Serve Robotics Inc. · NASDAQ:SERV
Serve Robotics — Investor Presentation (August 2026)
22 slides from Serve Robotics's investor presentation, Aug 6, 2026
Slide 1: Autonomous robotics at scale
Proprietary and Confidential Investor Presentation 2026 Autonomous robotics at scale.→
Slide 2: Forward-looking statements and disclaimers
2Proprietary and Confidential Forward-looking statements and disclaimers This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These statements are not his
Slide 3: Every day, millions of small packages travel short distances in oversized vehicles
3Proprietary and Confidential Every day, millions of small packages travel short distances in oversized vehicles. We built the robots that make that obsolete. Serve is a leading autonomous robotics company operating scaled commercial Level 4 fleets across 44 U.S. cities.
Slide 4: Category creator: largest autonomous sidewalk robot fleet
4Proprietary and Confidential Category creator The largest autonomous sidewalk robot fleet operating commercially in the U.S. Multi platform Integration with multiple platforms for food delivery; Partnerships with 26 hospitals in the U.S. Triple Digit% Rev Growth Q2 FY2026 revenue: $3.2M (vs $0.6M i
Slide 5: Last mile delivery is broken. Robots fix it.
5Proprietary and Confidential $450B Robotic & drone delivery opportunity by 2030 2.5 mi Median food delivery distance in the U.S. $810 Current per-delivery cost with human couriers Sources: ARK Big Ideas 2025, NHTSA, Company estimates | © 2026 Serve Robotics Inc. Short trips. Small packages. Massi
Slide 6: We don't just build robots. We build delivery networks.
6Proprietary and Confidential 1.8M Sidewalk + Hospital deliveries To date Zero Major incidents Serious injury, fatality, or near miss 99.8% Completion rate Industry-leading reliability 2,000 100 Moxi Hospital robots deployed 44 U.S. cities 150+ neighborhoods 14 states We donʼt just build robots.
Slide 7: A commercially scalable ecosystem backed by tier 1 partners
7Proprietary and Confidential A commercially scalable ecosystem backed by tier 1 partners across hardware, compute, and sensing. World-class hardware partners The Ecosystem Leading provider of high-resolution digital lidar sensors. Tier 1 automotive contract manufacturer. Gen3 production at scale. J
Slide 8: Compelling value proposition for merchants, consumers, and delivery platforms
Compelling value proposition for merchants, consumers, and delivery platforms Economics With Serve Rising labor costs and regulations. Insurance overhead. High turnover. Limited operating hours. No driver wages. 14-hour operation. 65% lower hardware cost with Gen3. High utilization through platform
Slide 9: The Serve Flywheel
9Proprietary and Confidential Every dollar of revenue funds more robots → more data → better models → more deployments → more revenue. 2,000 Serve robots on sidewalks. 100 Moxi robots in hospitals. Multi-domain, real- world data no one else can match. 1 Data End-to-end models train across our doma
Slide 10: We operate a platform that powers Physical AI
10Proprietary and Confidential We donʼt just operate robots. We operate a platform that powers Physical AI. Our stack is end-to-end: perception, localization, planning, connectivity, and remote supervision. Itʼs been built and optimized across millions of miles of real-world operation. Indoor / Outd
Slide 11: The Serve robot
11Proprietary and Confidential Gen2 Gen3 Top Speed 7 mph 11 mph Weather 32104°F / Light rain 4113°F / Heavy rain Range 23 mi 10 hrs 48 mi 14 hrs Cargo 13 gal / 4 14" pizzas 15 gal / 4 16" pizzas Unit Cost Baseline 65% reduction Third generation. Purpose-built for the sidewalk. The Serve rob
Slide 12: The Moxi robot
12Proprietary and Confidential Purpose-built for the hospital. The Moxi robot Hardware & operating profile Compute NVIDIA RTX A2000 10× prior gen) Battery 70% capacity, 18h runtime Sensors 3D lidar, cameras Manipulation Mobile arm, drawer cameras Operating environment Multi-level hospitals, clini
Slide 13: Beacon: engineered for the back of the house
13Proprietary and Confidential Engineered for the back of the house. Beacon Beacon alerts staff the moment a robot arrives. Built-in cellular and battery backup to operate independently of restaurant systems. Designed for instant deployment—no Wi-Fi, integrations, or employee training required. Unlo
Slide 14: Fleet growth and manufacturing with Magna
14Proprietary and Confidential First Gen3 robots roll off Magna assembly line Oct 2024 Fleet quadrupled. Miami, Dallas, Atlanta launched. H1 2025 Dec 2025 Fleet quadrupled again. 2,000th robot deployed. Largest sidewalk fleet in the U.S. 2026 Optimize utilization. Allocate fleet capacity to high-dem
Slide 15: National sidewalk delivery network
⏺ Los Angeles ⏺ Miami ⏺ Dallas ⏺ Atlanta Live City-by-city. Neighborhood-by-neighborhood. National sidewalk delivery network Our playbook Launch in high-density neighborhood, prove unit economics, then expand outward. Platform demand pulls us into each new market. ⏺ Chicago ⏺ Ft. Lauderdale ⏺ Alexan
Slide 16: From proof of concept to revenue inflection
16Proprietary and Confidential From proof of concept to revenue inflection. Financial path 2,000-robot fleet creates the foundation for utilization, monetization, and platform expansion. FY 2024 FY 2025 $1.8M Early fleet. R&D phase. $2.7M Guided $2.5M. Fleet → 2,000. FY 2026 Guidance $910M 3.5x g
Slide 17: Diversification across geography, environment and customer
17Proprietary and Confidential 17 Diversification across geography, environment and customer Fleet Revenue Growth Engine Diversified revenue streams across Serve Revenue Diversification Last-mile delivery: food, laundry, grocery Healthcare: Long-term fixed monthly + usage contracts at hospitals Bran
Slide 18: Built by people who've shipped robots, platforms, and products
18Proprietary and Confidential Built by people who've shipped robots, platforms, and products. Team Ali Kashani Co-founder, CEO VP at Postmates. Ph.D. Robotics UBC. 15 patents. Touraj Parang President & COO VP Corp Dev at GoDaddy. Yale Law & Stanford. MJ Burk Chun Co-founder & VP Product + Design
Slide 19: Defining a category
19Proprietary and Confidential Defining a category → Largest scaled commercial fleet on sidewalks and hospitals in the U.S. → 2,100+ deployed sidewalk + hospital robots → Scaled to over 40 cities and 14 metro areas from LA to D.C. corridor → Maintained 99.8% delivery completion rate and exemplary sa
Slide 20: Q2 FY2026 Financial Highlights
20Proprietary and Confidential Q2 FY2026 Financial Highlights $3.2M Q2 revenue 404% $240M cash & marketable securities as of 30 June 2026 Results Outlook YOY revenue growth $910M 2026 revenue guidance $15$17M 2026 capex $140$150MNon-GAAP operating expense reflecting continued investment in autono
Slide 21: The Long-Term Vision
Slide 16 Header: The Long-Term Vision Unbundling the car for dense cities Specialized autonomous robots for everyday urban tasks. ● Safer streets ● Lower emissions ● More efficient local commerce Design direction: Strong closing image. Minimal text. One idea only. The Operating Layer of Physical AI
Slide 22: Projected 2026 Operating Expenses reconciliation
22Proprietary and Confidential Appendix Projected 2026 Operating Expenses (USD$ millions) GAAP Operating Expenses $ 193 208 Stock Based Compensation 45 50 Amortization of Intangible Assets 8 Non-GAAP Operating Expenses $ 140 150 Reconciliation of GAAP Operating Expenses to Non-GAAP Operating E