Coco
Coco (Cyan Robotics, Inc.) operates the world's largest urban autonomous sidewalk delivery robot fleet, fulfilling last-mile orders for 3,000+ restaurants, grocers, and chains across the U.S. and Europe via integrations with Uber Eats, DoorDash, Wolt, and Olo Dispatch. The company monetizes both delivery fees and out-of-home advertising on the same fleet.
- Company typePrivate
- Founded2020
- HeadquartersSanta Monica, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
Coco firmographics
Firmographics- Name
- Coco
- Legal name
- Cyan Robotics, Inc.
- Website
- https://cocodelivery.com
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Coco (Cyan Robotics, Inc.) operates the world's largest urban autonomous sidewalk delivery robot fleet, fulfilling last-mile orders for 3,000+ restaurants, grocers, and chains across the U.S. and Europe via integrations with Uber Eats, DoorDash, Wolt, and Olo Dispatch. The company monetizes both delivery fees and out-of-home advertising on the same fleet.
- Ownership category
- akta.pro rank
Coco industry classification
Industry- Product category
- Autonomous last-mile delivery logistics
- NAICS
- Local Messengers and Local Delivery (492210)
- SIC
- Trucking & Courier Services (No Air) (4210)
- akta.pro primary industry
- Service & Hospitality Robots (HDAAAIAB)
- akta.pro secondary industry
- Last-Mile Delivery Micromobility Rentals (Courier/Worker Rentals) (THADAGAJ)
Keywords
Where Coco is headquartered
LocationHeadquarters
- HQ city
- Santa Monica
- HQ country
- United States
- HQ region
- North America
Offices9 records
Markets served
Coco business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Technology or R&D, Personnel, Supply Chain, Operations, Infrastructure, Marketing or Sales
Revenue model
- Per-Delivery Service Fees: Merchants pay Coco a per-delivery fee for every order fulfilled by a Coco robot. Delivered as transaction-based usage pricing tied directly to fulfillment volume on Uber Eats, DoorDash, Wolt, Olo Dispatch, and Coco's own marketplace.
- Hardware-as-a-Service Subscription: Weekly subscription fees billed to merchants for access to Coco robots, the Coco Platform, and the Coco Web Portal. Hardware remains owned by Coco; merchants subscribe to the fleet capacity rather than buying robots outright.
- Out-of-Home Advertising: Brands pay Coco to wrap its delivery robots in custom creative, generating 30M+ weekly out-of-home impressions across Los Angeles, Miami, and Chicago. Advertisers include TNT Sports/Unrivaled/Sephora, Prime Video, NVIDIA, Coca-Cola, BYLT, and others.
- Coco Marketplace Direct Orders: Coco retains delivery fees, service fees, and tips collected through its own Coco Marketplace (powered by Stripe as payment processor), and remits net Merchandise revenue back to retailers.
- Onboarding & Service Fees: One-time onboarding fees for merchant training and platform integration, plus per-delivery service fees and pass-through tips, billed weekly via ACH or credit card. Late payments accrue 1.5% monthly interest and $50 NSF charges.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Hybrid | Monthly | Hardware-as-a-service weekly subscription + per-delivery fees for merchants |
| Usage-based | Pay-as-you-go | Per-delivery usage pricing integrated with Uber Eats, DoorDash, Wolt, Olo Dispatch |
| Other | Multi-year contract | Advertising: budget tiers from $25K to $5M+ for OOH robot wrap campaigns |
Go-to-market motion4 records
Distribution channels5 records
Marketing channels8 records
Coco product offering
Product offeringCore offering
Coco (Cyan Robotics, Inc.) operates the world's largest urban autonomous sidewalk delivery robot fleet, providing zero-emission last-mile fulfillment for restaurants, grocers, and retailers. The company manufactures and deploys its Coco 2 robots through a hardware-as-a-service subscription and per-delivery fee model, integrated with Uber Eats, DoorDash, Wolt, and Olo Dispatch, while also monetizing its active fleet as a mobile out-of-home advertising channel.
Product overview
Coco Robotics operates an integrated platform-plus-modules architecture for autonomous urban last-mile delivery. The core Coco Platform (proprietary software system, Coco Marketplace, Coco Web Portal, and Pilot Terminal) orchestrates delivery operations and powers the flagship Coco 2 autonomous delivery robot — the company's fully autonomous, general-purpose urban robotics platform with onboard NVIDIA compute, solid-state LiDAR, and cameras. On top of this, Coco offers two primary service modules: (1) the Coco Delivery Service, which fulfills orders from integrated merchant platforms (Uber Eats, DoorDash, Wolt, Olo Dispatch) with zero-emission, locked, and weatherproof robots; and (2) Coco Advertising, which monetizes the active robot fleet as a dynamic Out-of-Home advertising channel for brand campaigns. The Urban Robotics Platform underlies both, continuously collecting and processing real-world operations data to refine AI navigation and enable rapid city expansion.
Differentiator
Problem solved
Functional benefit
Brands
- Coco 2: Coco Robotics' next-generation autonomous delivery robot platform, launched February 2026, designed for full autonomy and capable of navigating sidewalks, bike lanes, and roads.
Products and services
- Coco 2 Autonomous Delivery Robot Coco's next-generation fully autonomous sidewalk-and-roadway delivery robot. Powered by onboard NVIDIA Jetson Orin NX compute, solid-state LiDAR, multiple cameras, GPS, and end-to-end neural networks, with a swappable battery and quick-swappable tires. Designed as a general-purpose urban robotics platform for restaurants, grocers, pharmacies, and local retailers.
- Coco Delivery Service Autonomous last-mile delivery service for merchants, operating on the Coco Platform and Coco Marketplace and integrated with Uber Eats, DoorDash, Wolt, and Olo Dispatch. Handles end-to-end fulfillment — order receipt, robot dispatch, customer notification, in-app unlock, and zero-emission delivery typically under 25 minutes. Offered to merchants as a subscription plus per-delivery fee model with hardware, software, and 24/7 support.
- Coco Advertising (Out-of-Home Robot Advertising) Turns Coco's active delivery robot fleet into a dynamic out-of-home advertising channel. Brand wraps are applied to Coco robots during normal delivery routes across major U.S. metros, delivering 30M+ weekly impressions and integrated stunt/activation campaigns; advertisers include NVIDIA, Coca-Cola, BYLT, Live Tinted, Beehiiv, and VaynerMedia.
Quantifiable outcome
- 500,000+ zero-emission deliveries completed across the U.S. and Europe (as of 2026)
- +7 more outcomes
Companies that use Coco
Customer profileNamed customers11 records
Segments5 records
Ideal customer profiles4 records
Coco technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration8 records
AI capability10 records
Feature8 records
Coco partnerships and signals
Strategic signalPartnerships
15 partnerships are on record, tiered core, flagship and minor.
- NVIDIA, Coca-Cola, BYLT, Live Tinted, Leisure Hydration, Beehiiv, VaynerMediacoreSeven brands wrapped more than 100 Coco robots in Miami across South Beach, Wynwood, Brickell, and downtown during the Formula 1 Miami Grand Prix and Possible Conference weekends, transforming Coco's daily delivery fleet into a scaled out-of-home media channel.
- BlindSquarecoreCoco delivery robots log sidewalk hazards (misparked e-scooters, construction sites, broken curb cuts) and transmit them to BlindSquare's self-voicing GPS app for blind and visually impaired users. Alerts issued in 26 languages ~10 meters before users reach hazards. Live across six cities (LA, Miami, Chicago, Jersey City, Helsinki, Turku). Partnership is partially funded by an EU grant and began with Forum Virium Helsinki.
- WoltcoreCoco powers Wolt's robot delivery service in Helsinki and Turku, Finland (the latter launched March 2026 with ~10 robots). Customers select robot delivery in the Wolt app and unlock the compartment via the app; merchants include Portsan Kukka, Metropoli, Lone Star, and Wolt Market.
- Niantic SpatialflagshipStrategic partnership announced March 2026 making Niantic Spatial Coco's core infrastructure partner. Niantic's Visual Positioning System (VPS) and Large Geospatial Model provide centimeter-level localization in urban canyons where GPS fails; first robotics deployment for Niantic Spatial. Co-engineering teams to advance safe autonomous navigation.
- AirgaincoreAirgain (NASDAQ: AIRG) won a design contract to supply NimbeLink cellular modems for Coco's next-generation Coco 2 robots. Each robot integrates two Airgain modems for redundant LTE connectivity; multi-million-dollar opportunity for Airgain over the rollout.
- NVIDIAflagshipCoco uses NVIDIA Omniverse, Isaac Sim, Isaac Lab, and Cosmos world foundation models for physically accurate simulation and synthetic data, with on-robot inference running on NVIDIA Jetson Orin NX edge compute. NVIDIA also advertised on Coco's robots during the F1 Miami campaign.
- TNT Sports / Unrivaled / SephoraminorTNT Sports partnered with Coco Robotics to deploy branded self-driving delivery vehicles in Miami, Los Angeles, and Chicago as part of a 4+ week national campaign alongside the Unrivaled/Sephora Glam Room Bus Tour.
- Shake ShackcoreCoco powers Shake Shack's robot delivery via Uber Eats at two Chicago locations, supporting peak-time efficiency and colder-month operations.
- Prime Video (Amazon)minorCoco and Prime Video launched an out-of-home campaign turning delivery robots into interactive movie-themed experiences to promote the film 'The Pickup' in Los Angeles.
- CheckmatecoreCheckmate integration enables Coco Robotics to power White Castle's first autonomous deliveries directly on the Uber Eats ordering flow.
- White CastlecoreFirst QSR chain to deploy Coco's autonomous delivery robots via Uber Eats, piloted at the Roosevelt Road, Chicago location starting July 21, 2025, with potential expansion to other White Castle markets.
- DriveU.autocoreIsraeli remote connectivity software partner embedded in Coco's fleet to enable reliable remote piloting and teleoperations over cellular networks.
- DoorDashflagshipDoorDash and Coco launched U.S. sidewalk robot delivery in Los Angeles and Chicago in April 2025 following earlier Helsinki pilots (100,000+ deliveries). Expanded to Miami and to grocery/retail via DashMart in December 2025 after 14,000+ grocery pilots; first national grocers and retailers including Target, Lowe's, and Petco assortments delivered via Coco robots.
- OpenAIcoreCoco partners with OpenAI to use its technology for navigation improvements while OpenAI gains access to real-world data from Coco's fleet to train its models. Underpins Coco's broader physical AI strategy (alongside the UCLA-backed lab led by Bolei Zhou).
- Uber Eats (Uber Technologies)flagshipStrategic partnership launched August 2024 to deploy Coco's sidewalk delivery robots on Uber Eats across U.S. cities. Expanded to multiple markets including LA, Miami, Chicago, Jersey City, and San Jose. Powers White Castle, Shake Shack, and other national chain deliveries. Referenced in Uber's Q3 2024 earnings as an expanded autonomous vehicle partnership.
Scale indicators12 records
Recent moves10 records
Expansion highlights7 records
Coco competitors and assessment
Company assessmentDirect peers
- Serve Robotics: Serve Robotics builds autonomous sidewalk delivery robots and is Coco's most direct U.S. competitor, also operating in Los Angeles and Chicago with Uber Eats. Like Coco, it is a venture-backed sidewalk robotics company pursuing national chain and grocery partnerships, and it is publicly listed — providing direct read-across on category economics.
- Starship Technologies: Starship Technologies operates a large fleet of autonomous sidewalk delivery robots for food and groceries across hundreds of campuses and cities in the U.S. and Europe. It is the most mature global sidewalk delivery robot operator and competes head-to-head with Coco on business model (per-delivery + subscription) and target customers (restaurants, grocers, campuses).
- Kiwibot: Kiwibot makes semi-autonomous sidewalk delivery robots deployed across U.S. college campuses and several international cities. It directly competes with Coco in restaurant and campus last-mile delivery and is comparable in stage, business model, and target market.
Emerging players
- Refraction AI: Refraction AI builds autonomous last-mile delivery robots that operate in bike lanes and on roads, primarily in the U.S. midwest. It targets restaurant and grocery delivery with a heavier REV-1 platform — overlapping with Coco's Coco 2 sidewalk-to-roadway expansion plans and representing a direct emerging competitor in autonomous urban delivery.
- Ottonomy.io: Ottonomy.io develops autonomous delivery robots for indoor and outdoor last-mile logistics, with deployments in airports, retail, and urban food delivery. It is an emerging player with partial product overlap, focusing on specific verticals and geographies that intersect with Coco's restaurant/grocery use cases.
- Cartken: Cartken builds autonomous last-mile delivery robots and has commercial deployments in food delivery and industrial logistics, including partnerships with major platforms. It is an emerging player whose product and target market closely overlap with Coco's sidewalk delivery service.
Broad incumbents
- Nuro: Nuro develops autonomous on-road delivery vehicles for grocery, restaurant, and pharmacy fulfillment, with a much larger vehicle class and significant capital base. It is a broader incumbent in autonomous delivery with overlapping merchant and grocery customers (e.g., Kroger, Domino's, Uber Eats) and represents the road-based alternative to Coco's sidewalk platform.
- Waymo (Alphabet): Waymo operates a large-scale autonomous vehicle program that has begun piloting delivery use cases in addition to robotaxi services. As a well-capitalized Alphabet-owned incumbent, it represents a long-tail threat to urban autonomous delivery economics if it extends into goods movement.
Others
- DoorDash: DoorDash is both Coco's largest U.S. distribution partner (DashMart integration, 14,000+ pilot deliveries) and a potential long-term competitor as it explores in-house autonomy. As a public, well-capitalized marketplace, it sits at the platform layer Coco's economics depend on and is therefore an essential adjacent/comparator company.
- Uber (Uber Eats): Uber Technologies is Coco's flagship distribution partner via Uber Eats and also a strategic investor ecosystem participant. It operates an in-house autonomous and AV partnership strategy and is a critical channel — and a potential competitor — for Coco's growth.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat7 records
Key risks6 records
Key highlights8 records
Customer concentration
Coco social profiles
Digital presenceCoco compliance and trust
Trust signalCompliance2 records
Coco financial estimates
Financial estimateRevenue estimate
Valuation estimate
Coco leadership team
Management profileNumber of profiles
Profiles13 records
Coco funding detail
Funding detailFunding overview
Funding rounds5 records
Investors14 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Coco M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Coco
What does Coco do?
Coco (Cyan Robotics, Inc.) operates the world's largest urban autonomous sidewalk delivery robot fleet, providing zero-emission last-mile fulfillment for restaurants, grocers, and retailers. The company manufactures and deploys its Coco 2 robots through a hardware-as-a-service subscription and per-delivery fee model, integrated with Uber Eats, DoorDash, Wolt, and Olo Dispatch, while also monetizing its active fleet as a mobile out-of-home advertising channel.
Is Coco a public or private company?
Coco is a private company. It is classified as venture growth investor backed and is currently operating.
When was Coco founded?
Coco was founded in 2020. It employs 101 to 250 people.
Where is Coco based?
Coco is headquartered in Santa Monica, United States, in the North America region.
How does Coco make money?
Five revenue lines are on record. Per-Delivery Service Fees are the primary driver. The others are hardware-as-a-Service Subscription, out-of-Home Advertising, coco Marketplace Direct Orders and onboarding & Service Fees.
Who are Coco's main competitors?
Direct peers on record are Serve Robotics, Starship Technologies and Kiwibot. Emerging players are Refraction AI, Ottonomy.io and Cartken. Broad incumbents are Nuro and Waymo (Alphabet). Others are DoorDash and Uber (Uber Eats).
Does Coco have an API?
Yes. Coco exposes a partner-facing API used by merchants and third-party retailer platforms to pass orders to the Coco Platform. The Merchant Terms state that "Coco will receive Merchandise Orders from the Retailer Platform, whether via email, API link or other method," and Coco is described as a delivery service provider for Olo Dispatch and several other first-party platforms. The Coco Web Portal (app.cocodelivery.com) is provided to merchants for administrative access alongside programmatic integration. Developer documentation is at app.cocodelivery.com.
What industry is Coco in?
Coco's product category is Autonomous last-mile delivery logistics. Its primary akta.pro industry code is HDAAAIAB, Service & Hospitality Robots, with a secondary code of THADAGAJ, Last-Mile Delivery Micromobility Rentals (Courier/Worker Rentals). Its NAICS code is 492210 and its SIC code is 4210.