Serve Robotics Inc. SERV is reducing planned spending after lowering its 2026 revenue outlook to $9-$10 million from $26 million. The revision reflects declining second-quarter delivery revenues and, primarily, the removal of a substantial second-half increase in Uber delivery volumes assumed in the earlier guidance. Serve Robotics attributed the Uber volume decline largely to differences in fleet coordination, merchant integration and the operating model, while customer and merchant demand remained steady. To align spending with the revised plan, Serve Robotics lowered its 2026 non-GAAP operating expense guidance to $140-$150 million from $160-$170 million and planned capital expenditures to approximately $15-$17 million from about $25 million.
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