Uber has sold its remaining stake in Serve Robotics, deepening a rupture in a partnership launched in 2022 and expanded in May 2023 to include as many as 2,000 sidewalk robots on the Uber app in several U.S. cities. Serve said delivery volume through Uber, which had risen for 17 straight quarters from the first quarter of 2022 through the first quarter of this year, reversed in Q2 because of lower-than-expected robot utilization, while CEO Ali Kashani cited differing views over the companies' shared autonomous delivery fleet and operating model. The company reported second-quarter revenue of $3.28 million, below a $3.49 million consensus estimate, though its loss per share beat analyst expectations, and cut its 2026 revenue outlook to $9 million to $10 million from a prior $26 million because of weaker volume through the Uber Eats partnership. Serve was reportedly unaware of Uber's exit until the regulatory filing surfaced, and the current Uber agreement is now unlikely to be renewed when it expires in early 2027, even as Serve said deliveries with another food delivery partner rose about 50% in the recent quarter and Uber continued working with more than 30 autonomous vehicle companies.