jd-logistics","score":"80"}],"stage":null,"state":"California","aliases":["Serve Robotics Inc.","Diligent Robotics"],"country":"United States","domains":[{"why":"Serve Robotics develops and operates autonomous sidewalk delivery robots in U.S. neighborhoods and, through Diligent Robotics, Moxi hospital delivery robots.","list":"Robotics 100","rank":53,"tier":"member","layer":"Systems","total":82,"domain":"Robotics","scores":{"gate_ne":["firepower"],"leverage":8,"position":8,"progress":9,"firepower":8,"commercial":4,"deployment":10,"production":8,"technology":8},"edition":"November 2026","segment":"Mobile robots & AMRs"}],"founded":null,"signals":[{"date":"2026-08-28","header":"The Center for Human and Robot Co-Adaptation assembled 39 researchers from six universities and industry collaborators including Amazon, Apptronik, Diligent Robotics, Google DeepMind, Hello Robot, MassRobotics, NVIDIA, a","outlet":"The AI Insider"},{"date":"2026-08-23","header":"Uber is ending its Serve Robotics partnership next year and sold all of its shares in Serve.","outlet":"TechCrunch"},{"date":"2026-08-23","header":"Serve Robotics partnered with Grubhub to deploy sidewalk robots in three U.S. markets.","outlet":"TechCrunch"},{"date":"2026-08-23","header":"Serve Robotics expanded its DoorDash sidewalk-robot partnership to San Jose and Washington, D.C.","outlet":"TechCrunch"},{"date":"2026-08-19","header":"Serve Robotics opened its first microdepot in Miami for robot operations.","outlet":"The Robot Report"},{"date":"2026-08-19","header":"Diligent Robotics released the upgraded Moxie 2.0 hospital delivery robot.","outlet":"The Robot Report"}],"website":"serverobotics.com","category":"Robotics · Systems","categories":[{"name":"Mobile robots & AMRs","domain":"Robotics","parent":"Robotics · Systems"}],"last_round":null,"updated_at":"2026-09-22T22:30:16.133+00:00","facts_total":100,"positioning":"Serve is the most operationally scaled sidewalk delivery company in this batch and the clearest illustration of why deployment and commercial scores must be kept separate. It has deployed more than 2,000 Gen 3 robots across the US, reaching a population of roughly 3 million and supporting more than 4,000 restaurants, and expanded to 44 cities across 14 states after acquiring Diligent Robotics in Q1 2026, which took it indoors into hospital service robots. Revenue is nonetheless small: USD 3.2 million in Q2 2026, up 404 percent year over year but only 9 percent sequentially. The revenue mix is more interesting than the total, with advertising at nearly 50 percent of food delivery revenue and recurring revenue above 50 percent of total revenue. Then the setback: on 2026-08-06 Serve cut FY2026 revenue guidance to USD 9 to 10 million citing lower than expected Uber Eats delivery volume, alongside an opex guidance cut from USD 160 to 170 million down to USD 140 to 150 million. The stock fell roughly 15 percent and sits about 80 percent below its 2024 peak. Momentum scores 3 because the guidance cut and the loss of a founding channel offset genuine growth. Firepower is the counterweight at USD 240.4 million of cash and marketable securities.","sub_category":"Mobile robots & AMRs","signals_total":64,"url":"https://www.frontiertechintelligence.com/companies/serve-robotics","title":"Serve Robotics · robotics, San Francisco, California, United States · scores, facts and signals · Frontier Tech Intelligence","description":"Serve Robotics develops and operates autonomous sidewalk delivery robots in U.S. neighborhoods and, through Diligent Robotics, Moxi hospital delivery robots. Robotics 100 rank 53 (score 82) 64 signals and 100 facts with sources.","publisher":"Frontier Tech Intelligence (Future Frontiers, a trade name of Essential Cognition Inc.)","note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}