In discussing the Diligent acquisition, Kashani said integration is underway and that Serve is “already starting to integrate” its platform capabilities with Moxi robots, while noting the work “will take some time.” CFO Brian Read added that the company views Diligent’s contracts as established recurring revenue agreements that differ from Serve’s food delivery demand cycle.Phantom Auto : Adds a connectivity and remote assistance stack, which Kashani said supports low-latency supervision and also generates ...

Serve Robotics (NasdaqCM:SERV) Q4 2025 Earnings call March 11, 2026 11:00 AM ET Company ParticipantsAli Kashani - Co-founder and CEOBrian Read - CFOSteve Webb - SVP of Marketing and CommunicationsOperatorGood morning, and welcome to the Serve Robotics fourth quarter 2025 financial results and conference call. I am Franz, and I'll be the operator assisting you today. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session.If ...

Core Insights - The U.S. robotics industry has seen transformative growth through late 2025, with significant advancements in AI-powered automation, quantum navigation, and human-robot collaboration creating investment opportunities [2] - North American manufacturing robotics orders increased by 6.2% year over year, with revenues growing by 9.3%, driven by sectors like automotive and semiconductors [3] - Healthcare robotics reached critical milestones, with Intuitive Surgical and Johnson & Johnson making significant advancements in surgical systems, indicating a growing market projected to reach $10.2 billion by 2033 [4] - The elder care assistive robotics market is projected to grow from $2.93 billion in 2024 to $9.85 billion by 2033, with notable deployments by companies like Toyota and Diligent Robotics [5] - Defense robotics saw $2.3 billion in contracts awarded by the U.S. Department of Defense, highlighting the sector's growth and strategic importance [6] - The collaborative robot market is expected to grow from $1.42 billion in 2025 to $3.38 billion by 2030, with significant developments from companies like Dynamics and Tesla [7] - The convergence of AI technologies, 5G, and advanced manufacturing is positioning leading robotics companies for sustained growth through 2026 [8] Company Highlights - Trimble's robotics-driven construction automation achieved 11% revenue growth to $901 million, with a strong focus on AI integration and recurring revenue [10] - NVIDIA solidified its position as a key infrastructure provider for the physical AI revolution, unveiling advanced humanoid robot models and strategic partnerships across various sectors [11] - Teradyne's robotics division reported $75 million in third-quarter revenues, with a focus on AI and strategic partnerships to enhance its competitive positioning in industrial automation [12]