Serve Robotics(SERV): Future Prospects and Stock Price Outlook

This site is a great place for me (@mifsee(2) has been working on company and stock analysis while learning privately.

This is only a record of my personal analysis and the contents may contain errors or information that differs from the actual situation. Please understand in advance when viewing this site.

▼An audio-converted podcast version by AI can be found here. (Play on Spotify)

Introduction.

AI x Robotics Theme Related Issueswill delve deeper into Serve Robotics (SERV), a company that has been the focus of much attention.

SERV Robotics (SERV) is,Autonomous last-mile delivery robota U.S. company that develops and deploys

In recent years, issues such as labor shortages, high costs, and environmental impact have become apparent in the logistics industry, and automation of delivery is attracting attention as a solution.

Against this backdrop, Serve RoboticsOne of the first companies to introduce autonomous delivery robots at the commercial levelIt is known as the

What is the company's appeal?Robotics market expected to growIt is a niche but fast-growing segment of theLast mile delivery areaThis is the point that we focus on.

In addition, unlike traditional transportation companies, the company has adopted a business model that integrates software and hardware,High potential in terms of scalability and profitabilityand is rated

This article provides a comprehensive look at Serve Robotics, beginning with a company overview, followed by a description of its products, business model, competitive analysis, industry growth potential, and future outlook for its stock price.

What is Serve Robotics (SERV) and what does it do?

Serve Robotics, Inc,Technology company that designs, manufactures and operates autonomous delivery robotsThe first is.

Aiming to improve the efficiency of last-mile deliveries, mainly in urban areas, the company is developing a small robot that can travel on sidewalks.

The company's predecessor was an internal project of Uber, started through Postmates.
The company was then spun out and became an independent company in 2021. Since its inceptionDevelopment of autonomous driving technology that harmonizes with urban infrastructureThe goal of the project has been to design the project to take into account factors such as traffic control and pedestrian safety.

Target markets include urban food and beverage delivery, retail, and pharmaceutical delivery,Major customers are food delivery companies, retail chains, and medical institutionsand is the operator responsible for last-mile delivery.

For these companies, we provide not only the robots themselves, but also a software platform that includes teleoperation and autonomous driving.

The company's technology is **Autonomous operation (Level 4)** with the ability to complete deliveries within a designated area without human intervention.
By multiple sensors and AI-based navigation technology, obstacle avoidance, and safety features,Can be used in high-density urban environmentsIt is considered to be a

Serve Robotics, through the widespread use of such robots,Building a more sustainable and efficient urban logistics infrastructureThe company aims to "redefine everyday logistics with robots" as its corporate mission.

Company information for SERV Robotics (SERV) is below.

• Company Name: P.O. BoxServe Robotics, Inc.
• Year of establishment: April 1, 1949 Year 2021
• Headquarter Location: Tokyo, JapanLos Angeles, California, U.S.A.
• RepresentativeAli Kashkaran, Co-founder & CEO
• Official website:.https://www.serverobotics.com
• Principal Business:.Development, manufacturing and operation of autonomous delivery robots and delivery software platform

What are SERV Robotics' (SERV) core services?

Serve Robotics' core services areDevelopment and operation of an autonomous delivery robot that can travel on sidewalksIn addition to the manufacturing of the robot itself, the system includes remote monitoring, automatic operation control, and cloud integration. In addition to manufacturing the robot itself, including remote monitoring, automatic operation control, and cloud linkageEnd-to-end delivery platformThe company provides the following services

Third-generation autonomous delivery robot

Airframe Configuration and Hardware Functions

• Compact housing (fits within the width of one human)
• Equipped with multi-layer LiDAR, camera and ultrasonic sensor
• Quiet and zero-emission design with electric drive
• Maximum load capacity: 50 pounds (approx. 23 kg)
• Operating time: up to 25 miles on a single charge

Autonomous driving technology and safety features

• Autonomous driving level: Conforms to Level 4 of SAE standards
• AI-based navigation and obstacle avoidance systems
• Pedestrian, animal, and signal detection and automatic stop function
• Route optimization for high-density urban areas

Software platform and remote operation

• Real-time management and remote control via the cloud
• Delivery status monitoring dashboard
• API integration enables integration with customer's ordering system
• Provides users with smartphone notifications and receipt acknowledgement

Serve Robotics' products are not just hardware.Operational urban logistics solutionsThe company can outsource the entire process from initial setup to operation and maintenance to the company.

As a result, it has the flexibility to serve a wide range of clientele, from small stores to large platform companies.

What is the business model of Serve Robotics (SERV)?

Serve Robotics' business model is characterized by a structure that is not dependent on hardware sales and has multiple ongoing revenue streams.

Provision of robots (Robotics as a Service)

• Providing rental service through a monthly billing model, rather than selling the robot itself.
• Clients can clarify operating costs while reducing initial investment.
• Integrated fee structure for hardware, software, maintenance, and remote monitoring

Software subscription fees by subscription

• Delivery management, route optimization, incident response, and other functions are provided as SaaS.
• Pay-as-you-go billing based on frequency of use or number of units installed is also possible
• Maintain long-term value through software updates and enhancements

Operational and implementation support

• Provides initial setup and training tailored to the customer's site environment
• Support for consulting and coordination with local government when expanding area
• Remote operation and support systems for local operators are also available.

Revenue-sharing model with partner companies

• A pay-for-performance model exists through joint operations with Uber Eats, 7-Eleven, and other companies.
• Adopt a revenue sharing method based on the number of orders and successful deliveries
• Scalable deployment in conjunction with partner platforms

Clientele,Food and beverage chains, retailers, medical institutions, delivery platformsand a wide range of both BtoB and BtoBtoC.

The company also works with local governments and universities, mainly in commercial areas,High post-introduction retention rates, with retention maintained on the value of the overall service rather than the robot alone.The points are also evaluated.

Who are the partners and strategic partners of SERV Robotics (SERV)?

SERV Robotics (SERV) is,Actively develop strategic alliances to support our own growth and scale-upThe company is doing so.

Uber Technologies (Uber)

• Serve Robotics'Founding MotherOriginally started as an internal Uber project, spun out in 2021.
• also nowCollaboration with Uber Eats to operate delivery robots in actual food and beverage delivery operationsI'm doing it.
• Uber has an equity stake in the company,Deep relationships in both capital and operationshave
• Through partnerships,Serve robots perform on-demand delivery missions.We have a system in place that allows us to do this.

Nvidia

• For autonomous drivingAI processing units and GPU technology supply partners
• Serve robots incorporate Nvidia's computing platform for self-driving
• Through this partnership,Enables advanced real-time processing and AI inference for precise navigation in urban environmentsI'm doing it.

7-Eleven

• In specific cities,Utilizing Serve robots for immediate delivery of retail goods
• Suburban stores and in areas with a limited number of stores.Contributes to reduced shipping costs and improved convenience
• Convenience store x last mile use case is attracting attention as a scalable implementation model for the future.

Other regional and city partnerships

• In some cities in California and Texas.Smart mobility demonstration with local government underway
• We also partner with some university campuses and research institutions,Application to on-premise logistics and on-campus deliveryis also moving forward
• Through collaboration with public infrastructure,Design for robots to be naturally integrated as part of the urban spaceis taking place.

These partnerships are not mere demonstrations,Characterized by functioning as a scalable and sustainable business modelThe first is.
Serve Robotics' strength is not in developing technology alone,Commitment to working with leading companies in the industry to build an ecosystemin the
Through this initiative, the company has an advantage over the competition in all areas of capital efficiency, market development, and reliability.

What is Serve Robotics' (SERV) technological development capability and research structure?

What are the keys that differentiate Serve Robotics (SERV) from its competitors?Low-speed autonomous driving technology optimized for urban environments and the ability to implement itin the

Autonomous driving and navigation technology

• By SAE standardsLevel 4 autonomous driving capability already deployed commercially
  
• Sensor configuration: LiDAR, stereo camera, IMU, GPS, and ultrasonic sensors combinedmultimodal cognitive systemEquipped with
  
• Respond to urban sidewalks, intersections, traffic signals, and obstructionsReal-time routing algorithmDevelopment of
  
• Particularly dedicated to the sidewalk environment.Micro Navigation Control Technologyis considered a source of competitive advantage
  

AI and Decision Engines

• Utilizing Nvidia GPUsEdge AI Processing PlatformEnables immediate decision making without relying on the cloud by
• Utilize reinforcement learning and simulation-based training environments,Self-improving driving pattern learningAdopt a
• Individually optimized for each robotLocal mapping and route selection logicand combines accuracy and safety.

Development Structure and Human Resources

• The engineering ratio isMore than 60% of all employeesand consists of a cross-disciplinary team of hardware, software, and AI.
• The leadership team includesFrom Uber ATG (Advanced Technologies Group) and Google RoboticsMultiple members are enrolled in the program.
• Multiple per yearPatents Applied for and Obtainedand is also focused on strengthening its IP portfolio

Test Environment and Demonstration Infrastructure

• Using an urban simulatorCombination of virtual testing and on-the-job driving
• California and other parts of the world.Utilize long-term operational data in a realistic sidewalk environmentand repeated practical algorithmic improvements.
• It is designed with safety as the top priority,Fail-safe design in case of failure and remote operation switching function are already implemented.

Thus, Serve Robotics does not merely possess autonomous driving technology,R&D system based on practicality and scalability in an urban environmentThe company is doing so.

Under the constraints of a small robot,Highly notable from both industrial and research perspectives for its AI robotics adaptability to high-density citiesIt can be said that

What is the trading market?

SERV Robotics (SERV) is,Listed on the NASDAQ market in the U.S.The company is doing so.
The ticker symbols are SERVThe following is a list of the most common problems with the "C" in the "C" column.

The company will go public in 2024 through a merger with a special purpose acquisition company (SPAC), laying the groundwork for future financing and business expansion.

What are the sectors, industries, and themes to which SERV Robotics (SERV) belongs?

Sector: Technology

The main business isDevelopment of autonomous control technology using robotics and AIIt is classified as a technology sector, consisting of In particular, cutting-edge areas such as edge AI, sensor fusion technology, and autonomous driving algorithms form the core of the sector.

Industry: Robotics, automated driving, logistics tech

The company is developing autonomous delivery robots,Robotics and automated driving technologyIt is located in the fusion area of Furthermore, because the actual use cases are specific to last-mile delivery,Logistics Technology (LogiTech) Industryalso belongs to the

Investment themes belonging to

• Automated operation: in delivery robots traveling on sidewalks,Fully autonomous driving level (Level 4)The company is considered to be a leader in this field.
• AI and machine learning: for navigation, obstacle avoidance, and route optimizationAI technology is deeply embedded.
• ESG/Sustainability:Zero emissions and electrificationContribute to environmental impact reduction, traffic reduction, and urban sustainability through
• Last mile delivery: with the expansion of e-commerce and food delivery,Directly linked to areas where automation needs are rapidly increasingI'm doing it.

from spanning these themes,Multi-thematic stocks in high-growth sectorsIt is positioned as a

Dividends?

SERV Robotics (SERV) is aDividends not paidThe following is a list of the most common problems with the "C" in the "C" column.

The company is a technology company in a rapid growth phase and is in the early stages of being listed.Revenues are primarily reinvested in R&D, product improvement, and market expansionThe company's strategy is to focus on capital efficiency while establishing a competitive advantage. This strategy is consistent with the typical pattern of growth stocks, which aim to establish a competitive advantage while emphasizing capital efficiency and expanding market share in the future.

Who are the competitors of SERV Robotics (SERV)?

The autonomous delivery robotics market has both high barriers to entry and market growth potential, with companies with specific technological advantages leading the way. Serve Robotics is one of the pioneers in this field, but the competitive environment has intensified over the years.

The main competitors are as follows

• Starship Technologies (privately held):Robot delivery startup from Europe. Widely deployed in small robot operations on college campuses and residential areas.
  
• Coco (undisclosed):Los Angeles-based delivery robot company. Specializing in remotely piloted robots, with a proven track record in grocery delivery and other applications.
  
• Nuro (not disclosed):Deployment of large unmanned delivery vehicles. Has a track record of partnerships with major retailers for home delivery services using Level 4 automated vehicles.
  
• Amazon (AMZN):Entered the robot delivery business through its own development, Scout. Currently there are reports of scaling back development, but future changes in strategy require attention.
  
• Dizi Robotics (not disclosed):Deployment of delivery robots for indoor and outdoor use, mainly in the Middle East region. Increasing presence with the speed of international expansion.
  

Thus, many of our competitorsprivately held companyThis makes it difficult to compare technical and financial capabilities, which is another characteristic of this sector.
Serve Robotics is,As a public company, we guarantee transparency while also demonstrating superiority in our commercial development track record.The company is doing so.

We will compare and discuss the company with two stocks in the logistics x robotics space that are close to the same theme, Symbolic (SYM) and Paradyne AI (PDYN).

Comparison with Symbotic (SYM)

• Business Description:Symbolic (SYM)optimizes logistics through warehouse automation and AI robotics. It partners with Wal-Mart and other companies to load and unload pallets and shelves.
• Main battlefield:Robotics in the "front-end logistics process" in warehouses.
• Comparative Evaluation:
  • Players in different processes in the supply chain, not competitors
  • Both companies are "logistics x robotics," but Symbotic is for indoor/large facilities and SERV is for outdoor/sidewalk delivery

Symbotic (SYM): Future Prospects and Stock Price Outlook - MiFsee

As a provider of warehouse automation solutions using AI technology and autonomous robotics, Symbotic is a leader in innovation in the logistics industry.

mifsee.com

Comparison with Paradyne AI (PDYN)

• Business Description:Paradyne AI (PDYN)is developing next-generation autonomous mobility and delivery solutions using AI
• Areas of Focus:Small delivery robots, autonomous driving technology, smart infrastructure coordination
• Business Phase:Listed on SPAC in 2024. Currently developing business mainly targeting the North American market.
• Features:Strengths in AI-driven decision-making engine and remote monitoring infrastructure. Proven track record in PoC (proof of concept) with local governments and universities.
• Comparative Evaluation:
  • Close to the category of delivery robots and positioned as a robotics company for autonomous delivery in urban areas.
  • At this stage, Serve is ahead of PDYN in commercial deployment, but PDYN is starting to build a track record in the government and education sectors and is seen as a potential competitor in the future.

Palladyne AI (PDYN): Future Prospects and Stock Price Outlook - MiFsee

In recent years, the evolution of artificial intelligence (AI) and robotics technologies has accelerated and industrial automation has progressed rapidly.

mifsee.com

What is the size and growth potential of the industry to which SERV Robotics (SERV) belongs?

Serve Robotics is in the business of,Autonomous delivery robot market and last mile delivery marketThe first is.
Both are expected to grow at high rates, with multiple social and economic factors driving growth.

Autonomous delivery robot market

• Global autonomous delivery robot market worth approximately $600 million in 2023
• The compound annual growth rate (CAGR) isMore than 20and is projected to be in 2030.Billions of dollarsIt is expected to reach
• Main Growth Factors
  • In urban areasRising labor costs and labor shortages
  • For immediacy of deliverySophisticated consumer needs
  • By GovernmentsAutomation and Robotics Policy Support

Last Mile Shipping Market

• The global last-mile delivery market is worth about $130 billion in 2023
• Even after 2024Stable growth of 8-10% CAGRis expected to
• growth driver
  • Rapid expansion of e-commerceand lower per-order costs
  • Food, pharmaceuticals, etc.Diversified needs for expedited delivery
  • Tighter environmental regulationsPressure to convert to electric and automated means

These markets are developing in an overlapping manner with each other, as Serve RoboticsRobotics x Logistics x AICompanies that specialize in the area of "the company" are structurally riding a major growth wave.
Particularly,Building an urban logistics infrastructure where humans and robots can coexisthas strong policy support and is consistent with long-term trends.

What are the differentiators and advantages of SERV Robotics (SERV) over the competition?

Serve Robotics (SERV) in the competitive autonomous delivery robot market,Establish superiority with commercial operation experience and high level of technical perfectionThe company is doing so.
Below are the main points of differentiation.

Rapidity and scale of commercial development

• Already in several cities in the U.S.Commercial delivery in collaboration with Uber.
• Ongoing contracts with major partnersCredibility backed up by case studies
• Compared to the competition, which remains in the demonstration phase,Accumulation of feedback on an operational basis is in progress.

Advanced autonomous driving technology (Level 4 compliant)

• Safe to drive on sidewalksLevel 4 autonomous driving capability already commercially available
• AI and multi-sensor integrationCity-ready navigation systems
• While other companies rely on remote control and partial automation,Autonomy that can be completed without human intervention is a strength.

Scalability as a platform

• Not the hardware alone,Build a consistent and integrated platform for delivery management, communication, and user collaboration
• By linking APIsCan be integrated with clients' order management systems
• Highly complete as an operational tool,High scalability after installation

Depth of strategic partnerships

• Due to its relationship with Uber since its inception,Continuous and large scale operational pilots acquired
• Based on the trust of our partnersStrategies to lower barriers to adoption for new customersAdopt a
• Laws and regulations necessary for commercial development and cooperation with local governments are also available.Dominant progression in existing network

A design concept that emphasizes practicality

• Even on narrow sidewalks and in crowded urban environmentsSafe driving at low speed and high accuracy
• And packages subject to delivery.Supports multiple sectors including food, retail, and pharmaceuticals
• Not the robot by itself,Designed to function as part of the urban infrastructure

These factors allow Serve Robotics toNot just a robot manufacturer, but an urban logistics infrastructure playerThe company is differentiated as a It is positioned one step ahead of its peers in terms of technology, track record, and customer base.

SERV Robotics (SERV) Financial Results

The fiscal year of SERV Robotics (SERV) isEnd of Dec.The first is.
Quarterly results are reported according to the following schedule

• Q1 (Q1): Jan-Mar
• Q2 (Q2): April - June
• 3Q (Q3): July - September
• Q4 (Q4): Oct-Dec

Performance disclosures are generallyMid to late of the following quarterThe process is carried out in the following manner

We will review the following four indicators to analyze the minimum performance of SERV Robotics (SERV).

1. Sales:An indicator of a company's performance and growth.
2. Operating cash flow and operating cash flow margin:An indicator that looks at how much cash a company generates from its services. Margins are considered excellent when they are 15% of that ratio.
3. Operating Income:Profit earned by a company from its core business. An indicator to evaluate a company's performance.
4. Free Cash Flow:Free cash that a company keeps on hand. Indicates financial flexibility and business stability.
5. EPS:An indicator that looks at a company's earning power "profitability" and "growth potential" in terms of net income per share. The higher the number, the higher the profitability.

SERV Robotics (SERV) Stock Price

View the current real-time stock price chart (TradingView) for SERV Robotics (SERV).

The chart shows the Relative Strength Index (RSI). Reference as an indicator of market overheating.
*An overbought indicator when the RSI exceeds 70% to 80%, and conversely, an oversold indicator when the RSI falls below 20% to 30%.

SERV Robotics (SERV) Quarterly: Sales Trends

Quarterly sales forecasts and actual sales and year-on-year changes.

Sales forecasts and actual results are shown in graphs.

SERV Robotics (SERV) Quarterly: Operating Cash Flow and Free Cash Flow Trends

Quarterly operating cash flow, operating cash flow margin and free cash flow.

Each transition is shown in the graph below.

SERV Robotics (SERV) Quarterly: Operating Income and Operating Margin Trends

Quarterly operating income and operating margin trends.

Each transition is shown in the graph below.

SERV Robotics (SERV) Full Year: Sales Trends

This is the sales forecast for the full year and actual sales and year-on-year changes.

Each transition is shown in the graph below.

SERV Robotics (SERV) Full Year: Operating Cash Flow and Free Cash Flow Trends

Operating cash flow, operating cash flow margin and free cash flow for the full year.

Each transition is shown in the graph below.

SERV Robotics (SERV) Full Year: Operating Income and Operating Margin Trends

The following is a trend of operating income and operating income margin for the full year.

Each transition is shown in the graph below.

Serve Robotics (SERV) Full Year: EPS Trends

This is the EPS forecast and actual EPS for the full year.

SERV Robotics (SERV) Geographic Expansion and Future Expansion Plans

SERV Robotics (SERV) is,Expansion strategy with a clear focus on the transition from demonstration to commercialization at scale, with a phased urban rollout, mainly in the U.S.The company has adopted a
It is unique in that its development is based on practicality while emphasizing alignment with urban infrastructure and laws and regulations.

Current deployment area (within the U.S.)

• California (Los Angeles, West Hollywood)Food and Beverage Delivery: Early adopter, used for actual food and beverage deliveries in collaboration with Uber Eats.
• Texas (Austin, Houston)Demonstration model for social implementation of delivery robots in collaboration with multiple governments and universities
• Washington State, Arizona, etc.Select states with advanced legislation for experimental introduction and coordination with residents.

In these areas,Rules are being developed in cooperation with local governments and driving permits are being obtained, and social recognition of autonomous sidewalk-riding robots and their achievements are accumulating.The following is a list of the most common problems with the "C" in the "C" column.

Future expansion plans (domestic)

• Utilizing Uber data,Priority deployment in cities with high demand for food deliveryProgression of
• Varies from region to regionBuild a legal compliance packageThe company is currently developing a system that will enable smooth expansion.
• Extend delivery coverage,Diversify applications to include pharmaceuticals, e-commerce products, and delivery within universitiesstrategy to make people do something

Possibility of International Expansion

At present, we are concentrating on the U.S. market, but from the following perspectivesThe groundwork for international expansion is being formed.

• European and Middle Eastern countriesIncreasingly, local governments are taking the initiative in introducing delivery robots as part of smart city promotion.
• Canada, Singapore, UAE, etc.Potential for PoC partnerships in city-states/economies with sidewalk infrastructureant
• For areas of high regulatory compliance,Looking at white-labeling the technology and developing licenses.

What is Serve Robotics' expansion strategy?The emphasis is on establishing robots as urban infrastructure, rather than simply selling them.The following is a list of the most common problems with the "C" in the "C" column.
Therefore, the selection of implementation sites and the formation of partnerships are being done carefully and strategically.

In the future,Overseas expansion through partnerships with Uber and other global companies is expected to be a realistic enough stepThe following is a list of the most common problems with the "C" in the "C" column.

What is the future outlook for Serve Robotics (SERV) and its stock price?

Serve Robotics has multiple growth drivers and a proven track record. Below are some of the key perspectives on the future development of Serve Robotics.

future outlook

• Demand for last-mile delivery in urban areas is growing every year as a response to labor costs and labor shortages.Expectations are rising for sidewalk autonomous delivery robots.
• On the regulatory front, local governments are moving to develop ordinances that make robot delivery a prerequisite,Institutional Boost Drives Growthbecomes
• It is also in line with social demands for carbon neutral and sustainable logistics,Investment value from an ESG perspective

performance

• Although the scale of sales is small at this point,Increasing number of installations and ongoing subscription revenues are increasing the stability of the revenue structure.
• A business model that does not rely solely on hardware sales will promote economies of scale, while at the same timeIncreased profitability is expected.
• In the medium to long term, through horizontal development in several cities,LTV (Lifetime Value) per customer may increase

Contracts/Pipeline

• With existing alliance partners, particularly UberRegional expansion is assured and the number of delivery units will continue to increase
• Other areas include pharmaceuticals, retail, college campuses, etc.Contract pipeline is strong, with introductions underway in a variety of sectors.
• Although small in scale, the number of new projects utilizing government projects and infrastructure subsidies is increasing,A structure is being put in place that will allow us to execute our expansion strategy while keeping cash burn under control.

The future of Serve Robotics goes beyond the mere proliferation of delivery robots,Position as a platform for building next-generation urban infrastructureIt depends on whether it is in the

Risks exist to get the company on a growth trajectory, but in that it has already secured commercial performance and market recognition,It is a stock to watch for the long termIt can be said that

Serve Robotics (SERV) Q1 2025 Financial Summary

Date of announcement: 25/05/09

Sales and Revenues

• Quarterly Sales: 440,000 (+1501 TP3T QoQ)
  • Software revenue: $229K (-73% YoY)
  • Fleet (robotic operations) revenue: $212,000 (+121% YoY)
• GAAP net loss: ($13,210,000) (previous year: -$9,038,000)
• Adjusted EBITDA: ($7,074,000) (previous year: -$4,116,000)

Operating Expenses and Profits

• Cost of Sales: 1,909,000 (previous year: $352,000)
• Total operating expenses: 13,536,000 (previous year: $8,305,000)
  • Research and development expenses: $6,880,000
  • General and administrative expenses: $4,749,000
  • Cost of operations: $1,667,000
  • Sales and marketing expenses: $239,000
• Operating loss: ($15,075,000) (previous year: ($7,711,000))
  

Cash and Financial Position

• Cash and cash equivalents: 197.76 million dollars (highest level ever)
• Operating Cash Flow: ($9,463,000) (previous year: -$4,078,000)
• Funding:
  • Raised $91.54 million in new capital in Q1 2025 (public offering, warrant exercise, etc.)
  • This has already secured funding until the end of 2026

Contracts and Orders (Bookings)

• Number of active delivery robots (average): 73 units (previous year: 39 units)
• Daily operating hours: 648 hours (previous year: 300 hours)
• Coverage expansion: Delivery service provided to 320,000 households in the U.S. (+1101 TP3T vs. end of previous year)

Technology and Business Highlights

• Completed deployment of 250 new robots (3rd generation)(1) Low cost and high performance: 700 units to be manufactured in Q3 and the remaining 1,050 units in Q4.
• Expansion of urban development: New expansion into Miami and Dallas, with Atlanta to begin during Q2
• Partner expansion: Number of franchisees, centered on Uber Eats, exceeds 1,500 (+5x YoY)
• Full-fledged software business: SaaS revenue potential for European automakers, medium-haul truck companies, etc.
• Advertising and data utilization: Monetization from OOH advertising and robot operation data

Guidance for 2025

• Q2 Sales Forecast: 600,000 to $700,000 (QoQ +35 to 601 TP3T growth)
• Delivery Volume Forecast: 60-751 TP3T increase projected for Q2
• Annual sales target for 2026: Aiming for annual sales of $60-$80 million with 2,000 robots in operation
• Break-even forecast: The robot alone clearly states that the investment can be recovered within a year.

Serve Robotics is,Entering a growth phase as an autonomous delivery robot company from UberThe following is a list of the most common problems with the "C" in the "C" column.
The expansion of robot manufacturing and geographic expansion is beginning to be reflected in the company's performance,Q1 sales jumped +150% QoQThe company will also begin to diversify its advertising and software revenues. At the same time, the company has begun to diversify its advertising and software revenues, which is expected to strengthen its earnings structure in the future.

It's still a long way from being in the black, though,With a strong cash position and a solid deployment plan, both revenue growth and scalability are now at a realistic stage.The company is in the process of making a decision on the next few quarters. The company is in a phase where progress over the next few quarters is extremely important.

Which brokerage firms can I buy shares of SERV Robotics (SERV)?

The following is a list of major brokerages that offer shares in SERV Robotics (SERV). At these brokerages, you can choose to invest as a CFD (Contract for Difference) as well as directly as a foreign stock.

I myself mainly use SBI Securities, but some stocks they handle may not be available for purchase. In such cases, I sometimes use CFDs at Saxo Bank Securities or IG Securities.

summary

We have taken a broad look at Serve Robotics (SERV), its company profile, core services, business model, industry growth potential, competitive landscape, and even its future prospects and stock price outlook.

Serve Robotics (SERV) Solves Last-Mile Delivery Challenges in Urban AreasPioneer company of autonomous robotsIt is gaining increasing attention as a

Through its strategic alliance with Uber and actual commercial operations, the company has established a differentiated position from other competitors,High superiority in terms of technology, practicality, and market adaptabilityWe have a

The company's appeal is that it is not just a hardware company, although it is positioned in a high-growth market.The point of development as an integrated platformIt is.

This is also a factor that will create long-term retention (continued use) and economies of scale, which will lead to improved profitability in the future.

At this stage, the scale of earnings is small and share price volatility is high, but at the same time, this is an aspect of the company's business.Opportunity to invest in early growth companiesIt can also be said that

As a brand that will play a key role in the future of urban logistics, we will be keeping a close eye on its future trends.
The stock price is in a return phase after once being significantly lower and I would like to follow it personally!

AI x Robotic Related IssuesPlease refer to the following information for a summary of the following information.

AI x Robotics Stocks Summary (US & Japan Stocks) - MiFsee

The convergence of artificial intelligence (AI) and robotics has the potential to transform all industries, including manufacturing, healthcare, logistics, and services, as a core innovation of the fourth industrial revolution.

mifsee.com