{"title":"Geek+ vs Serve Robotics: Mobile robots & AMRs compared","url":"https://www.frontiertechintelligence.com/compare/geek-vs-serve-robotics","comparison":"Geek+ ranks 44 on the Robotics 100 with a score of 83; Serve Robotics ranks 53 with 82. Geek+ is ahead on commercials. Serve Robotics is ahead on progress. Level on deployment, production, technology, positioning, firepower and leverage. Geek+ is based in Beijing, China, Serve Robotics in San Francisco, United States. Geek+: Public, founded 2015. Geek+ is named in 5 signals and Serve Robotics in 64.","companies":[{"name":"Geek+","url":"https://www.frontiertechintelligence.com/companies/geek","city":"Beijing","country":"China","stage":"Public","founded":2015,"last_round":null,"positioning":"Geek+ is a Chinese warehouse-AMR and goods-to-person logistics maker (HKEX:2590) with 20,000+ robots deployed across 950+ warehouses in 40+ countries. It was the first AMR IPO (July 2025), posted its first adjusted net profit in FY25 on RMB 3.171bn revenue (+31.6%, ~$441M TTM), and added a Toyota multi-plant deployment (June 2026) and a Gino 1 warehouse humanoid (February 2026), with 75.3% of revenue from outside mainland China. The annual production rate is the open item.","assessed_in":{"domain":"Robotics","list":"Robotics 100","rank":44,"score":83,"tier":"member","scores":{"gate_ne":["technology"],"leverage":8,"position":8,"progress":8,"firepower":8,"commercial":8,"deployment":10,"production":8,"technology":8},"why":"Geek+ develops and sells AI-powered warehouse robotics, including autonomous mobile robots for logistics and warehouse operations.","segment":"Mobile robots & AMRs","layer":"Systems"},"signals_total":5,"facts_total":11},{"name":"Serve Robotics","url":"https://www.frontiertechintelligence.com/companies/serve-robotics","city":"San Francisco","country":"United States","stage":null,"founded":null,"last_round":null,"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.","assessed_in":{"domain":"Robotics","list":"Robotics 100","rank":53,"score":82,"tier":"member","scores":{"gate_ne":["firepower"],"leverage":8,"position":8,"progress":9,"firepower":8,"commercial":4,"deployment":10,"production":8,"technology":8},"why":"Serve Robotics develops and operates autonomous sidewalk delivery robots in U.S. neighborhoods and, through Diligent Robotics, Moxi hospital delivery robots.","segment":"Mobile robots & AMRs","layer":"Systems"},"signals_total":64,"facts_total":100}],"note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}