Setback
Serve said deliveries through Uber fell in the second quarter of 2026 for the first time, because its robots were used less than expected.
A delay, pause or setback · Company-reported
What the source says
“In Q2, that trend reversed for the first time. This was caused by lower-than-expected robot utilization,”
What it means
Serve sidewalk robot, from Serve Robotics, is at stage 4 of 5 on our ladder: paying customers. A setback stays on the record next to the milestones; the stage moves down only when the rules say so. This line rests on the company's own announcement; no regulator, customer or independent report confirms it in our sources yet.
Human help: People working remotely can steer it or take over.
More on Serve sidewalk robot
- Serve said it did not expect to renew its partnership with Uber when the deal ends in early 2027.
- Uber, Serve's biggest delivery partner and an early backer, sold all of its shares in Serve. Serve said it learned of the sale only when it was made public.
- Serve agreed to buy Diligent Robotics, maker of the Moxi robot that fetches lab samples and supplies in hospitals.
- Serve said it had completed more than 100,000 deliveries for business partners such as 7-Eleven.
- Serve said it had put more than 2,000 sidewalk delivery robots on US streets, up from about 100 at the start of 2025.
- DoorDash signed a deal to use Serve robots for some deliveries in Los Angeles.