Form 8-K

8-K — Serve Robotics Inc. /DE/

Accession: 0001213900-26-090504

Filed: 2026-08-17

Period: 2026-08-17

CIK: 0001832483

SIC: 3569 (GENERAL INDUSTRIAL MACHINERY & EQUIPMENT, NEC)

Item: Regulation FD Disclosure

Item: Other Events

Item: Financial Statements and Exhibits

Documents

8-K — ea0302122-8k_serve.htm (Primary)

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities

Exchange Act of 1934

Date of Report (Date of earliest event reported):

August 17, 2026

SERVE ROBOTICS INC.

(Exact Name of Registrant as Specified in Charter)

Delaware

001-42023

85-3844872

(State or Other Jurisdiction

of Incorporation)

(Commission File Number)

(IRS Employer

Identification No.)

1360

Bayport Avenue

San Carlos,

California

94070

(Address of Principal Executive Offices)

(Zip Code)

(818) 860-1352

(Registrant’s telephone number, including

area code)

N/A

(Former Name or Former Address, if Changed Since

Last Report)

Check the appropriate box below if the Form 8-K

filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b)

of the Act:

Title of each class

Trading Symbol(s)

Name of each exchange on which registered

Common Stock, par value $0.0001 per share

SERV

The Nasdaq Capital Market

Indicate by check mark whether the registrant

is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the

Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☒

If an emerging growth company, indicate by check

mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting

standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 7.01. Regulation

FD Disclosure.

On August 17, 2026,

Serve Robotics Inc. (the “Company”) issued a press release. A copy of the press release is furnished as Exhibit 99.1 to this

Current Report on Form 8-K.

The information furnished

in this Item 7.01 (including Exhibit 99.1) shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange

Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed

incorporated by reference in any filing under the Securities Act of 1933, as amended (the “Securities Act”), or the Exchange

Act, except as expressly set forth by specific reference in such a filing.

Item 8.01. Other Events.

As previously disclosed

in its earnings release for the second quarter of 2026, the Company experienced lower than expected delivery volume through the Company’s

Uber Eats partnership, which contributed to a decline in revenue reflected in second quarter of 2026 results, and the Company expects

reduced demand in the second half of 2026.

Forward Looking Statements

This Current Report on

Form 8-K contains “forward-looking statements,” within the meaning of Section 27A of the Securities Act, Section 21E of the

Exchange Act and the Private Securities Litigation Reform Act of 1995. Forward-looking statements may be identified by the context of

the statement and generally arise when we or our management are discussing our beliefs, estimates or expectations. Such statements generally

include the words “believes,” “plans,” “intends,” “targets,” “may,” “could,”

“should,” “will,” “expects,” “estimates,” “suggests,” “anticipates,”

“outlook,” “continues,” or similar expressions. These statements are not historical facts or guarantees of future

performance, but represent management’s belief at the time the statements were made regarding future events which are subject to

certain risks, uncertainties and other factors, many of which are outside of our control. Actual results and outcomes may differ materially

from what is expressed or forecast in such forward-looking statements. Forward-looking statements include statements regarding the Company’s

future revenue generation, business and investment strategy, timing of robot manufacturing and deployment, ability to expand to additional

markets, capabilities of the Company’s robots, outcomes of planned and completed acquisitions, partnerships with multiple delivery

platforms, and timing and ability to scale to commercial production.

The forward-looking statements

contained in this Current Report on Form 8-K are also subject to other risks and uncertainties, including those more fully described in

our filings with the Securities and Exchange Commission (“SEC”), including in the sections entitled “Risk Factors”

and “Management’s Discussion and Analysis of Financial Condition and Results of Operations” in our Annual Report on

Form 10-K for the year ended December 31, 2025, as supplemented by the sections entitled “Risk Factors” and “Management’s

Discussion and Analysis of Financial Condition and Results of Operations” in our Quarterly Report on Form 10-Q for the quarter ended

June 30, 2026, and in the Company’s subsequent SEC filings. The Company can give no assurance that the plans, intentions, expectations

or strategies as reflected in or suggested by those forward-looking statements will be attained or achieved. The forward-looking statements

in this press release are based on information available to the Company as of the date hereof, and the Company disclaims any obligation

to update any forward-looking statements, except as required by law. These forward-looking statements should not be relied upon as representing

the Company’s views as of any date subsequent to the date of this press release.

Item 9.01. Financial

Statements and Exhibits.

(d)

List of Exhibits.

Exhibit

Number

Description

99.1

Press release, dated August 17, 2026

104

Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange

Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date: August 17, 2026

Serve Robotics Inc.

By:

/s/ Brian Read

Name:

Brian Read

Title:

Chief Financial Officer

EX-99.1 — PRESS RELEASE, DATED AUGUST 17, 2026

EX-99.1

Filename: ea030212201ex99-1.htm · Sequence: 2

Exhibit 99.1

Serve Launches Robot Delivery with Wonder, Adding

Grubhub to Its Growing Delivery Network

Expansion to San Jose and Washington, DC, an

innovative micro-depot in Miami, a new hardware product for merchants, and a new advertising service, all driving fleet utilization

A new hospital robot, Moxi 2.0, with 15x faster

processing power, marking the introduction of a new robotic World Model

SAN FRANCISCO, CA — August 17, 2026 — Serve Robotics

Inc. (Nasdaq: SERV), a leading autonomous sidewalk delivery company, and Grubhub, a subsidiary of Wonder, a vertically integrated food

technology platform built to make great food more accessible, today announced a partnership bringing robot delivery to the Grubhub marketplace,

beginning in Chicago, Los Angeles and Alexandria. Serve’s robot delivery will be available from more than 100 participating Grubhub merchants

in Chicago and nearly 200 in Los Angeles, with additional restaurants expected to join the program over time. Every platform that integrates

widens the set of restaurants and neighborhoods our robots can serve.

The partnership headlines a wave of expansion

announced today across every dimension of Serve’s business:

● Two new major markets: Serve has launched in Washington,

DC and San Jose, California, both in partnership with DoorDash, to further expand its geo coverage and grow delivery volume.

● A new model for growth: Serve’s first micro depots

are set to open in Miami, low-cost, small-footprint sites that lets the company expand coverage faster.

● The next generation of its hospital robot: Moxi 2.0, from Diligent Robotics (a Serve company),

begins rolling out to health systems nationwide, with a new robotic foundation model and 15x faster perception and improved autonomy.

● A first look at Beacon: Serve previews a new countertop product that unlocks robot delivery for

any restaurant, regardless of their back-of-house infrastructure.

● A new product from Serve Advertising: Introducing Characters, a new class of interactive brand

experiences built on Serve’s robots. The product debuts with Chomp, a talking hamburger-wrapped robot, co-created with Grubhub.

As part of the Grubhub partnership, Wonder’s Alexandria

location will offer robot delivery through Serve’s autonomous network, providing customers with an even more flexible and convenient way

to enjoy the Wonder experience.

“Not long ago, our robots were delivering

dinner in a handful of neighborhoods. Today, they’re rolling into new cities from San Jose, California’s third largest city, to

Washington, DC, the nation’s capital. Their hospital cousins, our new Moxi robots, are showing up in health systems across the country,”

said Ali Kashani, Co-Founder and CEO of Serve Robotics. “Welcoming Wonder and Grubhub to our network is the clearest signal

yet of where we are headed. Every new partner puts more robots to work, and every delivery makes the whole fleet smarter.”

“At Wonder, we’re constantly looking for

ways to make the customer experience more convenient and reliable,” said PJ Poykayil, EVP of Customer Delivery Operations at

Wonder. “Our partnership with Serve brings autonomous delivery to Grubhub customers in Chicago, Los Angeles, and Alexandria,

while also enabling robot delivery from Wonder’s Alexandria location. As we continue to grow, partnerships like this help us expand

delivery options, improve efficiency and create a more seamless mealtime experience.”

Two New Markets and Serve’s First Micro Depot

Serve has launched in Washington, DC and San Jose,

California, its seventh and eighth major U.S. markets, both in partnership with DoorDash. The metros reach a total population of 8 million

and join Los Angeles, Chicago, Atlanta, Dallas, and Miami on Serve’s growing map, as the company grows its national footprint. In San

Jose, Serve’s first Bay Area market, robots have completed their first month of deliveries. In Washington DC, Serve robots will be delivering

in Dupont Circle and parts of downtown, with early restaurant partners including Talkin’ Tacos.

As part of this continued expansion, Serve is

launching its first microdepot in Miami, a new and innovative class of small-footprint operating sites that handle robot staging, charging,

dispatch, and maintenance without the build-out time of a full-scale facility. Micro depots require minimal infrastructure and can be

stood up rapidly in high-demand neighborhoods, giving Serve a repeatable model for entering new neighborhoods and cities faster and at

lower cost.

The Next-Generation of Moxi Robots Begin

Rolling Out to Hospitals

Diligent

Robotics, a Serve Robotics company, has begun rolling out a new next-generation hospital robot, Moxi, to health systems including

Endeavor Health Edward Hospital in the Chicago area, Providence Saint John’s Health Center in Los Angeles, and Children’s

Hospital Los Angeles.

The update means Moxi can perceive and interpret

its surroundings up to 15 times faster, has 10 times onboard compute, has improved autonomy and decision making, upgraded sensors and

storage, and can operate for up to 18 hours with 30% faster battery charging. This is all without changes to existing infrastructure,

making Moxi 2.0 react more quickly to dynamic hospital environments like crowded hallways, opening elevator doors and shifting foot traffic.

Moxi 2.0 is built on deliveries completed across

25+ U.S. hospitals and introduces Diligent’s robotic World Model, a learning system that improves every robot with the experience

of the whole fleet.

A First Look at Beacon

Serve previewed Beacon, a standalone countertop

product that will connect restaurants, customers, and Serve robots. With its built-in cellular, Beacon will alert restaurant staff the

moment a robot arrives for pickup and will require nothing from a restaurant beyond power—no tablet, no additional hardware, and

no changes to existing systems.

Beacon is designed to extend robot delivery to

restaurants whose back-of-house setups previously could not support it and speed up pickup for Serve’s current restaurant partners.

Serve Advertising Launches Characters, and

Introduces Chomp

Serve

Advertising launches its new product, Characters, expanding what brands can do with Serve’s robots. Advertisers have long been able

to wrap Serve robots in custom designs. Characters adds a personality: brands can now build a character that customers can talk with in

real time, powered by a curated conversational AI model, in experiences developed together by Serve and the advertiser.

Serve and Grubhub launched the first Character,

Chomp, a hamburger-wrapped robot who treats every delivery like a very

important mission. Chomp will appear across social media and select customer experiences with Grubhub gift cards and swag. Following the

announcement, other brands will have the opportunity to explore similar activations with Serve Advertising.

About Serve Robotics

Serve Robotics (Nasdaq: SERV) designs and operates

autonomous robots that navigate complex, human-centric environments. Since spinning off from Uber in 2021, Serve has deployed more than

2,000 robots across the U.S., reaching a population of approximately 3 million and supporting delivery for more than 4,000 restaurants.

In 2026, Serve acquired Diligent Robotics, expanding its operations beyond sidewalk delivery into indoor service robots used in hospitals.

Serve designs both the hardware and software behind its robots, enabling them to work safely in public and private environments at scale.

For more information, visit www.serverobotics.com

or follow the company on X, Instagram, and LinkedIn @serverobotics.

About Diligent

Founded in 2017, Diligent Robotics is an Austin-based

physical AI company and a Serve Robotics (NASDAQ: SERV) company. Diligent creates socially intelligent, AI-native mobile manipulation

robots to drive workflow efficiency in healthcare. Its robot assistant Moxi operates in 25+ hospitals across the U.S., helping care teams

with routine tasks such as delivering medications and lab samples to free them for patient care and prevent burnout. Founded by a team

of social robotics experts, Diligent is proud to be at the forefront of human-centered robotics. For more information, visit www.diligentrobots.com.

About Wonder

Wonder is a vertically integrated food technology

platform built to make great food more accessible. From recipe development to kitchen robotics and autonomous delivery, Wonder owns mealtime

from end to end, bringing a level of consistency, quality and speed to new geographies and at price points unattainable by traditional

restaurants and delivery platforms. Wonder offers in-house and chef-created concepts, iconic restaurant brands, local restaurants for

delivery nationwide and at-home meal kits in one seamless customer experience, with the aim of becoming the world’s first choice for every

meal.

To learn more, visit the Wonder

Newsroom and LinkedIn page.

About GrubHub

Grubhub is a leading U.S. ordering and delivery

marketplace dedicated to connecting customers with their favorite local restaurants, merchants and convenience retailers. Grubhub elevates

online ordering through innovative restaurant technology, easy-to-use platforms, and an improved delivery experience. Part of Wonder,

Grubhub features over 415,000 merchants in more than 4,000 U.S. cities.

Forward Looking Statements

This press release contains “forward-looking

statements,” within the meaning of Section 27A of the Securities Act of 1933, as amended, Section 21E of the Securities Exchange

Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. Forward-looking statements may be identified by the

context of the statement and generally arise when we or our management are discussing our beliefs, estimates or expectations. Such statements

generally include the words “believes,” “plans,” “intends,” “targets,” “may,”

“could,” “should,” “will,” “expects,” “estimates,” “suggests,”

“anticipates,” “outlook,” “continues,” or similar expressions. These statements are not historical

facts or guarantees of future performance, but represent management’s belief at the time the statements were made regarding future

events which are subject to certain risks, uncertainties and other factors, many of which are outside of our control. Actual results and

outcomes may differ materially from what is expressed or forecast in such forward-looking statements. Forward-looking statements include

statements regarding the Company’s future revenue generation, business and investment strategy, ability to expand to additional

markets, capabilities of the Company’s robots, outcomes of planned and completed acquisitions, partnerships with multiple delivery

platforms, and timing and ability to scale to commercial production.

The forward-looking statements contained in this

press release are also subject to other risks and uncertainties, including those more fully described in our filings with the Securities

and Exchange Commission (“SEC”), including in the sections entitled “Risk Factors” and “Management’s

Discussion and Analysis of Financial Condition and Results of Operations” in our Annual Report on Form 10-K for the year ended December

31, 2025, as supplemented by the sections entitled “Risk Factors” and “Management’s Discussion and Analysis of

Financial Condition and Results of Operations” in our Quarterly Report on Form 10-Q for the quarter ended June 30, 2026, and in

the Company’s subsequent SEC filings. The Company can give no assurance that the plans, intentions, expectations or strategies as

reflected in or suggested by those forward-looking statements will be attained or achieved. The forward-looking statements in this press

release are based on information available to the Company as of the date hereof, and the Company disclaims any obligation to update any

forward-looking statements, except as required by law. These forward-looking statements should not be relied upon as representing the

Company’s views as of any date subsequent to the date of this press release.

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