Can Serve Robotics Translate Lower Robot Costs Into Margin Leverage?

Key Takeaways SERV cut Gen 3 robot costs to about one-third of prior units via design and supply-chain efficiencies.SERV said margins hinge on higher utilization as daily operating hours rose 12.5% & delivery volume rose 66%.SERV said that margin improvement is expected to follow scale as utilization compounds across a larger fleet.Serve Robotics (SERV) reported meaningful progress in lowering robot unit costs during the third quarter of 2025, marking an important step in strengthening its long-term operati ...