2026 Q2 - tulosraportti
42 päivää sitten
‧35 min
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Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
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| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 11.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 6.8. | ||
Vuosittainen yhtiökokous 2026 17.6. | ||
2026 Q1 - tulosraportti 7.5. | ||
2025 Q4 - tulosraportti 11.3. | ||
2025 Q3 - tulosraportti 12.11.2025 |
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·17.8.To @snak123 below - finished.. Just now an exciting message came! 🚀 You are very early in SERV. NFA
·11.8.I have a feeling it's finished.
It's not now that we're seeing the robot revolution in full bloom. This will take time and those who have patience and invest while the stock has a lower price will quickly earn a lot in the long run. I have a 2-3 year perspective before I expect to earn anything significant here. If it goes to 3 in price, I'll buy more etc. since I believe in the company. One never has any guarantee so invest what feels okay. I am willing to invest 6-7% of my portfolio since I believe in it. Time will just tell...
·7.8.The positive * Revenue grew 404% YoY to approx. $3.24 million. * Revenue also grew slightly from Q1, approx. 9% QoQ. * The DoorDash collaboration is growing, and management said that activity continued to increase after the quarter's end. * Serve is working on a new large marketplace partner, which can help replace Uber. * Revenue has become more diversified, so Serve is not as dependent on a single customer. * More than 50% of revenue is described as recurring revenue. * Advertising has become a real revenue source and constitutes a significant part of the delivery business. * The acquisition of Diligent Robotics gives Serve exposure to hospital robots, which potentially have better recurring revenue and margins. * Serve has approx. $240 million in cash and securities, so there is no acute bankruptcy risk. * They are lowering expected OPEX and CAPEX, which should reduce cash burn. * Gross loss improved slightly from Q1 despite higher revenue. * They have already built a large robot fleet of about 2,000 robots, so they don't need to start physical scaling from scratch. The negative * The absolute worst: 2026 revenue guidance was lowered from approx. $26 million to only $9–10 million. * That's a downgrade of about 65%. * Guidance actually means that Serve expects lower total revenue in H2 than in H1. * Uber volume fell for the first time after many quarters of growth. * Serve currently does not expect to renew the Uber agreement in 2027, unless the model changes. * This shows that the problem is not primarily building robots — the problem is getting enough orders for them. * Daily active robots fell from approx. 812 to 792. * Daily supply hours also fell. * Many of the approx. 2,000 robots are therefore still far from fully utilized. * Q2 revenue was approx. $3.24 million, while cost of revenue was about $12 million. * That gives approx. −271% gross margin. * So Serve spends about $3.71 directly for every $1 of revenue, before R&D and administration. * Adjusted EBITDA was approx. −$44.5 million in one quarter. * Net loss was about −$64 million. * Operating cash burn was about $84.7 million in the first half. * Serve largely finances the burn by issuing new shares. * They raised almost as much money through ATM stock sales as they spent on operations in H1. * The number of shares increased sharply — approx. 46% YoY in the figures we reviewed. * This means significant dilution for existing shareholders. * Serve still has the option to sell even more shares through their ATM program. * Stock-based compensation is very high relative to revenue. * General & Administrative expenses have increased dramatically. * Serve still has material weaknesses in their internal accounting controls. * Management's credibility regarding previous guidance has taken a hit, because the $26 million target was missed so significantly. * The previous idea that 2,000 robots could quickly lead to $60–80 million annualized revenue looks much less realistic in the short term.Thanks for the good summary. What are your thoughts on Serve going forward and what is your time horizon?
7.8.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
42 päivää sitten
‧35 min
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·17.8.To @snak123 below - finished.. Just now an exciting message came! 🚀 You are very early in SERV. NFA
- ·11.8.I have a feeling it's finished.It's not now that we're seeing the robot revolution in full bloom. This will take time and those who have patience and invest while the stock has a lower price will quickly earn a lot in the long run. I have a 2-3 year perspective before I expect to earn anything significant here. If it goes to 3 in price, I'll buy more etc. since I believe in the company. One never has any guarantee so invest what feels okay. I am willing to invest 6-7% of my portfolio since I believe in it. Time will just tell...
- ·7.8.The positive * Revenue grew 404% YoY to approx. $3.24 million. * Revenue also grew slightly from Q1, approx. 9% QoQ. * The DoorDash collaboration is growing, and management said that activity continued to increase after the quarter's end. * Serve is working on a new large marketplace partner, which can help replace Uber. * Revenue has become more diversified, so Serve is not as dependent on a single customer. * More than 50% of revenue is described as recurring revenue. * Advertising has become a real revenue source and constitutes a significant part of the delivery business. * The acquisition of Diligent Robotics gives Serve exposure to hospital robots, which potentially have better recurring revenue and margins. * Serve has approx. $240 million in cash and securities, so there is no acute bankruptcy risk. * They are lowering expected OPEX and CAPEX, which should reduce cash burn. * Gross loss improved slightly from Q1 despite higher revenue. * They have already built a large robot fleet of about 2,000 robots, so they don't need to start physical scaling from scratch. The negative * The absolute worst: 2026 revenue guidance was lowered from approx. $26 million to only $9–10 million. * That's a downgrade of about 65%. * Guidance actually means that Serve expects lower total revenue in H2 than in H1. * Uber volume fell for the first time after many quarters of growth. * Serve currently does not expect to renew the Uber agreement in 2027, unless the model changes. * This shows that the problem is not primarily building robots — the problem is getting enough orders for them. * Daily active robots fell from approx. 812 to 792. * Daily supply hours also fell. * Many of the approx. 2,000 robots are therefore still far from fully utilized. * Q2 revenue was approx. $3.24 million, while cost of revenue was about $12 million. * That gives approx. −271% gross margin. * So Serve spends about $3.71 directly for every $1 of revenue, before R&D and administration. * Adjusted EBITDA was approx. −$44.5 million in one quarter. * Net loss was about −$64 million. * Operating cash burn was about $84.7 million in the first half. * Serve largely finances the burn by issuing new shares. * They raised almost as much money through ATM stock sales as they spent on operations in H1. * The number of shares increased sharply — approx. 46% YoY in the figures we reviewed. * This means significant dilution for existing shareholders. * Serve still has the option to sell even more shares through their ATM program. * Stock-based compensation is very high relative to revenue. * General & Administrative expenses have increased dramatically. * Serve still has material weaknesses in their internal accounting controls. * Management's credibility regarding previous guidance has taken a hit, because the $26 million target was missed so significantly. * The previous idea that 2,000 robots could quickly lead to $60–80 million annualized revenue looks much less realistic in the short term.Thanks for the good summary. What are your thoughts on Serve going forward and what is your time horizon?
- 7.8.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 11.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 6.8. | ||
Vuosittainen yhtiökokous 2026 17.6. | ||
2026 Q1 - tulosraportti 7.5. | ||
2025 Q4 - tulosraportti 11.3. | ||
2025 Q3 - tulosraportti 12.11.2025 |
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
42 päivää sitten
‧35 min
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 11.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 6.8. | ||
Vuosittainen yhtiökokous 2026 17.6. | ||
2026 Q1 - tulosraportti 7.5. | ||
2025 Q4 - tulosraportti 11.3. | ||
2025 Q3 - tulosraportti 12.11.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·17.8.To @snak123 below - finished.. Just now an exciting message came! 🚀 You are very early in SERV. NFA
- ·11.8.I have a feeling it's finished.It's not now that we're seeing the robot revolution in full bloom. This will take time and those who have patience and invest while the stock has a lower price will quickly earn a lot in the long run. I have a 2-3 year perspective before I expect to earn anything significant here. If it goes to 3 in price, I'll buy more etc. since I believe in the company. One never has any guarantee so invest what feels okay. I am willing to invest 6-7% of my portfolio since I believe in it. Time will just tell...
- ·7.8.The positive * Revenue grew 404% YoY to approx. $3.24 million. * Revenue also grew slightly from Q1, approx. 9% QoQ. * The DoorDash collaboration is growing, and management said that activity continued to increase after the quarter's end. * Serve is working on a new large marketplace partner, which can help replace Uber. * Revenue has become more diversified, so Serve is not as dependent on a single customer. * More than 50% of revenue is described as recurring revenue. * Advertising has become a real revenue source and constitutes a significant part of the delivery business. * The acquisition of Diligent Robotics gives Serve exposure to hospital robots, which potentially have better recurring revenue and margins. * Serve has approx. $240 million in cash and securities, so there is no acute bankruptcy risk. * They are lowering expected OPEX and CAPEX, which should reduce cash burn. * Gross loss improved slightly from Q1 despite higher revenue. * They have already built a large robot fleet of about 2,000 robots, so they don't need to start physical scaling from scratch. The negative * The absolute worst: 2026 revenue guidance was lowered from approx. $26 million to only $9–10 million. * That's a downgrade of about 65%. * Guidance actually means that Serve expects lower total revenue in H2 than in H1. * Uber volume fell for the first time after many quarters of growth. * Serve currently does not expect to renew the Uber agreement in 2027, unless the model changes. * This shows that the problem is not primarily building robots — the problem is getting enough orders for them. * Daily active robots fell from approx. 812 to 792. * Daily supply hours also fell. * Many of the approx. 2,000 robots are therefore still far from fully utilized. * Q2 revenue was approx. $3.24 million, while cost of revenue was about $12 million. * That gives approx. −271% gross margin. * So Serve spends about $3.71 directly for every $1 of revenue, before R&D and administration. * Adjusted EBITDA was approx. −$44.5 million in one quarter. * Net loss was about −$64 million. * Operating cash burn was about $84.7 million in the first half. * Serve largely finances the burn by issuing new shares. * They raised almost as much money through ATM stock sales as they spent on operations in H1. * The number of shares increased sharply — approx. 46% YoY in the figures we reviewed. * This means significant dilution for existing shareholders. * Serve still has the option to sell even more shares through their ATM program. * Stock-based compensation is very high relative to revenue. * General & Administrative expenses have increased dramatically. * Serve still has material weaknesses in their internal accounting controls. * Management's credibility regarding previous guidance has taken a hit, because the $26 million target was missed so significantly. * The previous idea that 2,000 robots could quickly lead to $60–80 million annualized revenue looks much less realistic in the short term.Thanks for the good summary. What are your thoughts on Serve going forward and what is your time horizon?
- 7.8.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt