Serve Robotics Inc (NAS:SERV)

Q2 2025 Serve Robotics Inc Earnings Call Transcript

Aug 7, 2025 / 09:00 PM GMT

Release Date Price: $10.59 (+1.44%)

Transcript 10-Q8-K

Key Points

Positve

Serve Robotics Inc (SERV) achieved a 46% sequential revenue growth in Q2 2025, aligning with their guidance.
The company exceeded expectations with an 80% growth in delivery volume compared to Q1 2025.
Serve Robotics Inc (SERV) successfully expanded operations to new markets, including Atlanta, and increased coverage in Los Angeles and Miami.
The company has over 2,500 merchant partners, up from 1,500 in Q1, showcasing significant growth in their delivery ecosystem.
Serve Robotics Inc (SERV) maintained a 99.8% delivery reliability rate, indicating high operational efficiency and safety.

Negative

Expansion-related costs impacted margins, as the company continues to invest in infrastructure and talent.
The company anticipates a decline in software and branding revenues due to the conclusion of a non-recurring software services contract.
Operational expenses increased to $19.8 million in Q2 2025, reflecting targeted investments in new market launches.
Despite revenue growth, the company is still in an investment phase, which may affect short-term profitability.
Serve Robotics Inc (SERV) is not yet providing guidance for 2026, indicating uncertainty in long-term financial projections.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SERV.OQ - Serve Robotics Inc
Q2 2025 Serve Robotics Inc Earnings Call
Aug 07, 2025 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Thank you for standing by and welcome to Serv Robotics 2nd quarter 2025 earnings conference call. Please be advised that today's conference is being recorded. I would now like to hand the conference over to your host, Vice President of communications and Investor Relations, Aduque Falwell. Please go ahead.

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Unidentified_2 [2]
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Thank you, operator, and good afternoon everyone. Welcome to Serv Robotics 2nd quarter 2025 earnings call. With me today are Serv's co-founder and CEO Ali Kashani and our CFO Brian Reed.

During today's call, we may present

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