Robotics Serve Robotics Q1 2026: Revenue 7x Year-Over-Year, Fleet Frozen at 2,000 Robots Across 20 Cities, Daily Active Bots Up 10x — The Sidewalk Economy Quietly Hits the Inflection Slope
Serve Robotics Q1: ~$3M revenue, 7x YoY, 3.5x sequential — on a frozen fleet of 2,000 sidewalk robots in 20 cities. Daily active bots up 10x. The quarter the sidewalk-delivery thesis needed.