What is Serve Robotics's change in deferred revenue?

Serve Robotics (SERV) reported change in deferred revenue of $598K in Q1 2026.

How has Serve Robotics's change in deferred revenue changed year-over-year?

Serve Robotics's change in deferred revenue increased by 3090.0% year-over-year, from -$20K to $598K.

What does change in deferred revenue mean?

Change in payments received from customers for goods/services not yet delivered — a key SaaS and subscription metric.

Serve Robotics SERV Change in Deferred Revenue

Change in Deferred Revenue at other companies

AmazonAMZN

$355M-51.2%

Richtech Robotics Inc.RR

$110K+77.4%

Symbotic Inc.SYM

$360.36M+56.5%

Teradyne, Inc.TER

$51.96M+409%

PROCEPT BioRobotics CorporationPRCT

$628K+167%

Intuitive Machines, Inc.LUNR

-$17.12M-98.5%

Other financials

Income statement

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Revenue$3.0M+578%

Gross profit-$9.0M-513%

Operating income-$51.8M-245%

Net income-$49.0M-271%

EPS (diluted)-$0.65-183%

Balance sheet

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Cash & equivalents$47.1M-76.2%

Total debt$4.8M+155%

Total equity$317.8M+51.2%

Total assets$340.8M+57.3%

Cash flow

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Operating cash flow-$41.4M-338%

CapEx$1.4M-58.3%

Free cash flow-$42.9M-232%

Valuation

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Market cap$502.03M-15.7%

Enterprise value$459.74M+15.1%

P/S96.6×-359×

Profitability

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Gross margin-441.1%-1,077pp

Operating margin-2,878.6%-429pp

Net margin-2,640%-449pp

FCF margin-2,839.6%-228pp

Returns & leverage

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Return on equity-52%—

Debt / equity0×0.0×

Current ratio10.2×-27.8×

Where this comes from

Reported directly by Serve Robotics in its filing.

Tagged under the XBRL concept us-gaap:IncreaseDecreaseInContractWithCustomerLiability.

The official record: Serve Robotics’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Serve Robotics's change in deferred revenue?: Serve Robotics (SERV) reported change in deferred revenue of $598K in Q1 2026.
How has Serve Robotics's change in deferred revenue changed year-over-year?: Serve Robotics's change in deferred revenue increased by 3090.0% year-over-year, from -$20K to $598K.
What does change in deferred revenue mean?: Change in payments received from customers for goods/services not yet delivered — a key SaaS and subscription metric.