Pony.ai's RoboTaxi Revenue Increases by 691%, Accounting for 33% of Total Revenue
Pony.ai's RoboTaxi service revenue rose to $12.073 million in the second quarter of 2026, accounting for 33.4% of total revenue. The total revenue reached $36.22 million, marking a 68.8% increase compared to the same period last year. Revenue from the RoboTaxi service surged by 691.2%, while fare-based RoboTaxi revenue increased by 849.3%. The growth in RoboTaxi revenue is attributed to the expansion of the seventh-generation vehicles, the scaling up of commercial RoboTaxi operations, and the contribution of the joint deployment model. As of June 30, the number of RoboTaxi vehicles stood at 1,975. The number of registered users of PonyPilot in China exceeded 1.5 million. In the second quarter, revenue from the RoboTruck service was $13.329 million, a 40.0% increase year-on-year, while revenue from intelligent solutions was $10.818 million. The RoboTaxi revenue in the second quarter increased by $3.473 million compared to the previous quarter. The annual RoboTaxi revenue for 2025 was $16.607 million. The RoboTaxi revenue for the second quarter of this year reached approximately 73% of last year's total annual revenue. Pony.ai is working with Uber to deploy over 2,000 RoboTaxis in Europe, and more than 4,000 vehicles are under negotiation in international markets. The net loss for the second quarter was $45.4 million.
-- Price
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