Serve Robotics announced the launch of its autonomous sidewalk delivery service in Fort Lauderdale, Florida, covering the Downtown and Las Olas Boulevard neighborhoods. The new service will deliver restaurant orders via the company’s AI‑powered robots, integrated with the Uber Eats platform, and will operate on sidewalks and pedestrian paths.
The expansion builds on Serve’s successful Miami rollout and extends its presence in South Florida, a high‑volume delivery market. The partnership with Uber Eats provides a ready customer base and technology integration, while the low‑emission robot fleet aligns with growing demand for sustainable last‑mile solutions.
In Q3 2025, Serve reported revenue of $687,000, a 210% year‑over‑year increase, but earnings per share of –$0.40, missing consensus of –$0.37. The revenue jump reflects strong demand from new restaurant partners and increased robot deployments, whereas the EPS miss is driven by continued investment in research and development, robot manufacturing, and scaling costs that outweigh the revenue growth.
Management guided full‑year 2025 revenue to $2.5 million, down from an earlier $3.3 million estimate, signaling caution amid high operating expenses. The company plans to deploy 2,000 robots by year‑end, supported by a $211 million cash balance and the recent acquisition of YU Robotics to enhance AI capabilities. The guidance indicates confidence in scaling but acknowledges profitability challenges.
Dr. Ali Kashani said the Fort Lauderdale launch “strengthens our presence in a key delivery market and accelerates our low‑emission fleet deployment.” He added that the partnership with Uber Eats will help capture more restaurant partners and drive volume growth, while the company remains focused on achieving profitability through operational efficiencies and technology improvements.
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