Serve Robotics Inc. · NASDAQ:SERV
Serve Robotics — Investor Presentation (November 2025)
22 slides from Serve Robotics's investor presentation, Nov 12, 2025
Slide 1: Investor Presentation November 2025
© 2025 Serve Robotics Inc. All rights reserved. Investor Presentation November 2025
Slide 2: Disclaimer: Forward Looking Statements
Disclaimer FORWARD LOOKING STATEMENTS This Serve Robotics Inc. (the “Company”) investor presentation contains “forward-looking statements,” within the meaning of Section 27A of the Securities Act of 1933, as amended, Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Sec
Slide 3: Rapid progress in robotics and AI can help reduce our reliance on cars
Rapid progress in robotics and artificial intelligence (AI) can help reduce our reliance on cars ● U.S. drivers killed 20 pedestrians each day in 2021 1 ● Private cars & vans caused ~10% of global energy-related CO2 emissions in 2022 2 ● Tailwinds accelerating robot adoption include: advances in AI,
Slide 4: https://youtu.be/n9MJorTjpxU
https://youtu.be/n9MJorTjpxU 4
Slide 5: $450B by 2030: The untapped market for robotic & drone delivery
$450B by 2030: The untapped market for robotic & drone delivery 1 1. TAM calculation sourced from ARK (Big Ideas 2025) and Company estimates 2. Internal historical delivery data 3. Internal financial projections model AI-powered robots are on a mission to make last mile delivery profitable: ● 2.5 mi
Slide 6: Veterans in AI, robotics, last mile
6 Veterans in AI, robotics, last mile ● VP at Postmates. Co-founder & CTO at Neurio (acq. Generac) ● Ph.D. in Robotics (UBC) ● 15 patents Ali Kashani, Ph.D. Co-founder & CEO ● Director at Postmates ● Staff engineer at Postmates ● Founding engineer at Postmates X Dmitry Demeshchuk Co-founder & Softwa
Slide 7: Partners & Investors
Partners & Investors 7 Technical partner since 2018Largest shareholder & commercial partner German food delivery platform in EU & Asia First convenience store partner (13,000 stores in US/Canada)
Slide 8: Track record of growth
Track record of growth: 5 metros 3,600+ restaurants 8 Serve’s delivery volume 1 >40% QoQ growth in deliveries average since Q1 2022 Up to 99.8% reliability delivery completion Over 100,000 deliveries completed since Q1 2022 1,000+ robots fleet for deliveries & R&D as of June 1. All figures based on
Slide 9: 2,000 robots fleet
2,000 robots fleet 9 2,000-robot deployment expected by the end of 2025. Our fleet is integrated with Uber and DoorDash, helping grow to new markets efficiently & achieve high utilization. ● Launched markets that continue to scale ○ Los Angeles ○ Miami ○ Dallas ○ Atlanta ○ Chicago ● Expansion market
Slide 10: Executing 2,000-robot rollout
First robots rolled off manufacturing assembly line in October 2024. Materials procured from global supply chain network and full scale manufacturing underway. Design Design phase is complete for third generation robot. Engineering, validation, and test (“EVT”) units have completed validation and te
Slide 11: National leader, scaling across U.S.
National leader, scaling across U.S. 11 Ft Lauderdale Q4FY25 Alexandria Q4FY25 2022: Los Angeles 2025 Q1: Miami 2025 Q2: Dallas Atlanta 2025 Q3: Chicago 2025 Q4: Ft Lauderdale Alexandria
Slide 12: We know delivery
We know delivery With unique insights from inception inside a delivery platform, we believe we have: ● Unique AI-powered robots ● Unique fleet operations ● Unique go-to-market strategy All-terrain 11 mph top speed Redundant connectivity All day battery Touch-screen interface Full-stack AV sensors Le
Slide 13: Gen2 and Gen3 robots
GEN2 5x more brain power with Nvidia Jetson Orin and Ouster REV7 Lidar for ultra-fast decisions. Advanced collision avoidance and enhanced emergency braking for next-level safety. 40% faster stops for quick reaction times, even in busy environments. Extended 14-hour operations with 67% more battery
Slide 14: We believe we are market leaders in urban robotic delivery
High Safety & Reliability Low rate of failure thanks to advanced hardware & software, and redundant sensing & AI Superior Economics Lower delivery cost due to underlying forces High Autonomy Level 4-capable fleet High Utilization Scaling on a major delivery platform High Efficiency Purpose-built for
Slide 15: Delivery robots target a large market segment with clear path to scale
Autonomous Urban Robots Autonomous Vehicles Drones Range Short Distance Medium Distance Long Distance Safety Risk Low High High Regulations Permitted Restricted Restricted Commercialization Launched R&D R&D Delivery robots target a large market segment with clear path to scale Delivery is multi-moda
Slide 16: Robots have more revenue opportunities than couriers
Robots have more revenue opportunities than couriers Out-of-home (“OOH”) ads have supplemented our delivery revenue. Monetizing unique robot capabilities such as ads & data, as well as licensing the underlying technology, make robots more profitable than couriers. 161
Slide 17: Software & Data Platform
Software & Data Platform Magna International has licensed our technology to accelerate development of its new robotic products As a leading urban robotic delivery company, we believe we are well-positioned to become a platform of choice for companies building new non-competing robots and services fo
Slide 18: We are among the first AV companies to bring Level 4 delivery robots to market
We are among the first AV companies to bring Level 4 delivery robots to market Level 2 & 3 — R.C. Robots ● Humans always in the loop to maintain safe operation ● Safety risk due to reliance on data networks and human drivers ● Poor economics, hard to scale, and low barrier to entry Level 4 — Serve R
Slide 19: The unbundling of cars
The unbundling of cars After the invention of automobiles, the U.S. went from 25 million horses (1920s) to 280 million cars (2020s), or over 11 vehicles replacing each horse1. We believe the development of specialized, efficient robots has the potential to lead to similar proliferation of robots for
Slide 20: Robots could reduce global emissions by ~2% annually
2.5% 100% Gas Vehicle 20% Electric Vehicle Relative Energy Consumption Per Km 2: With global adoption, we believe delivery robots could reduce CO2 emissions by approximately 762 Mt annually, while also providing more convenience to consumers. 20 Robots could reduce global emissions by ~2% Annually 1
Slide 21: Q3 Business and Financial Highlights
Q3 Business and Financial Highlights: ● Delivery volume growth of 66% QoQ, a 300% increase YoY ● New DoorDash multi-year strategic partnership to roll out deliveries across the U.S. ● Vayu and Voysys acquisitions deepen competitive moat and expand technology capabilities ● Chicago market launch expa
Slide 22: Thank you!
Thank you!
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