Serve and DoorDash Partner: Scaling Robot Deliveries to Automate Urban Logistics

Serve Robotics (NASDAQ:SERV) shares surged 15% in premarket trading on October 9, 2025, following the announcement of a multi-year strategic partnership with DoorDash (NYSE:DASH). The collaboration, first reported by Reuters and Bloomberg, enables DoorDash customers in Los Angeles to receive food deliveries via Serve's sidewalk robots, expanding the company's footprint beyond its existing relationship with Uber Eats. The partnership, which includes plans to scale across U.S. markets, taps into DoorDash's position as the country's leading food delivery platform.

Serve, a San Francisco-based autonomous delivery firm spun off from Uber in 2021, has completed over 100,000 deliveries for partners like Uber Eats and 7-Eleven. CEO Ali Kashani highlighted that the DoorDash partnership would allow Serve to access a broader customer base and merchant network, particularly in cities where DoorDash dominates. "Now that we have a significant fleet size, there's a very sizeable supply that we can provide to companies... and we're looking for more demand," Kashani stated. The company currently operates in Los Angeles, Miami, Chicago, and Atlanta through Uber Eats.

The collaboration aligns with DoorDash's multi-modal delivery strategy, which integrates human couriers (Dashers), drones, and autonomous robots to reduce emissions and traffic congestion. DoorDash Labs' Harrison Shih emphasized that the partnership enhances the platform's ability to "match orders with the most effective delivery method," leveraging Serve's proven track record in urban environments. Serve's robots, which operate on sidewalks, complement DoorDash's recent in-house development of Dot, a road-capable delivery robot.

Financially, the partnership is positioned to boost Serve's revenue. Kashani noted that scaling the DoorDash collaboration to match the volume of the Uber Eats partnership could significantly increase order fulfillment. Serve's market capitalization has grown by 145.97% year-to-date, reaching $821.59 million as of October 9, 2025. Analysts at Cantor Fitzgerald have maintained an "Overweight" rating on SERV, citing the company's expansion into new delivery modalities and growing operational efficiency.

The partnership also underscores broader trends in the logistics sector, where automation is increasingly adopted to address labor shortages and rising delivery costs. DoorDash's Autonomous Delivery Platform, which optimizes delivery methods at scale, positions the company to commercialize autonomous solutions more effectively. Serve's scalable contracts, including agreements to deploy up to 2,000 robots across U.S. markets, further support its growth trajectory.

[1] Investing.com (https://www.investing.com/news/stock-market-news/serve-robotics-stock-soars-after-doordash-partnership-93CH-4279220)

[2] GLOBE NEWSWIRE (https://www.globenewswire.com/news-release/2025/10/09/3164041/0/en/DoorDash-and-Serve-Robotics-Partner-to-Bring-Serve-s-Delivery-Robots-to-the-DoorDash-Platform.html)

[3] TechCrunch (https://techcrunch.com/2025/10/09/doordash-to-use-serve-robotics-sidewalk-robots-for-deliveries-in-los-angeles/)

[4] StockAnalysis.com (https://stockanalysis.com/stocks/serv/market-cap/)

[5] MarketBeat (https://www.marketbeat.com/stocks/NASDAQ/SERV/news/)

[6] DoorDash Press Release (https://about.doordash.com/en-us/news/doordash-serve-launch-partnership)