Serve Robotics Inc. filed an 8-K current report on August 17, 2026, disclosing lower than expected delivery volume through its Uber Eats partnership and reduced revenue in the second quarter of 2026, with reduced demand anticipated for the second half of 2026.

Key Highlights

  • Lower delivery volume: The company disclosed "lower than expected delivery volume through the Company's Uber Eats partnership" in the second quarter of 2026.
  • Revenue decline: According to the filing, the reduced partnership volume "contributed to a decline in revenue reflected in second quarter of 2026 results."
  • Second-half outlook: The company stated it "expects reduced demand in the second half of 2026."
  • Regulation FD disclosure: A press release dated August 17, 2026 was furnished as Exhibit 99.1 to the report.
  • Signed by CFO: The filing was signed by Brian Read, Chief Financial Officer, on August 17, 2026.

Serve Robotics Reports Uber Eats Partnership Shortfall and Second-Half Demand Concerns

Serve Robotics Inc. (NASDAQ:SERV), a Delaware-incorporated company headquartered in San Carlos, California, filed an 8-K on August 17, 2026 under Items 7.01 and 8.01. The filing references disclosures already made in the company's earnings release for the second quarter of 2026, stating that delivery volume through its Uber Eats partnership came in below expectations during that period.

According to the filing, this shortfall in delivery volume was a contributing factor to a revenue decline in the second quarter of 2026. The company further reported that it expects reduced demand through the remainder of 2026. No specific revenue figures, unit counts, or quantitative targets were provided in the 8-K text itself; those details were attributed to the separately issued press release furnished as Exhibit 99.1.

The filing notes that statements regarding future revenue generation, business strategy, robot deployment timing, and ability to scale are forward-looking and "subject to certain risks, uncertainties and other factors, many of which are outside of our control." The company cautioned that "actual results and outcomes may differ materially from what is expressed or forecast in such forward-looking statements" and referenced its Annual Report on Form 10-K for the year ended December 31, 2025 and its Quarterly Report on Form 10-Q for the quarter ended June 30, 2026 for additional risk factor disclosures.

What Was Disclosed

Serve Robotics disclosed via an 8-K that lower than expected Uber Eats delivery volume contributed to a Q2 2026 revenue decline and that the company expects reduced demand in the second half of 2026. A related press release was furnished as an exhibit.