Key Takeaways Serve Robotics is scaling fast, with over 1,000 robots and 209% revenue growth in Q3 2025.UBER posted 33% adjusted EBITDA growth in Q3 2025, with delivery bookings up 25% year over year.Serve trades at 35.05X forward sales vs. UBER's 2.76X, highlighting differing risk-reward profiles.Autonomous delivery is moving from experimentation toward early commercialization as advances in AI, robotics and computing intersect with rising labor costs and urban congestion. Within this evolving landscape, S ...

ALEXANDRIA, Va., Dec. 10, 2025 (GLOBE NEWSWIRE) -- Serve Robotics Inc. (Nasdaq: SERV), a leading autonomous sidewalk delivery company, and the City of Alexandria today announced the launch of Serve’s on-demand robotic delivery service in Alexandria, Virginia. In partnership with Uber Eats, the delivery-platform of Uber Technologies (NYSE: UBER), residents and businesses in North East Alexandria, Del Rey, Potomac West, Old Town North, and nearby neighborhoods will now have the option to receive their orders ...

Core Insights - DoorDash and Serve Robotics have entered a multi-year agreement to expand autonomous sidewalk deliveries in the U.S., starting in Los Angeles [1] - The partnership aims to integrate Serve's robots into DoorDash's logistics network, enhancing delivery speed and reducing emissions as order volumes increase [1][4] Company Developments - Serve Robotics has already completed over 100,000 deliveries from more than 2,500 restaurants in cities like Los Angeles, Miami, Dallas, Chicago, and Atlanta [2] - The collaboration allows DoorDash to optimize order fulfillment by matching each order with the most efficient delivery option, whether it be a robot, drone, or human Dasher [3] Strategic Goals - DoorDash's Autonomous Delivery Platform is designed to coordinate various delivery modes, leveraging its logistics infrastructure to commercialize autonomous delivery across different markets [4] - The partnership with Serve Robotics is expected to enhance delivery capacity for merchants and provide consumers with more fulfillment options, thereby improving reliability and reducing last-mile delivery costs [6] Market Reaction - Following the announcement, DoorDash shares fell by 1.4% to $277.10, while Serve Robotics shares surged by 28.01% to $17.60 [6]

Core Insights - Serve Robotics and Little Caesars have partnered to deliver pizzas using autonomous delivery robots in Los Angeles via Uber Eats [1][2][4] - Serve's third-generation robots can carry up to four large 16-inch pizzas along with additional items while maintaining food quality [3] - The partnership aims to enhance customer delivery experience and align with Little Caesars' commitment to innovation and sustainability [4] Company Overview - Little Caesars is the third-largest pizza chain globally, founded in 1959, with a presence in all 50 U.S. states and 30 countries [5][7] - The brand is known for its HOT-N-READY® pizza and innovative services like the Pizza Portal® pickup [6] - Little Caesars emphasizes quality ingredients and aims to reduce its environmental footprint through technology [4][6] Industry Context - The partnership with Serve Robotics is part of a broader trend in the $150 billion global pizza industry towards automation and enhanced delivery solutions [7][9] - Serve Robotics, spun off from Uber in 2021, focuses on sustainable and economical delivery solutions, having completed tens of thousands of deliveries [9]