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Serve Robotics SERV Software services — Revenue

Other product segments

Fleet services
$2.31M+598%

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Other financials

Income statement

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Revenue$3.2M+404%
Gross profit-$8.8M-207%
Operating income-$66.1M-192%
Net income-$64.1M-208%
EPS (diluted)-$0.80-122%

Balance sheet

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Cash & equivalents$79.1M-32.2%
Total debt$9.7M+277%
Total equity$351.8M+69.8%
Total assets$378.6M+76.7%

Cash flow

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Operating cash flow-$43.3M-171%
CapEx$973.0K-83.9%
Free cash flow-$44.3M-101%

Valuation

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Market cap$432.68M-30.7%
Enterprise value$363.27M-28.8%
P/S55.5×-366×

Profitability

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Gross margin-370.1%+26.0pp
Operating margin-2,476.8%-689pp
Net margin-2,315.8%-636pp
FCF margin-2,179.5%-650pp

Returns & leverage

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Return on equity-64.6%+39.3pp
Debt / equity0.0×
Current ratio12.8×-20.0×

Where this comes from

Reported directly by Serve Robotics in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: Serve Robotics’s 10-Q, filed August 6, 2026.

Filed
Aug 6, 2026, 4:46 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001832483-26-000035
Line itemThree Months Ended June 30, 2026Three Months Ended June 30, 2025Six Months Ended June 30, 2026Six Months Ended June 30, 2025
Fleet services$2,305$330$4,263$541
Software services9333121,959541
Total revenue$3,238$642$6,222$1,082

Item 1. Financial Statements (Unaudited)

FAQ

What is Serve Robotics's software services — revenue?
Serve Robotics (SERV) reported software services — revenue of $933K in Q2 2026.
How has Serve Robotics's software services — revenue changed year-over-year?
Serve Robotics's software services — revenue increased by 199.0% year-over-year, from $312K to $933K.
What does software services — revenue mean?
This metric represents the total gross income generated from software-based service offerings, including licensing, platform access fees, or recurring software-as-a-service (SaaS) subscriptions. It reflects the company's ability to monetize its underlying robotics mobility platform and AI software stack independently of hardware sales or delivery operations. Growth in this segment indicates successful diversification of revenue streams and the scalability of the company's digital infrastructure.

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