Serve Robotics Inc. (SERV) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

that your phone is not muted when asking a question. Again, please press star 1 to join the queue. And your first question comes from the line of Pauline Rogers Oppenheimer. Please go ahead. Thanks so much. You talked about the cadence of delivery times and speed of delivery being a key lever for you guys. Can you talk a little bit about the cadence of improvement in the economy and how much is coming from scheduling? and how you see that evolve over the course of the balance of the year. Yes. Thanks for the question, Colin. This is Ali. We are improving a number of pieces, a lot of investments going into things like autonomy, which is a big factor because robots move faster when they are using their kind of capabilities and sensors to perceive the world than any other mode. The autonomy and speed basically go hand in hand. So as the robots become more capable, they can move more quickly. And that's one of the biggest areas of investment that we've continued to make from early days, but especially now. Okay, I'll follow up offline. And then with the communications platform that you guys have built and put together, it's clear that you've got a differentiated capability there. Can you talk a little bit about your potential to monetize that capability outside of your own internal usage. Yeah, that's already in progress. Hopefully we'll have more to share about that soon too. But there are a number of customers already using that service. For folks who are not familiar, one of the first pieces of software that we are commercializing in our robotic platform as a whole is the connectivity layer because having robots in the field in thousands that can reliably connect to the Internet so that they can share their data, but also receive support when they need it. It's a pret...