Every 8-K that Serve Robotics Inc. (SERV) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow SERV and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full SERV filings page.
Serve Robotics Inc. reported that lower-than-expected delivery volume through its Uber Eats partnership led to a decline in revenue in the second quarter of 2026, and it expects reduced demand in the second half of 2026.
At the same time, the company announced a broad expansion: a new partnership bringing robot delivery to the Grubhub marketplace in Chicago, Los Angeles and Alexandria; launches in Washington, DC and San Jose, its seventh and eighth major U.S. markets, plus its first Miami microdepot to support faster, lower-cost deployment. Serve’s Diligent Robotics unit has begun rolling out the next-generation hospital robot Moxi 2.0 with significantly enhanced computing power and battery life, while Serve previewed the Beacon countertop device for restaurants and introduced Serve Advertising “Characters,” including the first character, Chomp, in collaboration with Grubhub.
Serve Robotics Inc. reported second-quarter 2026 results, showing rapid revenue growth but continued heavy losses and a revised outlook. Revenue was $3.2 million, up 404% year over year and 9% sequential, with recurring revenue exceeding half of total revenue and advertising nearly half of food-delivery revenue.
Healthcare operations generated steady revenue, with seven multiyear hospital contract extensions and two new hospitals added in the first half of 2026, and DoorDash partnership revenue grew nearly 50% sequentially. However, the quarter produced a GAAP net loss of about $64.1 million, a gross loss of $8.8 million and negative adjusted EBITDA.
Serve ended June 30, 2026 with $240.4 million in cash and marketable securities and about 86 million shares outstanding. Full-year 2026 revenue guidance was cut to $9–$10 million due to lower Uber Eats volumes and removal of second-half demand, while non-GAAP operating expense guidance was reduced to $140–$150 million.
Serve Robotics Inc. reported a change on its Board of Directors. On June 17, 2026, director Sarfraz Maredia resigned, with the company stating his decision did not result from any disagreement over operations, policies, or practices.
On June 22, 2026, the Board appointed Andreas Lieber as a Class I director to fill the vacancy, with a term running until the 2027 annual meeting of stockholders, subject to earlier termination events. He will receive compensation under the existing outside director compensation policy and has entered into a customary indemnification agreement.
The company highlights Lieber’s prior leadership roles at California Forever, Shippo, Postmates, Pinterest, Groupon, and Yahoo, and notes that the Board has determined he qualifies as an independent director under Nasdaq rules. Serve also reiterates its growth, noting deployment of more than 2,000 robots across the U.S., reaching about 3 million people and supporting over 4,000 restaurants.
Serve Robotics Inc. reported results of its 2026 annual stockholder meeting held on June 17, 2026. Stockholders elected Ali Kashani and Touraj Parang as Class III directors and ratified PricewaterhouseCoopers LLP as independent auditor for the year ending December 31, 2026.
Of 77,324,755 common shares entitled to vote, 44,215,710 shares, or about 57.18%, were represented in person or by proxy, establishing a quorum. Director nominees received over 11.7 million votes each, and the auditor ratification received 43,715,369 votes in favor versus 246,041 against.
Serve Robotics Inc. terminated its Controlled Equity Agreement with several agents, ending its at-the-market stock program under which it could offer up to $150 million of common stock. Through termination, it sold 7,716,935 shares for gross proceeds of about $91.2 million and incurred no termination penalties.
The company also provides unaudited pro forma results reflecting its acquisition of Diligent Robotics. The preliminary purchase price is about $25.7 million, including $20.095 million in cash, $3.09 million of contingent earnout, and 197,472 shares issued at $12.77. Pro forma for Q1 2026, combined revenue is $3.483 million with a net loss of $51.032 million, or $0.68 per share.
Serve Robotics Inc. reported rapid growth but continued heavy losses for the quarter ended March 31, 2026. Revenue reached $3.0 million, up 238% sequentially and 578% year over year, driven by fleet and software services across sidewalk delivery and healthcare robots.
The company still posted a gross loss of $9.0 million and a net loss of $49.0 million, with adjusted EBITDA at -$36.3 million as it invests in R&D, operations, and acquisitions. Liquidity remained strong, with $197.4 million in cash and marketable securities and about 76 million shares outstanding. Management reaffirmed 2026 guidance of approximately $26 million in revenue and $160–$170 million in non-GAAP operating expenses while highlighting a deployed fleet of roughly 2,000 robots operating in 44 U.S. cities.
Serve Robotics Inc. filed an amended current report to add audited 2025 financial statements of its acquisition target Diligent Robotics and unaudited pro forma combined financials. Diligent generated $9.0 million of 2025 revenue and recorded a $22.7 million net loss, with total assets of $13.4 million and a stockholders’ deficit of $110.2 million.
Diligent relied heavily on financing, including a $10.0 million Eastward loan and Bridge Loans carried at $2.2 million fair value, and used $20.3 million of cash in operating activities. The preliminary purchase price for the merger is about $25.7 million, including $3.1 million of contingent earnout consideration. Pro forma 2025 figures show combined revenue of $11.7 million and a net loss of $124.3 million.
Serve Robotics Inc. reported rapid growth in 2025 alongside heavy losses and raised its outlook for 2026. Full-year 2025 revenue reached $2.7 million, above prior guidance of $2.5 million, with fourth quarter revenue of $0.9 million, roughly 400% higher than a year earlier. Fleet revenue grew strongly as the company scaled to 2,000 deployed robots across 20 cities, serving over 4,500 merchant partners and maintaining a 99.8% delivery completion rate.
The company completed four strategic acquisitions, including Diligent Robotics, adding hospital delivery robots and recurring healthcare revenue, and reported underlying recurring revenue increasing from about $0.2 million in Q1 to over $0.8 million in Q4. Despite these gains, Serve posted a 2025 GAAP net loss of $101.4 million and adjusted EBITDA of $(78.6) million, driven by $97.4 million of operating expenses.
Serve ended 2025 with $260 million in cash and marketable securities and raised its 2026 revenue guidance to approximately $26 million, with expected 2026 capital expenditures of about $25 million. Management also projects 2026 GAAP operating expenses of $190–205 million and non-GAAP operating expenses of $160–170 million, reflecting continued investment in autonomy, fleet scale, and its broader physical AI platform.
Serve Robotics Inc. completed its acquisition of Vebu, Inc., turning Vebu into a wholly owned subsidiary through a merger with Serve Kitchen Robotics Inc.
The deal consideration at closing was Company common stock with an aggregate value of $3.75 million, subject to net debt and working capital adjustments. Based on these adjustments, Serve Robotics issued 118,128 shares of common stock, using a reference price of $12.7913 per share from a 30‑day volume‑weighted average.
The company also paid Vebu $2,258,369.77 in cash for a net debt adjustment, reducing the share portion on a dollar‑for‑dollar basis. Vebu stockholders may receive additional stock as earnout consideration equal to 33% of Net Proceeds generated during an Earnout Period, divided by the stock’s volume‑weighted average price over that period. Serve Robotics assumed 500,000 restricted stock units held by continuing employees and cancelled all Vebu options and warrants with no consideration. The shares issued were sold in a private placement exempt from registration.
Serve Robotics Inc. has completed its previously announced acquisition of Diligent Robotics, Inc., which now operates as a wholly owned subsidiary. The deal consideration includes Company common stock valued at $29.0 million, including a potential earnout of $5.3 million tied to specified milestones.
At closing, Serve Robotics issued 32,835 shares of common stock, based on a per‑share price of $14.3794 after net debt and working capital adjustments. Up to 366,332 additional shares may be issued as earnout consideration if milestones are achieved. The Company also paid approximately $19.0 million in cash to cover Diligent’s debt and assumed 1,319,151 restricted stock units held by continuing employees.
Serve Robotics Inc. has agreed to acquire all of the equity of Diligent Robotics, Inc. under an Agreement and Plan of Merger signed on January 19, 2026. Diligent will merge with a Serve Robotics subsidiary and continue as a wholly owned subsidiary if the transaction closes.
The consideration at closing will be shares of Serve Robotics common stock valued at $29.0 million, subject to net debt and other adjustments, and includes a potential earnout of $5.3 million tied to specified milestones. The number of shares to be issued will be calculated using a price of $14.3794 per share. At closing, all Diligent options and warrants will be cancelled for no consideration. Completion depends on customary conditions, including no prohibitive governmental orders, accuracy of representations and warranties, no material adverse effect for either company, and Nasdaq authorization to list the new shares.
Serve Robotics Inc. (SERV) filed an 8-K announcing its quarterly results for the three months ended September 30, 2025. The company furnished a press release with the details and posted a revised investor presentation on its website, both dated November 12, 2025.
The materials were furnished, not filed, and are included as Exhibits 99.1 (press release), 99.2 (investor presentation), and 104 (cover page interactive data). Serve Robotics’ common stock trades on The Nasdaq Capital Market under the symbol SERV.
Serve Robotics Inc. entered into a securities purchase agreement for a registered direct offering of 6,250,000 shares of common stock at $16.00 per share, for expected gross proceeds of approximately $100 million before fees and expenses. The transaction is expected to close on October 14, 2025, subject to customary closing conditions.
The company plans to use the net proceeds for general corporate purposes, including working capital, capital expenditures and general and administrative expenses. Northland Securities, Inc. is serving as exclusive placement agent on a reasonable best efforts basis and will receive a cash fee equal to 5.0% of the gross proceeds. For 30 days after closing, the company agreed to limit additional equity issuances and new registration statements, subject to specified exceptions.
Serve Robotics Inc. furnished a corporate update via a press release dated October 9, 2025, which is attached as Exhibit 99.1 to this current report on Form 8-K. The disclosure is made under Regulation FD, meaning the company is sharing information publicly to ensure equal access for all investors. The filing itself does not detail the contents of the press release, instead directing readers to the exhibit for the full announcement.
Serve Robotics Inc. furnished a current report to share that it issued a press release on October 6, 2025. The company used a Regulation FD disclosure to make the information broadly available to the market, and attached the full text of the press release as Exhibit 99.1.
The company states that this information, including the exhibit, is being furnished rather than filed, which means it is not subject to certain liability provisions of the Exchange Act and is not automatically incorporated into other securities law filings unless specifically referenced.
Serve Robotics Inc. disclosed transaction terms in an 8-K showing the company will pay up to 1,696,069 shares of its common stock as upfront consideration (including assumed vested in-the-money options), plus a future earnout of up to 560,000 shares tied to specified autonomy performance milestones. The company also issued warrants to purchase 4,000,000 shares at an exercise price of $10.36 per share, which equals the 10-day volume-weighted average price prior to closing. Exhibits include the Common Stock Purchase Warrant dated August 15, 2025 and a press release dated August 18, 2025. The filing is signed by CFO Brian Read.