Serve Robotics’ Q4 Revenue Jumps 400% to $0.9M, Rolls Out White Castle Robot Deliveries
Serve Robotics reported Q4 revenue of $0.9 million, up ~400% year-over-year, and full-year 2025 revenue of $2.7 million, exceeding guidance while scaling its fleet to 2,000 robots across 20 cities. It launched autonomous White Castle deliveries via Uber Eats in major markets and raised 2026 revenue outlook to ~$26 million.
1. Strong Fourth-Quarter and Full-Year Financial Performance
Serve Robotics achieved Q4 2025 revenue of $0.9 million, a roughly 400% increase year-over-year, and full-year revenue of $2.7 million, above prior guidance of $2.5 million. The company scaled its fleet to 2,000 deployed robots across 20 U.S. cities, expanded to over 4,500 merchant partners on both Uber Eats and DoorDash, maintained a 99.8% delivery completion rate, and closed the year with $260 million in liquidity. It raised its 2026 revenue outlook to approximately $26 million, with planned capital expenditures of about $25 million.
2. Autonomous White Castle Delivery Launch
Serve Robotics partnered with White Castle to enable autonomous sidewalk deliveries of sliders, Chicken Rings, Mozzarella Sticks, Crinkle-Cut Fries and full Crave Cases via Uber Eats. The rollout extends the company’s presence in major markets including Los Angeles, Miami, Dallas–Fort Worth, Atlanta, Chicago, Fort Lauderdale and Alexandria, VA, showcasing the third-generation robots’ ability to transport temperature-sensitive orders while maintaining optimal quality.