Serve Robotics ranks 53 on the Robotics 100 with a score of 82; Symbotic ranks 57 with 81. Serve Robotics is ahead on deployment and progress. Symbotic is ahead on commercials. Level on production, technology, positioning, firepower and leverage. Serve Robotics is based in San Francisco, United States, Symbotic in Wilmington, United States. Symbotic: Established. Serve Robotics is named in 64 signals and Symbotic in 35.
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.
Symbotic builds and deploys autonomous mobile robots for warehouse and logistics automation. Its SymBot system coordinates thousands of mobile robots across logistics networks.
Darker bar: ahead of the other company on that measure.
Symbotic is a US warehouse-automation maker with 70 systems in deployment (56 operational) and FQ3-26 revenue of $721M (+22%, a ~$2.7B run rate), now GAAP profitable ($55M in FQ3-26) on a $22.5B backlog. It acquired Walmart's robotics business plus a $520M Advanced Systems and Robotics program (400 stores) and brought Exol's Atlanta site live. Its central risk is 84% single-customer concentration (Walmart plus Exol).
35 signals name Symbotic.
14 facts on file.
Serve Robotics ranks 53 on the Robotics 100 with a score of 82; Symbotic ranks 57 with 81. Serve Robotics is ahead on deployment and progress. Symbotic is ahead on commercials. Level on production, technology, positioning, firepower and leverage. Serve Robotics is based in San Francisco, United States, Symbotic in Wilmington, United States. Symbotic: Established. Serve Robotics is named in 64 signals and Symbotic in 35.
Serve Robotics ranks 53 on the Robotics 100 with a score of 82; Symbotic ranks 57 with 81. Serve Robotics is ahead on deployment and progress. Symbotic is ahead on commercials. Level on production, technology, positioning, firepower and leverage. Serve Robotics is based in San Francisco, United States, Symbotic in Wilmington, United States. Symbotic: Established. Serve Robotics is named in 64 signals and Symbotic in 35. Both company files carry the scores on eight measures, the facts with sources and the latest signals.
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