Uber-Serve delivery volume reverses after 17 quarters; partnership unlikely to continue past early 2027

Serve Robotics' delivery volume through Uber reversed in Q2 2026 after 17 consecutive quarters of growth, with CEO Ali Kashani citing lower-than-expected robot utilization and "differing views" on fleet coordination and merchant integration. Serve does not expect to renew its partnership with Uber when it expires in early 2027. The disclosure coincided with Uber's complete stake sale, which Serve learned of through regulatory filing rather than direct notice.