SERV Serve Robotics (SERV) Q2 FY26 earnings call
Serve Robotics reported a pivotal quarter marked by a strategic shift away from its Uber partnership due to misaligned operating models, leading to a significant reduction in full-year revenue guidance. The company is reallocating resources towards diversified channels, including strong growth with DoorDash, new marketplace partners, and its hospital robotics segment, while introducing new products like Beacon to expand merchant accessibility. Management emphasized cost discipline and investment in core autonomy to drive long-term unit economics and shareholder value, leveraging its substantia
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