Serve Robotics' Uber delivery volume falls after 17 quarters of growth; partnership set to end in early 2027

Serve Robotics' delivery volume through Uber fell in Q2 2026, ending 17 straight quarters of growth. CEO Ali Kashani cited low robot utilization and disagreements over fleet coordination and merchant integration. Serve does not expect to renew the Uber partnership when it expires in early 2027. Uber sold its stake in Serve, which Serve discovered via regulatory filing rather than direct notice.