AutoStore ranks 26 on the Robotics 100 with a score of 86; Serve Robotics ranks 53 with 82. AutoStore is ahead on commercials and progress. Level on deployment, production, technology, positioning, firepower and leverage. AutoStore is based in Nedre Vats, Norway, Serve Robotics in San Francisco, United States. AutoStore: Established. AutoStore is named in 45 signals and Serve Robotics in 64.
AutoStore designs, supplies, and deploys automated storage and retrieval systems, including warehouse robots, storage grids, bins, and ports for e-commerce, grocery, healthcare, retail, and distribution customers.
Darker bar: ahead of the other company on that measure.
AutoStore is a Norwegian warehouse-automation maker (cube-storage ASRS) with ~92,500 robots across ~2,000 systems in 68 countries, FY2025 revenue of $539M, and FY26 guidance of ~$700M. It signed an Amazon global strategic supply agreement (August 2026), posted record Q2-26 revenue of $192M (+43%) on a $596M backlog, and set a $75M buyback, recovering after 2025 revenue dipped from $601M in 2024. The Amazon agreement is the marquee 2026 win.
45 signals name AutoStore.
20 facts on file.
Serve Robotics develops and operates autonomous sidewalk delivery robots in U.S. neighborhoods and, through Diligent Robotics, Moxi hospital delivery robots.
Darker bar: ahead of the other company on that measure.
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.
64 signals name Serve Robotics.
100 facts on file.
AutoStore ranks 26 on the Robotics 100 with a score of 86; Serve Robotics ranks 53 with 82. AutoStore is ahead on commercials and progress. Level on deployment, production, technology, positioning, firepower and leverage. AutoStore is based in Nedre Vats, Norway, Serve Robotics in San Francisco, United States. AutoStore: Established. AutoStore is named in 45 signals and Serve Robotics in 64.
AutoStore ranks 26 on the Robotics 100 with a score of 86; Serve Robotics ranks 53 with 82. AutoStore is ahead on commercials and progress. Level on deployment, production, technology, positioning, firepower and leverage. AutoStore is based in Nedre Vats, Norway, Serve Robotics in San Francisco, United States. AutoStore: Established. AutoStore is named in 45 signals and Serve Robotics in 64. Both company files carry the scores on eight measures, the facts with sources and the latest signals.
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