Serve Robotics Inc. /DE/
For the period ended Jun 30, 2026. Filed Aug 6, 2026.
View on SEC.govAbout this filing
A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.
Jun 30, 2026 · Filed Aug 6, 2026
What changed in Risk Factors?
Read the current filingPrevious report: 10-Q
Period ended 2026-03-31; filed 2026-05-07.
0001832483-26-000019
Item 1A. Risk FactorsCurrent report: 10-Q
Period ended 2026-06-30; filed 2026-08-06.
0001832483-26-000035
Item 1A. Risk FactorsThe baseline is this issuer’s latest earlier reporting period of the same form that was filed before the current report. A previous 10-Q is a different quarter, not a year-over-year comparison. Amendments are excluded.
Compared 2 previous paragraphs and 313 current paragraphs.
1 unchanged; 0 reworded; 312 added; 1 removed; 0 previous and 0 current paragraphs rearranged.
Tables are not compared: 0 previous and 0 current tables excluded. Dates, whitespace, punctuation and numbering changes are ignored; changes to financial figures remain significant.
A changed paragraph is not evidence that risk increased or decreased. An unchanged paragraph does not establish that risk stayed the same.
Added paragraphs (312)
Current report
Investment in our stock involves a high degree of risk. You should consider carefully the risks described below, together with other information in this Quarterly Report on Form 10-Q and our other filings with the SEC, before making investment decisions regarding our stock. If any of the following risks and uncertainties, or if any other risks and uncertainties, actually occurs, our business, financial condition, or operating results could differ materially from the plans, projections, and other forward-looking statements included in Part I, Item 2. “Management’s Discussion and Analysis of Financial Condition and Results of Operations” and elsewhere in this Quarterly Report on Form 10-Q and in our other public filings. In addition, if any of the following risks and uncertainties, or if any other risks and uncertainties, actually occurs, our business, financial condition, or operating results could be harmed substantially, which could cause the market price of our stock to decline, perhaps significantly. Moreover, the risks described below are not the only ones that we face. Additional risks not presently known to us or that we currently deem immaterial may also affect our business, operating results, prospects or financial condition.
Current report
•our status as an early-stage company with minimal revenue, a history of losses, and a limited operating history, which may make it difficult to evaluate the future of our business and prospects;
Current report
•our ability to execute our business strategy to expand our addressable market and effectively manage our growth;
Current report
•our use of AI and machine learning technologies, which introduces new risks and uncertainties related to accuracy, bias, intellectual property, and regulatory scrutiny;
Current report
•our ability to expand and sustain our international business;
Current report
•our ability to commercialize our products at a large scale efficiently and effectively;
Current report
•our substantial reliance on relationships with suppliers and service providers for the parts and components in our robots, as well as for the manufacture of our robots;
Current report
•our ability to attract and retain highly qualified personnel, including engineers, robotics experts, and machine learning specialists; and
Current report
•the requirement for significant capital to fund our operations and growth, and the risk that financing may not be available when needed or on acceptable terms.
Current report
•our robots’ reliance on sophisticated software technology that incorporates third-party components and networks to operate;
Current report
•our ability to adapt to evolving technology or customer demands in a timely and cost-effective manner;
Current report
•potential defects, glitches, or malfunctions in our products that could compromise performance, lead to injury or property damage, and result in product recalls or product liability claims;
Current report
•safety incidents arising from human supervision, connectivity issues, third-party software, or automation that could cause injury, trigger recalls, or result in uninsured product liability and warranty claims;
Current report
•misuse of our delivery robots and related technology;
Current report
•accessibility concerns or failure to comply with disability access laws may result in claims, operational restrictions, or reputational harm; and
Current report
•the inability of our supply chain to deliver certain key electrical components, such as semiconductors.
Current report
•our ability to protect, maintain, and enforce our intellectual property rights;
Current report
•potential claims of infringement of third-party intellectual property rights; and
Current report
•the unproven nature of our video and LiDAR licensing model and our ability to generate recurring revenue at expected levels.
Current report
•security breaches and other disruptions that could compromise our proprietary information and expose us to liability;
Current report
•cybersecurity risks to our operational systems, security systems, infrastructure, integrated software in our products, and data processed by us or third-party vendors;
Current report
•evolving laws, regulations, standards, policies, and contractual obligations related to privacy and data security, including the CCPA, BIPA, GDPR, and HIPAA; and
Current report
•our internal use of AI, generative AI, and machine learning tools that may expose us to heightened cybersecurity risks.
Current report
Risks Related to Our Industry and External Environment
Current report
•competition in an industry subject to rapid technological change, where competitors may have or attain more resources and greater market recognition than we do; and
Current report
•important assumptions about the market demand, pricing, adoption rates, and sales cycle for our current and future products and services being inaccurate.
Current report
•tariffs imposed by the United States and other countries, as well as changing trade relations, regional and international conflicts, and political conditions;
Current report
•the use of emerging technologies like AI, machine learning, and generative AI requiring us to navigate an uncertain legal and regulatory landscape;
Current report
•evolving privacy, data protection, and AI regulation that may restrict our ability to collect, process, and license video and LiDAR datasets;
Current report
•the evolving regulations around personal delivery devices, which could materially impact our business and growth prospects in new markets; and
Current report
•compliance with complex laws and regulations in multiple jurisdictions, including product safety, data privacy, healthcare, and environmental regulations.
Current report
•our obligation to develop and maintain proper and effective internal control over financial reporting, and the presence of material weaknesses that increase the risk of material misstatement of our consolidated financial statements.
Current report
We are an early-stage company with minimal revenue, a history of losses, and a limited operating history, which may make it difficult to evaluate the future of our business and prospects, and we cannot assure you that we will be able to operate profitably.
Showing the first 40 of 312 passages. Open the source sections for the rest.
Removed paragraphs (1)
Previous report
There have been no material changes to the risk factors as disclosed in Part I, Item 1A. “Risk Factors” of our Annual Report on Form 10-K for the year ended December 31, 2025.