Serve Robotics ranks 53 on the Robotics 100 with a score of 82; Exotec ranks 98 with 77. Exotec is ahead on commercials. Serve Robotics is ahead on deployment, progress and firepower. Level on production, technology, positioning and leverage. Exotec is based in Croix, France, Serve Robotics in San Francisco, United States. Exotec: Established. Exotec is named in 10 signals and Serve Robotics in 64.
Exotec sells the Skypod robotic warehouse system, including autonomous mobile robots, to industrial and e-commerce warehouse operators.
Darker bar: ahead of the other company on that measure.
Exotec is a French warehouse-robotics maker whose Skypod system has 10,000+ robots across 200+ sites (>$1B cumulative sales by 2024), with a $400M Next-Gen Skypod pipeline across 20+ projects. It signed a DSV strategic partnership (June 2026), went live at Trusco Nakayama in Japan (August 2026), and runs a Decathlon multi-site EU program. Revenue is estimated at 100-500m a year.
10 signals name Exotec.
7 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.
Serve Robotics ranks 53 on the Robotics 100 with a score of 82; Exotec ranks 98 with 77. Exotec is ahead on commercials. Serve Robotics is ahead on deployment, progress and firepower. Level on production, technology, positioning and leverage. Exotec is based in Croix, France, Serve Robotics in San Francisco, United States. Exotec: Established. Exotec is named in 10 signals and Serve Robotics in 64.
Serve Robotics ranks 53 on the Robotics 100 with a score of 82; Exotec ranks 98 with 77. Exotec is ahead on commercials. Serve Robotics is ahead on deployment, progress and firepower. Level on production, technology, positioning and leverage. Exotec is based in Croix, France, Serve Robotics in San Francisco, United States. Exotec: Established. Exotec is named in 10 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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