Serve Robotics Q2 2026 Earnings Call: Complete Transcript

Serve Robotics (NASDAQ: SERV ) released second-quarter financial results and hosted an earnings call on Thursday. Read the complete transcript below. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more. Access the full call at Summary Serve Robotics Inc. reported Q2 2026 revenue of $3.2 million, a 9% sequential increase and over 400% year-over-year growth. However, the company lowered its full-year revenue guidance from $26 million to $9-$10 million due to a decline in Uber delivery volumes and changing operating models. The company is shifting focus from its partnership with Uber, which has seen a reversal in delivery volume trends, to other growth areas such as DoorDash, which grew 50% sequentially, and a forthcoming partnership announcement. Serve is also developing a...